Toolface Severity Model for Directional Drilling Control

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Solution Overview

Problem

Directional drilling systems face challenges in maintaining toolface control, leading to deviations from intended drilling paths due to torque-induced veering, especially when drillers are unfamiliar with the drill bit, BHA, or formation materials, resulting in reduced efficiency and increased costs.

Innovation Solution

A computer-implemented method for designing a drilling system that models frictional forces and internal torques to determine toolface severity, allowing for optimization of the drilling system to reduce fluctuations in toolface orientation and select the most suitable drill bit for improved control and efficiency.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Speed

If weight-on-bit is increased to maximize rate of penetration, then drilling speed improves, but toolface control deteriorates causing trajectory deviation

Engineering Contradiction:
Improverate of penetrationVSAvoidtoolface control
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The system performs preliminary calculations of toolface severity and frictional forces before drilling operations begin. By pre-determining the optimal weight-on-bit values and friction characteristics for the specific formation and drill bit combination, the system enables the driller to select appropriate WOB values that maintain toolface control while maximizing penetration rate, avoiding trajectory deviations before they occur.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system provides feedback to the driller by calculating and presenting toolface severity values and frictional force analyses. This feedback mechanism allows the driller to understand the relationship between weight-on-bit, friction, and toolface control for the specific formation conditions, enabling informed decisions about optimal drilling parameters that balance penetration rate with trajectory accuracy.

Inventive Principle:
Principle #23Feedback

2Ease of operation

If drillers rely on experience to estimate maximum weight-on-bit, then operation simplicity is maintained, but drilling efficiency and accuracy deteriorate when unfamiliar with the system

Engineering Contradiction:
Improveoperational simplicityVSAvoiddrilling efficiency
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The system provides self-service by automatically calculating toolface severity, frictional forces, and optimal weight-on-bit values based on input parameters about the formation, drill bit, and BHA. This eliminates the need for drillers to rely solely on experience or trial-and-error, providing objective, science-based guidance that improves drilling efficiency and accuracy while maintaining ease of operation through automated computations.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces the mechanical process of trial-and-error weight-on-bit adjustment with a computational model that uses frictional force calculations and toolface severity analysis. This substitution of mechanical trial-and-error with scientific computation provides more reliable and efficient drilling parameter selection, especially for drillers unfamiliar with the specific formation or drill bit system.

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

3Productivity

If aggressive drill bits are used to increase drilling speed, then productivity improves, but toolface control deteriorates due to underestimated bit effects

Engineering Contradiction:
Improvedrilling speedVSAvoidtoolface control
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system changes the parameter of weight-on-bit based on calculated frictional forces and toolface severity for the specific drill bit and formation combination. By adjusting WOB parameters according to the actual friction characteristics rather than using fixed aggressive values, the system optimizes both drilling speed and toolface control, preventing trajectory deviations while maintaining high productivity.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system provides feedback by calculating and presenting toolface severity values that specifically reflect the impact of aggressive drill bits on toolface control. This feedback allows the driller to understand the precise relationship between bit aggressiveness, friction, and trajectory control, enabling informed adjustments to weight-on-bit that maintain both high drilling speed and accurate toolface control.

Inventive Principle:
Principle #23Feedback

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

The solution enables precise toolface control and optimized drilling paths, enhancing drilling efficiency and reducing costs by selecting the appropriate drill bit based on toolface severity analysis, thereby improving the accuracy and profitability of directional drilling operations.

Implementation Method 1

providing a model. The model may be indicative of: (i) one or more frictional forces at one or more contact points of the BHA and a wall of a non-linear borehole

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

providing a model. The model may be indicative of: (ii) one or more internal torques of the BHA between the one or more contact points, and (iii) one or more internal torques of the drill string

Methodology Applied
Scientific EffectTorque: Torque

Data Source

PatentUS10519752B2System, method, and apparatus for optimized toolface control in directional drilling of subterranean formations
Publication Date: 2019.12.31 BAKER HUGHES CO
  • US10519752B2 patent drawing
  • US10519752B2 patent drawing
  • US10519752B2 patent drawing

AI summary

Systems, methods and apparatuses to aid with directional drilling through a subterranean formation are described. A model is provided that is indicative of: (i) one or more frictional forces at one or more contact points of the BHA and a wall of a non-linear borehole through a subterranean formation, (ii) one or more internal torques of the BHA between the one or more contact points, and (iii) one or more internal torques of the drill string between the one or more contact points. Based on the model, a toolface severity is determined for the drilling system, the toolface severity corresponding to a change in angular deflection for a change in applied weight-on-bit (WOB) of the BHA. A design is selected for the drilling system based on a comparison of the toolface severity to another toolface severity for a different design. Drilling may be performed by a drilling system having a bottom-hole assembly (BHA) optimized to reduce fluctuations in toolface orientation along a non-linear borehole.