Sidetrack Exit Trough Control via Real-Time Parameter Optimization

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Sidetracking operations in hydrocarbon exploration and production are time-consuming and prone to failure due to the lack of precise control over operational parameters, often resulting in inefficient exit troughs that can lead to drill bit failure or inability to exit the primary borehole.

Innovation Solution

A method and system that deploy a drilling assembly with sensors and a processor to control operational parameters such as lateral penetration rate based on mathematical models and real-time measurements, optimizing the formation of an exit trough and subsequent sidetrack drilling by adjusting parameters dynamically.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If conventional sidetracking operations are performed without precise control, then the operation simplicity is maintained, but the time required to create exit trough and sidetrack increases and drill bit failure risk increases

Engineering Contradiction:
Improvetime required to create exit trough and sidetrackVSAvoidcomplexity of operational control system
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent applies parameter changes by dynamically adjusting operational parameters (rotational speed, weight on bit, lateral force) based on real-time monitoring of drilling conditions. The system modifies these parameters to optimize the rate of lateral penetration and axial penetration, thereby reducing the time to create the exit trough and sidetrack while maintaining control over the drilling process.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent implements feedback mechanisms by using sensors to monitor drilling parameters and conditions in real-time, then using this information to adjust operational parameters. The system continuously monitors the formation of the exit trough and modifies drilling parameters based on measured data, creating a closed-loop control system that improves productivity while managing complexity through automated decision-making.

Inventive Principle:
Principle #23Feedback

2Reliability

If operational parameters are not precisely controlled, then the ease of operation is maintained, but the reliability of sidetracking operation decreases due to drill bit failure risk

Engineering Contradiction:
Improvereliability of sidetracking operationVSAvoidease of controlling operational parameters
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent applies self-service by enabling the drilling system to automatically monitor and adjust its own operational parameters without external intervention. The system uses onboard sensors to detect drilling conditions and automatically modifies parameters such as rotational speed and lateral force to prevent drill bit failure, thereby improving reliability while maintaining ease of operation through automated self-regulation.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces manual mechanical control with automated electronic control systems. Sensors and processors monitor drilling parameters and automatically adjust operational settings, substituting human-operated mechanical controls with an automated system that enhances reliability by precisely controlling parameters to prevent drill bit failure while maintaining ease of operation through automation.

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

3Manufacturing precision

If real-time parameter control is implemented, then the manufacturing precision of exit trough geometry is improved, but the device complexity increases

Engineering Contradiction:
Improveprecision of exit trough geometryVSAvoidcomplexity of monitoring and control system
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent applies universality by designing a control system that performs multiple functions: monitoring drilling parameters, calculating penetration rates, determining exit trough geometry, and adjusting operational parameters. This multi-functional system achieves precise control of exit trough geometry while managing device complexity by consolidating control functions into an integrated system rather than separate specialized components.

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

Data Source

PatentUS9988891B2Monitoring control and/or optimization of borehole sidetracking
Publication Date: 2018.06.05 BAKER HUGHES CO
  • US9988891B2 patent drawing
  • US9988891B2 patent drawing
  • US9988891B2 patent drawing

AI summary

An embodiment of a method of drilling a secondary borehole from a primary borehole includes deploying a drilling assembly at a selected location in the primary borehole in an earth formation, and operating the drilling assembly and a drill bit to form an exit trough in a borehole wall. Operating includes controlling one or more operational parameters including at least a rate of lateral penetration of the drill bit into the formation as a function of time during formation of the exit trough based on at least one of a mathematical model and measurement data collected from one or more sensors, and in response to determining that the exit trough has exited the primary borehole, drilling the secondary borehole away from the primary borehole.