Комплектующие бурильной колонны

Комплектующие бурильной колонны — это компоненты, устанавливаемые между бурильными трубами или между бурильными трубами и утяжеленными бурильными трубами для соединения, адаптации и защиты бурильной колонны.

Common drill pipe accessories and бурильная колонна subs include crossover subs, drill pipe pup joints, bit subs, saver subs, lifting subs, pump-in subs, side entry subs and Kelly valves. Each product performs a different function, so selection starts with three basic questions: where the accessory will be installed, what components it must connect, and what function it must perform.

Drill String Accessories and Their Functions

Drill pipe, HWDP and drill collars form the main load-carrying sections of the бурильная колонна, but they cannot cover every connection, spacing, handling and fluid-control requirement encountered during drilling. Бурильная колонна accessories are introduced at specific positions to solve these interface requirements without changing the main tubular configuration. Some accessories adapt one connection to another, some provide a shorter section for string-length adjustment, while others protect frequently used threads, support lifting operations or create a controlled drilling-fluid path. Their function is therefore determined mainly by where they are installed and what problem they solve in the бурильная колонна.

AccessoryMain FunctionTypical Position
Crossover SubConnects two components with different соединениеsBetween бурильная труба, HWDP, drill collar or BHA tools
Drill Pipe Pup JointAdds a short section to adjust бурильная колонна lengthWithin a бурильная труба or work-string section
Bit SubConnects the lower BHA or drill collar to the drill bitDirectly above the drill bit
Saver SubProtects a higher-value соединение from repeated wearBelow the top drive or Kelly
Lifting Sub / Lift NubbinProvides a suitable interface for lifting heavy drill stem componentsDrill collars, subs and downhole tools
Pump-In SubAllows drilling fluid to enter the бурильная колонна through an additional connectionCirculation system
Side Entry SubProvides a side connection to the бурильная колонна boreFluid circulation or intervention configuration
Kelly ValveOpens or closes the бурение-fluid flow pathKelly and upper бурильная колонна

These accessories may have similar short, thick-walled bodies, but their functions and selection criteria are different. A crossover sub is selected according to the two connections that must be joined; a pup joint is selected when the string requires a defined shorter length; a saver sub is installed to absorb repeated make-up and break-out wear; and a Kelly valve is used where drilling-fluid flow must be opened or shut off. For this reason, accessory selection should not be based only on outside diameter or general appearance. The required function, installation position, upper and lower connections, internal bore and compatibility with the surrounding бурильная колонна components must be confirmed first.

Types of Drill String Accessories

Бурильная колонна accessories are selected according to the specific problem that must be solved in the string. Connection conversion, string length adjustment, thread protection, bit connection, handling and drilling-fluid control require different components.

Crossover Sub

A crossover sub joins бурильная колонна components that cannot connect directly because their thread sizes, connection types or end configurations are different. It is commonly positioned between drill pipe, HWDP, drill collars and BHA tools, allowing each adjoining component to retain its specified connection while the crossover provides the required transition.

Both ends of the sub must therefore be specified independently. Outside diameter alone cannot determine compatibility; the upper and lower connection designations, pin/box orientation, internal bore and adjoining components all need to match the actual бурильная колонна arrangement.

ConfigurationСоединение ArrangementMain Use
Box × PinBox on one end, pin on the otherConnects components requiring opposite end configurations
Box × BoxBox соединениеs on both endsJoins two components presenting pin ends
Pin × PinPin соединениеs on both endsJoins two components presenting box ends

A Box × Pin, Box × Box or Pin × Pin designation defines only the end orientation and does not identify the actual connection family or thread size. Crossover sub selection therefore requires the exact connection designation at both ends, together with the required OD, internal bore and overall length. These dimensions must match the adjoining drill pipe, HWDP, drill collar or BHA component to maintain бурильная колонна connection compatibility.

Drill Pipe Pup Joint

A drill pipe pup joint provides a shorter drill-string section when a standard drill pipe length does not suit the required spacing or string configuration. It retains the required drill pipe connections while allowing the total string length to be adjusted more precisely.Pup joints are therefore selected as part of the бурильная колонна layout rather than simply by nominal pipe size. The required length must be coordinated with the matching drill pipe, connection dimensions and internal bore.

Selection ItemRequirement
Drill Pipe ODMatch the surrounding бурильная труба size
Соединение TypeMatch the adjoining бурильная труба or drill-string component
Pin / Box ArrangementConfirm the required end orientation
Internal BoreMaintain the required fluid passage
Overall LengthMeet the planned string spacing
ConstructionIntegral or welded, according to the specified product design

Pup joint construction may be integral or welded, depending on the required length, connection design and manufacturing route. Integral designs use a continuous forged or machined body, while welded designs combine a pipe body with welded tool-joint ends. The selected construction should remain compatible with the adjoining бурильная труба in connection geometry, bore and mechanical performance.Overall length is specified together with the connection type and bore so that the pup joint fits the planned drill-string spacing without changing the surrounding бурильная труба configuration.

Bit Sub

Bit sub connects the lower BHA or drill collar to the drill bit, providing the required connection transition immediately above the bit. Its upper connection matches the BHA component, while the lower connection is machined for the specified bit connection. Selection is mainly based on the upper and lower connections, OD, internal bore and overall length, with the bore maintained for the required drilling-fluid passage through the lower BHA.

Saver Sub

A saver sub is installed between the бурильная колонна and a higher-value connection that is exposed to frequent make-up and break-out. By concentrating repeated connection wear on a replaceable component, it helps protect the threads and shoulders of the top drive or Kelly. The two main configurations are Top Drive Saver Subs and Kelly Saver Subs, selected according to the rig-side connection and the бурильная колонна connection that must be matched.

TypeInstalled PositionMain Function
Top Drive Saver SubBetween the top drive and бурильная колоннаProtects the top-drive соединение from repeated соединение wear
Kelly Saver SubBetween the Kelly and бурильная колоннаProtects the lower Kelly соединение during repeated make-up and break-out

Selection is based first on the connection required at the equipment side and the connection presented by the бурильная колонна, followed by OD, internal bore and overall length to suit the assembly. A saver sub differs from a crossover sub in its primary purpose: the crossover sub adapts incompatible connections, while the saver sub provides a replaceable wear interface for a frequently cycled connection.

Pump-In Sub and Side Entry Sub

Pump-in subs and side entry subs provide an auxiliary fluid connection to the бурильная колонна without interrupting the main threaded connection between the components above and below. A pump-in sub introduces drilling fluid into the internal bore through a dedicated inlet, while a side entry sub provides lateral access to the same flow path. Both are used where the drilling or circulation program requires an additional fluid entry point without changing the basic drill-string arrangement.

Selection is based on the required upper and lower drill-string connections, auxiliary port connection, internal bore, overall length and applicable pressure requirement. The auxiliary connection and bore must be sized for the intended drilling-fluid circulation, while the main end connections remain compatible with the surrounding бурильная колонна. Key specification items include:

  • upper and lower drill-string соединениеs;
  • pump-in or side-entry port соединение;
  • internal bore;
  • design pressure or working-pressure requirement.

Kelly Valve

A Kelly valve provides a positive means of opening or shutting off fluid flow through the бурильная колонна. It combines rotary drill stem connections with an internal valve mechanism, so its selection involves both connection compatibility and pressure-control requirements.

Upper and lower Kelly valves occupy different positions in the Kelly assembly, but both are used to control the internal drilling-fluid path. The valve should therefore be specified by more than its nominal соединение size.

The main information includes:

  • upper and lower соединениеs;
  • internal bore;
  • valve configuration;
  • operating and pressure requirements;
  • бурение service conditions.

Because a Kelly valve performs a бурильная колонна well-control and flow-control function, pressure-containing parts and operating performance require separate consideration from ordinary solid rotary subs.

Drill String Connection Types and Compatibility

Connection compatibility determines whether a бурильная колонна accessory can be made up correctly with the surrounding components. Matching OD alone is not enough; the upper and lower connection designations, pin/box orientation, thread size, shoulder interface and internal bore must all correspond to the adjoining drill pipe, HWDP, drill collar or BHA tool. These checks are especially important for crossover subs, bit subs, saver subs and pup joints, where a mismatch in connection geometry can prevent proper make-up even when the external dimensions appear suitable.

Соединение ItemWhat It Controls
Upper СоединениеCompatibility with the component above
Lower СоединениеCompatibility with the component below
Pin / Box OrientationDetermines how the components make up
Соединение Type / SizeDefines the actual mating thread
Shoulder InterfaceProvides correct соединение contact after make-up
ODExternal dimensional compatibility
ID / BoreInternal clearance and бурение-fluid flow
Mating ComponentБурильная труба, HWDP, drill collar, bit or BHA tool

For accessories using an API or other standardized rotary shouldered connection, the connection designation, thread form, shoulder geometry and applicable gauging requirements must correspond to the mating component. Both ends of crossover subs, bit subs, saver subs and similar rotary subs should therefore be specified independently, because OD and general connection orientation do not define actual interchangeability. Correct compatibility depends on the complete connection data at the upper and lower ends together with the required bore and adjoining бурильная колонна components.

Materials and Heat Treatment for Drill String Accessories

Бурильная колонна subs are commonly manufactured from heat-treated alloy steel to provide the strength and toughness required at threaded connections, shoulders and reduced cross-sections. For crossover subs, saver subs and other integral rotary subs, 4140- and 4145-series alloy steels are commonly used, with the final material condition determined by the connection design, component dimensions and required mechanical properties. Commercial drill-string accessory ranges also commonly specify 4145-modified or 4140 heat-treated steel for crossover and side-entry subs.

The material and manufacturing route should be matched to the accessory construction rather than applied uniformly across the complete product range.

Accessory GroupCommon Construction ApproachMain Material Consideration
Crossover / Saver / Bit SubsIntegral alloy-steel body with machined соединениеsStrength and toughness at threads and shoulders
Integral Pup JointHeat-treated alloy-steel integral bodyMechanical continuity through the complete joint
Welded Pup JointPipe body combined with welded end соединениеsCompatibility with the adjoining бурильная труба construction
Pump-In / Side Entry SubMachined alloy-steel body with auxiliary fluid portСоединение load plus pressure-containing section
Kelly ValveAlloy-steel pressure-containing body with internal valve componentsMechanical load, pressure containment and service condition

For integral бурильная труба pup joints, 4145H modified steel in a quenched-and-tempered condition is one established manufacturing route, while welded pup joints use a different pipe-body and end-connection construction. Kelly valves likewise require separate material consideration because the body must combine drill-string connection loads with pressure-containing service.

How to Select Drill String Accessories

The easiest way to select a drill string accessory is to start from the job that needs to be performed.

If You Need To…Accessory to Consider
Connect two different бурильная колонна connectionsCrossover Sub
Add a short section to adjust бурильная колонна lengthDrill Pipe Pup Joint
Connect the BHA or drill collar to the bitBit Sub
Protect the top-drive соединение from repeated wearTop Drive Saver Sub
Protect the Kelly соединениеKelly Saver Sub
Lift a drill collar or heavy drill stem toolLifting Sub / Lift Nubbin
Pump fluid into the бурильная колоннаPump-In Sub
Add a side fluid соединениеSide Entry Sub
Shut off flow inside the бурильная колоннаKelly Valve

After identifying the accessory type, the next step is to confirm the соединениеs and dimensions.

A practical selection sequence is:

Function → Installation Position → Upper Соединение → Lower Соединение → Pin/Box → OD and Bore → Length → Material / Service Requirement

How Drill String Accessories Fit into the Drill String

Бурильная колонна accessories work between the main drill stem components rather than replacing them. Drill pipe forms the principal rotating tubular section, heavy weight drill pipe provides the transition toward the stiffer lower string, and drill collars and other BHA components carry the assembly toward the bit. Accessories are added only where the string requires a specific connection change, short-length adjustment, connection protection or fluid-control function.

Drill String PositionMain Component / AccessoryFunction in the Assembly
Rig-side соединениеTop Drive / Kelly + Saver SubTransfers rotation into the бурильная колонна while the saver sub protects the frequently cycled connection
Main stringDrill PipeTransmits rotation, axial load and бурение fluid through the main tubular section
Length or соединение adjustmentPup Joint / Crossover SubAdjusts string length or connects components with different соединениеs
Transition sectionHeavy Weight Drill Pipe (HWDP)Provides a gradual stiffness transition between бурильная труба and the lower BHA
Lower бурильная колоннаDrill Collar / BHAAdds stiffness and weight near the bit and carries other bottom-hole tools
Bit соединениеBit SubConnects the lower BHA to the specified drill bit connection
Bottom of assemblyDrill BitApplies weight and rotary energy to the formation

The accessory used at each position is determined by the surrounding components and the required function. A crossover sub must match the connections on both sides, a pup joint must fit the planned string length and drill-pipe connection, and a saver sub must match the top-drive or Kelly connection it is intended to protect. In this way, бурильная колонна accessories complete the connection and operating requirements between drill pipe, HWDP and BHA components without changing the basic function of the main бурильная колонна.

Часто задаваемые вопросы

Q:Can a crossover sub be selected by OD and Box × Pin configuration alone?

A:Can a crossover sub be selected by OD and Box × Pin configuration alone?
A: No. Box × Pin only defines the end orientation. The exact upper and lower connection types, connection sizes, bore and mating drill string components must also be confirmed before the crossover can be specified.

Q:Can a saver sub be used instead of a crossover sub?

A:Not automatically. A crossover sub is primarily used to connect different бурильная колонна connections, while a saver sub provides a replaceable wear connection below a Kelly or top drive. One component should perform both functions only when its connection design is specified for both requirements.

Q: Is an integral бурильная труба pup joint always better than a welded pup joint?

A: No. Integral and welded pup joints use different construction routes, and the correct choice depends on the specified length, бурильная труба connection, bore and product design requirements. The construction should match the intended drill-string configuration rather than being selected by one general rule.

Q: Does 4145H material alone define a suitable бурильная колонна sub?

A: No. Material grade is only one part of the specification. A бурильная колонна sub must also match the required connection type, pin/box arrangement, OD, bore, heat-treatment condition and mating components before it can be considered suitable for the intended бурильная колонна.