Shock and Vibration
Volume 2016 (2016), Article ID 6281264, 8 pages
http://dx.doi.org/10.1155/2016/6281264

Research Article

Mathematical Modeling and Analysis of Drill String Longitudinal Vibration with Lateral Inertia Effect

Jialin Tian,1,2 Chunming Wu,¹ Lin Yang,¹ Zhi Yang,¹ Gang Liu,¹ and Changfu Yuan¹

¹School of Mechatronic Engineering, Southwest Petroleum University, Chengdu 610500, China
²School of Mechanical Engineering, Southwest Jiaotong University, Chengdu 610031, China

Received 16 July 2015; Revised 8 January 2016; Accepted 17 January 2016

Academic Editor: Sergio De Rosa

Copyright © 2016 Jialin Tian et al. This is an open access article distributed under the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.

Abstract.

Comparative analysis whether considering the lateral inertia or not, aiming at the longitudinal vibration of the drill string in drilling progress, is proposed. In the light of the actual condition, the mechanical model of the drill string about vibration is established on the basis of the theoretical analysis. Longitudinal vibration equation of the drill string is derived from the Rayleigh-Love model and one-dimensional viscoelastic model. According to the Laplace transform method and the relationships among parameters of the model, the solutions to complex impedance at the bottom of the drill string are obtained, and then the comparison results are analyzed, which is the lateral inertia effect on longitudinal vibration characteristics. The researches show that the smaller the length of the drill string, the greater the cross-sectional area of the drill string, the greater the damping coefficient of bottom hole on the bottom of the drill string, and the more evident the effect on the dynamic stiffness of the drill string with lateral inertia effect. The Poisson ratio of the drill string only has some effects on it taking account of the lateral inertia effect, and the influence is relatively small compared with the former three conditions.

1. Introduction

In oil and gas drilling engineering, the drill string is a slender structure connecting downhole tools and drilling rig. Its dynamic performance is one of the key factors affecting the drilling efficiency and cost. Also, the results caused by drill string vibration features include rock-breaking performance of drill bit, drilling ROP (rate of penetration), wellbore quality, and downhole tools fatigues [1–4]. According to drilling condition, the drill string vibration can be divided into three forms such as longitudinal, lateral, and torsional vibration, in which the longitudinal vibration is the main factor of drilling efficiency and safety. The longitudinal vibration makes the drill bit move up and down, which results in the constant change of ROP, the service life of drill bit cutting element, or drilling footage [5–7]. To itself, longitudinal vibration may cause the drill string fatigue fracture [8].

For the solutions of drill string vibration analysis methods with complex influence factors and boundary conditions, the related researches include taking the drill string as elastomer, or obtaining vibration equations with dynamics FEM (finite element method), or analyzing longitudinal vibration considering the coupling effects of wellbore friction or the hydrodynamic interaction of drilling fluid [9–14]. However, in light of the drilling actual condition and well structure, as an elongated rod, the lateral inertia has an important influence on the longitudinal vibration of drill string. In fact, the drill longitudinal string vibration characteristics cannot be fully reflected with ignoring the lateral inertia effect [15]. Moreover, with the search results of reference articles, previous research work was not found about the lateral inertia effect on drill string longitudinal vibration. Based on this, the influence of the lateral inertia effect on the drill string longitudinal vibration is discussed in this paper. According to well structure and drill string working conditions, the longitudinal vibration models whether considering the lateral inertia or not are established. Moreover, the solution method of drill string key parameter impedance at the bottomhole is obtained.

With the presented analysis models and solution equations, the influences of considering the lateral inertia effect or not on drill string longitudinal vibration are discussed. Meanwhile, by comparing different calculation results, some key parameters’ influences on vibration features are presented, such as the drill string length, inside and outside radius, damping coefficient, and Poisson’s ratio. The research method and model can provide reference for drill string vibration research. At the same time, the research results can also present theoretical and actual value for optimization of downhole tools design and safety evaluation of drilling operations.

2. Analysis Method and Mathematical Model

Based on the real condition of the drill string, related assumptions are proposed to simplify the research for drill string longitudinal vibration [16]. The following assumptions are made: the cross-sectional surface of the drill string is equivalently circular; the drill string axis coincides with borehole axis; the drilling fluid is regarded as viscoelastic layer which can be divided into several layers; and the drilling fluids inside and outside drill string have identical characteristics; the vibration velocity of drill string is much larger than the flow rate of drilling fluid.

According to drilling condition, the drill string vibration analysis model is presented as in Figure 1 wherein denotes the location layer of th drill string, is the total length of the drill string, and , respectively, denote the outer and inner radius of th drill string, , , respectively, denote the shear stress of drilling fluid inside and outside th drill string, is the stiffness coefficient, and means the damping coefficient of the th drill string. Usually, in the absence of inner and outer mud pressure, this vibration reduces to the classical wave vibration for longitudinal waves in a uniform rod.

Figure 1: Longitudinal vibration model of drill string.

2.1. Model of Drill String without Lateral Inertia Effect

The deformation produced in a uniform drill string while it vibrates in a borehole is symmetric about its axis. For establishing the longitudinal vibration model of drill string without lateral inertia effect, regarding the drill string as a one-dimensional sticky elastomer and by using the laws of mass and momentum conservation, the vibration equation of the th drill string segment can be obtained as

wherein the right-hand side of this equation denotes the mud pressures, which is substituted with axial displacements. The left-hand side of it denotes inertia force and the shear stress of drilling fluid inside and outside the drill string. denotes the longitudinal displacement of the th drill string segment, which is function of time and coordinate ; . , represent the vibration velocity of drill string and the flow rate of drilling fluid, respectively. Moreover, denotes the elastic modulus of the th drill string segment, is the density, represents the cross-sectional area of th drill string segment, and the expression is given by

According to the real working condition of the drilling, the relationship between and is and the movement of the drill string is always to the right. So the calculation formula should be denoted as

To the shear stress of drilling fluid inside and outside th drill string, , , the expressions can be written as

where , are the longitudinal shear stiffness of drilling fluid at the position of inside and outside th drill string segment. With applied Laplace transform of (1) and consistent with the assumption conditions, the following equation can be obtained:

in which the Laplace transform with respect to time of is represented by , and the transform relation is

The definition of symbol is as follows:

Then, the general solution of can be gained as the following form:

where , denote undetermined coefficients determined by boundary conditions, respectively.

During oil and gas field drilling process, the vibration of drill bit is caused partly because of the uneven bottomhole. Assuming that the force of bottomhole to the drill bit is , according to the transitivity of force, the force on the bottom of the drill string can be also denoted as . So the bottom and top of the drill string can be described as

where the Laplace transform with respect to time of is represented by . Furthermore, with (8) and (9) substituted into (5), the following equations can be obtained:

Here, defining the symbol , its expression is given by

Then, taking the results of , and definition of into (7), the displacement of the drill string can be obtained as follows:

Moreover, assume that

Then, the Laplace transform is equivalent to the unilateral Fourier transform, so the response of displacement frequency can be expressed as . The complex impedance of the drill string is derived as follows:

The complex impedance of the drill string bottom is equal to the complex stiffness, which can be expressed in the plural form as follows:

in which the plural real component denotes the real dynamic stiffness, which reflects the drill string ability of longitudinal deformation resistance. In other words, when the drill string is pressed by the vibration force, the value of the dynamic stiffness has close association with the deformation of the drill string. On the other hand, the imaginary component denotes the dynamic damping, which reflects the drill string energy dissipation.

2.2. Model of Considering Lateral Inertia Effect

Considering the influence of lateral inertia effect on drill string vibration characteristics with actual situation, the vibration of the th drill string segment can be described by the theory of Rayleigh-Love rod as follows:

where denotes Poisson’s ratio of the th drill string segment. It is also worth noticing that both coupling terms are proportional to Poisson’s ratio. This is reasonable since this ratio describes the radial contraction of a rod subjected to axial strain. According to the drilling field situation, the analysis condition can be obtained as and , and the above equation with (16) can be simplified to

For obtaining the results of the equation, similar to the method which is used for the solution of model without considering the influence of lateral inertia effect on drill string vibration, considering the initial and continuity conditions, the vibration equation of the drill string is solved by Laplace transform, and the displacement expression of the drill string, with considering the influence of lateral inertia effect, can be obtained.

Here defining symbols , , and , their expressions are given as

Then, the displacement expression of the drill string can be obtained as

Moreover, the analytical solution of the complex impedance at the bottomhole of drill string can be expressed as

3. Numerical Example and Analysis of Key Parameters Influence

For contrastively analyzing the influence of design parameters on the characteristics of drill string longitudinal vibration, the complex impedance results are discussed by using the analysis models established above, including the models with and without lateral inertia effect. In the calculation results figures, the horizontal axis is the vibration frequency, and the longitudinal axis is the dynamic stiffness at the bottom of drill string. First of all, the material parameters of the drill string and drilling fluid, including the density, elastic modulus, stiffness coefficient, and longitudinal shear stiffness, are shown in Table 1.

Table 1: Material parameters of the drilling string.

Parameters name
Results

Density of drill string (kg/m³)
8000.00

Elastic modulus of drill string (MPa)
2.06 10³

Stiffness coefficient (N/m)
1.00 10⁵

Longitudinal shear stiffness of drilling fluid inside drill string (Mpa/m)
0.3

Longitudinal shear stiffness of drilling fluid outside drill string (Mpa/m)
0.1

3.1. The Drill String Length

The length of the drill string is also on behalf of the well depth. At the same time, to the ratio of drill string length and diameter, the bigger ratio is corresponding to the poorer vibration stability of drill string. The influence of drill string length on its dynamic stiffness at the bottom is analyzed as in Figure 2, including taking account of the lateral inertia effect or not. The numerical example parameters are shown in Table 2, including the drill string Poisson’s ratio, length, radius, and damping coefficient, and the drill string length value includes 1800 m and 2000 m.

Table 2: Calculation parameters of the length of drill string influence.

Name of parameters
Results

Poisson’s ratio of the drill string
0.30

Length of the drill string , (m)
1800

Length of the drill string , (m)
2000

Outside radius of the drill string (m)
0.10

Inside radius of the drill string (m)
0.08

Damping coefficient (Ns/m)
10000

Figure 2: Influence of the drill string length on dynamic stiffness.

In Figure 2, the symbol denotes the length of drill string model without considering the lateral inertia effect, m. The symbol denotes the length of drill string with considering the lateral inertia effect, m. The results of drill string dynamic stiffness are presented corresponding to frequency of 20 Hz to 30 Hz, including different drill string length and models of considering the lateral inertia effect or not. The following conclusions can be obtained: with the increasing of frequency, the amplitude of drill string dynamic stiffness presents increasing trend, including the results of different length and analysis models. Meanwhile, to the lateral inertia effect, the influence on drill string dynamic stiffness can be almost negligible when the frequency is low or zero. However, with the increasing of frequency, such that the frequency is greater than 25 Hz, the influence of lateral inertia effect becomes more obvious. To the results of models considering lateral inertia effect or not, in the increasing period of dynamic stiffness, the absolute value of considering lateral inertia effect is greater than that of ignoring lateral inertia effect. To the results of drill string different lengths, the influence of lateral inertia effect is bigger when the drill string is shorter.

3.2. The Inside and Outside Radius

The inside and outside radius of drill string are determined by the size specification. The influence of radius change on the dynamic stiffness is analyzed as in Figure 3, including the models of considering the lateral inertia effect or not. As before, the numerical example parameters are shown in Table 3, including the drill string different inside and outside radius value.

Table 3: Calculated parameters of the inside and outside radius influence.

Name of parameters
Results

Poisson’s ratio of the drill string
0.30

Length of the drill string H (m)
2000

Outside radii of the drill string , (m)
0.10

Outside radii of the drill string , (m)
0.11

Inside radii of the drill string , (m)
0.08

Inside radii of the drill string , (m)
0.09

Damping coefficient (Ns/m)
10000

Figure 3: Influence of outside radius on dynamic stiffness.

In Figures 3 and 4, the symbols and denote the radius of drill string model without considering the lateral inertia effect, m. The symbols and denote the radius of drill string model considering the lateral inertia effect, m. The results of drill string dynamic stiffness are presented corresponding to frequency of 20 Hz to 30 Hz, as shown in Figures 3 and 4, including different inside and outside radius and models with lateral inertia effect or not. As before, the following conclusions can be got: with the frequency increasing, the dynamic stiffness amplitude presents increasing trend. Meanwhile, when outside radius increases or inside radius reduces, equivalent to the area increasing, the increasing trend of the dynamic stiffness becomes more notable. Also, to the results of models with lateral inertia effect or not, in the increasing period of dynamic stiffness, the value of model with lateral inertia effect is greater than that without lateral inertia effect. Meanwhile, with bigger difference between the drill string outside and inside radius, the lateral inertia effect has a more important influence on the dynamic stiffness of drill string.

Figure 4: Influence of inside radius on dynamic stiffness.

3.3. The Damping Coefficient

The damping coefficient of the bottomhole to drill string is influential to the drill string longitudinal vibration, and the lateral inertia effect is directly related to the damping coefficient. According to the drilling field conditions, the calculation parameters analyzing damping coefficient are shown in Table 4, taking the damping coefficient as 8000 and 10000 Ns/m.

Table 4: Calculation parameters of the damping coefficient influence.

Name of parameters
Results

Poisson’s ratio of the drill string
0.30

Length of the drill string (m)
2000

Outside radius of the drill string (m)
0.10

Inside radius of the drill string (m)
0.08

Damping coefficients , (Ns/m)
8000

Damping coefficients , (Ns/m)
10000

In Figure 5, the symbol denotes the damping coefficient of model without lateral inertia effect, Ns/m. The symbol denotes the damping coefficient of model considering lateral inertia effect, Ns/m. Figure 5 shows the influence of the damping coefficient on the drill string dynamic stiffness corresponding to frequency of 30 Hz to 40 Hz. It can be observed that the increasing trend of the dynamic stiffness becomes more notable when the damping coefficient decreased and the cyclic frequency increased, including models with lateral inertia effect or not. In a single cycle, when it is closer to the crest or trough, the difference of drill string dynamic stiffness is bigger. When considering the lateral inertia effect, the absolute value of dynamic stiffness in increasing period is bigger than that of the model without lateral inertia effect. However, the bigger damping coefficient does not mean more obvious influence in the drill string dynamic stiffness, which indicates that the damping of bottomhole to drill string can weaken the influence of lateral inertia effect on the dynamic stiffness.

Figure 5: Influence of the damping coefficient on dynamic stiffness.

3.4. Poisson’s Ratio

Poisson’s ratio is the lateral deformation coefficient of material, which reflects the lateral deformation elastic constants of material. In the static force condition, Poisson’s ratio change of drill string is very small, and it is generally taken as . However, in the dynamic load case, the dynamic Poisson’s ratio is commonly taken as = 0.1~0.3. According to the analysis above, the calculated parameters analyzing Poisson’s ratio are shown in Table 5, taking Poisson’s ratio as 0.10 and 0.30.

Table 5: Calculated parameters of Poisson’s ratio influence.

Name of parameters
Results

Poisson’s ratios of the drill string , ν₁
0.10

Poisson’s ratios of the drill string ,
0.30

Length of the drill string (m)
2000

Outside radius of the drill string (m)
0.10

Inside radius of the drill string (m)
0.08

Damping coefficient (Ns/m)
10000

In Figure 6, the symbol   denotes Poisson’s ratio of model without lateral inertia effect. On the other hand, the symbol denotes Poisson’s ratio of model considering lateral inertia effect. Figure 6 shows the influence of Poisson’s ratio on the drill string dynamic stiffness in the frequency of 30 Hz to 40 Hz. It can be seen that the increasing trend of the drill string dynamic stiffness becomes more obvious when Poisson’s ratio and cyclic frequency increase, both of the models with lateral inertia effect or not.

Figure 6: Influence of Poisson’s ratio on dynamic stiffness.

However, different from other parameters results, the change of the drill string Poisson’s ratio has influence on the results of model considering lateral inertia effect, while it has no influence on the results of model without considering lateral inertia effect, which indicates that the lateral inertia effect includes the effect of Poisson’s ratio. Meanwhile, when considering the lateral inertia effect, the absolute value of dynamic stiffness is increasing with the drill string Poisson’s ratio in the increasing period.

3.5. Natural Frequency

Assume that the length of the drill string is 3500 m, and the boundary conditions are prescribed by the above, as well as the structure parameters of the drill string. The longitudinal vibration model of the drill string is analyzed with different conditions. The first three-order natural frequencies of the drill string longitudinal vibration are shown in Table 6 whether considering the lateral inertia effect or not.

Table 6: The free vibration natural frequency in different conditions.

Boundary conditions
Without lateral inertia
Lateral inertia

The first-order natural frequency (rad/s)
0.03
0.04

The second-order natural frequency (rad/s)
0.05
0.06

The third-order natural frequency (rad/s)
0.07
0.09

The calculation results illustrate that the natural frequency increases with the increase of frequency order. And when there is no inertia, it is less than the situation with lateral inertia effect. When considering the inertia effect, the vibration is coupled with the longitudinal vibration, which will cause the vibration difference. According to adjusting the drilling parameters, the drill string resonance can be avoided and make drilling optimization possible.

4. Conclusion

According to the drilling field conditions, the analysis model of drill string longitudinal vibration is established with the lateral inertia effect, and the Laplace transform is used for the complex impedance solution of drill string bottom. By using the established equations and analyzing the results of numerical examples, the influence of design parameters on drill string dynamic stiffness is discussed, including the results of models considering the lateral inertia effect or not. Within the frequency range of drilling field conditions, these conclusions can be drawn:

(1)The cyclical transformation amplitude of drill string dynamic stiffness, whether considering the radial inertia effect or not, presents increasing with frequency and the length of the drill string. Therefore, for resisting drill string longitudinal deformation and excessive vibration, the appropriate length of drill string should be considered in the well structure design.(2)For the drill string dynamic stiffness increasing with the cross-sectional area, combining the relationship of sectional area and inside and outside radius, the influence of sectional area on drill string dynamic stiffness can provide reference for the design of BHA (Bottomhole Assembly).(3)With the damping coefficient increasing, the amplitude of drill string dynamic stiffness is reducing, which would lead to the vibration force increasing. The results are coinciding with the drilling actual condition. Moreover, the consequences can provide basic data for the design of downhole friction reduction tools.(4)To the influence of Poisson’s ratio on drill string dynamic stiffness, the results are some difference comparing with other parameters. Based on the model without considering the lateral inertia effect, the change of Poisson’s ratio has no influence on the results of drill string dynamic stiffness. However, to the model including the lateral inertia effect, the influence of Poisson’s ratio on drill string dynamic stiffness cannot be ignored. According to the drilling field condition, the results are important for drilling dynamics analysis, especially in deep and ultradeep drilling or some new wells, which is the basis for improving the rock-breaking efficiency and ROP.

Conflict of Interests

The authors declare that there is no conflict of interests regarding the publication of this paper.

Acknowledgments

This work is supported by Open Fund (OGE201403-05) of Key Laboratory of Oil & Gas Equipment, Ministry of Education (Southwest Petroleum University), National Natural Science Foundation of China (no. 51074202 and no. 11102173), Major Cultivation Foundation of Sichuan Education Department (12ZZ003, no. 667), and Graduate Student Innovation Fund of Southwest Petroleum University (CX2015SY06).

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