Well Casing Heat Checking Mitigation via Frictional Temperature Estimation

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Solution Overview

Problem

Heat checking and subsequent fracture propagation in well casings during drilling operations lead to casing leaks and failure, which are time-consuming and costly to remediate.

Innovation Solution

A system that monitors casing integrity by estimating temperature based on penetration rate, rotation rate, and side-force between the drilling tool and casing, using a processor configured with machine-readable instructions to provide real-time monitoring interfaces and quantify heat check cycles, thereby preventing damage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If drilling operations proceed at high penetration rates, then productivity is improved, but frictional heat checking in casing deteriorates

Engineering Contradiction:
Improvepenetration rateVSAvoidcasing integrity
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system performs preliminary assessment of heat checking risk by calculating frictional heat generation before damage occurs. It monitors parameters like penetration rate, rotation rate, and side force to predict when temperature thresholds are approached, allowing preventive actions to be taken before casing heat checking actually occurs.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system continuously monitors drilling parameters and provides real-time feedback on estimated casing temperature and heat checking risk. This feedback loop enables dynamic adjustment of drilling parameters to maintain productivity while preventing casing damage through iterative control.

Inventive Principle:
Principle #23Feedback

2Productivity

If drilling operations continue through damaged casing, then productivity is maintained, but casing failure risk increases

Engineering Contradiction:
Improvedrilling continuityVSAvoidcasing fracture propagation
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

The system applies preliminary anti-action by identifying and countering the harmful effects of frictional heat before they lead to fracture propagation. It monitors for signs of heat checking and takes preventive measures to stop the damage progression, thereby maintaining both productivity and casing integrity.

Inventive Principle:
Principle #9Preliminary anti-action

Solution Approach 2:

The patent replaces direct mechanical monitoring of casing condition with a thermal field-based approach. By substituting mechanical inspection with temperature estimation and frictional heat analysis, the system can detect and prevent damage before it becomes mechanically visible or structurally critical.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If real-time temperature monitoring is implemented, then casing integrity monitoring is improved, but device complexity increases

Engineering Contradiction:
Improvecasing integrity monitoringVSAvoidmonitoring system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system uses self-service by leveraging existing drilling operation data (penetration rate, rotation rate, side force) that is already being collected for operational control. Instead of adding separate complex sensing systems, it utilizes the natural parameters of the drilling process itself to infer casing temperature and heat checking conditions.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent substitutes complex mechanical temperature sensors with a computational model that estimates temperature from readily available drilling parameters. This replacement reduces hardware complexity while maintaining monitoring capability through mathematical modeling of frictional heat generation.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The system effectively monitors casing integrity, preventing heat checking and potential failures by providing real-time data on temperature and side-force, allowing for timely adjustments to drilling operations to maintain casing stability.

Implementation Method 1

Heat checking and subsequent fracture propagation in well casings may result in casing leaks and/or failure

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS11060390B2Mitigation of frictional heat checking in well casing
Publication Date: 2021.07.13 CHEVRON USA INC
  • US11060390B2 patent drawing
  • US11060390B2 patent drawing
  • US11060390B2 patent drawing

AI summary

Downhole casing temperature may be predicated at the drill string/casing interface as a function of side force on the casing due to drill string tension, the speed or rate of penetration of the drill string in the axial direction, the rate of rotation of the drill string, and a calibrated/assumed friction factor. Predicted down hole casing temperature may be used as a proxy to monitor casing integrity.