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Drillstring vibrations are detrimental to drill bits and downhole equipment, affecting drilling efficiency and operational cost in severe drillstring vibration cases. The complex behavior of drillstring vibration, including axial–torsional–lateral coupling and interactions among external forces, necessitated laboratory experiments to address challenges observed in the field. This review paper aims to provide practical insights into essential design considerations that support the effective development of laboratory-scale drillstring experiments. This study analyzes previous work on design methodologies, experimental configurations, measurement techniques, and downhole dynamic simulations. The comparative analysis, highlighting the key similarities and physical design novelties across different experiments, identifies that instrumentation limitations and incoherent downscaling approaches were among the primary setbacks from achieving realistic downscaled experimental models. Fewer studies have examined the interaction between flowing fluids and the drillstring to simulate realistic drilling operations. The study identifies unified experimental configurations across works that simulate similar drilling and vibration dynamics. A comprehensive summary of the foundational knowledge for research-objective-based design suggestions is presented to guide future laboratory-scale drilling vibration experimental design and innovation.
Maitra et al. (Wed,) studied this question.