The circular-arc trajectory on inclined the plane is one of the models for the orbit design of directional drilling. The key issue of the design and control for the circular-arc trajectory is how to judge the theoretical calculated values of the target-hitting azimuth and tool face angle, because the target-hitting azimuth and tool face angle toward targets of 3D directional well may exist in four quadrants of 0 360. Based on the spatial geometric model of the circular-arc trajectory on the inclined plane, a new evaluation method of target azimuth change is proposed according to coordinates of the target relative to the horizontal projection of two lines’ intersection. These two lines are tangents at the starting and ending points of the complete build-up curve section respectively. Therefore, the analytic expression of a criterion for target azimuth change in the deflecting section is obtained. For control of circular-arc trajectory, a judgmental method of the tool face angle is also discussed in the paper, and its criterion is worked out using quadrant overlap of the value calculated by two formulas of tool face angle. The practical engineering cases have demonstrated that the new evaluation methods of the target azimuth and the tool face angle are effective. And the trajectory data of back calculation shows high accuracy to hit the target. Compared with traditional evaluation modes, the methods proposed in this paper avoid the ambiguity of 0 azimuth and the partial increase of tool face angle. Simultaneously they can be applied directly in practical project as well as algorithm of directional drilling software.
In directional drilling, the circular-arc trajectory on the inclined plane has been applied widely to designing and controlling well orbit by its inherent advantages including the simple structure of track bending, the minimum overall curve angle of hitting target, and etc. The theoretical design and practical control of circular-arc trajectory are more complex because the projections of inclined arc trajectory on the vertical section and horizontal plane are the curve of non-constant curvature [1, 2, 3]. And some parameters of the trajectory design and control are multiplicity periodic solutions as the target of well may exist in any position in three-dimensional space. During the past decades, many scholars have done many studies about the design and control method by use of level projection, simplified analysis method, vector analysis, coordinate transformation, lagrange algorithm, coordinate increment identity, etc. [4, 5, 6, 7, 8, 9, 10, 11, 12]. The research on the design and control of well-path in space, revealed the well deflection evolution rules of inclined arc trajectory, and different modes of design and control were proposed in their papers [1, 3, 13]. In view of the four-quadrant evaluation of target-hitting azimuth and tool face angle, many approaches were presented, including target closure azimuth, azimuth comparison and compensation, judging positive or negative of the numerator and the denominator in the functional equation. In addition, some other methods such as the effect rule of setting angle in different quadrants, the positive or negative rotation of target azimuth, had been researched and applied to judging the value of tool face angle and controlling the circular-arc trajectory [12, 13, 14, 15, 16, 17, 18, 19]. Although the design theory and control technology of inclined arc trajectory have been continuously developed, most evaluation models are complex and difficult to understand. Some estimation models are simple, but there may be situations where the trajectory control produces deviation sometimes as a result of the “partial increase” of tool face angle and the ambiguity of the 0 azimuth not being taken into consideration [3, 20, 21, 22]. Therefore, it is necessary to further study the evaluation models of the target-hitting azimuth for trajectory design and the tool face angle for trajectory control. Based on the geometric relationship of circular-arc trajectory on the inclined plane in space, the evaluation model according to coordinates of the given target relative to the horizontal projection of the PTI (point of tangents intersection, which is the intersection of two tangents at the starting and ending point of the complete build-up curve section respectively) is studied for design of the target-hitting azimuth. Also the judgment model utilizing quadrant overlap of the numerical results calculated by two different equations (the numerical overlap of double formulas) is studied to determine the tool face angle in this paper.
Judgment of the target azimuth angle for trajectory design
Trajectory model
Illustrated by the case of the trajectory design of the three dimensional drilling towards a given target, commonly used in directional well, the space model of the borehole trajectory on the inclined plane can be built as shown in the Fig. 2, is the wellhead on the surface of the earth; is the given target point in trajectory design; OA is the known section of upper well (during pre-drilling design, OA can be a straight well section with fixed inclination and azimuth; in tracking design while drilling, OA can be a curved well section with different inclination and azimuth; branch drilling, OA can be the upper section of the main hole); is the kick-off point (KOP) or selected branch point; AB is the build-up section or deflection section and its radius of curvature is in design; BE is steady inclined straight section (holding section). Plane I is horizontal plane, which point is in. Plane II is vertical plane which is determined by trajectory tangent at the point . The inclined plane III, which the trajectory ABE is in, is determined by trajectory tangent at the point and the target . According to geometric relationship of the circular-arc trajectory parameters, the calculation formula of the target-hitting azimuth is derived [23]:
Design model of trajectory for 3-D directional well on the inclined plane in space.
Space model of the tool face angle and well trajectory parameters.
Here, is the azimuth change of target relative to point ; is the overall angle change of section AB; is the inclination of trajectory at the point ; is the inclination of trajectory at the point ; is the target-hitting azimuth; is the azimuth of trajectory at the point ; is the azimuth of trajectory at the point B. Due to BE is the holding section of inclined line, .
Analysis of target-hitting azimuth change
In practical engineering, the azimuth change may exist in the four quadrants of 0 360, target E, especially the branch target in three-dimensional space, could be in any direction relative to point A, And two corresponding values could be solved by Eq. (1). Therefore, it is necessary to make reasonable judgment on the value of .
On the basis of the trajectory space model in Fig. 2, the essence of is the azimuth change (increment/decrement) on the horizontal plane when the trajectory direction of point A is turned to the direction of target E. Hence, extending the tangent of point , the point is its intersection with the plane I. Extending BE, and it cuts AD at the point (the point is the intersection of the two tangents at endpoints of AB, and defined as PTI, for short). On the horizontal plane I, the value of could be judged and determined by the quadrant location of target E relative to projection which is the horizontal projection of the PTI. Assume that, and are geographical azimuth and have been modified by magnetic declination and meridian convergence, so the geographical coordinates of point can be calculated by Eq. (3).
In Eq. (3), , and are relative geographical coordinates of the point , which can be determined by the inclination and azimuth of the section OA; is the curvature of the section AB, which can be assigned as required.
Judgment criterion of azimuth change
The right-handed relative coordinate system is established with for the origin and the direction of the azimuth for positive direction of axis . And coordinates of the target E relative to point , and , can be calculated by Eq. (4).
The judgment criterion of azimuth change is derived as follow
Judgment of the tool face
In the directional well, the method to control tool face angle for downhole motor drilling is often adopted to achieve circular-arc trajectory on the inclined plane. The tool face angle, also called setting angle, includes gravity tool face angle and magnetic tool face angle.
Geometric relationship model of tool face angle
Taking gravity tool face angle for example, the space model of the corresponding relationship between tool face angle and geometric parameters of the well trajectory is shown in Fig. 2.
In Fig. 2, CA is the tangent at the starting point in the section AB; CB is the tangent at the endpoint in the section AB; is vertical line; and are their inclinations respectively; is the overall angle of the build-up section AB; is the point of gravity high side at well trajectory ; is the gravity tool face angle; and are the projection of CA and CB on the horizontal plane; and are there azimuth angles respectively, ; According to the spatial geometric relationships, the equation for can be derived as follow [2, 21, 23, 24, 25]
Obviously, the tool face angle will have two calculation values in 0 360 by Eq. (6). In accordance with control principle of the unique path for the circular-arc trajectory on the inclined plane, some judgment criteria must be supplemented and used to pick out the correct value from them.
According to the corresponding geometric relationships between tool face angle and geometric parameters of well trajectory, another equation for is given by
Judgmental method of tool face angle
The method is to construct a criterion using quadrant overlap of the value calculated by two formulas, namely the numerical overlap of double formulas.
Assuming that
The judgmental criterion is:
Engineering case verification
A project is about drlling eight multi-branch wells at the depth of 925–1100 m in the completed well ZK5. The inclination and azimuth (which has been modified by magnetic declination and meridian convergence) in the upper section of well ZK5 are shown in Table 1.
Trajectory deviation data in the upper section of well ZK5
Well depth (m)
Inclination ()
Azimuth ()
Well depth (m)
Inclination ()
Azimuth ()
0
0
900
4.37
248.33
100
1.26
212.31
925
4.32
251.21
200
2.61
225.26
950
4.26
249.25
300
3.80
237.82
975
4.73
246.32
400
4.55
242.50
1000
5.20
248.15
500
5.23
245.12
1025
4.98
252.46
600
4.76
243.73
1050
5.16
251.65
700
3.92
247.88
1075
5.31
249.22
800
3.88
244.91
1100
5.50
248.96
For simplicity, a relative geographic coordinate system is established with the wellhead of ZK5 for the origin, the geographic north for positive direction of axis X and the geographic vertical line pointing to the center of the earth for positive direction of axis Z. The target coordinates and KOP depth of eight multi-branch wells are shown in Table 5. These targets are radial all-around and distribute in four quadrants of the relative geographic coordinate system. Respectively, the design of target-hitting for eight multi-branch wells involves the azimuth increment/decrement in different quadrants. And it is representative for testing the judgment criterion of the target azimuth and the tool face angle.
Design and judgment of target-hitting azimuth
According to the data in Table 1, the relative geographic coordinates of KOP can be calculated by using the minimum curvature method which is widely applied in engineering. On the basis of the given target and KOP depth in Tables 2 and 5, the target-hitting inclination and the overall angle can be also calculated by using the equations of trajectory design for 3D directional drilling. Taking the calculated and into Eq. (1), two numerical values of the azimuth change can be obtained by calculation as shown in Table 2. Based on Eqs (3)–(5), the correct values judging on are the data in brackets.
Evaluation of the target-hitting azimuth change and tool face angle
Bringing the target-hitting azimuth change (which has been identified and listed in the brackets of Table 2), inclination and , overall angle into Eqs (6) and (7), two numerical values of the tool face angles can be obtained by calculation as shown in Table 2. The correct values about judged by the criterion (8) about the numerical overlap of double formulas are the data in brackets.
Comparing the azimuth change and the tool face angle with some references’ results
Using the methods studied [1, 11, 12, 18, 19, 21, 25], the targeting azimuth change and the tool face angle of the Engineering case are shown in Table 3. Here, their principles are not illustrated due to the limitation of the paper’s texts. The different data from the paper’s results are shown by italic in Table 3. Because the problems of the “partial increase” of the tool face angle and the inclination extreme of the circular-arc trajectory on the inclined plane, six tool face angles of the reference [19] can’t be confirmed. Although the results of the reference [11, 12, 18] are completely consistent with the data of the paper, the paper’s methods are simpler.
Comparing the azimuth change and the tool face angle with some references’ results
Well
Azimuth change ()
Tool face angle ()
name
Ref.[11]
Ref. [18]
Ref. [1]
Ref. [12]
Ref. [19]
Ref. [21]
Ref. [25]
ZK5-1
56.772
56.772
100.482
259.518
uncertain
79.518
259.518
ZK5-2
117.442
117.442
4.639
175.361
175.361
175.361
59.740
ZK5-3
51.101
51.101
71.815
71.815
71.815
71.815
71.815
ZK5-4
101.453
101.453
66.726
113.274
uncertain
293.274
113.274
ZK5-5
133.590
133.590
41.548
138.452
uncertain
318.452
138.452
ZK5-6
161.251
161.251
15.787
164.213
uncertain
344.213
164.213
ZK5-7
156.963
156.963
162.046
197.954
uncertain
7.954
197.954
ZK5-8
118.127
118.127
135.717
224.283
uncertain
44.283
224.283
Compare results
consistent
consistent
partial
consistent
partial
partial
partial
consistent
consistent
consistent
consistent
Trajectory data of backward calculating of ZK5-3
Well depth
Design data of
Trajectory data of
Trajectory coordinates of
(m)
target-hitting
back calculation
back calculation
()
()
Inclination ()
Azimuth
Azimuth ()
(m)
(m)
(m)
change ()
1050.000
5.160
251.650
30.910
60.300
1047.458
1055.000
5.554
9.865
261.515
31.017
60.753
1052.436
1060.000
6.088
18.220
269.870
31.053
61.257
1057.410
1065.000
6.728
25.113
276.763
31.019
61.813
1062.379
1070.000
7.448
30.749
282.399
30.915
62.421
1067.341
1075.000
8.226
35.361
287.011
30.741
63.079
1072.294
1080.000
9.048
39.161
290.811
30.496
63.789
1077.237
1085.000
9.902
42.322
293.972
30.182
64.549
1082.169
1090.000
10.781
44.979
296.629
29.798
65.360
1087.087
1095.000
11.680
47.236
298.886
29.344
66.221
1091.991
1100.000
12.593
49.172
300.822
28.820
67.132
1096.879
1105.817
13.671
51.101
13.671
51.101
302.751
28.123
68.255
1102.544
1572.905
13.671
302.751
31.600
161.100
1556.400
Comparison of given target coordinates with back calculating coordinates
Well name
KOP depth (m)
Coordinates of given target
Target coordinates of back calculation
(m)
(m)
(m)
(m)
(m)
(m)
ZK5-1
1075
123.10
83.90
1792.80
123.10
83.90
1792.80
ZK5-2
1100
25.90
65.10
1893.80
25.90
65.10
1893.80
ZK5-3
1050
31.60
161.10
1556.40
31.60
161.10
1556.40
ZK5-4
1000
120.30
89.00
1438.40
120.30
89.00
1438.40
ZK5-5
950
125.80
7.50
1327.50
125.80
7.50
1327.50
ZK5-6
925
73.10
77.50
1415.30
73.10
77.50
1415.30
ZK5-7
975
28.60
97.20
1570.60
28.60
97.20
1570.60
ZK5-8
1025
118.10
27.80
1681.20
118.10
27.80
1681.20
Back calculation of well trajectory using judgmental value
The correctness of the judgmental value about and can be confirmed by the method of back calculation on the well trajectory. The inclination and azimuth angles at any well depth point in build-up section can be calculated from Eqs (9) and (10) [21, 23, 25]. If the judgmental value about and are selected correctly, the inclination and azimuth change calculated from Eqs (9) and (10) at well depth point are in accord with the and which have been worked out anteriority. Also, using the inclination and azimuth derived from Eqs (9) and (10), the coordinates calculated by the minimum curvature method at the true vertical depth of the target are in accord with the coordinates of the given target. Otherwise there exists apparent difference.
In Eqs (9) and (10), is the inclination at the well depth ; is the well depth at the starting point of the build-up section; is the well depth at any point in the build-up section; , is the azimuth at the well depth .
Take the branch well of ZK5-3, for instance, the data of back calculation on the well trajectory is shown in Table 4. At the well depth of 1105.817 m (endpoint of build-up section), the inclination of back calculation from Eq. (9) is 13.671, the target-hitting azimuth change of back calculation from Eq. (10) is 51.101, the target-hitting azimuth is 302.751. These numerical values of back calculation are exactly consistent with the and which are the ordinal design values anteriority. Similarly, using the minimum curvature method, the target coordinates of back calculation for eight multi-branch wells shown in Table 5 are also completely consistent with the coordinates of the given target.
Conclusions
For the well trajectory design and control of 3D directional drilling, there would be two target-hitting azimuth angles and two tool face angles solved by theoretical equation because they may exist in the four quadrants of 0 360. So it is necessary to judge the results of theoretical calculation accurately base on the reasonable criterion. Otherwise, it will lead to great error.
Based on the coordinates of the target relative to the PTI, a new evaluation method on the theoretical value of the target-hitting azimuth angle is proposed in this paper. And the judgmental criterion in the four quadrants of 0 360 for the change of the target-hitting azimuth is worked out. The research result can be used as the theoretical basis to determine the target-hitting azimuth change for the design of the well trajectory on the inclined plane in space.
According to the periodic principle of trigonometric function in the four quadrants of 0 360, the judgmental criterion about the numerical overlap of double formulas for the tool face angle is worked out and used to select the reasonable value. In the design of the 3D directional well, it provides a new way to identify the tool face angle for the control of the circular-arc trajectory on the inclined plane.
The validity of the judgmental criteria for the target-hitting azimuth and the tool face angle has been confirmed in the application of engineering case. The trajectory data of back calculation for eight multi-branch wells is in strictly consistent with the design value of the target-hitting azimuth and the coordinates of the given target.
The judgmental criteria of the target-hitting azimuth change and the tool face angle for the design and control of the circular-arc trajectory on the inclined plane can be widely applied in the engineering of the geological exploration and oil gas well for 3D directional drilling. And they can also be used as algorithm models for the development of the directional drilling software.
Footnotes
Acknowledgments
The research is supported by the special fund from Land and Resources Public Service Industry of China (No. 201311059) and China Geological Survey Project Fund (No. 2014050011).
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