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10-minute read · the physics behind /sagcheck

The survey reads the tool, not the hole.

Every MWD inclination is the tilt of a sensor package bolted inside a drill collar — and that collar bends under its own weight between the stabilisers that hold it off the low side of the hole. The sensor faithfully reports the local slope of the bent steel, which is not the direction of the borehole. The difference is sag: typically +0.05° to +0.5°, systematically toward the low side, in every survey of every directional well ever drilled.

The picture

A near-bit stabiliser and a string stabiliser pin the collar at two points. Between them ~10–20 m of steel hangs unsupported. Gravity's transverse component pulls it toward the low side; the string takes a gentle catenary-like curve; the D&I sensor — sitting somewhere on that curve — reads the local tangent, tilted from the borehole axis by the slope of the deflection at that exact point.

borehole (high side up) borehole axis near-bit stab string stab D&I sensor reads THIS slope deflection exaggerated ~200× — real mid-span sag is millimetres

Millimetres of deflection over a ten-metre span is a slope of a few hundredths of a degree — which is exactly the size of error that moves TVD by metres over a long lateral.

The formulas

Sag is not an empirical fudge — it falls straight out of beam mechanics. Four ingredients:

1 — Buoyed weight. Steel in mud weighs less; the mud both inside and around the collar carries part of it.

BF = 1 − ρmud / ρsteel     w = wair · BF
1.26 SG mud on 7.85 SG steel → BF = 0.84 — the collar is 16% lighter downhole

2 — Transverse load. Only the component of weight across the hole bends the collar — nothing in a vertical well, full weight in a horizontal one.

q = w · sin(INC)
N/m of lateral load at inclination INC

3 — Stiffness. Bending resistance comes from the steel cross-section — outer diameter to the 4th power, minus the bore. A sonde suspended inside a collar does not stiffen it: the EI section is the collar wall, not the flow path.

EI = E · π/64 · (OD⁴ − ID⁴)
E ≈ 207 GPa for steel; a 6¾" × 2.81" collar ≈ 2.6 MN·m²

4 — The beam equation. The deflection v(x) of the string under that load, pinned at every wall contact:

EI · d⁴v/dx⁴ = −q(x)
solved over the whole BHA mesh; the correction is the SLOPE at the sensor position:
Δinc = −dv/dx |sensor     INCcorrected = INCraw + Δinc

Why you cannot just scale by sin(INC). The wall is in the way. As inclination grows, the sagging collar lands on the low side of the hole and the wall starts carrying it — a one-sided (unilateral) contact that switches on and off depending on how far the string sags. That makes the problem non-linear: sag grows from vertical, then eases at high angle as more steel rests on the wall. Every station gets its own contact set, found iteratively.

Why anyone bothers: TVD

A constant inclination bias δ (radians) in a lateral leaks into vertical depth with every metre drilled:

ΔTVD ≈ Σ ΔMD · sin(INC) · δ
+0.1° uncorrected sag over a 1000 m lateral at 90° ≈ 1.7 m of TVD — enough to land outside a thin reservoir target, or to disagree with the geologist about where the fluid contact is.

Sag is systematic — always the same sign for a given BHA and angle — so it never averages out. It accumulates. That is why a definitive survey without a sag correction is not definitive.

What the model needs from you

The BHA tally, bit-up
  • each component's length, body OD/ID
  • every wall contact: blade/gauge OD — and its true position when the tally states it (a component may carry several gauges; the mid-of-sub is only the default)
  • sonde-type tools: the structural OD/ID that actually bends (not the flow bore)
  • sensor distance from bit — the single most important number: the correction is the slope at that point
The environment
  • hole size (and any opened/reamed section)
  • mud weight — sets the buoyancy
  • boundary conditions the beam cannot guess: a motor bend, pads pushing (RSS), pumps on/off, off-bottom surveys — each either modelled or stated and the answer graded, never silently assumed

Everything else — meshing, contact search, the solve — is the computer's problem, in about a second per profile.