Identification of Critical and Post-Critical States of a Drill String Under Dynamic Conditions During the Deepening of Directional Wells

When drilling inclined and horizontal sections, a significant part of the drill string is in a compressed state which leads to a loss of stability and longitudinal bending. Modeling of the stress–strain state (SSS) of the drill string (DS), including prediction of its stability loss, is carried out using modern software packages; the basis of the software’s mathematical apparatus and algorithms is represented by deterministic statically defined formulae and equations. At the same time, a number of factors such as the friction of the drill string against the borehole wall, the presence of tool joints, drill string dynamic operating conditions, and the uncertainty of the position of the borehole in space cast doubt on the accuracy of the calculations and the reliability of the predictive models. This paper attempts to refine the actual behavior of the drill string in critical and post-critical conditions. To study the influence of dynamic conditions in the well on changes in the SSS of the DS due to its buckling, the following initial data were used: a drill pipe with an outer diameter of 88.9 mm and tool joints causing pipe deflection under gravitational acceleration of 9.81 m/s2 placed in a horizontal wellbore with a diameter of 152.4 mm; axial vibrations with an amplitude of variable force of 15–80 kN and a frequency of 1–35 Hz; lateral vibrations with an amplitude of variable impact of 0.5–1.5 g and a frequency of 1–35 Hz; and an increasing axial load of up to 500 kN. A series of experiments are conducted with or without friction of the drill string against the wellbore walls. The results of computational experiments indicate a stabilizing effect of friction forces. It should be noted that the distance between tool joints and their diametrical ratio to the borehole, taking into account gravitational acceleration, has a stabilizing effect due to the formation of additional contact force and bending stresses. It was established that drill string vibrations may either provide a stabilizing effect or lead to a loss of stability, depending on the combination of their frequency and vibration type, as well as the amplitude of variable loading. In the experiments without friction, the range of critical loads under vibration varied from 85 to >500 kN, compared to 268 kN as obtained in the reference experiment without vibrations. In the presence of friction, the range was 150 to >500 kN, while in the reference experiment without vibrations, no buckling was observed. Based on the results of this study, it is proposed to monitor the deformation rate of the string during loading as a criterion for identifying buckling in the DS stress–strain state monitoring system.