WellSharp – Coiled Tubing Equipment Operator

Prerequisites:  This course shall have no formal pre-requisite.  The individual should have no history of a disabling medical condition, which may be sufficient reason for disqualification.

Course Length: 32 hours - Course length shall vary depending on the number of delegates.  Total course time includes breaks and meals.

Class Size:  The maximum number of delegates that may be trained and tested per instructor shall be twelve (12) in the classroom session.

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Course Objective
The curriculum identifies a body of knowledge and a set of job skills that can be used to provide well control training for coiled tubing operations personnel.

Course Design

  • Power Point© / Lecture / Audio Video / Visual Aids
  • Demonstrations
  • Practical Simulations Exercises
  • All students are supported with Laptops for online reviews, sample testing, support material, manuals and data sheets. Testing is online controlled by IADC thru their website. All support material is soft copied to each student thru thumb drives.

Successful Course Completion

  • Requires a minimum score of 75% or better.
  • Delegates will have no more than three hours to complete the exam.
  • Grades shall be calculated online by IADC and be proctored by Llyod’s Registry personnel, all questions are multiple choice.
  •  An Immediate retest after review is available or within 45 days of the initial test failure.  The delegate must score a 60% or better to qualify for the re-test option.

Course Content Summary

  • Classroom
  • Practical’s

Breaks:  10-15 minutes (approximately every 1.5 hours)

Course Topics - Day 1
Risk Awareness and Management

  • Human elements
  • Live/Dead Well
  • Risk Management
  • Pre-job Communication
  • Handover for Tour Change
  • Safety Margins
  • Bridging Documents
  • Emergency Procedure/ ICS
  • Pressure Control Equipment / Barrier Envelope Considerations
  • Equipment Requirements
  • Load Bearing & tie down considerations

Well Control Principles & Calculations

  • Pressure Fundamentals
    • Types of pressure
    • Hydrostatic pressure
    • Applied Pressures
    • Surface pressure
    • SITP
    • Annulus Pressure/ communication
    • Pump Pressure
    • ECDs (Equivalent Circulating Densities)
    • Trapped Pressure
    • Swab/surge
    • Formation pressure
    • Differential pressure
    • Fracture pressure
    • Bottom hole pressure
    • Balanced
    • Underbalanced
    • Overbalanced
    • Maximum Anticipated Surface Pressure (MASP)
    • Forces from Applied Pressure
    • Equivalent circulating density ECD
    • Math orientation
    • Frictional pressure loss effects on downhole pressure
    • Surface pressure effects
    • U-tube principles
    • Kill Mud Weight
    • Pressures expressed as an equivalent fluid weight EMW
    • Calculations
    • Volume / Displacement calculations
    • Circulation Rates and Pressures
    • Well Data Information
  • Principles
    • Tubing Collapse and Casing Burst
  • Pre-recorded Well Information
    • Well configuration
    • Top and bottom of perforations
    • Packer/tool locations
    • Tubular dimensions, lengths and strengths
    • Deviation survey (MD, TVD)
    • Secured Well Conditions
    • Wellhead/Well Control Stack/Christmas tree valves


  • Philosophy and Operation of Barrier Systems
    • Barriers and barrier envelope
    • Purpose of barriers during completions and well interventions
    • Operational Shut-in Hierarch (Simulation #1)
    • Bleeding pressure (optional)
  • Types of Barriers
    • Mechanical barriers
    • Fluid barriers
  • Levels of Barriers
    • Primary and Secondary Barriers and Emergency Closure
    • Minimum number of barriers required for safe operations
  • Barrier Management
    • Testing mechanical barriers
    • Validating fluid barriers
    • Detecting a failed barrier
  • PCE Equipment

Influx Fundamentals

  • Influx
    • Causes of an influx
    • Influx Detection
    • Possible indicators of unplanned influx

Gas Characteristics and Behavior

  • Pressure and Volume Relationship (Boyles Law)
    • Relationship between pressure and volume of a gas in the wellbore
    • Pipe Heavy/Pipe Light
  • Homework

Course Topics - Day 2
Completion and Workover Fluids

  • Completion and Workover Fluids
    • Purpose of fluid, purpose of packer fluid
  • Workover / Completion Fluid Functions
    • Fluid loss, Formation damage
    • Corrosion, Environmental concerns
    • Fluid Properties
    • Rheology of Fluids
    • Brine requirements, temperature and pressure
  • Fluid Flow Behavior
    • Frictional pressure losses
    • Fluid flow path geometry (wellbore/coiled tubing)
    • Flow path restrictions (wellbore, downhole tools)
  • Fluid Types
    • Oil based fluids, base oil, water-based fluids
    • Brines
    • Blockages
    • Gases
  • Measuring Techniques
    • Fluid properties

General Overview of Surface and Subsurface Wellbore Equipment

  • Christmas Tree
    • Components
    • Purpose and Function of the Christmas Tree
    • Blowout Preventer Stacks and Components
    • Preventer Equipment
    • Annular BOPs
    • Rubber goods
    • Shear or Cutter rams
    • Blind/Shear rams
    • OEM Replacement Parts
    • Flow cross, kill valves
  • Accumulators
    • Accumulator Drawdown test
    • Closing time test
    • Adjustment of operating pressure
    • Operating purpose of main and remote-control panels
    • Operating functions of the remote BOP control panel
  • Chokes and Choke Manifolds
    • Manual adjustable chokes
    • Remote adjustable chokes
    • Choke manifolds
  • Fluid Measuring
    • Pump stroke counter
    • Flow Rate Indicator
  • Coiled Tubing String
    • Coiled Tubing Integrity
    • Operational Hazards
    • Tubing Failures
  • Completion Equipment
    • Tubing Hangers
    • Surface Controlled Sub-Surface Safety Valve (SCSSV)
    • Sub-surface safety valves (SSSVs)
    • Packers
    • Landing nipples and tubing plugs
    • Sliding sleeves and ported nipples
    • Gas Lift Valve
  • Homework

Course Topics - Day 3

  • Set/Check Alarm Limits
  • High and low pit levels
  • Return flow sensor
  • H2S and flammable /explosive gas sensor
  • Shut in
    • Non-shearable and non-sealable equipment across the well control stack
    • Roles and responsibilities
  • Monitoring and recording during shut-in
    • Well Control Stack/Wellhead Choke and Kill Lines, Manifolds, Riser spool, accumulators
  • Securing the well
    • Procedures for securing the well with tubing in the well
    • Procedures for securing the well without tubing in the well
  • Verification of secured well conditions
    • Annulus/production tubing (through the well control stack and at the flow line outlet)
  • Coiled tubing
    • Well Monitoring during operations
    • Record keeping. Coiled tubing, annulus and casing pressure (at initiation of operation and at regular intervals)
  • Contingency Procedures (API 16ST)
    • Stripper assembly failure
    • Leaking coiled tubing between gooseneck and the reel
    • Leaking coiled tubing between gooseneck and the stripper assembly
    • Parted coiled tubing between the gooseneck and the reel
    • Parted coiled tubing between the stripper and the injector
    • Buckled coiled tubing between the injector and the stripper
    • Leak between the tree and the well control stack rams
    • Leak between the stripper and well control stack rams
    • Coiled tubing surface equipment failure
    • Circulation equipment failure
    • Muster alarms with coiled tubing in the hole
    • Leak at the swivel joint
    • Powerpack failure

Rigging Up

  • Rigging up
  • Maximum Anticipated Surface Pressure (MASP)
  • Connection between Coiled Tubing equipment and the well

Pressure Control Equipment Barrier

  • Barrier Envelope
  • Lubricator/Riser (between Well Control Stack and Stripper)
  • Fluid inlet/outlet (Flow tee with isolation valves and kill line with isolation and check valves)
  • Primary Barrier
  • Stripper assembly failure
    • Check valve in BHA
    • Secondary Barrier
  • Quad Well Control Stack (Pipe and Slip)
    • Emergency Closures
    • Additional blind shear well control stack
  • Christmas Tree
    • Well intervention (without killing the well)
    • Stripper Assemblies
    • Kill lines (through well control stack or tree)
    • Coiled tubing string

Operational Considerations

  • Operational Limitations
  • Pressure
  • Forces
  • Surface force
  • Coiled Tubing Limitations
    • Coiled Tubing material strengths
    • Coiled tubing pressure bend-cycle fatigue (pressure, surface damage, corrosion, mechanical defects erosion)

Well Kill in Preparation for Well Interventions

  • Objective of Well Control Techniques
  • Live Well intervention (without killing the well):
  • Dead Well intervention (killing the well):
  • Bulkheading (Simulation #2)
  • Definition, Application, and Calculation
  • Lube and Bleed
  • Definition, Application, and Calculation
  • Circulation
  • Alternative flow path for well control

Special Situations

  • Blockages and Trapped Pressure in Tubing / Wellbore
  • Blockages and Restricted Access in Tubing / Wellbore
  • Hydrates
  • H2S considerations
  • Operations with Specific Well Control Concerns
  • Pressure Calculation Exceeding MASP
  • Perforating
  • Acidizing
  • Complication with Hydraulic Fracturing Operations
  • Pressure limits
  • CO2 Influx
  • Corrosion in hostile environments
  • Safety Systems and Emergency Shutdown Devices (ESDs)
  • Importance of ESD

Course Topics - Day 4
Coiled Tubing Service Complications and Solutions

  • Collapsed Coiled Tubing
    • Pressure differential
    • Pressure differential with tensile loading
    • Mechanically collapsed

Organizing a Well Control Operation

  • Personnel roles and responsibilities
  • Pre-Recorded information
  • Planned responses to anticipated well control scenarios
    • Emergency response plan
    • Communication responsibilities
    • Planning and outlining routine well control responsibilities


  • Pressure and Function Tests
    • Purpose
    • Maximum safe working pressures of well control equipment
    • Low Pressure and High-Pressure Testing
    • BOP Testing
    • Requirements for pressure testing
    • Performing pressure tests
    • Testing of Completion Equipment
    • Packers
    • Deep-set Plug

Government, Industry and Company Rules, Order and Policies

  • Incorporate by Reference
    • API and ISO recommended practices, standards and bulletins pertaining to well control
    • Regional and/or local regulations where required
    • Company/operator specific requirements where required

Ancillary Considerations

  • Gas Detection
    • Purpose and location
  • Fluid-Gas separators
    • Purpose and location
    • Operating parameters
  • Wellhead Control Panel
    • Operation of Control Panel

Practical Session

  • Shall verify skills using table top exercises and interactive digital simulation.

Training Center Provided Material

  • Course Materials

Delegate Requirements

  • None

Reference Material / Documents
IADC WellSharp
30 CFR 250.617

  • Course ID #: MA172


Dec 04 2023


7:30 am