Closed-Loop Drilling Trajectory Control for Smooth Kickoff Steering

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Solution Overview

Problem

Current directional drilling methods face challenges in maintaining consistent wellbore trajectory during transitions from vertical to curved sections due to manual adjustments of steering parameters, leading to anomalies in inclination and azimuth smoothness and dog leg severity.

Innovation Solution

Implementing an automated closed-loop control system that adjusts steering ratio parameters based on real-time feedback from downhole sensors to maintain desired dog leg severity and build rate, using a control algorithm that switches between magnetic and gravity toolfaces as needed.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual adjustment of steering parameters is used during kickoff, then operator control flexibility is maintained, but anomalies in inclination and azimuth smoothness occur

Engineering Contradiction:
Improveoperator control flexibilityVSAvoidinclination and azimuth smoothness
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The system implements closed-loop feedback control by continuously monitoring actual inclination and azimuth measurements from downhole sensors, comparing them to target values, and automatically adjusting steering parameters (magnetic toolface and steering ratio) to eliminate deviations. This feedback mechanism eliminates the anomalies caused by manual adjustments while maintaining precise control.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The automated control system enables the drilling process to self-regulate by automatically detecting trajectory deviations and adjusting steering parameters without operator intervention. The system monitors its own performance through real-time sensor data and autonomously corrects anomalies in inclination and azimuth smoothness during kickoff.

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If manual switching from magnetic toolface to gravity toolface is performed, then adaptability to different inclination angles is achieved, but anomalies in dog leg severity consistency occur

Engineering Contradiction:
Improveadaptability to different inclination anglesVSAvoiddog leg severity consistency
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The system dynamically switches between magnetic toolface and gravity toolface representations based on real-time inclination measurements. The transition is automatically managed by the control algorithm, which continuously adjusts the steering ratio parameter to maintain consistent dog leg severity throughout the transition, eliminating anomalies that occur with manual switching.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The control system automatically adjusts the steering ratio parameter as inclination changes during kickoff. By dynamically modifying this parameter in response to changing wellbore geometry and toolface type transitions, the system maintains consistent dog leg severity and eliminates anomalies associated with manual parameter changes.

Inventive Principle:
Principle #35Parameter changes

3Manufacturing precision

If automated closed-loop control is implemented, then well placement accuracy is improved, but system complexity increases

Engineering Contradiction:
Improvewell placement accuracyVSAvoidcontrol system complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The control system integrates multiple functions into a single automated platform: real-time trajectory monitoring, deviation detection, parameter calculation, and steering control. By consolidating these functions, the system achieves high well placement accuracy while managing complexity through integrated rather than separate components.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system replaces manual mechanical control operations with automated electronic control algorithms. The control algorithm processes sensor data and automatically adjusts steering parameters, substituting complex manual operations with a streamlined electronic control system that improves accuracy without proportionally increasing overall system complexity.

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

Data Source

PatentUS12467317B2Automated control of trajectory of downhole drilling
Publication Date: 2025.11.11 SCHLUMBERGER TECH CORP
  • US12467317B2 patent drawing
  • US12467317B2 patent drawing
  • US12467317B2 patent drawing

AI summary

Methods and systems are provided for automated closed-loop control of drilling trajectory during directional drilling, which automatically adjusts at least one parameter during the directional drilling to automatically control the direction of drilling when drilling a kickoff that transitions a wellbore from a vertical section to a curve or tangent section. In embodiments, the closed-loop control can be configured to automatically adjust a steering ratio (SR) parameter that controls time that a steering tool will spend in holding a desired magnetic toolface.