Combining models for rotary steerable systems improves dogleg severity in unconventional drilling applications.
Drilling performance for North America Land operators has been evolving quickly to achieve lower cost per foot wells. Rotary Steerable System (RSS) adoption has reduced the number of bottom hole assemblies required (BHA) for a well. Matching bits with RSS systems enhances steering consistency and drilling performance to deliver single run build and lateral sections. The authors have developed a method of combining independent Bit and BHA models to determine achievable dogleg severity (DLS) while limiting borehole quality problems. Steering requirements define the BHA, which is then modeled to find the bit tilt requirements for achieving the directional objectives. The bit is modeled and designed to meet those requirements for directional control, Rate of Penetration (ROP), durability, and dysfunction mitigation. The BHA model incorporates high-fidelity BHA and hole geometry to establish boundary conditions, and outputs contact locations of forces acting on BHA. The Bit model computes the relationship between Bit Tilt and Bit Side Force. The Bit-BHA relationship is then defined by comparing the required Bit Tilt from BHA to the Bit Tilt Capability of the bit at a given side force. The field case histories illustrate results from the Bit-BHA combined modelled outputs that achieved the steering requirements of high DLS curve-lateral application across unconventional basins in North America. The steering capability was enhanced with a matched RSS system increasing the DLS capability by 2°/100’ in the build section while continuing to drill in the lateral to total depth with the same BHA assembly. The combined model methodology was validated in different hole sizes in both the Appalachian and Permian Basin. The drill bit compatibility to the application will vary depending on a particular BHA geometry stiffness, steering requirements, rock characteristics and planned drilling parameters. The Bit Tilt Capability (BTC) plot helped to explain the phenomenon of how lower depth-of-cut (DOC) is effective in improving dogleg capability of a system. Additionally, the field data validates shorter bit make-up lengths, longer bit gauge pad lengths and optimal gauge pad reliefs for the application. The case studies showcase the consistency achieved with the new methodology compared to previous methods where the models had less weightage on the key factors affecting bit steerability to match RSS systems. The methodology utilizes high-resolution models for both the bit and BHA, rather than often-used simplified models for one or the other. This produces more accurate Bit Tilt vs Side Force data of what is required by the BHA and what the bit is capable of and allows for optimizing the bit design to the RSS.
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Brackin et al. (2025) studied this question.
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