IP Library › Granted Patent US 12,473,815
Granted Patent B2
US 12,473,815 · App. 17/309,300 · Granted Nov 18, 2025

Reduction of backward whirl during drilling

Inventor: Shilin Chen (Montgomery, TX)
Assignee: Halliburton Energy Services, Inc.
E21B44/02E21B45/00
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Quick Facts
Patent No.
US 12,473,815
App. No.
17/309,300
Granted
Nov 18, 2025
Kind
B2
Abstract

An apparatus includes a processor and a machine-readable medium having program code executable by the processor to cause the apparatus to determine a first parameter based on a walk force of a drill bit. The program code also includes instructions to generate a whirl index value that comprises a ratio of drilling parameters, wherein at least one parameter of the ratio of drilling parameters is the first parameter. Based on a determination that the whirl index value exceeds a whirl index threshold, the program code includes instructions to determine that a drilling operation induces backward whirl, wherein the drilling operation is characterized by the drilling parameters.

Claims (32)

1 . An apparatus comprising:

a processor; and

a machine-readable medium having program code executable by the processor to cause the apparatus to,

determine a first parameter based on a derivative of a walk force to a rate of lateral penetration of a drill bit while the drill bit is rotating in a bit rotation direction when drilling a borehole,

generate a whirl index value that comprises a ratio of drilling parameters, wherein the drilling parameters include the first parameter and weight on bit,

based on a determination that the whirl index value exceeds a whirl index threshold, determine that a drilling operation induces backward whirl, wherein the drilling operation is characterized by the drilling parameters, and

adjust a drilling parameter of the drill bit during the drilling operation in response to the determination that the whirl index value exceeds the whirl index threshold.

2 . The apparatus of claim 1 , wherein the ratio of drilling parameters further comprises a second parameter, wherein the second parameter is based on at least one of a weight on bit of the drill bit, a rate of penetration of the drill bit, and a derivative of the weight on bit of the drill bit to the rate of penetration of the drill bit.

3 . The apparatus of claim 1 , wherein the program code further comprises instructions to generate a bit stability map, wherein the bit stability map associates sets of drilling parameters to an indicator of whether or not operating at each of the sets of drilling parameters will induce backward whirl, and wherein the bit stability map is specific to a set of bit designs.

4 . The apparatus of claim 1 , wherein the whirl index threshold is selected from a set of whirl index thresholds based on a bit design parameter of the drill bit, wherein the bit design parameter is based on at least one of a bit radius, a bit axial location, and a bit cone angle.

5 . The apparatus of claim 1 , wherein the program code to generate the whirl index value further comprises program code to determine the whirl index value based on at least one of a back rake angle of the drill bit, cutter side rake distribution of the drill bit, a non-cutting element distribution of the drill bit and a gage pad length of the drill bit.

6 . The apparatus of claim 1 , further comprising:

a drill string in a borehole, wherein the drill bit is attached to the drill string.

7 . The apparatus of claim 6 , wherein the program code to adjust the drilling parameter comprises instructions to adjust a rate of lateral penetration of the drill bit.

8 . One or more non-transitory machine-readable media comprising program code for determining that a drilling operation induces backward whirl, the program code to:

determine a first parameter based on a derivative of a walk force to a rate of lateral penetration of a drill bit while the drill bit is rotating in a bit rotation direction when drilling a borehole;

generate a whirl index value that comprises a ratio of drilling parameters, wherein the drilling parameters include the first parameter and weight on bit;

based on a determination that the whirl index value exceeds a whirl index threshold, determine that the drilling operation induces backward whirl, wherein the drilling operation is characterized by the drilling parameters; and

adjust a drilling parameter of the drill bit during the drilling operation in response to the determination that the whirl index value exceeds the whirl index threshold.

9 . The machine-readable media of claim 8 , wherein the ratio of drilling parameters further comprises a second parameter, wherein the second parameter is based on at least one of a weight on bit of the drill bit, a rate of penetration of the drill bit, and a derivative of the weight on bit of the drill bit to the rate of penetration of the drill bit.

10 . The machine-readable media of claim 8 , further comprising program code to generate a bit stability map, wherein the bit stability map associates sets of drilling parameters to an indicator of whether or not operating at each of the sets of drilling parameters will induce backward whirl, and wherein the bit stability map is specific to a set of bit designs.

11 . The machine-readable media of claim 8 , wherein the whirl index threshold is selected from a set of whirl index thresholds based on a bit design parameter of the drill bit, wherein the bit design parameter is based on at least one of a bit radius, a bit axial location, and a bit cone angle.

12 . A method comprising:

determining a first parameter based on a derivative of a walk force to a rate of lateral penetration of a drill bit while the drill bit is rotating in a bit rotation direction when drilling a borehole;

generating a whirl index value that comprises a ratio of drilling parameters, wherein the drilling parameters include the first parameter and weight on bit;

based on a determination that the whirl index value exceeds a whirl index threshold, determining that a drilling operation induces backward whirl, wherein the drilling operation is characterized by the drilling parameters; and

adjusting a drilling parameter of the drill bit during the drilling operation in response to the determination that the whirl index value exceeds the whirl index threshold.

13 . The method of claim 12 , wherein the ratio of drilling parameters further comprises a second parameter, wherein the second parameter is based on at least one of a weight on bit of the drill bit, a rate of penetration of the drill bit, and a derivative of the weight on bit of the drill bit to the rate of penetration of the drill bit.

14 . The method of claim 12 , further comprising generating a bit stability map, wherein the bit stability map associates sets of drilling parameters to an indicator of whether or not operating at each of the sets of drilling parameters will induce backward whirl, and wherein the bit stability map is specific to a set of bit designs.

15 . The method of claim 12 , wherein the whirl index threshold is selected from a set of whirl index thresholds based on a bit design parameter of the drill bit, wherein the bit design parameter is based on at least one of a bit radius, a bit axial location, and a bit cone angle.

16 . The machine-readable media of claim 8 , wherein the program code to adjust the drilling parameter comprises instructions to adjust a rate of lateral penetration of the drill bit.

17 . The method of claim 12 , wherein adjusting the drilling parameter comprises adjusting a rate of lateral penetration of the drill bit.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 17, 2021
From: CHEN, SHILIN
To: HALLIBURTON ENERGY SERVICES, INC.
Reel/Frame 056265/0258 →
Continuity (1)
Related Publication 20220025755A1 · Jan 27, 2022
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