Automated Oscillation Control for Horizontal Drilling Friction

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Solution Overview

Problem

Manual oscillation control in horizontal drilling systems is operator-intensive, slow, and causes excessive wear on machine components due to high frictional forces, making precise control of drilling processes difficult.

Innovation Solution

An automated oscillation control system utilizing a top drive control system (TDCS) and variable frequency drives (VFD) that monitors operational parameters, detects drill string stall, and reverses torque direction when limits are exceeded, minimizing machine wear and enhancing control precision.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If manual oscillation control is used to reduce frictional forces, then the drill string can be vibrated to slide within the hole, but the process is operator-intensive, slow, and causes rapid wear on motor brakes and drive components

Engineering Contradiction:
Improvefrictional forcesVSAvoidoperational speed
Core Design Contradiction:
Object-affected harmful factorsVSProductivity

Solution Approach 1:

The automated oscillation control system enables the drilling system to perform oscillation operations autonomously without continuous operator intervention. The controller automatically detects drill string stalls, reverses rotation direction, and manages the oscillation cycle, allowing the system to self-regulate and eliminate the need for manual operation while maintaining efficient friction reduction

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces manual mechanical control with an automated electronic control system that uses sensors, controllers, and variable frequency drives to manage oscillation. This substitution of manual mechanical operations with automated electronic control eliminates operator-intensive processes while improving operational speed and consistency

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

2Object-affected harmful factors

If manual oscillation control is used to reduce frictional forces, then the drill string can be vibrated to slide within the hole, but the process causes rapid wear on motor brakes and drive components

Engineering Contradiction:
Improvefrictional forcesVSAvoidcomponent wear
Core Design Contradiction:
Object-affected harmful factorsVSReliability

Solution Approach 1:

The automated control system monitors operational parameters in real-time and automatically adjusts oscillation parameters to prevent excessive wear conditions. The system detects drill string stalls and reverses direction before catastrophic wear occurs, allowing the equipment to self-protect and extend component life without manual intervention

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system incorporates feedback mechanisms that continuously monitor torque, rotation speed, and drill string status. When the controller detects a drill string stall or abnormal conditions, it automatically reverses rotation direction and adjusts oscillation parameters, creating a closed-loop control system that prevents excessive wear by responding to real-time operational feedback

Inventive Principle:
Principle #23Feedback

3Object-affected harmful factors

If manual oscillation control is used, then the operator can reduce frictional forces, but the process relies on operator skill and experience to set parameters and operate controls correctly

Engineering Contradiction:
Improvefrictional forcesVSAvoidoperational complexity
Core Design Contradiction:
Object-affected harmful factorsVSEase of operation

Solution Approach 1:

The automated oscillation control system performs all oscillation operations autonomously without requiring operator skill for parameter setting or control operation. The system self-manages the entire oscillation cycle including detecting stalls, reversing direction, and adjusting parameters, thereby eliminating the dependency on operator expertise while maintaining effective friction reduction

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces manual operator control with an automated electronic control system that manages all oscillation functions. This substitution eliminates the need for operator skill and experience in setting parameters and operating controls, while the automated system handles the complexity of oscillation management through integrated sensors, controllers, and execution mechanisms

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

4Object-affected harmful factors

If manual oscillation control is used to vibrate the drill string, then frictional forces can be reduced, but the procedure is relatively slow

Engineering Contradiction:
Improvefrictional forcesVSAvoidoscillation execution time
Core Design Contradiction:
Object-affected harmful factorsVSLoss of time

Solution Approach 1:

The automated control system executes oscillation operations continuously and autonomously without the delays associated with manual operation. The system automatically detects drill string stalls and reverses direction immediately, eliminating the time loss inherent in manual response and control adjustments, thereby accelerating the overall oscillation process while maintaining effective friction reduction

Inventive Principle:
Principle #25Self-service

Data Source

PatentEP1979574B1Horizontal drilling system with oscillation control
Publication Date: 2016.07.13 VARCO I P INC
  • EP1979574B1 patent drawingFigure 1
  • EP1979574B1 patent drawingFigure 2
  • EP1979574B1 patent drawingFigure 3

AI summary

A system and method for controlling drill string frictional forces during horizontal drilling are provided. The system includes a top drive having a motor that transmits a torque to a drill string to rotate the drill string, and an automated controller operably connected to the top drive to send at least one command signal to the top drive to initiate the rotation of the drill string. The controller monitors torque feedback signals, indicating that a torque limit on the drill string is exceeded, and/or a turn feedback signals indicating that the drill string is stalled to control the direction of the torque applied to the drill string when either the torque limit is exceeded or the drill string stalls.