Torsional vibrations rejection in drilling systems: A combined observer-higher-order sliding mode control approach

IF 5.5 Q2 ENERGY & FUELS

Petroleum Pub Date : 2026-08-01 Epub Date: 2026-06-09 DOI:10.1016/j.petlm.2026.06.003

Nesrine Belarif, Messaoud Chakir, Mohamed Tadjine, Nadjet Zioui

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引用次数: 0

Abstract

One of the fundamental challenges in drilling systems is the phenomenon of torsional vibrations that can cause system destruction. This paper presents a new control approach to reject stick-slip vibrations in a drill-string. Firstly, a two-degree-of-freedom plant model with friction that represents the interaction between the rock formation and the drill bit is discussed. Secondly, a higher-order sliding mode control (HOSMC) is proposed in conjunction with a cascade structure to reject the vibrations. Thirdly, given the limitation of measuring only the surface top drive velocity, a state observer is designed to estimate system states, including bit-rock interaction torque. Realistic numerical simulations demonstrate the effectiveness of the proposed solution showcasing negligible residual oscillations on the order of 10⁻³ and a better torque estimation, yet still to be improved, further demonstrating the effectiveness of the control strategy, highlighting its robustness, high precision, predefined convergence time, and ease of implementation.

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钻井系统扭振抑制：一种观测器-高阶滑模联合控制方法

钻井系统面临的基本挑战之一是扭转振动现象，它可能导致系统破坏。本文提出了一种新的抑制钻柱粘滑振动的控制方法。首先，讨论了具有摩擦力的二自由度植物模型，该模型代表岩层与钻头之间的相互作用。其次，提出了一种结合级联结构的高阶滑模控制（HOSMC）来抑制振动。第三，考虑到仅测量地表顶驱速度的局限性，设计了状态观测器来估计系统状态，包括钻头-岩石相互作用扭矩。实际数值仿真结果表明，所提出的解决方案可以忽略10−3量级的残余振荡，并且具有更好的转矩估计，但仍有待改进，进一步证明了控制策略的有效性，突出了其鲁棒性，高精度，预定义的收敛时间和易于实现。

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来源期刊

Petroleum Earth and Planetary Sciences-Geology

CiteScore

9.20

自引率

0.00%

发文量

审稿时长

124 days

期刊介绍： Examples of appropriate topical areas that will be considered include the following: 1.comprehensive research on oil and gas reservoir (reservoir geology): -geological basis of oil and gas reservoirs -reservoir geochemistry -reservoir formation mechanism -reservoir identification methods and techniques 2.kinetics of oil and gas basins and analyses of potential oil and gas resources: -fine description factors of hydrocarbon accumulation -mechanism analysis on recovery and dynamic accumulation process -relationship between accumulation factors and the accumulation process -analysis of oil and gas potential resource 3.theories and methods for complex reservoir geophysical prospecting: -geophysical basis of deep geologic structures and background of hydrocarbon occurrence -geophysical prediction of deep and complex reservoirs -physical test analyses and numerical simulations of reservoir rocks -anisotropic medium seismic imaging theory and new technology for multiwave seismic exploration -o theories and methods for reservoir fluid geophysical identification and prediction 4.theories, methods, technology, and design for complex reservoir development: -reservoir percolation theory and application technology -field development theories and methods -theory and technology for enhancing recovery efficiency 5.working liquid for oil and gas wells and reservoir protection technology: -working chemicals and mechanics for oil and gas wells -reservoir protection technology 6.new techniques and technologies for oil and gas drilling and production: -under-balanced drilling/gas drilling -special-track well drilling -cementing and completion of oil and gas wells -engineering safety applications for oil and gas wells -new technology of fracture acidizing