Criticality of bifurcation in the tuned axial–torsional rotary drilling model

We study the bifurcation characteristics of a lumped-parameter model of rotary drilling with 1:1 internal resonance between the axial and the torsional modes which leads to the largest stability thresholds. For this special case, the two-degree-of-freedom model for the drill-string reduces to an effectively single-degree-of-freedom system facilitating further analysis. The regenerative effect of the cutting action due to the axial vibrations is incorporated through a delayed term in the cutting force with the delay depending on the torsional oscillations. This state dependency of the delay introduces nonlinearity in the current model. Steady drilling loses stability via a Hopf bifurcation, and the nature of the bifurcation is determined by an analytical study using the method of multiple scales. We find that both subcritical and supercritical Hopf bifurcations are present in this system depending on the choice of operating parameters. Hence, the nonlinearity due to the state-dependent delay term could both be stabilizing or destabilizing in nature, and the self-interruption nonlinearity is essential to capture the global behavior. Numerical bifurcation analysis of a global axial–torsional model of rotary drilling further confirms the analytical results from the method of multiple scales. Further exploration of the rotary drilling dynamics unravels more complex phenomena including grazing bifurcations and possibly chaotic solutions.     

Stochastic torsional stability of an oil drill-string

The aim of this paper is to investigate the influence of uncertainties on the torsional vibration of drill-strings, in order to find out which uncertainty affects most significantly the torsional stability. The unstable torsional behavior is commonly associated to polycrystalline diamond compact bits, and manifests itself in the form of stick-slip oscillations. The stick-slip is a severe type of self-excited vibration characterized by large fluctuations in the rotation of the bit. It not only increases the bit wear, but also can cause drill-string failures. The analysis were done using a mathematical model of the drill-string based on classical torsion theory discretized by means of the finite element method. The bit-rock torque was included in the model as a nonlinear boundary condition at the bottom end of the drill-string. The values of the model parameters are typical values of a real drilling situation, which are subject to a high degree of uncertainty, what justifies a stochastic analysis. We have built probability distributions for the uncertain parameters and used Monte Carlo method to obtain the stochastic stability maps.     

Measuring the efficiency of vertical drill-strings: A vibration perspective

A drill-string is a slender structure with nonlinear dynamics; it is an equipment used in the oil industry to drill the rock in the search of oil and gas. The aim of this paper is to investigate the efficiency of the drilling process in terms of input/output power. The continuum system is linearized about a prestressed configuration, the finite element method is applied to discretize the linear system, then a reduced-order model is constructed using the normal modes of the linear system; only torsional and axial vibrations are considered in the analysis. Uncertainties related to the speed imposed at the top are also included in the analysis. The rotational top speed is modeled using two different stochastic processes and the Monte Carlo Method is employed to approximate the statistics of the response of the resulting stochastic differential equations.     

Understanding root cause of stick–slip vibrations in deep drilling with drag bits

In search for the root cause of stick–slip, a mode of torsional vibrations of a drilling assembly, a linear stability analysis of coupled axial–torsional vibrations has been carried out. It has been shown that in a rotary drilling system with axial and torsional degree of freedom two distinct modes of self-excited vibrations are present: axial and torsional. These axial (torsional) modes of vibrations are due to resonance between the cutting forces acting at the bit and the axial (torsional) natural modes of drillstring vibrations. It has been demonstrated that although axial and torsional modes of vibrations do affect each other the underlying mechanisms driving these modes of vibrations are completely different. In particular, the only driving mechanism of the axial vibrations is the regenerative effect, while there are two distinct mechanisms that drive the torsional vibrations: (i) the cutting action of the bit, and (ii) the wearflat/rock interaction. Moreover, in the case of the torsional vibrations the regenerative effect plays only a secondary role. The results of the present study indicate that the axial compliance can play a stabilizing role. In particular, the stabilizing role of the axial compliance increases as the ratio of the torsional to the axial natural frequency of the drillstring vibrations decreases.     

Coupled axial/torsional vibrations of drill-strings by means of non-linear model

In the present work a geometrically non-linear model is presented to study the coupling of axial and torsional vibrations on a drill-string, which is described as a vertical slender beam under axial rotation. It is known that the geometrical non-linearities play an important role in the stiffening of a beam. Here, the geometrical stiffening is analyzed using a non-linear finite element approximation, in which large rotations and non-linear strain-displacements are taken into account. The effect of structural damping is also included in the model. To help to understand these effects comparisons of the present model with linear ones were simulated. The preliminary analysis shows that linear and non-linear models differ considerably after the first periods of stick-slip. The behavior is more evident with the increase of the friction in the lower part of the drill.     

Nonlinear motions of a flexible rotor with a drill bit: stick-slip and delay effects

In this article, a discrete model of a drill-string system is developed taking into account stick-slip and time-delay aspects, and this model is used to study the nonlinear motions of this system. The model has eight degrees-of-freedom and allows for axial, torsional, and lateral dynamics of both the drill pipes and the bottom-hole assembly. Nonlinearities that arise due to dry friction, loss of contact, and collisions are considered in the development. State variable dependent time delays associated with axial and lateral cutting actions of the drill bit are introduced in the model. Based on this original model, numerical studies are carried out for different drilling operations. The results show that the motions can be self-exited through stick-slip friction and time-delay effects. Parametric studies are carried out for different ranges of friction and simulations reveal that when the drill pipe undergoes relative sticking motion phases, the drill-bit motion is suppressed by absolute sticking. Furthermore, the sticking phases observed in this work are longer than those reported in previous studies and the whirling state of the drill pipe periodically alternates between the sticking and slipping phases. When the drive speed is used as a control parameter, it is observed that the system exhibits aperiodic dynamics. The system response stability is seen to be largely dependent upon the driving speed. The discretized model presented here along with the related studies on nonlinear motions of the system can serve as a basis for choosing operational parameters in practical drilling operations.     

Poynting oscillations of a rigid disk supported by a neo-Hookean shaft

Simultaneous axial and torsional oscillations of a rigid disk attached to an elastomeric shaft are investigated. Five cases are solved exactly. The uncoupled, small amplitude axial and torsional oscillations of the disk are investigated for neo-Hookean and Mooney-Rivlin shafts with static stretch. The finite torsional vibration of the load superimposed on a static stretch of the shaft is studied for the Mooney-Rivlin model. Solutions for both small and finite amplitude, uniaxial vibrations of the body superimposed on a pretwisted neo-Hookean shaft with static stretch are derived. Simple bounds on the period for the finite motion are provided; and various universal frequency relations for neo-Hookean and Mooney-Rivlin materials are identified.Finally, the main problem of finite, uniaxial vibrations accompanied by a small twisting motion is studied for the neo-Hookean model. The exact periodic solution for the axial response is obtained; and the coupled, small torsional motion is then determined by Hill's equation. A stability criterion for the Mathieu-Hill equation is used to obtain stability maps in a physical parameter space. Geometrical conditions sufficient for universal stability of the motion are read from this graph. Instability of the torsional oscillation, the beating phenomenon and exchange of energies, and the relation of the stability diagram to amplitude bounds on the uncoupled, linearized motion sufficient to assure universal stability predicted for small amplitude vibrations, are discussed and described graphically with the aid of a numerical model. It is shown that an unstable configuration may be stabilized by increasing the diameter of the disk.     

Non-linear non-planar vibrations of geometrically imperfect inextensional beams, Part I: Equations of motion and experimental validation

The non-linear equations and boundary conditions of non-planar (two bending and one torsional) vibrations of inextensional isotropic geometrically imperfect beams (i.e. slightly curved and twisted beams) are derived using the extended Hamilton's principle. The assumptions of Euler-Bernoulli beam theory are used. The order of magnitude of the natural geometric imperfection is assumed to be the same as the first order of vibrations amplitude. Although the natural imperfection is small, in contrast to the case of straight beams (i.e. geometrically perfect beams), this study shows that the vibration equations are linearly coupled and have linear and quadratic terms in addition to cubic terms. Also, in the case of near-square or near-circular beams, coupling terms between lateral and torsional vibrations exist. Furthermore, a problem of parametric excitation in the case of perfect beams changes to a problem of mixed parametric and external excitation in the case of imperfect beams. The validity of the model is investigated using the existing experimental data.     

Controlling torsional vibrations of drill strings via decomposition of traveling waves

Torsional vibrations in drill strings, especially stick-slip vibrations, are detrimental to the drilling process as they slow down the rate of penetration and may lead to failure of the drilling equipment. We present a method for controlling these vibrations by exactly decomposing the drill string dynamics into two traveling waves traveling in the direction of the top drive and in the direction of the drill bit. The decomposition is derived from the wave equation governing the string vibrations and is achieved with only two sensors that can be placed directly at the top drive and at a short distance below the top drive (e.g., 5 m). Therefore, downhole measurements along the string and at the bit are not necessary, which is a major advantage compared to other control concepts for drill string dynamics. The velocity of the top drive is then controlled in order to absorb the wave traveling in the direction of the top drive, thus achieving a reflection coefficient of zero for the frequency range of the undesired torsional vibrations. The proposed algorithm is implemented for both a numerical example and an experimental setup; results show that the control concept works very effectively.     

FINITE ELEMENT MODELING AND ROBUST VIBRATION CONTROL OF TWO-HINGED PLATE USING BONDED PIEZOELECTRIC SENSORS AND ACTUATORS

Active vibration control for a kind of two-hinged plate is developed in this paper. A finite element model for the hinged plate integrated with distributed piezoelectric sensors and actuators is derived, including bending and torsional modes of vibration. In this model, the hinges are simplified as regular plate elements to facilitate operation. The state space representations for bending and torsional vibrations are obtained. Based on two low-order models of the bending and torsional motion, two H ∞ robust controllers are designed for suppressing the vibrations of the bending and torsional modes, respectively. The simulation results indicate the effectiveness and feasibility of the designed H ∞ controllers. The vibration magnitudes of the low-order modes can be reduced without affecting the high frequency modes.     

Stability of forced torsional vibrations of an equipped rod

A model of an equipped elastic rod is considered. In the average sense, this model shows the properties of the one-dimensional Cosserat continuum during longitudinal and torsional motions. Natural and forced torsional vibrations are studied in the case of flow loading. Several conditions for vibration stability and for the end of vibrations are formulated. The following distinctive features of motion are found: each vibration mode has two different shapes and two different frequencies and the onset of the divergence regime is observed when the external loads become more intensive.     

An investigation on lateral and torsional coupled vibrations of high power density PMSM rotor caused by electromagnetic excitation

Electromagnetic excitation in high power density permanent magnet synchronous motors (PMSMs) due to eccentricity is a significant concern in industry; however, the treatment of lateral and torsional coupled vibrations caused by electromagnetic excitation is rarely addressed, yet it is very important for evaluating the stability of dynamic rotor vibrations. This study focuses on an analytical method for analyzing the stability of coupled lateral/torsional vibrations in rotor systems caused by electromagnetic excitation in a PMSM. An electromechanically coupled lateral/torsional dynamic model of a PMSM Jeffcott rotor is derived using a Lagrange–Maxwell approach. Equilibrium stability was analyzed using a linearized matrix of the equation describing the system. The stability criteria of coupled torsional–lateral motions are provided, and the influences of the electromagnetic and mechanical parameters on mechanical vibration stability and nonlinear behavior were investigated. These results provide better understanding of the nonlinear response of an eccentric PMSM rotor system and are beneficial for controlling and diagnosing eccentricity.     

Using continuous models in the analysis of vibrational spectra for carbon nanotubes

The rod models of longitudinal, torsional, and bending vibrations are used to find the natural vibration spectra of a carbon nanotube. The spectrum of natural radial vibrations is found using the membrane theory of cylindrical shells. The coefficients of these models are chosen by comparing the results obtained on the basis of the micromodel with the Keating interaction potential in the framework of the long-wave approximation and on the basis of a continuous model. It is shown that the spectra of longitudinal, radial, and torsional vibrations of the carbon nanotube are of the same order of magnitude (the minimum frequency is about 10¹¹ Hz), whereas the natural frequency spectrum for the bending vibrations is of two orders of magnitude less (the minimum frequency is about 10⁹ Hz). These spectra belong to the super-high frequency range.     

Interaction between torsional and lateral vibrations in flexible rotor systems with discontinuous friction

In this paper, we analyze the interaction between friction-induced vibrations and self-sustained lateral vibrations caused by a mass-unbalance in an experimental rotor dynamic setup. This study is performed on the level of both numerical and experimental bifurcation analyses. Numerical analyses show that two types of torsional vibrations can appear: friction-induced torsional vibrations and torsional vibrations due to the coupling between torsional and lateral dynamics in the system. Moreover, both the numerical and experimental results show that a higher level of mass-unbalance, which generally increases the lateral vibrations, can have a stabilizing effect on the torsional dynamics, i.e. friction-induced limit cycling can disappear. Both types of analysis provide insight in the fundamental mechanisms causing self-sustained oscillations in rotor systems with flexibility, mass-unbalance and discontinuous friction which support the design of such flexible rotor systems.     

Natural vibrations of corrugated orthotropic shells of revolution

The torsional and longitudinal–flexural vibrations of corrugated orthotropic shells are investigated. Relations, including the equations of motion in forces and moments and Hooke’s relations, are obtained using the Kirchhoff–Love hypotheses. The influence of the geometric parameters of the shell (corrugation amplitude and length) on the eigenfrequencies and natural vibrations modes is studied for fixed-end shells. It is found that during torsional vibrations, increasing the corrugation amplitude and increasing the number of corrugations leads to a decrease in the resonant frequencies. In the case of torsional and longitudinal–flexural vibrations, the influence of the corrugation amplitude on the natural vibration modes is investigated.     

Andronov–Hopf bifurcations in wave models of torsional vibrations of drill strings

A wave model of torsional vibrations of rotating drill strings is set up. The ranges of rotational speed in which self-excited vibrations occur are found. Andronov–Hopf bifurcations occur at the limits of these ranges. The conditions for the occurrence and development of self-excited oscillatory processes are established     

波动钻压下阶梯钻柱系统稳定性研究

处于狭长井筒中的钻柱,其动力响应受到钻具组合、内外钻井液流动以及钻井参数等因素的影响,钻柱动力失稳导致的剧烈振动是井壁坍塌和钻具失效的重要原因。考虑到钻杆和钻铤在刚度和线密度上存在很大的差别,论文将钻柱简化为单阶梯输液管柱,钻井液沿着钻柱内部向下泵入并从环空返回地面。耦合考虑钻柱自重、随时间简谐变化的波动钻压、稳定器以及钻井液的水动力和阻尼力,建立了直井中钻柱横向振动的解析模型。利用有限单元法离散为四阶常微分方程后,采用Bolotin法得到临界频率方程确定系统的不稳定区范围,研究了钻压、钻杆长度、稳定器安装位置、钻井液的流速和密度等参数对系统稳定性影响的机理。研究表明：钻压的平均值和波动幅值都是钻柱失稳的驱动因素,而系统的稳定性对处于受拉状态的钻杆的长度变化不敏感。在论文所研究的参数范围内,降低钻井液流速和密度、下移稳定器的安装位置均有助于增强系统的稳定性。     

发电机组轴系电磁激发横,扭耦合振动实验研究

进行了发电机组轴系电磁激发横、扭耦合振动的实验，得到了当扭振满足强迫共振时电磁激发轴系横、扭耦合振动的规律，验证了文献［１］的理论结果。     

Self-excited stick–slip oscillations of drill bitsOscillations stick–slip auto-entretenues d'un outil de forage

This Note studies the self-excited stick–slip oscillations of a rotary drilling system with a drag bit, using a discrete model which takes into consideration the axial and torsional vibration modes of the bit. Coupling between these two vibration modes takes place through a bit-rock interaction law which accounts for both frictional contact and cutting processes at the bit-rock interface. The cutting process introduces a delay in the equations of motion which is ultimately responsible for the existence of self-excited vibrations, exhibiting stick–slip oscillations under certain conditions. To cite this article: T. Richard et al., C. R. Mecanique 332 (2004).