Spe 173156 Pa
Spe 173156 Pa
Spe 173156 Pa
Stage:
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Summary
Borehole spiraling is predicted by analyzing the delay differential
equations (DDEs) governing the propagation of a borehole. These
evolution equations, expressed in terms of the borehole inclination
and azimuth, are obtained from considerations involving a bit/
rock-interaction law that relates the force and moment acting on
the bit to its penetration into the rock; kinematic relationships that
describe the local borehole geometry in relation to the bit penetration; and a beam model for the bottomhole assembly (BHA) that
expresses the force and moment at the bit as functions of the external loads applied on the BHA and the geometrical constraints arising from the stabilizers conforming to the borehole geometry.
The analytical nature of the propagation equations makes it
possible to conduct a systematic stability analysis in terms of a
key dimensionless group that controls the directional stability of
the drilling system. This group depends on the downhole weight
on bit (WOB), on properties of the BHA, on the bit bluntness, and
on parameters characterizing the steering response of the bit. The
directional stability of a particular system then is assessed by
comparing the magnitude of this group with a critical value, representing a bifurcation of stability, which depends only on the
BHA configuration and on the bit walk. If this group is less than
the critical value, the system is deemed to be directionally unstable, and borehole spiraling is likely. Stability curves for an idealized BHA with two stabilizers show that the bit walk tends to
make drilling systems more prone to spiraling. Applications to
field cases are discussed. Simulations conducted by integrating
the equations of borehole propagation also are presented. They
illustrate that, for unstable systems, the model predicts spiraled
boreholes with a pitch comparable with what generally is
observed in the field.
Introduction
Borehole spiraling, sometimes referred to as microtortuosity, is a
common drilling dysfunction that is not identified easily in real
time without state-of-the-art downhole-measurement equipment
(Sugiura and Jones 2008; Sugiura 2009). Common related issues
include smaller drift diameters (MacDonald and Lubinski 1951),
lower-than-expected rates of penetration, damage and fatigue to
tools and components, as well as higher levels of shocks and
vibrations (Gaynor et al. 2001).
Borehole spiraling is an expression of self-excited oscillations
that arise from the influence of the stabilizers on the drilling direction at the bit, because they interact with the borehole and thereby
locally constrain the deflection of the BHA (Pastusek and Brackin
2003; Marck et al. 2014). Under certain conditions, these kinematic constraints lead to a progressive amplification, at the bit, of
perturbations as they are sensed by the stabilizers. Once a limit
cycle is established, after emergent nonlinearities in the response
of the systemsuch as saturation of the bit tilt (Pastusek et al.
2005) or extraneous contacts between the BHA and the boreholeit is maintained by the lateral force at the bit induced, again,
by the interaction of the stabilizers with the spiraled borehole.
These fluctuations in the drilling direction of the bit essentially
C 2016 Society of Petroleum Engineers
Copyright V
This paper (SPE 173156) was accepted for presentation at the SPE/IADC Drilling
Conference and Exhibition, London, 1719 March 2015, and revised for publication. Original
manuscript received for review 14 January 2015. Revised manuscript received for review 31
July 2015. Paper peer approved 6 August 2015.
betray variations of the bit tilt because the orientation of the bit
axis remains almost constant, at least as long as the pitch of the
spiral is closely related to the distance between the bit and the first
stabilizer (Marck and Detournay 2014a; Marck 2015) (Fig. 1).
To date, only a handful of studies have focused on analyzing
borehole oscillations. The self-perpetuating nature of the spiral
was discussed first by Pastusek and Brackin (2003), who also
described how the geometry of the BHA could lead to a growing
oscillation pattern in the borehole trajectory. Downton (2007)
demonstrated that a rigid BHA (i.e., BHA with a theoretically infinite stiffness) with three-point contact with the borehole is always
directionally unstable, except for a few discrete configurations.
Downton (2007) further showed that the system could be made
directionally stable with the addition of a flexible element in the
BHA. Moreover, Detournay and Perneder (2011) and Perneder
(2013) proved, with an analytical model of planar borehole propagation (henceforth referred to as the PD model), that a deformable
BHA is directionally stable provided that the active WOB (the
WOB reduced by the axial force transmitted by wearflats) is sufficiently large. On the basis of a parametric analysis of the PD
model, Marck et al. (2014) derived a universal stability curve for
a two-stabilizer BHA with uniform flexural rigidity. This curve
enables quick assessment of the conditions that ensure directional
stability by comparing a certain dimensionless group, computed
for particular drilling conditions, with a bifurcation value that is
only a function of the relative position of the first two stabilizers.
Numerical simulations of borehole propagation have confirmed
the validity of this stability criterion, and show that any perturbations eventually die out under conditions predicted to be stable
(Marck et al. 2014).
Until now, studies have been restricted to analyze the conditions leading to the development of borehole rippling, a planar
mode of instability that is predicated on the assumption that the
bit has a neutral walk tendency. The work described here extends
the investigation to borehole spiraling, which implies consideration of the bit walk. It consists of formulating the system of
coupled DDEs that govern the spatial evolution of perturbations
in the borehole trajectory, and of investigatingby means of a
linear stability analysisthe conditions for which these perturbations grow exponentially and thereby lead to the formation of a
spiraled hole.
Compared with the planar borehole-propagation model, new
parameters are introduced to capture the out-of-plane coupling:
the bit walk and the bit flip. These angles measure the relative
directions between the transverse force and moment at the bit and
the associated penetration.
The bit walk primarily depends on the bit/rock interaction. It
thus is influenced by the local, downhole field conditions; e.g.,
rock anisotropy, presence of heterogeneities, contact pattern
between the bit gauge and the rock, or borehole overgauge (Chen
et al. 2008). Nonetheless, it can be estimated under controlled
conditions in a laboratory environment (Menand et al. 2002). In
directional applications, the walk can be problematic because it
can lead to undesired change of azimuth, which is referred to as
the walk rate. The bit flip is introduced here as a natural extension
of the bit walk, and relates the orientation of applied moment to
the change of bit orientation.
This study is organized as follows. It starts with a summary of
a 3D model of borehole propagation (Perneder 2013; Perneder
and Detournay 2013b), extended to account for the bit flip. The
equations governing the perturbations in the borehole trajectory
434
Drilling
Direction
d
d
d
d
are presented next. A linear stability analysis then reveals that the
unstable modes are spirals with exponential growth of their radius. It is shown that the condition of instability can be expressed
as a critical value of a certain dimensionless group, the critical
value depending only on the BHA configuration and on the bit
walk. Then, the influence of the walk is investigated for an idealized, two-stabilizer BHA. Numerical simulations are presented, as
well as analyses of field cases showing how this general approach,
as part of an optimization process, can be useful to reduce occurrences of spiraling.
3D Model of Borehole Propagation
General Assumptions and Scaling. Formulation of a model of
borehole propagation relies on three components (Neubert and
Heisig 1996; Neubert 1997; Downton 2007; Detournay 2009;
Downton and Ignova 2011; Perneder 2013): a bit/rock-interaction
law, a model of the BHA, and kinematic relationships at the bit.
The bit/rock-interaction law relates the force and moment acting
on the bit to its penetration into the rock. The BHA model
expresses this force and moment as a function of the external
loads applied on the BHA and the constraints imposed by the
borehole geometry by means of the stabilizers. The kinematic
relationships connect the bit penetration to the local borehole geometry. Combination of these three elements leads to a system of
equations that govern propagation of the borehole (Neubert and
Heisig 1996; Detournay and Perneder 2011; Downton and Ignova
2011; Perneder 2013). For 3D trajectories, these equations can be
recast as two coupled first-order DDEs in terms of the azimuth
and inclination of the borehole. The spatial delays embedded in
the equations correspond to the positions of the stabilizers relative
to the bit. Through the stabilizers, the existing borehole geometry
affects how the bit propagates the borehole.
The model further relies on the following assumptions:
The stabilizers are assumed to be located, on average, on the
borehole axis; thus, the influence of the stabilizer gauges on
the directional stability is not considered. Furthermore, the
influence of borehole enlargement, caused by drilling fluids
or downhole dynamics, is neglected.
Downhole dynamics do not influence the directional tendency at the bit. This is a consequence of the time-scale separation between dynamic processes, which usually occur at
the time scale of the bit revolution, and the directional tendency, defined over hundreds of revolutions. The instantane-
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3EI
; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
21
dR
; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
dS
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(a)
Stage:
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(b)
Fig. 2Local frame and bit penetration. (a) Drilling direction d at the bit, equivalent to the tangent to the borehole axis, and definition of the bit tilts. (b) Components of the force and moment at the bit and the corresponding penetrations per revolution, with
respect to the orthogonal system (i1,i2,i3) attached to the bit.
single-cutter/rock-interaction law that has been validated experimentally (Detournay and Defourny 1992; Detournay et al. 2008).
This law identifies two contact surfaces between the cutter and
the rock: the cutting face and the wearflat. When the depth of cut
is small, both the cutting and the contact forces are proportional
to it; however, beyond a critical depth of cut, the contact forces
saturate, and only the cutting forces keep increasing. Thus, two
regimes of interaction are defined naturally: contact- and cuttingdominated. By assuming that the bit gauge interacts with the rock
in the first regime (i.e., the forces on the gauge increase with the
amount of rock shaved from the borehole wall) and the bit face in
the second regime (i.e., the contact forces on the bit face have
reached saturation), the bit/rock-interaction law assumes the general form
8
8 9 2
9
F1 >
G1 >
H1
>
>
>
>
>
>
>
>
>
>
6
>
>
>
>
>
>
>
>
F
0
>
>
>
>
6
2
<
< = 6 0
=
F3 0 6
6 0
>
>
>
>
>
>
>
>
6
>
>
>
>
0 >
>
>
> M2 >
>
>
> 4 0
>
>
>
:
: >
;
;
0
M3
0
0
H2
H3
0
0
0
H3
H2
0
0
0
0
0
H4
H5
38 9
0 >
> d1 >
>
7>
> >
>
0 7>
d2 >
>
>
<
=
7
0 7
d
7> 3 >:
7> >
>
H5 5>
>
> u2 >
>
>
: >
;
H4
u3
3
Coefficients Hi depend on rock strength, bit geometry, and parameters that define the single-cutter/rock interaction. Because
they relate force and moment to penetrations per revolution, terms
Hi can be interpreted as damping coefficients. Indeed, penetration
vector d is akin to a velocity. This bit/rock-interface law is a
generalization of a previous model (Perneder et al. 2012); it now
also considers a coupling between the angular penetrations, which
naturally leads to the introduction of the bit flip.
According to Eq. 3, the axial force at the bit is uncoupled from
the lateral force and the moment. There is coupling, however,
between F2 and F3 through off-diagonal term H3 and between M2
and M3 through H5. Appendix A provides an evaluation of the
coefficients of the interface law for an idealized cylindrical bit.
However, in principle, the coefficients for a particular polycrystalline-diamond-compact (PDC) bit can be assessed from experimental testing or numerical simulation.
Axial penetration d1 (usually referred to as the depth of cut per
revolution) is proportional to active WOB Wa, defined as
Wa F1 G1 W G1 : . . . . . . . . . . . . . . . . . . . 4
Active weight Wa is, thus, the WOB reduced by G1, the resultant of the axial forces transmitted by the cutter wearflats that do
not contribute to drilling the rock (Detournay et al. 2008; Zhou
and Detournay 2014). Contact force G1 increases with the cutter
wear and the rock strength. Downhole pressure also indirectly
influences G1 because it modifies the apparent rock strength. For
436
I2
ex
<>1
ey
I3
I1
n
ex
ey
ez
d I1
ez
M/
1 F*
F / F*
1
Wa
; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
F
d2
d3
; w3 ;
d1
d1
. . . . . . . . . . . . . . . . . . . . . 6
u3 dh
:
d1 dS
. . . . . . . . . . . . . . . . . . . 7
Stage:
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steering resistance for PDC bits usually varies between approximately 3 for bits with a short active gauge and 100 for bits with a
long passive gauge (Menand et al. 2002).
Scaling of the bit/rock-interaction law for the moment gives
8
9
> sinh d/ >
<
=
cos1 sin1
M2 =F =1
dn ; . . . 9
vP
sin1 cos1 >
M3 =F =1
: dh >
;
dn
q
where v H42 H52 =21 H1 is the angular steering resistance,
1 arctanH5 =H4 is the bit flip, and n S=1 is the scaled curvilinear coordinate along the borehole. The bit flip is defined by
analogy with the bit walk; it expresses that the change of bit orientation is not contained in the same plane as applied moment
M2 i2 M3 i3 . Angular-steering resistance v measures the relative
difficulty of imposing an angular penetration to the bit. This small
number, of order O102 101 , also depends on the position of
the first contact between the borehole and the BHA behind the bit.
(In the model, the position of the first contact is identified with 1 ,
the position of the first stabilizer.) Angular steering resistance v, if
small enough, and thus 1, does not influence the spiraling tendency of the system significantly (Marck 2015).
The general behavior of the bit, then, can be defined by four
numbersg; v; -; 1which depend theoretically only on the bit
design (cutter distribution, nature of the gauge, and cutter design),
except for angular steering resistance v, which also depends on 1 .
The two numbers g and v are inverse measures of bit steerability,
and the two angles - and 1 define the coupling between the lateral
force and the moment at the bit, and the lateral and angular penetrations, respectively. Of these four numbers, the lateral steering
resistance and the bit walk dominate the bit response.
n1
X
i1
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n1
X
i1
n1
X
i1
n1
X
i1
14
15
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eN~ n AN~ H~ Hn
0
n
X
~
BN~ H;i
~ Hn ni
i1
n
X
~
~
CN~ H;i
~ hHii n DN
~ !sinH 0
~H
i1
~ 0 Hn
~
~ 1 F ~ ~ C2 n
E N~ H~ !cosH
Hn
NH
0
~
GN~ H~ C2 n AN~ D~ Dn
n
X
~
BN~ D;i
~ Dn ni
i1
n
X
0
~
CN~ D;i
~ hDii n F N
~ C3 n GN
~ C3 n; . . . .
~D
~D
16
i1
J H~ D~ J D~ H~ ; J A; B; C; F ; G:
17
438
~
~
on the BHA, and the perturbations dHn
and dDn.
Inserting
this decomposition in Eq. 16 leads to the following equations governing the perturbation of the trajectory:
~
n
X
~
BN~ H;i
~ dHn ni
i1
n
X
~
~
CN~ H;i
~ hdHii n AN
~ dDn
~D
i1
i1
18
where the terms related to the RSS force naturally disappear
because they only influence the quasistationary solution (if sufficiently smooth), and those associated with gravity are neglected
because their influence can be shown to be negligible at this
length scale. Indeed, the latter are either accounted for in the quasistationary solution or do not influence the perturbed dynamics,
owing to D! << CH~ H;1
~ for reasonable values of the walk and E!
being a second-order term in the perturbed equation of propagation. The evolution of the perturbation is then, at first order,
purely geometric: the terms remaining in Eq. 18 are related only
to the borehole trajectory. Eq. 18 then propagates the perturbation
with respect to reference system (~I 1 ; ~I 2 ; ~I 3 ), but it can be extended
to the dynamics of any perturbation along the quasistationary solution (Hs , Us ), even when defined respective to (I 1 ; I 2 ; I 3 ), as
long as small variations of the borehole inclination are considered.
Appendix C lists the expressions for the coefficients of Eq. 18 for
a two-stabilizer BHA.
Spiraled-Borehole Instability. Borehole spiraling occurs when
the equations of propagation are directionally unstable. Any local
perturbation in the bit trajectory then is amplified progressively
by the interaction of the stabilizers with the borehole, until a limit
cycle is reached. The initial perturbation can be induced by layer
interfaces, dynamic vibrations, or sudden significant changes in
WOB or RSS force. The crossing of interfaces has been identified
in the field as a trigger for spiraling (Dupriest and Sowers 2009)
because it creates high-dogleg severities locally (Boualleg et al.
2006; Marck and Detournay 2014b). These may result rapidly in
oscillations in the borehole trajectory, especially when the transition is from a softer to a harder rock, because it generates larger
perturbations in the borehole geometry and reduces the active
weight by increasing G1 . The perturbations induced by a change
of WOB or RSS force are one order of continuity lower, leading
to a longer transient before significant oscillations develop (Marck
et al. 2014).
Eq. 18 governing the propagation of perturbations can be analyzed readily for stability, in view of their analytical form.
Although it is tempting to neglect the term eN0 n with the small
parameter e v=g, it should be noted that, in general, the stability
properties of these equations are affected by setting e 0 as soon
as the stabilizers are not free to tilt. The condition e 0 implies
that the moment transverse to the bit axis vanishes (Marck and
Detournay 2014c).
The stability of system (Eq. 18) is assessed by determining
~
~
whether perturbations dHn
and dDn
grow or decay exponentially. Because of the independence of Eq. 18 on the orientation of
(~I 1 ; ~I 2 ; ~I 3 ), perturbations of the form
~
~
dHn
ean ; dDn
eani/ ; a 2 C; / 2 R;
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Total Pages: 15
n
X
1 ea
ank
BH~ H;k
CH~ H;1
~ e
~
a
k1
!
n
X
eank1 eank
CH~ H;k
~
a
k2
AH~ H~ ea
n
X
1 ea
ank
BH~ D;k
CH~ D;1
~ e
~
a
k1
!
n
X
eank1 eank
CH~ D;k
0; 20
~
a
k2
ei/ AH~ D~ ea
n
n
X
X
~
~
BN~ D;i
CND;i
~ dDn ni
~ hdDii n;
i1
Stage:
. . . . . . 19
n
X
1 ea
ank
BD~ H;k
CD~ H;1
~ e
~
a
k1
!
n
an
an
X
e k1 e k
CD~ H;k
~
a
k2
AD~ H~ ea
n
X
1 ea
ank
BD~ D;k
CD~ D;1
~ e
~
a
k1
!
n
X
eank1 eank
CD~ D;k
0: 21
~
a
k2
ei/ AD~ D~ ea
~
dDn
e<an sin=an;
23
where <a and =a denote the real and imaginary parts of characteristic root a, respectively. The actual borehole trajectory is
obtained by integration of the inclination and azimuth. In principle, the sign of the phase is determined by the walk tendency of
the bit. The uniqueness of the phase means that, as soon as there
~ n, all solutions are
~ n and dD
exists some coupling between dH
combinations of helices, which grow or shrink exponentially
depending on the associated characteristic root. At bifurcation,
the real part of the right-most characteristic roots is zero,
<arm 0, and the radius of the spiral, after some transient,
remains theoretically constant (Fig. 4a); otherwise, the radius has
exponential growth/decay, typifying the directional stability of
the system. It corresponds to a conic helix, or a spiral on a conic
surface (Fig. 4b). If - 0 , the phase is undefined, and the pseudoazimuth and pseudoinclination oscillate independently; rippling, in general, is recovered.
For unstable systems, a growing spiral means that each quantity pertaining to the borehole trajectory or the BHA deflection
similarly exhibits an exponential growth, in a referential rotating
along with the helix: the magnitude of the perturbed bit tilt, the
amplitude of the spiral, or the relative position of the stabilizers
respective to the bit, when projected in plane (~I 2 , ~I 3 ), all grow
exponentially at a pace given by <a. At bifurcation when
<a 0 (i.e., when the amplitude of the spiral remained theoretically constant), the BHA has a stationary (perturbed) deflection
on average, which rotates with the spiral. Force and moment at
the bit are then also stationary, as is the bit tilt, so that steady state
for the perturbation is maintained naturally.
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I2
()
os
c
I3
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)
(
(
cos
(a)
Total Pages: 15
)
(
()
in
I3
I2
Stage:
()
sin
I3
(b)
Fig. 4Perturbed borehole trajectories. (a) Parametric definition of a circular helix in a Cartesian system [<
<(arm) 0]. (b) Conic helix, as an example of an unstable trajectory [<
<(arm) > 0].
The stability of the system thus depends on the real part of the
right-most complex-conjugate characteristic root, arm . If negative,
the system is stable, and all spirals progressively decay. If positive, the system is unstable because any perturbation has at least
one exponentially growing component. The imaginary part of the
right-most complex root defines the pitch of the spiral, a direct
outcome of the general form (Eq. 15) for the solution. Because
critical characteristic roots have a real part generally close to 2p,
the pitch of the spiral corresponds therefore to the distance
between the bit and the first stabilizer. Microtortuosity is then naturally recovered. The actual pitch is, however, a function of the
BHA geometry and the field conditions embodied in dimensionless group gP.
The current analysis relies on the observation that there exists
a critical value of the dimensionless group gP, called gPjs , a
function of e; -; 1, and the BHA configuration, such that the system is always stable for gP > gPjs . This critical value corresponds to a Hopf bifurcation of equilibrium (Erneux 2009); i.e.,
when the pair of right-most complex-conjugate roots crosses the
imaginary axis. However, bifurcation value gPjs is essentially a
function of the BHA configuration and the bit walk, because the
influence of e (a small parameter) and of 1 (related to the moment
at the bit, and thus to e) is negligible (Marck and Detournay
2014c). Critical value gPjs does not depend on the sign of the bit
walk, which only affects the sense of rotation of the spirals; in the
following, only positive values for the walk are considered, but
they should be understood as absolute values independent of the
right or left tendency of the bit.
The directional stability of any particular drilling system then
can be assessed by comparing gP, encapsulating the current field
conditions, with gPjs . Given a BHA configuration, the bit and the
downhole WOB can be selected to mitigate or prevent borehole
spiraling by enforcing that the system operates within spiral-free
conditions. Dimensionless group gP, representative of the drilling
conditions, reads
gP g
W G1 21
: . . . . . . . . . . . . . . . . . . . . . . . 24
3EI
This group embeds downhole WOB W, parameter G1 (a measure of the state of wear of the bitpand
rock strength), the lateral
steering resistance of the bit, g H22 H32 =H1 , and BHA properties EI and 1 . Consequently, computing gPjs as a function of
bit walk - for a BHA configuration provides a guideline not only
for selecting an appropriate bit, but also for assessing the field
conditions that are unlikely to induce spiraled holes. The bit selection and BHA configuration can help make a system intrinsically
more stable (i.e., a system with small gPjs ), but it is ultimately
the field conditions that define the directional stability of a drilling
system. For instance, a system that is stable initially may become
directionally unstable with increasing bit wear, higher rock
440
0.5
1
1.5
Simulation 1
0.2
0.1
0
Simulation 2
Unstable
Stable
0.5
0.2
1
1.5
0.1
0
0.1
0.1
0.2
0
15
30
45
0.5
(rm)
Unstable
Stable
(rm)
(rm)
Total Pages: 15
0
15
30
45
0.5
Page: 441
(rm)
Stage:
0.2
0.04 0.08
2.5
103
102
0.12 0.16
0.2
101
100
2.5
103
101
102
101
(a)
Stable
region
100
101
(b)
Fig. 5Stability diagram. (a) Evolution of <(arm) with gP for e 0.001, k2 2.5, and different bit walks. The dots represent actual values of gP for the upcoming simulations. (b) Similar computations with k2 4.5. Different bifurcations of stability sometimes are
observed, but the intermediate zone of stability generally remains small. The walk tends to make the system intrinsically less
stable.
35
35
Initial perturbation
30
Inclination
Inclination
25
20
Degrees
Degrees
25
Azimuth
15
10
5
Initial perturbation
30
20
Azimuth
15
10
5
10
Scaled Drilled Distance
(a)
15
5
10
Scaled Drilled Distance
15
(b)
Fig. 6Borehole simulations with k2 2.5 and - 1 15 , leading to gPjs 5.4 102. (a) Directionally unstable system
(gP 4 102); (b) directionally stable system (gP 8 102). The only difference between the two simulations is the value of
dimensionless group gP. The same initial perturbation in the borehole trajectory is amplified progressively or dampened, depending on the directional stability of the system. The reconstructed lateral deformation of the borehole is not to scale, but presents a
realistic picture. In practice, nonlinearities in the response of the system limit the amplitude of the fluctuations. The linear model
is able, however, to capture the onset of spiraling.
April 2016 SPE Journal
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0.2
0.5
0
15
30
45
Stable
0.16
0
15
30
45
Stable
0.12
log
Stage:
1.5
0.08
0.04
Unstable
Unstable
2.5
5
2
10
(a)
5
2
10
(b)
Fig. 7Influence of the relative position of the second stabilizer on the directional tendency of the drilling system: (a) on a logarithmic scale; (b) on a linear scale. If the shape of this curve is confirmed by field data, it enables identification of optimum positions for the second stabilizer such that the intrinsic stability of the system is improved significantly. The second stabilizer should
be in one of the sweet spots of the curve.
0.3
2
1.5
2.25
2.5
4.5
Stable
0.25
,2.25
0.2
,1.5
,2.5
,4.5
0.15
0.1
0.05
0
Unstable
0
10
15
20
25
30
35
40
45
(degrees)
Fig. 8Influence of bit walk - on the bifurcation value gPjs for
different positions of the second stabilizer, k2. For each k2,
there exists a critical value, -*, under which the influence of the
walk remains small.
tion on the bit walks, this new stability analysis provides valuable
information on the possible range of walks that characterize these
runs.
Field Case 1. For the first field case, we are concerned with a tangent section that has an inclination of approximately 49 . The
BHA is equipped with four stabilizers and a reamer, respectively
located at 10, 43, 71, 121, and 130 ft behind the bit (Fig. 9a), as
well as a push-the-bit RSS with pads positioned 2.6 ft behind the
bit. In view of the particular design of this RSS, its pads are modeled as a stiff node of the BHA (Marck et al. 2014). The drill bit
is a 105=8-in. PDC bit with a semiactive gauge of 2 in. and the
downhole WOB ranged between 5 and 10 kips.
For this BHA, the critical value gWa js is computed to be 983
kips if the bit has a neutral-walk tendency, and 1,096 kips if the
walk - 15 ; this walk is less than the critical threshold for
which significant increase of the critical value has been identified
(Fig. 9c). Lateral steering resistance g is estimated between 5 and
10 for this short-gauge laterally aggressive bit. Taking the applied
WOB as an upper bound for active weight Wa, gWa is estimated
to be less than approximately 100 kips. This is far less than the
critical value gWa js , irrespective of the walk (Fig. 9b). An azimuthal density-log measurement confirms that the borehole spiraled over the entire run. The observed pitch corresponds to the
distance between the bit and the pads of the RSS (Fig. 9d), which
justifies a posteriori the assumption of treating the RSS pads as a
stiff node of the BHA.
Results of simulations on the basis of the 3D borehole-propagation model can be found in Fig. 10a. An initial perturbation in
the borehole trajectory (5 over 0.1 ft) was imposed to trigger
possible oscillations. The model is able not only to reproduce the
spiraled run, but also to capture a pitch close to 3 ft. The difference between the pitch observed in the field (approximately 2.6
ft) and the predicted one could be caused by the lateral rigidity of
the pads (assumed here to be infinite), the imposed value of gWa ,
and the assumed walk, all of which influence the pitch. Again,
emergent nonlinearities in the response of the system would limit
in practice the amplitude of the fluctuations and establish a
limit cycle.
To suppress the identified spiraling, another bit with less laterally aggressive features was selected for the subsequent run: a
PDC bit with a 4-in., undercut, passive gauge. The new bit is characterized by a larger g, estimated to be in the range of 3040. The
downhole WOB was also larger, between 10 and 18 kips. Slight
changes in BHA geometry, mainly caused by a longer bit shank,
reduce the critical value gWa js to 521 kips if walk is neglected.
The system, even if possibly on the edge of the stability limit, was
442
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RSS
40 ft
50
BHA
0 1
15 1
0 2
15 2
Stable
Wa (kips)
40
30
20
33 ft
7 ft 3 ft
0.6
BHA
0 1
15 1
0 2
15 2
0.4
0.2
Unstable
Stable
0.2
0.4
103
102
101
(c)
Run 2
Unstable
100
101
Run 1
10
0
28 ft
(a)
(rm)
9 ft
10
20
30
40
50
60
13 ft
(d)
(b)
Fig. 9Directional-stability features of the first studied run: (a) BHA configuration; (b) assessment of the directional stability in
the gWa plane; (c) directional stability as a function of gP; and (d) borehole spiraling for the unstable section detected by an azimuthal density log.
60
Field Case 2. The second field case concerns a building run. The
BHA has four stabilizers at 10, 42, 61, and 67 ft behind the bit
(Fig. 11a). Again, the RSS is considered as an extraneous stabilizer, at 2.7 ft behind the bit. The 81=2-in. PDC bit has a relatively
passive gauge of 2.5 in., which is characterized by a relatively
large lateral steering resistance. The downhole WOB ranges
between 20 and 35 kips.
For no walk, gWa js is computed to be equal to 674 kips; the
difference with the previous case is explained by a difference of
diameter, and therefore bending stiffness, for the BHA and a
60
Initial perturbation
55
Degrees
40
Azimuth
45
40
35
30
30
25
25
20
10 15 20 25 30
Drilled Distance (ft)
(a)
Inclination
50
45
35
Initial perturbation
55
Inclination
50
Degrees
35
20
Azimuth
10 15 20 25 30
Drilled Distance (ft)
35
(b)
Fig. 10Simulations of boreholes by use of the model on the basis of field data. (a) First unstable run for gWa 665 kips. This
value, higher that what was imposed in the field, shows that in comparison with the next run, a higher gWa does not necessarily
mean a more-stable system if BHA configurations differ. (b) After a run drilled with a less laterally aggressive bit and a higher WOB
for gWa 600 kips. The lateral deformation of the borehole is not to scale but presents a realistic picture. In practice, nonlinearities
in the response of the system limit the amplitude of the fluctuation.
April 2016 SPE Journal
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6 ft
19 ft
Stage:
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32 ft
(a)
7 ft
3 ft
WOB (kips)
50
Spiraling
40
30
20
10
0
8500
50
8540
8560
0
25
35
8580
8600
8620
Measurements Depth (ft)
(b)
2,000
8640
8660
8680
8700
Stable
Stable
1,500
Wa (kips)
40
Wa (kips)
8520
30
1,000
20
500
10
0
Unstable
10
Unstable
20
30
(c)
40
50
60
10
15
20 25 30
(degrees)
(d)
35
40
45
Fig. 11Directional-stability features of the second field case: (a) BHA configuration; (b) evolution of the downhole WOB with the
true vertical distance (occurrence of spiraling correlated with a drop in downhole WOB); (c) assessment of the directional stability
in the gWa plane; and (d) directional stability as a function of walk -.
444
the BHA design and the bit, and helping design drilling systems
that are intrinsically more stable. Furthermore, the model has
identified the parameters that control the directional stability of
the drilling system. It suggests that improving our ability to predict the domain of stability for a particular system is predicated
on determining the lateral drilling resistance g, the bit walk -,
and the component of WOB, G1, associated with the bit bluntness.
Although G1 could be determined by systematic drilloff tests, bit
parameters g and - could be assessed through laboratory experiments and/or advanced numerical simulations. Mitigation of borehole oscillations should ultimately be addressed, however, by
control of the RSS. Control strategy for that purpose is currenly
under development (Kremers et al. 2015).
Nomenclature
A; B; ; G coefficients of the propagation equation
C1 chord between the bit and the first stabilizer
d drilling direction at the bit, tangent to the borehole
d1 ; d2 ; d3 axial and lateral penetrations per revolution
(ex ; ey ; ez ) Cartesian coordinates system
EI flexural rigidity of the BHA
F characteristic force
F1 ; F2 ; F3 axial and lateral components of the force at the bit
F , M coefficients of influence for the lateral force and
moment at the bit
G1 part of the WOB mobilized in contact forces
Hi coefficients of the bit/rock interaction
(i1 ; i2 ; i3 ) system of reference attached to the bit
(I 1 ; I 2 ; I 3 ) system of reference attached to the borehole
(^I 1 ; ^I 2 ; ^I 3 ) system of reference attached to the first chord
(~I 1 ; ~I 2 ; ~I 3 ) local system of reference for the perturbation
1 distance between the bit and the first stabilizer
L* characteristic length
M2, M3 components of the orthogonal moment at the bit
n number of stabilizers
r vector position of the BHA
R vector position of the borehole
s curvilinear coordinate along the BHA
S curvilinear coordinate along the borehole
W weight on bit
Wa active weight (reduced WOB)
a characteristic root
C scaled RSS force
~ borehole pseudoazimuth
D
e small dimensionless number characterizing the bit
behavior
g bit lateral steering resistance
gP key dimensionless group depending on the field
conditions
gPjs critical value of dimensionless group, only function
of the BHA configuration
gWa key group depending on the field conditions
gWa js critical value of gWa , only function of the BHA
configuration
h bit inclination
H borehole inclination
~ borehole pseudoinclination
H
hHii average inclination of a section of the BHA
ki scaled length of section i of the BHA
K scaled position of the RSS pads
n scaled curvilinear coordinate along the borehole
ni scaled positions of the stabilizer i behind the bit
P scaled active weight
1 bit flip
! scaled weight of the BHA
/ azimuth of the bit; phase between pseudoinclination and pseudoazimuth
U azimuth of the borehole
u2 ; u3 angular penetrations per revolution
v bit angular steering resistance
w2 ; w3 bit tilts
Stage:
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- bit walk
~ average pseudoazimuth of section i of the BHA
hDi
i
- critical bit walk
Acknowledgments
The authors would like to thank the Theodore W. Bennett Chair
in Mining Engineering and Rock Mechanics at the University of
Minnesota for financial support.
References
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fn f ip;
00
fw f ip;
fn r l fip;
p < p
fw lr l ip;
n or w
l
l
Regime 2 ;
n
w
p > p
A-2
Regime 1 ; . . . . . A-1
Stage:
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Total Pages: 15
In the particular case where the effects of the bit face not related
to the axial
penetration are neglected, - 1. Also, e v=g
Fb
4k2 6
; . . . . . . . . . . . . . . . . . . . . . . . . . B-1
4k2 3
3k32 10k2 6
; . . . . . . . . . . . . . . . . . . . B-2
16k2 12
Fw
Fk
6
; . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4
4k2 3
Mb
4k2 1
; . . . . . . . . . . . . . . . . . . . . . . . . B-5
4k2 3
Mw
k32 2k2 1
; . . . . . . . . . . . . . . . . . . . . . . B-6
44k2 3
Mr
K 1K2k2 K 2 3K 1
; . . . . . . . B-7
4k2 3
Mk
2
: . . . . . . . . . . . . . . . . . . . . . . . . B-8
4k2 3
Equations for H .
AH~ H~
BH~ H;1
~
ecos-F b k2 F k k2 F k
; . . . . . . . . . C-2
gPk2
BH~ H;2
~
CH~ H;1
~
CH~ H;2
~
DH~ H~
F k ecos-
; . . . . . . . . . . . . . . . . . . . . . C-3
gPk2
F b Mk cos1 - F k Mb cos1 -
gPMb cos1 gPMk cos1
; . . . C-4
gP2
F b Mk cos1 - F k Mb cos1 -
gPMk cos1
;
gP2
C-5
F b Mw cos1 -
F w Mb cos1 - gPMw cos1
; . . . . C-6
gP2
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E H~ H~
F w ecos-
; . . . . . . . . . . . . . . . . . . . . . C-7
gP
F H~ H~
GH~ H~
AH~ D~
;
gP2
C-8
F r ecos-
; . . . . . . . . . . . . . . . . . . . . . . C-9
gP
BH~ D;1
~
esin-F b k2 F k k2 F k
; . . . . . . C-11
gPk2
BH~ D;2
~
F k esin-
; . . . . . . . . . . . . . . . . . . . . . . C-12
gPk2
CH~ D;1
~
F b Mk sin1 - F k Mb sin1 -
gPMb sin1 gPMk sin1
;
gP2
C-13
CH~ D;2
~
F b Mk sin1 -
F k Mb sin1 - gPMk sin1
;
gP2
C-14
F H~ D~
GH~ D~
;
gP2
C-15
F r esin-
: . . . . . . . . . . . . . . . . . . . . . . . C-16
gP
Stage:
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DD~ H~
F b Mw sin1 -
F w Mb sin1 - gPMw sin1
;
gP2
C-17
ED~ H~
F w esin-
; . . . . . . . . . . . . . . . . . . . . . C-18
gP
J H~ H~ J D~ D~ ;
J H~ D~ J D~ H~ ; J A; B; C; F ; G :
C-19
Julien Marck holds a PhD degree from the University of Minnesota. His interests include directional drilling, borehole spiraling,
and drilling optimization. Marck is a member of SPE. He holds
two masters degrees: one in civil engineering from the University of Liege, Belgium, and one in geoengineering from the University of Minnesota.
Emmanuel Detournay is T. W. Bennett Chair Professor in the
Department of Civil, Environmental, and Geoengineering at
the University of Minnesota. Before joining the University of Minnesota, he was a senior research scientist at Schlumberger
Cambridge Research in England. Detournays expertise is in
petroleum geomechanics, with a current research focus on
drilling mechanics: bit/rock interaction, self-excited drilling
vibrations, drillstring/borehole interaction, and directional drilling. He serves an associate editor for SPE Journal.
448