Hole Monitoring Procedures While Tripping

This is the example of hole monitoring procedure while tripping 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.

  • Ensure a trip tank is clean without any barite sag or solid that can cause a trip tank pump failure.
  • Trip sheet must be prepared with correct drill string/ tubular displacement.
  • A Full Opening Safety Valve (FOSV) 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. Driller must check this equipment. It must leave in an opened position. It may be required to have cross over from FOSV to drill string connection.
  • The Driller is responsible for well monitoring while tripping. The driller has the right to shut the well in if there is an indicator of well control or any doubt while tripping out.
  • Shut In Procedure While Tripping 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.
  • 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 trip tank gain/loss and the flow show at required level.
  • Track volume displacement with two separate systems if possible (one from the rig system and another one from mud logger system).
  • Verify all well control equipment is properly lined up to shut the well in.
  • Confirm the correct line up for well monitoring via a trip tank.
  • Confirm the correct line up from mud pumps to the rig floor.
  • Review shut in procedure while tripping.
  • At the following events, flow checks must be performed;
  • At the bottom of the well prior to tripping out.
    • At the deepest casing shoe.
    • Anytime that there is any doubt in the well condition.
    • Anytime that the hole displacement is not correct.
    • Prior to pulling HWDP or Drill Collars through the BOPs.
    • If the monitoring or circulating system does not work properly.
    • Review any foreseeable issues with Toolpusher and Customer Representative
  • Check and maintain accurate pipe tally
  • Do not trip when filling up a trip tank
  • Perform trip drill with crew every trip if possible
  • Toolpusher should be on rig floor for at least first 10 stands to monitor the operation.
  • Trip sheets must be recorded every stand of drill pipe pulled. Assistant Driller has a responsibility to accurately fill a trip sheet while tripping.
  • Trip sheets must be kept in a tool pusher office after tripping operation completed.
  • While tripping, if the volume discrepancy is seen, Assistant Driller must inform Driller, Tool Pusher and Company Representative. The tripping operation must be stopped for further evaluation and a Full Open Safety Valve must be installed.
  • Ensure shut in while tripping procedure is posted on the rig floor closed to the driller console
  • Record pick up weight and maintain a trend in a data sheet to observe any hole issue.
  • Do not attempt to pull if you see abnormal drag 30 Klb over a current pick up weight.
  • Any abnormal dram must be informed to Toolpusher and Customer Representative.
  • If a slug is planned to pump, driller must determine volume gain from slug. The calculations can be seen from these link

Barrels of slug required for desired length of dry pipe

Weight of slug required for desired length of dry pipe with set volume of slug

  • The U-Tube effect must be discussed with team prior to pumping slug.
  • Ensure the well condition before pumping slug. Inform Toolpusher and Customer Representative before pumping slug.



  • After pumping slug, it is required to wait until the well is stable prior to continuing the tripping operation.
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One Response to Hole Monitoring Procedures While Tripping

  1. elliot says:

    Agree with most above but not all
    do not trip when filling trip tank. Most rigs have two trip tanks so that we do continue to trip, A/D completes
    We perform a trip drill once every tour at a minimum
    Always pump a slug and calculate expected gain from it, not to be confused as a gain.
    first 5 stands may not tally, zero tally and continue

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