Borehole Stability Index Modeling Under Drilling Data Uncertainty

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Solution Overview

Problem

Existing drilling technologies face challenges in accurately assessing borehole stability due to uncertainties in measurement and impact factors, leading to inefficiencies and safety risks such as caving, sediment buildup, and reservoir leakage.

Innovation Solution

A borehole stability index is calculated using a lithology-dependent model that accounts for data uncertainty through Monte Carlo simulations and failure criteria like Mogi-Coulomb and Mohr-Coulomb, providing real-time or near real-time predictions of borehole stability, enabling proactive adjustments in drilling parameters.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional borehole stability assessment methods are used, then the assessment process is simple, but the accuracy and reliability of stability prediction deteriorates due to data uncertainty

Engineering Contradiction:
Improveborehole stability assessment accuracyVSAvoidassessment model complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent introduces an uncertainty quantification module as an intermediary between the borehole stability assessment model and the input parameters. This module uses Monte Carlo simulations to generate probability distributions for input parameters (rock strength, in-situ stress, pore pressure) and propagates these uncertainties through the stability model, providing a comprehensive reliability assessment that accounts for data uncertainty without requiring complete redesign of the assessment system

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent transforms deterministic input parameters into probabilistic parameters with associated uncertainty ranges. By changing the representation of input data from fixed values to probability distributions and using Monte Carlo methods to sample from these distributions, the system captures the inherent uncertainty in borehole stability parameters while maintaining the core mechanics of the stability assessment model

Inventive Principle:
Principle #35Parameter changes

2Reliability

If real-time borehole stability monitoring is implemented, then drilling safety and efficiency are improved, but the computational time and processing requirements increase

Engineering Contradiction:
Improvedrilling operation safetyVSAvoidcomputational processing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent performs preliminary uncertainty analysis by establishing probability distributions for input parameters before the actual stability assessment. The system pre-defines uncertainty ranges and probability models for rock strength, in-situ stress, and pore pressure based on historical data and geological knowledge, allowing the Monte Carlo simulations to efficiently sample from these pre-established distributions during real-time monitoring without requiring extensive on-the-fly parameter characterization

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements a tiered uncertainty analysis approach where the full Monte Carlo simulation with extensive iteration is performed only when necessary (e.g., during planning phases or when stability conditions are marginal), while during routine real-time monitoring, a reduced number of simulation iterations or simplified uncertainty propagation is used. This partial application of the full uncertainty analysis maintains acceptable computational speed while still capturing essential uncertainty effects

Inventive Principle:
Principle #16Partial or excessive action

3Measurement precision

If comprehensive uncertainty analysis is performed, then the reliability of stability prediction is improved, but the complexity of data processing and iteration increases

Engineering Contradiction:
Improvestability prediction reliabilityVSAvoiddata processing complexity
Core Design Contradiction:
Measurement precisionVSDifficulty of detecting and measuring

Solution Approach 1:

The patent implements a feedback mechanism where the results of Monte Carlo simulations are used to update and refine the uncertainty characterizations of input parameters. The system analyzes the distribution of stability prediction results from multiple simulation iterations and feeds this information back to adjust the probability distributions of input parameters, creating an iterative process that progressively improves the accuracy of uncertainty quantification while systematically managing the complexity of data processing through structured feedback loops

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS12571305B2Calculating borehole stability index for drilling operations
Publication Date: 2026.03.10 LANDMARK GRAPHICS CORP
  • US12571305B2 patent drawing
  • US12571305B2 patent drawing
  • US12571305B2 patent drawing

AI summary

A borehole stability index can be determined by using received user inputs and received subterranean formation characteristics. The portion of the subterranean formation characteristics that represent the rock stresses can be transformed to a coordinate system, such as a cylindrical system. Subterranean formation parameters can be calculated from the transformed characteristics. A lithology-specific algorithm can be applied to the subterranean formation parameters to generate a borehole stability index. The borehole stability analysis can then be performed using the subterranean formation parameters. The borehole stability analysis can be performed at incremental radial distance layers into the subterrane formation from a borehole wall. The borehole stability analysis can be performed at various measured depth layers within a measured depth interval of the borehole where the borehole stability index is the algorithmic combination of the individual calculated borehole stability indexes at each measured depth layer.