Hole Monitoring Procedures While Drilling or Milling Operation

This is the example of hole monitoring procedure while drilling or milling and this will give you some ideas only. You need to adjust it to suit with your operation


  • Perform pre-job safety meeting with personnel involved in operation.
  • The Driller or the toolpusher on the break is responsible for monitoring a well condition and identifying when a well must be shut-in with safe and correct practices.
  • If the driller sees a hole problem, the drilling operation must be stopped and inform the following people: Toolpusher, Senior Toolpusher and Company Representative.
  • Shut In Procedure While Drilling or Milling for Well Control Situation must be posted in the driller cabin where the driller can see it easily at all time.
    • Note: shut in procedure depends on requirement on each company.

  • The Driller has a responsibility to check all well control equipment and record into the sheet at the beginning of tour.
  • The Driller must review the schematic for line up and ensure the correct line up for required operation.
  • A drilling parameter trend sheet will be updated every hour during drilling operations. The parameters are as follows; RPM, active pit volume, % return flow, Rate Of Penetration (ROP), drilling torque, off bottom torque, pickup weight / slack-off weight, mud density, gas units or percentages, pumping pressure, Equivalent Circulating Density (ECD), etc.
  • The driller must monitor any drilling break and inform Toolpusher and Customer Representative if there is drilling break.
  • Kick detection devices as flow show, Pit Volume Totalizer monitor, and alarm must be tested properly and regularly.
  • Mud logger kick detection devices must also tested in the same way as rig instrumentation to confirm an accuracy and readiness.
  • Set the PVT gain/loss and the flow show at required level.
  • Discuss with pump man, shaker man, centrifuge engineer and mud engineer to have a proper communication prior to transferring any drilling fluid. Driller and mud logger must be informed prior to making any changes in the mud pit level. Any changes in centrifuge parameters must be also informed a driller and a mud logger.
  • A full opening safety valve and a closing handle with correction bottom connections that fit with of drill string which is being used must be available on the drill floor at all time. It must leave in an opened position. Driller must check this equipment.
  • The driller must confirm a current space out diagram and ensure the correct height.
  • Monitor drilling mud properties and ensure that personnel involving in drilling fluid as mud engineer, pump man, shaker man and centrifuge engineer to communicate to the drilling if there is any changes in mud properties, especially mud weight.
  • Discuss with shaker man to closely monitor cuttings over the shale shakers. If excessive cuttings and/or change in casing size/shape are observed, inform the Driller, Toolpusher and Customer Representative. It is a possible well control indicator.
  • If one of the positive well control indicators is seen, the driller must shut the well in as per a shut in procedure. Then inform Toolpusher, senior Toolpusher and Customer Representative.
  • If one of the possible well control indicators is seen, the driller must stop drilling and flow check the well. Then inform Toolpusher, senior Toolpusher and Customer Representative.
  • If there is any doubt in the well condition, the driller has the right to shut the well in. Then inform Toolpusher, senior Toolpusher and Customer Representative. Do not try to contact any supervisors first.


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3 Responses to Hole Monitoring Procedures While Drilling or Milling Operation

  1. Rajinder Singh says:

    Well written stepwise.

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