Optimization of Rate of Penetration and Mechanical Specific Energy Using Response Surface Methodology and Multi-Objective Optimization

Optimizing the drilling process is critical for the exploration of natural resources. However, there are several mechanic parameters that continuously interact with formation properties, hindering the optimization process. Rate of penetration (ROP) and mechanical specific energy (MSE) are considered two key performance indicators that allow the identification of ideal conditions to enhance the drilling process. Thus, the goal of this research was to analyze field data from pre-salt layer operations, using a 2D analysis of parameters as a function of depth, response surface methodology (RSM), and multi-objective optimization. The results show that the RSM method and multi-objective optimization provide better results when compared with 2D analysis of parameters as a function of depth. The RSM method can be used as a tool to analyze the effects of the independent drilling mechanical parameters (WOB, RPM, FLOW, and TOR) on the response variables (ROP and MSE) with a 95% confidence level. Through multi-objective optimization, it was possible to concomitantly achieve an ROP of approximately 22 ft/h and MSE of nearly 11 kpsi using the values of WOB, RPM, FLOW, and TOR of about 11 klb, 109 rev/min, 803 gpm, and 3 klb-ft, respectively. Using high WOB values, i.e., from the mean value up to the maximum value of approximately 43 klb, reflects a low ROP and most likely indicates an operation beyond the foundering point. High FLOW promotes a more efficient hole cleaning and higher rates of cuttings transport, thus preventing eventual in situ drill-bit sticking. Flow adjustment also ensures an adequate balance of dynamic bottom hole pressure, in addition to controlling the force impact force of the drilling fluid in contact with the rock being drilled, expressing importance in terms of efficiency and rock penetration. Finally, it is important to mention that the results of this research are not only applicable to hydrocarbon exploration but also to geothermal and natural hydrogen exploration. Values analyzed and presented with decimal precision should be logically focused as integers when in industrial application.

Authors

Institutions

Publication Details

Journal
Applied Sciences
Published
2025-01-29
DOI
https://doi.org/10.3390/app15031390
Citations
4
Primary Topic
Hydraulic and Pneumatic Systems
Type
article
Field-Weighted Citation Impact
2.85

Funders

Controls
|||
ALL TIME
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
article

Optimization of Rate of Penetration and Mechanical Specific Energy Using Response Surface Methodology and Multi-Objective Optimization

Oldrich Joel Romero, Diunay Zuliani Mantegazini, M. Reich, Mauro Hugo Mathias et al.
4 citations
Applied Sciences
Hydraulic and Pneumatic Systems
2.85
article

Optimization of Rate of Penetration and Mechanical Specific Energy Using Response Surface Methodology and Multi-Objective Optimization

Oldrich Joel Romero, Diunay Zuliani Mantegazini, M. Reich, Mauro Hugo Mathias, Andreas Nascimento
article en
4 citations

Abstract

Optimizing the drilling process is critical for the exploration of natural resources. However, there are several mechanic parameters that continuously interact with formation properties, hindering the optimization process. Rate of penetration (ROP) and mechanical specific energy (MSE) are considered two key performance indicators that allow the identification of ideal conditions to enhance the drilling process. Thus, the goal of this research was to analyze field data from pre-salt layer operations, using a 2D analysis of parameters as a function of depth, response surface methodology (RSM), and multi-objective optimization. The results show that the RSM method and multi-objective optimization provide better results when compared with 2D analysis of parameters as a function of depth. The RSM method can be used as a tool to analyze the effects of the independent drilling mechanical parameters (WOB, RPM, FLOW, and TOR) on the response variables (ROP and MSE) with a 95% confidence level. Through multi-objective optimization, it was possible to concomitantly achieve an ROP of approximately 22 ft/h and MSE of nearly 11 kpsi using the values of WOB, RPM, FLOW, and TOR of about 11 klb, 109 rev/min, 803 gpm, and 3 klb-ft, respectively. Using high WOB values, i.e., from the mean value up to the maximum value of approximately 43 klb, reflects a low ROP and most likely indicates an operation beyond the foundering point. High FLOW promotes a more efficient hole cleaning and higher rates of cuttings transport, thus preventing eventual in situ drill-bit sticking. Flow adjustment also ensures an adequate balance of dynamic bottom hole pressure, in addition to controlling the force impact force of the drilling fluid in contact with the rock being drilled, expressing importance in terms of efficiency and rock penetration. Finally, it is important to mention that the results of this research are not only applicable to hydrocarbon exploration but also to geothermal and natural hydrogen exploration. Values analyzed and presented with decimal precision should be logically focused as integers when in industrial application.

Applied SciencesVol. 15(3)
Universidade Federal do Espírito Santo (BR), TU Bergakademie Freiberg (DE), Universidade Federal de Itajubá (BR), Universidade Estadual Paulista (Unesp) (BR)
Alexander von Humboldt-Stiftung, Fundação de Amparo à Pesquisa do Estado de São Paulo, Coordenação de Aperfeiçoamento de Pessoal de Nível Superior, Ministério da Ciência, Tecnologia e Inovação, Conselho Nacional de Desenvolvimento Científico e Tecnológico, Agência Nacional do Petróleo, Gás Natural e Biocombustíveis, Universidade Estadual Paulista, Division of Graduate Education
Openalex Percentile: Top 11%
Hydraulic and Pneumatic Systems
2.85
AI Navigator

Ask Laika to Summarize, Analyze, and Connect papers live on the map.

Summarize Papers & Methodologies

Extract key findings, datasets, and comparative methods across publications.

Benchmark Rankings & Visual Analytics

Rank top research institutions, authors, funders, topics, and journals by Field-Weighted Citation Impact (FWCI) and paper volume with instant charts.

Connect Distant Disciplines

Bridge topological clusters on the map to find hidden collaborative intersections.