Model-Based Observers for Real-Time Drill Bit Force Estimation

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Solution Overview

Problem

Current drilling technologies face challenges in accurately estimating bit force and decoupling bit force disturbances in real-time, which affects steering control and leads to inefficiencies and potential damage during directional drilling.

Innovation Solution

The implementation of model-based observers using downhole sensor measurements to estimate bit force and torque, employing a 3-mass BHA dynamics model and a PID controller to accurately track and adjust bit force and torque, thereby improving steering control and stability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If model-based observers with 3-mass BHA dynamics model and PID controller are implemented to estimate bit force and torque in real-time, then measurement precision and steering control stability are improved, but device complexity increases

Engineering Contradiction:
Improvebit force estimation accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent introduces model-based observers as an intermediary computational layer between downhole sensor measurements and steering control decisions. The observers use a 3-mass BHA dynamics model to process sensor data and generate estimated bit force and torque values, effectively mediating the information flow and transforming raw measurements into actionable control parameters without requiring direct physical modification of the drilling system

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces direct mechanical measurement of bit force with a computational model-based estimation system. Instead of installing complex mechanical force sensors at the drill bit, the system uses mathematical models and standard downhole sensors to calculate bit force and torque, substituting mechanical measurement with computational analysis

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

2Speed

If real-time bit force estimation and disturbance detection are implemented, then steering control response time is improved, but loss of time for data processing increases

Engineering Contradiction:
Improvesteering control response timeVSAvoiddata processing time
Core Design Contradiction:
SpeedVSLoss of time

Solution Approach 1:

The patent implements preliminary action by pre-developing and pre-calibrating the 3-mass BHA dynamics model and PID controller parameters before field deployment. The model structure, mathematical relationships, and control parameters are established in advance, allowing the system to perform real-time estimation using pre-configured algorithms rather than requiring complex real-time model calibration or adaptation

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent uses the 3-mass BHA dynamics model as a simplified copy or representation of the actual complex bottom-hole assembly behavior. The model replicates the essential dynamic characteristics of the BHA without requiring full complexity, enabling fast computational estimation that mirrors real-world behavior while maintaining tractable calculation times

Inventive Principle:
Principle #26Copying

Data Source

PatentUS10858927B2Systems and methods for estimating forces on a drill bit
Publication Date: 2020.12.08 HALLIBURTON ENERGY SERVICES INC
  • US10858927B2 patent drawing
  • US10858927B2 patent drawing
  • US10858927B2 patent drawing

AI summary

Disclosed embodiments include systems and methods for estimating real-time bit forces experienced on a drill bit and decoupling bit force disturbances. Real-time bit forces can be estimated based on bit force observers using measurements from downhole sensor subs. Model-based observers that adopted to estimate the bit force from downhole sensor sub measurements. Strain and torque measurements as measured by the sensor subs are used to estimate bit force and bit torque. These measurements can be observed using an effective observer design with the estimated bit force and bit torque based on sensor sub measurements to track the real bit force and bit torque. Observations of estimated bit forces and identified bit force disturbances can be used perform drilling dynamics modeling and identify the occurrence of negative drilling events.