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This paper documents some of the key findings on the data required and methods used to detect and correct issues with drilling control systems such as auto drillers, top drive active torsional damping systems, and heave compensation systems. It has been found that the rig control systems and how they are tuned can have a significant impact on drilling dynamics. Issues related to drilling dynamics have varied widely among rigs, even among those that are in the same field and that have the same equipment and specifications. The standard answer has been that drilling is different on the ‘other side of the road, river, or anticline', or that one rig crew is better than the other. While there are significant differences in the drilling environment and between crews, recognition of the effects of the control systems employed can explain many of these differences and expand the tools and techniques available to improve drilling performance and reduce dysfunctions. Once the fundamental elements of a control system are understood, the performance limiters identified can often be applied to other rigs in the fleet with different systems via effective documentation of the changes made and their results. Opportunities abound for improvement in oilfield drilling control systems, their basic design, and documentation on how they should be tuned and best used. There are also opportunities in crew training catered to different audiences: Drilling Engineers, Rig Supervisors, Drillers, Directional Drillers, and Rig Electricians. Lastly, there is often a knowledge and communication gap between the software/control/user experience and engineers designing the control systems. Since rig control systems are not usually identified as the source of drilling dysfunction, requests for software or interface redesign have not often been initiated in the past. Not surprisingly, the best progress has been made when four way work groups were formed with all key stakeholders involved: the operator's drill team, internal technical experts, rig contractor and crew, and OEM control systems experts. Investing the time and personnel in this process and establishing group trust has helped prevent gaps in understanding of overall system performance. It also allows each stakeholder to contribute their expertise, raise concerns, and get buy in from their extended teams. This process takes commitment from all parties to change the way work is done, but the performance improvements are immediate and can be clearly seen. Challenges for the future are to continue to upgrade rig site manuals, arrange for more crew training, upgrade the control system design, and to incorporate the control system response as part of the topside boundary condition for future drilling dynamics models.
This paper documents some of the key findings on the data required and methods used to detect and correct issues with drilling control systems such as auto drillers, top drive active torsional damping systems, and heave compensation systems. It has been found that the rig control systems and how they are tuned can have a significant impact on drilling dynamics. Issues related to drilling dynamics have varied widely among rigs, even among those that are in the same field and that have the same equipment and specifications. The standard answer has been that drilling is different on the ‘other side of the road, river, or anticline', or that one rig crew is better than the other. While there are significant differences in the drilling environment and between crews, recognition of the effects of the control systems employed can explain many of these differences and expand the tools and techniques available to improve drilling performance and reduce dysfunctions. Once the fundamental elements of a control system are understood, the performance limiters identified can often be applied to other rigs in the fleet with different systems via effective documentation of the changes made and their results. Opportunities abound for improvement in oilfield drilling control systems, their basic design, and documentation on how they should be tuned and best used. There are also opportunities in crew training catered to different audiences: Drilling Engineers, Rig Supervisors, Drillers, Directional Drillers, and Rig Electricians. Lastly, there is often a knowledge and communication gap between the software/control/user experience and engineers designing the control systems. Since rig control systems are not usually identified as the source of drilling dysfunction, requests for software or interface redesign have not often been initiated in the past. Not surprisingly, the best progress has been made when four way work groups were formed with all key stakeholders involved: the operator's drill team, internal technical experts, rig contractor and crew, and OEM control systems experts. Investing the time and personnel in this process and establishing group trust has helped prevent gaps in understanding of overall system performance. It also allows each stakeholder to contribute their expertise, raise concerns, and get buy in from their extended teams. This process takes commitment from all parties to change the way work is done, but the performance improvements are immediate and can be clearly seen. Challenges for the future are to continue to upgrade rig site manuals, arrange for more crew training, upgrade the control system design, and to incorporate the control system response as part of the topside boundary condition for future drilling dynamics models.
During the downhole drilling process, severe vibration loads can occur that affect the reliability and durability of tools in bottom hole assemblies (BHA) and may cause premature damage to the tools or their subcomponents. This paper presents a laboratory test setup for high-frequency torsional oscillations (HFTO) of a 23-meter BHA. Laboratory testing is highly important for investigating this phenomenon and developing appropriate mitigation strategies. The paper provides a summary of the theoretical background for predicting the critical torsional eigenfrequencies, mode shapes, and the susceptibility of the BHA design to HFTO. In addition, the hardware and signal processing requirements for measuring HFTO and enabling differentiation of lateral and torsional vibrations are discussed. A laboratory test setup that emulates the critical mode shapes of the BHA is essential to thoroughly investigate HFTO, and to enable the development and testing of mitigation strategies. The paper presents an appropriate test setup that has been optimized in advance by finite-element simulations. Additionally, the influence of boundary conditions (i.e., clamping the BHA) is discussed. A 240-kilowatt electromagnetic shaker system is used as an excitation source, and lateral and torsional vibration are measured by multiple triaxial accelerometers along the BHA. From the measurements, torsional vibration amplitudes and operational deflection shapes are derived and compared to results from simulation models. The results from the presented laboratory HFTO test show an excellent correlation of the predicted critical frequencies and mode shapes from the simulation model to the corresponding operational deflection shapes of the tested BHA. The sensitivity of the BHA’s torsional dynamics to the boundary conditions is demonstrated by experimental variation of the string side boundary condition. Moreover, the test setup emulated the dynamic BHA’s characteristics and field-like vibration amplitudes were achieved during the test. Additionally, a method is proposed and applied to optimize correlation by variation of the excitation frequency. Using this method, a correlation of the critical HFTO mode shapes to the operational deflection shapes reproduced by the laboratory test of more than 96% can be obtained. The method demonstrates that the dynamic load profile to which the BHA is subjected during drilling operation due to HFTO can precisely be reproduced by the developed and presented laboratory setup. The ability to test entire BHAs with field-like vibration loads enables the development of fit-for-purpose drilling tools that can withstand extreme drilling conditions.
To reduce cost, drilling operations are getting longer, both in time and distance. Simultaneously, drilling parameters are optimized to reach higher performance for a maximum rate of penetration (ROP). The drawbacks of these practices are increased static and dynamic loads such as bending stresses, torque, and vibration on the drilling system. These parameters can greatly fatigue even the most robust drilling tools. Downhole drilling dynamics services must be used to ensure reliable operation with optimum performance. This paper discusses the general challenge to balance reliability and performance. For this process, tools are needed to measure the respective downhole data. A database is required to help connect downhole dynamics data and surface data like drilling parameters such as weight on bit and rotary speed, with context data such as geological formation and system reliability. To analyze dependencies and optimization approaches, it is necessary to review the data in various ways and from different perspectives through the data sets. This review can be achieved by using crossplots in various dimensions. The recording of downhole data with sampling rates exceeding 1000Hz and subsequent analysis of high-frequency drilling data provide insight into the excitation mechanism for vibrations. Additional statistical analysis of the data reveals the true load profile on the drilling system and its origin, enabling optimization in two ways. The tool or system design is optimized for reliability considering the identified loads, and the loads are minimized by optimizing the drilling parameters. Novel modeling techniques enable estimation of the dynamics load distribution over the bottomhole assembly (BHA), even from a single measurement position. Analysis shows that the main dynamic loads stressing the system are lateral vibrations and high-frequency torsional oscillations. Temperature effects also play a significant role for electronics. Statistical models support the decisions to retire tools or components and any re-run decision. The use of drilling dynamics services and the real-time downhole data ensure informed decisions during the drilling process, optimized performance by minimizing loads on the system, and maximized ROP with optimal drilling parameters. The collected downhole data, in combination with context data and reliability data applied in the design process, lead to fit-for-purpose designs of the latest drilling tools.
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