Moment of Inertia Identification of a Top Drive–Drill String System Based on Dynamic Response Analysis

Accurate identification of the rotational moment of inertia of a top drive system is essential for dynamic modeling, control design, and performance optimization in drilling operations. However, the strong coupling between the drive motor, transmission components, and drill string makes direct inertia measurement challenging under field conditions. To address this issue, this study proposes a moment of inertia identification method based on dynamic response analysis of the top drive system. A simplified torsional dynamic model is established by representing the top drive and drill string assembly as an equivalent lumped inertia system. By applying controlled torque excitation under no-load conditions, the system’s angular velocity response is measured and analyzed in both time and frequency domains. The relationship between applied torque and angular acceleration is utilized to identify the equivalent rotational inertia through parameter estimation. Experimental results indicate that low-frequency excitation provides more favorable conditions for reliable and accurate inertia identification, yielding improved stability and reduced estimation error compared with higher-frequency inputs. In addition, frequency response characteristics are investigated to validate the consistency and robustness of the identified inertia across different excitation frequencies. Experimental results obtained from a top drive test rig demonstrate that the proposed method can reliably estimate the equivalent moment of inertia with good repeatability under controlled experimental conditions. The identified inertia shows good agreement with theoretical calculations and exhibits stable behavior over a wide frequency range. The proposed approach avoids the need for additional sensors or structural modifications and is well suited for practical engineering applications. This study provides an effective and experimentally validated method for inertia identification of top drive systems, offering valuable support for dynamic modeling, control parameter tuning, and vibration analysis in drilling engineering.

Authors

Institutions

Publication Details

Journal
Applied Sciences
Published
2026-02-18
DOI
https://doi.org/10.3390/app16042012
Primary Topic
Control Systems in Engineering
Type
article
Field-Weighted Citation Impact
0.00

Funders

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

Moment of Inertia Identification of a Top Drive–Drill String System Based on Dynamic Response Analysis

Qiaozhu Wang, X. Wang, Liang Zhang, Yixuan Xin et al.
Applied Sciences
Control Systems in Engineering
article

Moment of Inertia Identification of a Top Drive–Drill String System Based on Dynamic Response Analysis

Qiaozhu Wang, X. Wang, Liang Zhang, Yixuan Xin, Zhipeng Xu
article en

Abstract

Accurate identification of the rotational moment of inertia of a top drive system is essential for dynamic modeling, control design, and performance optimization in drilling operations. However, the strong coupling between the drive motor, transmission components, and drill string makes direct inertia measurement challenging under field conditions. To address this issue, this study proposes a moment of inertia identification method based on dynamic response analysis of the top drive system. A simplified torsional dynamic model is established by representing the top drive and drill string assembly as an equivalent lumped inertia system. By applying controlled torque excitation under no-load conditions, the system’s angular velocity response is measured and analyzed in both time and frequency domains. The relationship between applied torque and angular acceleration is utilized to identify the equivalent rotational inertia through parameter estimation. Experimental results indicate that low-frequency excitation provides more favorable conditions for reliable and accurate inertia identification, yielding improved stability and reduced estimation error compared with higher-frequency inputs. In addition, frequency response characteristics are investigated to validate the consistency and robustness of the identified inertia across different excitation frequencies. Experimental results obtained from a top drive test rig demonstrate that the proposed method can reliably estimate the equivalent moment of inertia with good repeatability under controlled experimental conditions. The identified inertia shows good agreement with theoretical calculations and exhibits stable behavior over a wide frequency range. The proposed approach avoids the need for additional sensors or structural modifications and is well suited for practical engineering applications. This study provides an effective and experimentally validated method for inertia identification of top drive systems, offering valuable support for dynamic modeling, control parameter tuning, and vibration analysis in drilling engineering.

Applied SciencesVol. 16(4)
Xihua University (CN), Chengdu University of Technology (CN), State Key Laboratory of Oil and Gas Reservoir Geology and Exploitation (CN)
National Natural Science Foundation of China, China Postdoctoral Science Foundation
Openalex Percentile: Top 52%
Control Systems in Engineering
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.