Drilling Malfunction Detection via MSE and Force Thresholds

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Solution Overview

Problem

Current methods for detecting malfunctions during drilling operations, such as in oil drilling, lack precision in differentiating between changes in formation hardness and actual malfunctions, and fail to accurately determine the type of malfunction encountered.

Innovation Solution

A method that compares mechanical specific energy and drilling force magnitudes with threshold values to detect malfunctions, using equations to calculate these magnitudes from torque, rate of penetration, and weight applied to the drill bit, and determines specific types of malfunctions based on variations in torque and weight fluctuations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If mechanical specific energy analysis is used to detect malfunctions, then malfunction detection capability is provided, but precision in differentiating between formation hardness changes and actual malfunctions deteriorates

Engineering Contradiction:
Improvemalfunction detection capabilityVSAvoidprecision in differentiating formation hardness changes and malfunctions
Core Design Contradiction:
ReliabilityVSMeasurement precision

Solution Approach 1:

The patent segments the malfunction detection process into two distinct indicators: mechanical specific energy (for detecting malfunctions) and drilling force (for characterizing formation properties). By separating these functions into distinct measurement and analysis streams, the system can independently evaluate each indicator and combine them to achieve precise differentiation between formation hardness changes and actual malfunctions, resolving the contradiction between detection capability and measurement precision.

Inventive Principle:
Principle #1Segmentation

2Reliability

If mechanical specific energy analysis is used to identify malfunctions, then malfunction detection is provided, but ability to determine specific type of malfunction deteriorates

Engineering Contradiction:
Improvemalfunction detectionVSAvoidinformation about specific malfunction type
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The patent introduces drilling force as an intermediary indicator that mediates between the mechanical specific energy measurement and the determination of specific malfunction type. The drilling force provides additional diagnostic information about the drilling conditions and formation characteristics, which when combined with mechanical specific energy analysis, enables identification of specific malfunction types such as bit balling, bit wear, or formation changes, thereby preventing information loss about the specific nature of detected malfunctions.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If dual indicator analysis is implemented, then precision and accuracy of malfunction detection improve, but device complexity deteriorates

Engineering Contradiction:
Improveprecision and accuracy of malfunction detectionVSAvoidcomplexity of detection system
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent achieves multi-functionality by using a unified data processing framework that simultaneously calculates both mechanical specific energy and drilling force indicators from the same set of measured parameters (torque, weight on bit, rate of penetration, etc.). This universal approach allows the system to perform multiple detection functions with a single integrated analysis process, thereby improving precision and accuracy while minimizing the increase in device complexity.

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

Data Source

PatentUS10324006B2Method for detecting a malfunction during drilling operations
Publication Date: 2019.06.18 ASSOCIATION POUR LA RECHERCHE ET LE DEVELOPPEMENT DES METHODES ET PROCESSUS INDUSTRIELS (ARMINES)
  • US10324006B2 patent drawing

AI summary

A method for detecting a malfunction during a drilling operation is carried out by making use of a drill bit, the method including the following: a) the comparison of a first magnitude (E) representative of the mechanical specific energy (MSE), with a first threshold value (Emax); b) when the first magnitude is greater than the first threshold value, the comparison of the ratio (E/S) between the first magnitude and a second magnitude (S) representative of the drilling force with a second threshold value ((E/S)max); c) the detection of a malfunction in the drilling operation when the ratio (E/S) between the first magnitude (E) and the second magnitude (S) is greater than the second threshold value ((E/S)max). The method provides the ability to ensure more precise detection of a malfunction during drilling operations.