Comprehensive Guide to Bucking Units and Make/Break Torque Equipment for Shouldered Connections in Oil and Gas

In the oil and gas industry, the reliability and performance of threaded connections in tubular goods and downhole tools are paramount for operational safety and efficiency. The use of bucking units and make/break torque equipment is essential for assembling and disassembling these connections. Specifically, shouldered connections, which are designed for high-pressure, high-stress environments, require precise torque application to ensure joint integrity.

This article provides a detailed overview of bucking units and make/break torque equipment, their role in handling shouldered connections, and how to achieve optimal performance through correct use and adherence to industry standards.

What are Bucking Units and Make/Break Torque Equipment?

Bucking units are specialized machines used to apply or release torque on threaded connections found in tubular goods, pipes, and downhole tools. These units ensure that the connections are fastened or disassembled with precision, preventing damage to the threads or seals, while also ensuring the connection’s integrity. The integrated make/break torque equipment controls the torque during the assembly (make) and disassembly (break) processes, guaranteeing consistent performance.

In the context of shouldered connections, which are characterized by a physical stop (or shoulder) that determines the depth of the thread engagement, precise torque control is essential. Incorrect torque application can result in an incomplete or damaged connection, which can lead to equipment failure, operational delays, or even safety hazards in the field.

The Importance of Torque Control in Shouldered Connections

Shouldered connections are specifically designed to provide strength and uniformity in joint engagement, which is critical in high-stress operations such as drilling and downhole maintenance. The shoulder point acts as a stop that prevents over-engagement, ensuring the connection is made to precise specifications. However, this makes the need for accurate torque control even more critical—too much or too little torque can compromise the connection.

The key metrics for evaluating a make-up connection are torque and turns. These parameters must fall within defined limits to ensure that the connection is properly seated and capable of withstanding operational stress.

Key Features of Modern Bucking Units for Shouldered Connections
  1. 360-Degree Continuous Rotation Modern rotational bucking units feature continuous 360-degree rotation, which allows for smooth and uninterrupted torque application. This is crucial in high-volume operations, where time efficiency is a priority. Continuous rotation prevents downtime and allows operators to complete assembly and disassembly operations more quickly.
  2. Precise Torque Control The most important feature of any make/break torque equipment is its ability to control the torque applied during both assembly and disassembly. The shouldered connections acceptance criteria specify that the torque should remain within a predetermined range, neither exceeding the maximum torque nor dropping below the minimum. Advanced bucking units are equipped with hydraulic and servo motor systems that ensure precise control over the torque applied, preventing over-torquing or under-torquing, which could lead to connection failure.
  3. Real-Time Feedback Systems Integrated real-time feedback systems monitor torque and turns during operation, ensuring that the connection is within the acceptable parameters. By providing real-time data on the applied torque and rotation, operators can adjust the equipment as needed to ensure a proper connection. Additionally, data logging allows operators to maintain a record of every make-up and break-out operation, which is essential for quality control and compliance.
  4. Energy Efficiency Newer bucking units are designed to operate efficiently, consuming power only when necessary. These energy-efficient designs not only reduce operational costs but also ensure that the machines can operate for extended periods without overheating or requiring maintenance. This is particularly important in continuous or high-demand operations where downtime can be costly.
  5. Low Heat Generation Heat is a common byproduct of high-torque operations, but excess heat can damage hydraulic fluids and other components, leading to increased maintenance needs. Modern bucking units are designed to generate less heat, which reduces wear on the machine’s components and extends the overall lifespan of the equipment. Lower heat levels also help in maintaining optimal hydraulic oil temperature, which enhances the overall performance of the system.
  6. Noise Reduction Industrial equipment can be loud, creating both safety hazards and operational discomfort. Newer bucking units incorporate noise reduction technologies that allow the machines to operate quietly, improving working conditions and reducing stress on operators.
  7. Extended Equipment Life With the combination of advanced hydraulic systems, servo motors, and precise torque control, modern bucking units experience less wear and tear, which extends their operational lifespan. This reduces the need for frequent repairs and helps avoid costly downtime associated with equipment failures.
Challenges in Shouldered Connections: Acceptance Criteria for Torque and Turns

When dealing with shouldered connections, adhering to specific acceptance criteria is critical for ensuring a secure and reliable connection. According to the document’s guidance on Blue® and Legacy Series shouldered connections, operators must follow specific torque and turns requirements to ensure the connection’s integrity. Some key acceptance criteria include:

Bucking Units and Make/Break Torque Equipment
  • Optimum Torque Range: The applied torque must fall between a defined minimum and maximum. Too much torque can cause damage to the shoulder or threads, while too little torque could result in an incomplete connection, leading to a risk of failure under pressure.
  • Delta Turns Limit: Delta turns refer to the difference in turns between the minimum and maximum torque values during the connection make-up. For pipes 5 1/2 inches or smaller, the delta turn limit is 0.12 turns, and for larger pipes, it’s 0.10 turns.
  • Thread and Seal Interference: The make-up graph should show a smooth thread and seal interference build with no unusual discontinuities. A clear shoulder point should be visible within the defined parameters.
Common Issues and Troubleshooting During Make-Up Operations
Bucking Units and Make/Break Torque Equipment
Bucking Units and MakeBreak Torque Equipment
Bucking Units and Make/Break Torque Equipment
Bucking Units and MakeBreak Torque Equipment

Despite the precision and technological advances in modern bucking units, challenges can still arise during the make-up of shouldered connections. The Tenaris running manual outlines several common issues and their recommended solutions:

  1. Incorrect Torque Application Incorrect torque application can result in either over-torquing or under-torquing, both of which can compromise the connection. When this happens, the connection must be broken out, cleaned, inspected for damage, and then reassembled. Operators should ensure that both the torque value and the turns fall within the specified limits.
  2. Galling of Threads Galling occurs when the threads wear down due to friction, often caused by insufficient or incorrect thread compound application. To prevent galling, the threads should be thoroughly cleaned, and the recommended amount of thread compound should be applied evenly.
  3. Tong Slip Tong slip can occur when the tong does not grip the pipe properly during rotation. This leads to inaccurate torque readings and potential connection failure. The recommended action is to clean or replace the tong dies and ensure the tong is level and gripping the pipe correctly.
  4. Misalignment Misaligned pipes can result in uneven torque application and damaged threads. Operators should ensure that the pipe is stabilized and properly aligned before starting the make-up process.
  5. Pipe Movement During Make-Up Pipe movement can cause irregularities in the make-up process, leading to errors in the torque application. To avoid this, operators must ensure that the pipe remains stable throughout the operation, and any external equipment contact should be minimized.
Best Practices for Using Bucking Units in Shouldered Connections

To optimize the use of bucking units and make/break torque equipment in shouldered connections, operators should follow these best practices:

  1. Regular Equipment Calibration Calibration ensures that the torque readings and rotation counts are accurate. Regular calibration is critical to maintaining the precision required for shouldered connections. Equipment that is not properly calibrated can lead to connection failures and safety risks.
  2. Use the Correct Thread Compound The quality and quantity of thread compound significantly impact the torque readings. Operators should follow the manufacturer’s recommendations regarding the type of compound and the amount to apply. Too much or too little thread compound can result in incorrect torque readings or damaged threads.
  3. Real-Time Monitoring and Data Logging Using real-time monitoring systems allows operators to track torque and turns as they are applied. This helps ensure that the connection meets the acceptance criteria, and any issues can be identified immediately. Data logging also allows for detailed records of each make-up operation, ensuring compliance with safety standards and facilitating post-operation analysis.
  4. Follow Manufacturer Guidelines Each connection type has specific requirements for torque and turns. Operators should strictly adhere to the manufacturer’s guidelines, especially for Blue® and Legacy Series connections. Failure to follow these guidelines can result in equipment failure and safety hazards.
Conclusion

Bucking units and make/break torque equipment are vital for ensuring the integrity and performance of threaded connections, especially in shouldered connections used in high-pressure, high-stress oil and gas environments. By following the torque and turns acceptance criteria and adhering to best practices, operators can prevent equipment failures, reduce downtime, and improve overall operational efficiency.

The advanced features of modern rotational bucking units, including precise torque control, real-time monitoring, and energy-efficient operation, make them indispensable tools for oilfield operators. Investing in high-quality equipment and following proper procedures is essential for maintaining the safety and reliability of oilfield operations.

For more detailed information on bucking units and other advanced equipment, visit Galip Equipment.