Dynamic Torque and Drag Estimation for Drilling Tools

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Traditional drilling models are static and fail to accurately predict torque and drag in real-time, leading to delayed adjustments due to inertia, elasticity, and distance, which can result in inefficiencies and potential wellbore instability, especially in complex well configurations like those with close casing tolerance or coiled tubing operations.

Innovation Solution

A dynamic drilling model that incorporates axial pipe elasticity, fluid effects, wellbore deviation, and pipe eccentricity, using sensors and processors to calculate dynamic sideforces and hydraulic forces, and apply output values to drilling tools in real-time, accounting for changes over time and fluid movement in eccentric annuli.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional static drilling models are used, then device complexity is reduced, but measurement precision and reliability of torque and drag prediction deteriorate

Engineering Contradiction:
Improvetorque and drag prediction accuracyVSAvoidmodel complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent transforms static drilling models into dynamic models that continuously update torque and drag predictions in real-time based on current drilling conditions. The system uses time-varying parameters including drill string elasticity, wellbore geometry changes, and formation properties to dynamically adjust predictions, resolving the contradiction by making the model adaptive rather than fixed.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system implements feedback loops where actual drilling measurements (torque, drag, hookload) are continuously compared with model predictions. Discrepancies feed back into the model to refine parameters such as friction coefficients and elastic properties, improving prediction accuracy while maintaining a manageable complexity through iterative optimization rather than comprehensive complex modeling.

Inventive Principle:
Principle #23Feedback

2Loss of time

If real-time dynamic modeling is implemented, then response time to drilling changes is improved, but loss of time for calculations increases

Engineering Contradiction:
Improveadjustment delay timeVSAvoidreal-time processing speed
Core Design Contradiction:
Loss of timeVSProductivity

Solution Approach 1:

The drill string is divided into multiple discrete segments along its length, with each segment having its own elastic properties and受力 characteristics. This segmentation allows parallel computation of forces and displacements at different depths, reducing overall calculation time while maintaining dynamic accuracy for real-time adjustments.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The model uses simplified parameter representations that change over time based on drilling depth and conditions. Rather than computing all physical properties at full resolution continuously, the system adapts parameter complexity - using reduced-order models when conditions are stable and full-resolution models when changes are detected, optimizing the balance between speed and accuracy.

Inventive Principle:
Principle #35Parameter changes

3Measurement precision

If dynamic forces including elasticity and fluid effects are calculated, then measurement precision improves, but device complexity increases

Engineering Contradiction:
Improveforce measurement accuracyVSAvoidcalculation complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent extracts and isolates the most critical dynamic effects (axial elasticity, buoyancy, basic fluid pressure) from the full complex system of drilling forces. By focusing computational resources on these dominant effects rather than attempting to model all secondary forces simultaneously, the system achieves high measurement precision for torque and drag while keeping the computational model tractable.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The modeling approach combines multiple simplified physical models (elastic beam theory, buoyant force calculations, fluid pressure distributions) into a composite predictive framework. Each component model handles a specific physical effect with appropriate mathematical simplifications, and their combined output provides accurate overall predictions without requiring a single overly complex unified model.

Inventive Principle:
Principle #40Composite materials

4Reliability

If narrow tension limits are maintained in complex well configurations, then wellbore stability is improved, but ease of operation decreases

Engineering Contradiction:
Improvewellbore stabilityVSAvoiddrilling control difficulty
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system performs preliminary calculations of expected torque and drag values based on well geometry and drilling parameters before actual drilling operations proceed. By predicting the tension profile in advance and identifying critical zones where tension limits may be violated, the system allows operators to pre-adjust drilling parameters or well design to prevent instability issues before they occur.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces an intermediary computational layer that translates complex dynamic force interactions into simplified tension limit checks. This intermediary model acts as a mediator between the full dynamic simulation and operational control, providing clear yes/no indicators of whether tension limits are violated, thereby simplifying operator decision-making while maintaining rigorous stability assessment.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 solution enables more accurate and efficient real-time torque and drag estimation, allowing for immediate adjustments to maintain tension within narrow limits, reducing the risk of wellbore instability and improving drilling efficiency in complex well configurations.

Implementation Method 1

drill pipe elasticity

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

friction characteristics of each strata of the formation

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 3

drilling fluid inertia

Methodology Applied
Scientific EffectInertia: Inertia

Data Source

PatentUS11608732B2Predictive torque and drag estimation for real-time drilling
Publication Date: 2023.03.21 LANDMARK GRAPHICS CORP
  • US11608732B2 patent drawing
  • US11608732B2 patent drawing
  • US11608732B2 patent drawing

AI summary

Certain aspects and features relate to a system that includes a drilling tool, a processor, and a non-transitory memory device that includes instructions that are executable by the processor to cause the processor to perform operations. The operations include receiving input data that corresponds to characteristics of at least one of drilling fluid, a drillstring, or a wellbore. The operations also include calculating at least one dynamic sideforce and at least one dynamic, hydraulic force based at least in part on the input data. The operations also include determining an equilibrium solution for an output value using the at least one dynamic sideforce and at least one dynamic, hydraulic force. The operations also include applying the output value to the drilling tool for controlling operation of the drilling tool.