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ScienceDirect
Natural Gas Industry B 10 (2023) 312e321
www.keaipublishing.com/en/journals/natural-gas-industry-b/
Research Article
Abstract
During the construction of long horizontal wells and extended reach wells, inadequate hole cleaning can lead to a series of drilling problems.
Traditional hole cleaning analysis is simply based on theoretical models or surface vibrating screen data, and cannot accurately assess downhole
cuttings distribution and existing problems. This paper introduces a novel research idea that combines the traditional drilling hydraulic model
with the artificial intelligence method. A downhole true cuttings distribution technology based on measurement data, the inversion of flow
characteristics from pressure in the hole cleaning field, and a new method for quantitatively evaluating the dynamic distribution of downhole
cuttings using along-string measurement (ASM) data were proposed. The results depict that, the relationship between hole cleanliness and
annular pressure loss in different hole sections under different working conditions is proportional. Second, under given flow conditions, a
pressure-driven hole-cleaning model exerted a reverse pressure drop by inferring the effect of cuttings on the borehole. Third, downhole
multipoint measurement indicated an accurate evaluation of the hole cleaning condition and provide detailed downhole information that avoided
and solve inadequate hole cleaning of long horizontal wells and extended reach wells. In conclusion, the combination of these methods can
overcome the defects of traditional hole cleaning analysis. The integrated approach is helpful in improving the practical technique in hole
cleaning and promotes the large-scale application in the oil and gas industry.
© 2023 Sichuan Petroleum Administration. Publishing services by Elsevier B.V. on behalf of KeAi Communication Co. Ltd. This is an open
access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/4.0/).
Keywords: Pressure-driven; Hole cleaning algorithm; Intelligent drilling; Hydraulic model; Intelligent drill pipe; Along-string measurement (ASM)
*
Project supported by the Project of the National Natural Science Foun- 1. Introduction
dation of China “Research on the coupling mechanism of dynamic cuttings
migration and drill string force during extended reach well drilling” (No. Inadequate hole cleaning can lead to a series of drilling
51874045), the Hubei Provincial Science and Technology Plan Project problems, such as sticking, reduced rate of penetration, and
“Research on dynamic hole cleaning mechanism and intelligent monitoring
increased equivalent circulation density. Problems related to
algorithm for shale gas extended reach wells” (No. 2019CFA093), and the
Research Project of the Department of Education, Hubei Province “Intelligent hole cleaning are especially serious in long horizontal wells
drilling theory research and system development” (No. T2021004). and extended reach wells. Current hole cleaning research
* Corresponding author. generally involves experimental study and model optimization
E-mail address: 201771172@yangtzeu.edu.cn (Xi Wang.). of transient cuttings migration [1e6], focusing mainly on
Peer review under responsibility of Sichuan Petroleum Administration.
https://doi.org/10.1016/j.ngib.2023.05.008
2352-8540/© 2023 Sichuan Petroleum Administration. Publishing services by Elsevier B.V. on behalf of KeAi Communication Co. Ltd. This is an open access
article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/4.0/).
F Zhang et al. / Natural Gas Industry B 10 (2023) 312e321 313
analysis of the cuttings bed height (or cuttings concentration) measured actual pressures can be used to inversely calculate
under different drilling conditions using experiments or theo- the real-time downhole distribution of the cuttings. Finally, the
retical models. Such studies can be divided broadly into three above two parts were combined to obtain a quantitative
categories: ① study of cuttings migration using empirical method for the analysis of hole cleaning based on full hole
formulas based on experimental data [4,7,8], ② derivation of pressure measurement data. The overall process of the pro-
mechanical models based on the law of conservation [5], and posed technique is shown in Fig. 1.
③ numerical analysis based on computational fluid dynamics
[9]. However, relevant technology that can measure directly 2. Effect of hole cleaning on pressure drop
the distribution of cuttings in the hole annulus remains
lacking. During the drilling process, cuttings in the hole have
Cuttings in a hole cannot be measured directly. However, important influence on the wellbore pressure distribution [10].
because cuttings have important influence on the annular flow The reasons for the influence of cuttings particles on the flow
pressure, theoretically, the cuttings distribution could be ob- pressure drop in the hole are summarized as follows: ① the
tained indirectly from changes in annular flow pressure within mixing of cuttings and drilling fluid changes the density of the
the hole (this is also the theoretical basis for field-based fluid in the wellbore, ② the formation of a cuttings bed or a
approximate evaluation of hole cleanliness through consider- cuttings mound reduces the effective circulation area of the
ation of equivalent circulation density changes). Therefore, if hole annulus, and ③ cuttings particles change the friction
the mechanism via which cuttings in the hole affect annular factor of the flow. In this study, the ratio of the pressure drop
pressure could be elucidated, the real cuttings distribution in (SF) of cuttings-containing fluid to that of cuttings-free fluid
the hole could be obtained indirectly by measuring the real- was used to denote the effect of cuttings on flow pressure drop.
time pressure distribution of the full hole during drilling For convenience of analysis, hydrostatic pressure is subtracted
[10,11]. from the flow pressure drop to eliminate the influence of fluid
The development of measurement-while-drilling, logging- gravity:
while-drilling, and seismic-while-drilling technologies and
DPc DPhyd
intelligent drill pipes can provide an increasing number of SF ¼ ð1Þ
downhole measurement-while-drilling parameters. Currently, DPnc DPhyd
the most widely used and reliable full hole multipoint mea-
where DPc, DPnc, and DPhyd denote the static pressure
surement method is the intelligent drill pipe (also called the
gradient of fluid with cuttings, fluid without cuttings, and pure
wired drill pipe or the with-cable drill pipe). An intelligent
drilling fluid, respectively (Pa/m), and SF denotes the ratio of
drill pipe realizes transmission of information and electric
the pressure loss caused by cuttings to the pressure loss caused
power via a cable embedded in the drill pipe, and obtains
by pure drilling fluid flow at the same equivalent flow velocity,
measurements of parameters such as pressure, temperature,
which can be used to represent the influence of cuttings on
and vibration using installed sensors. Various oil companies
wellbore pressure.
such as BP and Equinor ASA have applied this technology to
The purpose of this study was to determine the relationship
key offshore drilling projects [12e16]; however, it has rarely
between SF and cuttings volume concentration, and then to
been used in large-scale land-based drilling projects, espe-
derive the hole cleaning status from the pressure data. How-
cially in China. Two main factors limit wide application of
ever, under the same cuttings concentration, many factors
intelligent drill pipes: ① the high operating and maintenance
costs, and ② the fact that the measurement data obtained
using intelligent drill pipes are mainly processed manually.
Consequently, large-scale application of this technology in
general drilling construction is not cost effective.
To overcome the shortcomings of traditional hole cleaning
analysis, which relies solely on theoretical models, and to
avoid or resolve the problem of inadequate hole cleaning of
extended reach wells and long horizontal wells, improve the
utilization value of measurement data of intelligent drill pipes,
and promote the development and application of this type of
technology within the industry. The downhole real-time mul-
tipoint pressure measurement data were obtained using along-
string measurement. The basis of along-string measurement
realization is a wired drill pipe. Using sensors installed on the
drill pipe, measurements of the annulus pressure, internal
pressure, temperature, rotation, and triaxial vibration along the
drill string are collected and transmitted to the ground at high
speed [17]. Therefore, detailed downhole information can be
obtained using multipoint distributed sensors, and the Fig. 1. Flow chart of the proposed technique.
314 F Zhang et al. / Natural Gas Industry B 10 (2023) 312e321
affect SF. To fully understand the relationship between cuttings obvious, which makes it possible to establish a mathematical
concentration and SF, a large number of experimental data model for inversion of the cuttings concentration from the SF
related to cuttings migration and wellbore pressure measure- value under given conditions. The method of inverting the
ment have been collected, including different inclination an- cuttings distribution from the wellbore pressure is called the
gles, different types and sizes of cuttings, different densities pressure-driven hole cleaning model.
and properties of drilling fluids, and parameters such as flow
rate, rotation speed, and rate of penetration commonly used in 3. Pressure-driven hole cleaning model
drilling operations (Table 1).
Fig. 2 shows the relationship between cuttings concentra- The relationship between the cuttings concentration and the
tion and SF of different types of drilling fluids at different SF value is not one to one, and it is impractical to only use SF
rotation speeds when the inclination angle is between 30 and to invert the cuttings concentration. Owing to the complex
90 and when the rate of penetration is 15 m/h. Fig. 3 shows relationship between the cuttings concentration and SF,
the relationship between SF and cuttings concentration when studying the mechanical model based on physical laws is very
testing with different sizes of cuttings particles. difficult. Owing to the availability of experimental data, the
Fig. 2 shows that when the flow rate is constant, the cuttings use of a machine learning algorithm to develop a regression
concentration increases with increase in the inclination angle, method based a prediction model becomes very attractive.
and the change trend of the SF value is different; when the The purpose of using regression is to conclude and sum-
inclination angle is constant, the SF value increases with marize the regularity contained within the data, and then to use
reduction in the average flow rate, and the SF value is closely SF and other input parameters to establish a mathematical
related to the cuttings concentration. model to predict the cuttings concentration. First, the input
In Fig. 2-a, the SF test results with drill pipe rotation are parameters of the model were determined, including average
slightly higher than those without drill pipe rotation. At low flow rate (vF), inclination angle (I ), rotation speed (RPM ), rate
flow rate and low dip angle (e.g., 0.57 m/s and 30 , respec- of penetration (ROP), relative pellet density (rr), equivalent
tively), the cuttings distribution state is characterized by fluid viscosity (me), and the derived output is the cuttings
accumulated dunes, resulting in higher mixing density, smaller volume concentration (Cc). Then, an appropriate model
cross-sectional flow area, and a higher SF value. As the flow training method was selected to fit the data set. Finally, the
rate increases, loose cuttings are more likely to become sus- new data were used to evaluate the trained model. According
pended in the fluid. As the inclination angle increases, loose to specific needs, the supervised learning method [21] was
cuttings transform into a fixed cuttings bed. The change in selected to establish the prediction model in this study. Many
cuttings distribution state changes the average density and supervised learning algorithms are commonly used, including
effective flow area of the fluid in the hole, thereby affecting the regression analysis, decision tree methods, support vector
value of SF. machine, and neural network methods. Because the available
The experimental result for a non-Newtonian fluid, shown data sets are limited, small data sets require a low-complexity
in Fig. 2-b, presents a change trend similar to that of the (or high-deviation) model to avoid overfitting of the models
experimental result using water as the drilling fluid. However, and the data. Therefore, the generalized linear regression
owing to the high viscosity of the non-Newtonian fluid, the SF method with low complexity and strong priors [22] was
value of the non-Newtonian fluid is smaller than that of water selected for use in this study. To avoid overfitting, the elastic
under the same conditions. The above results show that the net regularization technique [23] was used in the algorithm.
influence of cuttings on wellbore pressure depends on many Notably, any other training algorithm that can provide a reli-
factors such as inclination angle, fluid property, flow rate, and able model could be tried at will. To improve the accuracy of
rotation speed. For any given case, when the cuttings con- the training model, a five-fold cross-validation method [24]
centration is used to invert the SF value, all important influ- was used in the training process, and the mean square error
encing factors should be considered. (MSE ) was used to evaluate the effect of model fitting, as
Fig. 3 shows that for different sizes of cuttings and a spe- shown by the following equation:
cific inclination angle, the SF value is closely related to the
cuttings concentration, and the trend of proportionality is 1X n
MSE ¼ ðyi ybi Þ2 ð2Þ
n i¼1
Table 1 where yi denotes the measured cuttings concentration
Collected parameters.
(dimensionless), ybi denotes the model-predicted cuttings
Parameter Range concentration (dimensionless), and n denotes the total amount
Inclination angle/( ) 0e90 of data (dimensionless).
Type of drilling fluid Water-based drilling After training using the data of the parameters listed in
fluid, PAC þ Bentonite
Average flow rate/(m$s1) 0.6, 1.2
Table 1, the MSE of the model was 0.05. The plot of the
Rotation speed/(r$min1) 50, 100 training data and the prediction data in Fig. 4 shows that the
Rate of penetration/(m$h1) 15, 30 trained model captures the overall trend of the actual data
Data source: References [10,18e20]. without overfitting.
F Zhang et al. / Natural Gas Industry B 10 (2023) 312e321 315
Fig. 2. Relationship between cuttings concentration and SF value under different test conditions.
Fig. 3. Values of SF and cuttings concentration of medium-viscosity fluid at rate of penetration of 10 m/h.
The pressure-driven hole cleaning model proposed in this generates multiple grids for each region according to the
study is based on the influence of the cuttings on wellbore change in inclination angle, and the inner and outer diameter
pressure. The SF discussed above is obtained from the differ- of the annulus.
ence between the theoretical wellbore pressure and the To consider dynamic change in the annulus geometry along
measured wellbore pressure without cuttings, and then the the wellbore with changes in bit depth and well depth, a real-
cuttings concentration is inverted. To ensure the accuracy and time wellbore grid division method was proposed in this study.
practicability of the model, the following conditions should be The wellbore grid model can also be used to determine the
met in its application: ① it must be able to accurately real-time position of each sensor along the string, and to divide
calculate the theoretical wellbore pressure without cuttings, the entire wellbore into multiple sections to evaluate pressure
and ② it should fully consider other factors that can cause changes. Meanwhile, by means of combining the traditional
changes in the wellbore pressure to avoid obtaining misleading drilling hydraulic model with the machine learning method, a
results. self-correcting drilling hydraulic model that can be automat-
The specific implementation process of the model is as ically calibrated was developed (as detailed in the following
follows. First, the wellbore information (wellbore trajectory section). The wellbore grid model and the self-correcting
and well profile), drill string information (drill string design model can be used to meet the requirements of the first
and sensor position), and real-time well depth and bit depth are aspect, i.e., accurate real-time calculation of the theoretical
input into the wellbore grid division algorithm. Then, the grid pressure drop between two measuring points.
division algorithm divides the wellbore into multiple sub- This study also proposed a pressure change evaluation
regions (a subregion is a hole section between two adjacent method to analyze the change in wellbore pressure drop
sensors) according to the positions of the sensors, and caused by different factors such as hole shrinkage, hole
316 F Zhang et al. / Natural Gas Industry B 10 (2023) 312e321
formula can be applied to all actual drilling conditions. In Traditional drilling hydraulic analysis or hole cleaning anal-
practical engineering, a more realistic method is to combine ysis usually uses a single model to perform calculations for the
the hydraulic model with a machine learning algorithm, and entire wellbore, resulting in large differences between the
to use actual measurement data to adjust the hydraulic model calculated values and the actual downhole conditions. One of
to improve the accuracy of the prediction results. In other the advantages of using intelligent drill pipe data is that the
words, the machine learning algorithm is used to customize entire wellbore can be divided into multiple sections, thereby
the friction factor of the hydraulic model based on the spe- reducing the well length needed to be covered by the drilling
cific application conditions. By adopting the combined hy- model and improving its accuracy.
draulic model and machine learning algorithm method, the In the process of model implementation, a hydraulic model
measured data are used to inversely calculate the model pa- is customized for each section between the two measuring
rameters, which reduces the dependence of the model pa- points along the drill string, as shown in Fig. 6 [26].
rameters on calculation parameters such as specific For the divided wellbore, each section is divided into
formation, lithology, well type, well diameter, and tempera- multiple grids based on the change of inclination angle of the
ture to a certain extent, and enhances the expansibility of the well profile and the drill string geometry. The grid division
model. Meanwhile, the inverse calculation model parameters principles of the sectional hole are as follows: all parameters
of the same block can customize an individualized parameter (e.g., inclination angle, inner diameter, outer diameter, and
library, and the model parameters of which can be called wall roughness) are uniform in one grid, each grid is a
directly for wellbore pressure calculation when applied in calculation unit, and the maximum length of the grid should
similar wells. meet the requirement for maintaining the accuracy of these
The main challenge in real-time downhole condition parameters after uniform assumptions. For example, the grid
monitoring is the uncertainty of the input parameters of the length in the kick off section or the drop off section of a hole
drilling model. As the well depth increases, the uncertainty of with a rapid change in inclination angle is shorter than that in
these parameters increases. Therefore, the uncertainty of the the vertical hole section.
input parameters is reduced by reducing the length of the hole The selection criteria used for the reference data for the
section, thereby improving the accuracy of the drilling model. machine-learning-based composite hydraulic model training
318 F Zhang et al. / Natural Gas Industry B 10 (2023) 312e321
Conflicts of interest [14] Sun Haoyu. Research on key technique of information transmission of
intelligent drill pipe. Sino-Global Energy 2011;16(8):48e52.
[15] Guo Yongfeng. Norwegian company launches intelligent drill pipe
The authors declare that there is no conflicts of interest. downhole coring tool with automatic layer selection. China Petroleum
Enterprise 2019;(S1):86.
Acknowledgement [16] Liu Yajun, Sun Dongkui, Liu Feng, et al. Performance analysis of
intelligent measurement system while drilling based on the magneto-
Thanks are extended to Equinor ASA for its financial and inductive wave of very low frequency. Journal of Xi'an Shiyou Univer-
sity (Natural Science Edition) 2017;32(1):119e26.
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