Drill Bit Whirl Index Detection for Backward Whirl Control

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Solution Overview

Problem

The phenomenon of backward whirl during drilling, where the drill bit and its attached arm move in an eccentric motion counter to the rotational direction, decreases operational effectiveness, leads to inaccurate hole sizing, reduces drill bit lifespan, and can cause catastrophic failures due to lateral vibrations.

Innovation Solution

A system determines a whirl index value using a ratio of walk force and weight on bit, comparing it to a threshold to detect and mitigate backward whirl by adjusting drilling parameters or bit design, and generates a stability map to predict whirl susceptibility.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If conventional mechanical analytical methods are used to simulate drill bit motion, then the number of variables required increases, but the accuracy and operational accuracy of detecting backward whirl decreases

Engineering Contradiction:
Improvenumber of variablesVSAvoidaccuracy of detecting backward whirl
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The patent transforms the complex mechanical simulation into a simplified parameter-based detection system by changing from multiple physical variables to a single derived parameter (whirl index). The whirl index is calculated using the relationship between walk force and weight on bit, converting a complex dynamic problem into a manageable parameter comparison that can be evaluated in real-time during drilling operations.

Inventive Principle:
Principle #35Parameter changes

2Productivity

If the drill bit rotates at high speed to increase productivity, then backward whirl occurs more frequently, but operational effectiveness decreases

Engineering Contradiction:
Improvedrilling speedVSAvoidoperational effectiveness
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent implements a feedback mechanism by continuously monitoring the whirl index during drilling operations and comparing it against threshold values. When the whirl index indicates backward whirl conditions, the system provides feedback to adjust drilling parameters such as rotation speed or weight on bit, creating a closed-loop control system that maintains operational effectiveness while maximizing productivity.

Inventive Principle:
Principle #23Feedback

3Productivity

If the drill bit is designed with aggressive cutters to increase rate of penetration, then backward whirl susceptibility increases, but hole size estimation accuracy decreases

Engineering Contradiction:
Improverate of penetrationVSAvoidhole size estimation accuracy
Core Design Contradiction:
ProductivityVSManufacturing precision

Solution Approach 1:

The patent applies preliminary action by calculating the whirl index before backward whirl occurs, using pre-established threshold values that are determined through analysis of drill bit design parameters and operating conditions. This allows the system to predict and prevent backward whirl before it affects hole size estimation accuracy, enabling aggressive cutter designs to maintain both high penetration rates and measurement accuracy.

Inventive Principle:
Principle #10Preliminary action

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

This approach increases the speed and accuracy of detecting backward whirl, optimizing drill bit design and operation to enhance drilling efficiency and reduce equipment damage.

Implementation Method 1

a reactive force acting on the drill bit, in addition to rotation, such as the friction force between the drill bit and the borehole wall

Methodology Applied
Scientific EffectFriction force: Friction

Data Source

PatentUS12473815B2Reduction of backward whirl during drilling
Publication Date: 2025.11.18 HALLIBURTON ENERGY SERVICES INC
  • US12473815B2 patent drawing
  • US12473815B2 patent drawing
  • US12473815B2 patent drawing

AI summary

An apparatus includes a processor and a machine-readable medium having program code executable by the processor to cause the apparatus to determine a first parameter based on a walk force of a drill bit. The program code also includes instructions to generate a whirl index value that comprises a ratio of drilling parameters, wherein at least one parameter of the ratio of drilling parameters is the first parameter. Based on a determination that the whirl index value exceeds a whirl index threshold, the program code includes instructions to determine that a drilling operation induces backward whirl, wherein the drilling operation is characterized by the drilling parameters.