Research Papers: Petroleum Engineering

Drill Bit Contact Dynamics Including Side Cutting: Simulation and Validation

[+] Author and Article Information
Alfonso Callejo

Centre for Intelligent Machines,
McGill University,
Montréal, QC H3A 0C3, Canada
e-mail: acallejo@cim.mcgill.ca

Siamak Arbatani

Centre for Intelligent Machines,
McGill University,
Montréal, QC H3A 0C3, Canada
e-mail: arbatani@cim.mcgill.ca

József Kövecses

Department of Mechanical Engineering,
McGill University,
Montréal, QC H3A 0C3, Canada
e-mail: jozsef.kovecses@mcgill.ca

Masoud Kalantari

Advanced Technology Development,
NOV Wellbore Technologies,
Calgary, AB T2P 3G3, Canada
e-mail: masoud.kalantari@nov.com

Nick R. Marchand

Advanced Technology Development,
NOV Wellbore Technologies,
Edmonton, AB T6E 5N3, Canada
e-mail: nick.marchand@nov.com

Contributed by the Petroleum Division of ASME for publication in the JOURNAL OF ENERGY RESOURCES TECHNOLOGY. Manuscript received June 27, 2016; final manuscript received December 6, 2016; published online January 16, 2017. Assoc. Editor: Egidio Marotta.

J. Energy Resour. Technol 139(2), 022910 (Jan 16, 2017) (7 pages) Paper No: JERT-16-1266; doi: 10.1115/1.4035514 History: Received June 27, 2016; Revised December 06, 2016

Simulation techniques are increasingly becoming popular in recent years as a way of simulating oil drilling processes. Among them, directional drilling is a specific method that benefits enormously from such numerical techniques, inasmuch as the estimation of the wellbore curvature is crucial and cannot be properly estimated through approximate geometry methods. We present here some of the latest advances in bit contact dynamics, wellbore update algorithms, and experimental validation of side cutting, in the context of a finite element (FE) and finite segment simulation framework. The framework is based on the high-fidelity dynamic simulation of the mechanical system, including detailed geometry, large displacements, and accurate contact forces. The theoretical aspects, along with the experimental results, are thoroughly presented. Overall, this paper constitutes a step toward a more deterministic way of calculating build rates and designing downhole drilling tools.

Copyright © 2017 by ASME
Your Session has timed out. Please sign back in to continue.


Marchand, N. , and Kalantari, M. , 2013, “ A New Approach for Build Rate Estimation of Downhole Motors,” SPE Annual Technical Conference and Exhibition, Society of Petroleum Engineers, New Orleans, LA, Sept. 30–Oct. 2, Paper No. SPE-166457-MS.
Arbatani, S. , Callejo, A. , Kövecses, J. , Kalantari, M. , Marchand, N. R. , and Dargahi, J. , 2016, “ An Approach to Directional Drilling Simulation: Finite Element and Finite Segment Methods With Contact,” Comput. Mech., 57(6), pp. 1001–1015. [CrossRef]
Inglis, T. , 2013, Directional Drilling, Vol. 2, Springer Science & Business Media, London.
Sampaio, J. H. , 2017, “ Designing Three-Dimensional Directional Well Trajectories Using Bézier Curves,” ASME J. Energy Resour. Technol., 139(3), p. 032901. [CrossRef]
Downton, G. , 2012, “ Challenges of Modeling Drilling Systems for the Purposes of Automation and Control,” 1st IFAC Workshop on Automatic Control in Offshore Oil and Gas Production, 45(8), pp. 201–210.
Li, Z. , Ma, X. , Huang, W. , and Liu, X. , 1996, “ A 3D Analysis of a Bottomhole Assembly Under Large Deflection,” SPE Drill. Completion, 11(02), pp. 104–110. [CrossRef]
Ghasemloonia, A. , Rideout, D. G. , and Butt, S. D. , 2013, “ Vibration Analysis of a Drillstring in Vibration-Assisted Rotary Drilling: Finite Element Modeling With Analytical Validation,” ASME J. Energy Resour. Technol., 135(3), p. 032902. [CrossRef]
Neto, A. G. , Martins, C. A. , and Pimenta, P. M. , 2014, “ Static Analysis of Offshore Risers With a Geometrically-Exact 3D Beam Model Subjected to Unilateral Contact,” Comput. Mech., 53(1), pp. 125–145. [CrossRef]
Neto, A. G. , Pimenta, P. M. , and Wriggers, P. , 2015, “ Self-Contact Modeling on Beams Experiencing Loop Formation,” Comput. Mech., 55(1), pp. 193–208. [CrossRef]
Menand, S. , Sellami, H. , Tijani, M. , Stab, O. , Dupuis, D. C. , and Simon, C. , 2006, “ Advancements in 3D Drillstring Mechanics: From the Bit to the Topdrive,” IADC/SPE Drilling Conference, Society of Petroleum Engineers, Miami, FL, Feb. 21–23, Paper No. SPE-98965-MS.
McSpadden, A. R. , Coker, O. D. , and Ruan, G. C. , 2011, “ Advanced Casing Design With Finite-Element Model of Effective Dogleg Severity, Radial Displacements and Bending Loads,” SPE Production and Operations Symposium, Society of Petroleum Engineers, Oklahoma City, OK, Mar. 27–29, Paper No. SPE-141458-MS.
Tikhonov, V. , Valiullin, K. , Nurgaliev, A. , Ring, L. , Gandikota, R. , Chaguine, P. , and Cheatham, C. , 2014, “ Dynamic Model for Stiff String Torque and Drag,” SPE Drilling & Completion, 29(3), pp. 279–294.
Studer, R. , Menand, S. , and Bourgoin, S. , 2015, “ Advanced Drilling Engineering Methodology Proves Robust in Preventing Mechanical Lock-Up While Deploying Sand-Control Completions Through Complex 3D Drains,” SPE/IADC Drilling Conference and Exhibition, Society of Petroleum Engineers, London, Mar. 17–19, Paper No. SPE-173141-MS.
Zifeng, L. , and Jingyuan, L. , 2008, “ Mathematical Models for 3D Analysis of Rotary Steering BHA Under Small Deflection,” ASME J. Energy Resour. Technol., 130(1), p. 013101. [CrossRef]
Bhalla, K. , Gong, L. , and McKown, G. K. , 2008, “ Implementation of a Bottom-Hole Assembly Program,” ASME J. Energy Resour. Technol., 130(4), p. 043101. [CrossRef]
Wu, M. , and Chen, D. C. , 2006, “ A Generic Solution to BHA (Bottomhole-Assembly) Modeling,” SPE Annual Technical Conference and Exhibition, Society of Petroleum Engineers, San Antonio, TX, Sept. 24–27, Paper No. SPE-101186-MS.
Tikhonov, V. S. , and Safronov, A. I. , 2011, “ Analysis of Postbuckling Drillstring Vibrations in Rotary Drilling of Extended-Reach Wells,” ASME J. Energy Resour. Technol., 133(4), p. 043102. [CrossRef]
Sugiura, J. , Samuel, R. , Oppelt, J. , Ostermeyer, G. , Hedengren, J. , and Pastusek, P. , 2015, “ Drilling Modeling and Simulation: Current State and Future Goals,” SPE/IADC Drilling Conference and Exhibition, Society of Petroleum Engineers, London, Mar. 17–19, Paper No. SPE-173045-MS.
Gurbuz, C. , Neto, A. G. , and Pimenta, P. M. , 2015, “ Offshore Drilling Simulation Using a Beam to Surface Contact Formulation,” International Conference on Computational Contact Mechanics.
Bathe, K.-J. , 2006, Finite Element Procedures, Klaus-Jurgen Bathe, Cambridge, MA.
Wu, S. R. , and Gu, L. , 2012, Introduction to the Explicit Finite Element Method for Nonlinear Transient Dynamics, Wiley, Hoboken, NJ.
Bathe, K. , and Bolourchi, S. , 1979, “ Large Displacement Analysis of Three-Dimensional Beam Structures,” Int. J. Numer. Methods Eng., 14(7), pp. 961–986. [CrossRef]
Przemieniecki, J. , 1968, Theory of Matrix Structural Analysis, Dover Publications, New York.
Yang, Y. , Lin, S. , and Chen, C. , 2007, “ Rigid Body Considerations for Geometric Nonlinear Analysis of Structures Based on the Updated Lagrangian Formulation,” Computational Methods in Engineering and Science, Z. H. Yao and M. W. Yuan , eds., Springer, Berlin, pp. 113–128.
Hamper, M. B. , Recuero, A. M. , Escalona, J. L. , and Shabana, A. A. , 2012, “ Use of Finite Element and Finite Segment Methods in Modeling Rail Flexibility: A Comparative Study,” ASME J. Comput. Nonlinear Dyn., 7(4), p. 041007. [CrossRef]
García de Jalón, J. , and Bayo, E. , 1994, Kinematic and Dynamic Simulation of Multibody Systems, the Real-Time Challenge, Springer-Verlag, New York.
Campos, L. , Oden, J. , and Kikuchi, N. , 1982, “ A Numerical Analysis of a Class of Contact Problems With Friction in Elastostatics,” Comput. Methods Appl. Mech. Eng., 34(1–3), pp. 821–845. [CrossRef]
Guerra, F. , and Browning, R. , 1983, “ Comparison of Two Slideline Methods Using ADINA,” Comput. Struct., 17(5–6), pp. 819–834. [CrossRef]
Kikuchi, N. and Song, Y. , 1981, “ Penalty Finite Element Approximations of a Class of Unilateral Problems in Linear Elasticity,” Q. Appl. Mech., 39(1), pp. 1–22.
Parisch, H. and Lubbing, C. , 1997, “ Formulation of Arbitrary Shaped Surface Elements for 3D Large Deformations Contact With Friction,” Int. J. Numer. Methods Eng., 40(18), pp. 3359–3383. [CrossRef]
Zhong, Z. H. , 1993, Finite Element Procedures for Contact-Impact Problems, Oxford Science Publications, Oxford, U.K.
Muthukumar, S. , and DesRoches, R. , 2006, “ A Hertz Contact Model With Non-Linear Damping for Pounding Simulation,” Earthquake Eng. Struct. Dyn., 35(7), pp. 811–828. [CrossRef]


Grahic Jump Location
Fig. 1

Generic downhole motor

Grahic Jump Location
Fig. 2

FEM and FSM coordinates

Grahic Jump Location
Fig. 3

Contact between a point and a segment

Grahic Jump Location
Fig. 4

Detailed bit contact

Grahic Jump Location
Fig. 6

(a) and (b) Side load test rig, (c) pneumatic cylinder, LVDT, and load cell

Grahic Jump Location
Fig. 7

Schematic of the side load test rig

Grahic Jump Location
Fig. 8

PDL test result: (a) fs = 4.4 kN, (b) fs = 6.6 kN, and (c) fs = 8.8 kN

Grahic Jump Location
Fig. 9

FEM-based simulation of side cutting test

Grahic Jump Location
Fig. 11

Box plot comparison between experiments and simulation



Some tools below are only available to our subscribers or users with an online account.

Related Content

Customize your page view by dragging and repositioning the boxes below.

Related Journal Articles
Related eBook Content
Topic Collections

Sorry! You do not have access to this content. For assistance or to subscribe, please contact us:

  • TELEPHONE: 1-800-843-2763 (Toll-free in the USA)
  • EMAIL: asmedigitalcollection@asme.org
Sign In