Patentable/Patents/US-20250334039-A1
US-20250334039-A1

Gain Control for Steering Downhole Tool

PublishedOctober 30, 2025
Assigneenot available in USPTO data we have
Inventorsnot available in USPTO data we have
Technical Abstract

Methods and systems for identifying a gain value for a steering operation are described. In one embodiment, a processor identifies a rate of penetration value for a downhole drilling tool, identifies a gain value based on the rate of penetration, implements the gain value in a steering operation of the downhole drilling tool, measures at least one of inclination angle and azimuth; and adjusts gain settings for future steering operations using an error feedback loop that considers the identified gain value and the measured at least one of inclination angle and azimuth.

Patent Claims

Legal claims defining the scope of protection, as filed with the USPTO.

1

. A method comprising:

2

. The method of, wherein identifying the rate of penetration value comprises receiving the rate of penetration value via downlinking.

3

. The method of, wherein the processor receives the rate of penetration with a pre-nudge command or with a steering command.

4

. The method of, wherein identifying the rate of penetration value comprises calculating the rate of penetration value based on data received from the one or more sensors.

5

. The method of, wherein identifying the gain value comprises calculating the gain value based on the rate of penetration.

6

. The method of, wherein calculating the gain value based on the rate of penetration further comprises:

7

. The method of, wherein identifying the gain value comprises referencing a look up table to determine the gain value associated with the rate of penetration.

8

. The method of, wherein the steering command comprises a hold inclination and azimuth steering command, an automated inclination hold steering command, or another autonomous control feature steering command.

9

. The method of, further comprising receiving a tolerance value identifying an allowed deviation from a desired drill path via downlinking.

10

. The method of, wherein the error feedback loop comprises a proportional-integral-derivative controller configured to mitigate undershoot or overshoot in at least one of a desired inclination angle and a desired azimuth when implementing the adjusted gain settings for the future steering operations.

11

. A system comprising:

12

. The system of, wherein the processor is further configured to receive the rate of penetration value via downlinking to identify the rate of penetration value.

13

. The system of, wherein the processor is further configured to receive the rate of penetration with a pre-nudge command or with a steering command.

14

. The system of, wherein the processor is further configured to calculate the rate of penetration value based on data received from the one or more sensors to identify the rate of penetration value.

15

. The system of, wherein the processor is further configured to calculate the gain value based on the rate of penetration to identify the gain value.

16

. The system of, wherein the processor is further configured to:

17

. The system of, wherein the processor is further configured to reference a look up table to determine the gain value associated with the rate of penetration.

18

. The system of, wherein the steering command comprises a hold inclination and azimuth steering command, an automated inclination hold steering command, or another autonomous control feature steering command.

19

. The system of, wherein the processor is further configured to receive a tolerance value identifying an allowed deviation from a desired drill path via downlinking.

20

. The system of, wherein the error feedback loop comprises a proportional-integral-derivative controller configured to mitigate undershoot or overshoot in at least one of a desired inclination angle and a desired azimuth when implementing the adjusted gain settings for the future steering operations.

21

. A non-transitory machine-readable medium comprising instructions, which, when executed by one or more processors, cause the one or more processors to perform the following operations:

Detailed Description

Complete technical specification and implementation details from the patent document.

The present invention relates generally to oil field drilling. More particularly, the present invention relates to control of rotatable steering systems in an oil field drilling operation.

Rotatable steering systems (“RSS”) allow for greater automation in directional drilling. RSS systems typically include a steering algorithm that reduces human-machine interaction, reduces reliance on previously computed survey models, and reduces the need to conduct static surveys with conventional measurement-while-drilling (“MWD”) tools.

RSS systems implement autonomous downhole control systems, including hold inclination and azimuth (“HIA”) systems, automated inclination hold (“IH”) systems, and other autonomous control systems (e.g., “Auto-curve” implemented in SLB's PowerDrive RSS tools). Autonomous downhole control systems compare actual inclination and azimuth against a target inclination and azimuth to make frequent, small adjustments to the RSS's steering parameters with the goal of decreasing well tortuosity. Sensors in a downhole tool capture the inclination and azimuth measurements. The sensors included in a downhole tool include a magnetometer, an accelerometer, and gyroscope sensors.

In addition to the small adjustments made by the autonomous downhole control systems, downhole tools are steered through a desired drill path trajectory in response to steering controls downlinked by an operator on the surface. Steering the downhole tool involves sending commands to change the tool's inclination and azimuth to control the downhole tool through the desired drill path trajectory or to correct any deviations from the desired drill path trajectory. The amount of force or change implemented by the RSS to steer the downhole tool according to the steering command can be referred to as “gain”.

If a gain setting is incorrect or inaccurate in an RSS, the result can be increased wellbore tortuosity in the curve, tangent, horizontal, and lateral sections of the well. Increased wellbore tortuosity can result in additional downlinking, lowered rate of penetration (“ROP”), increased wear and tear on component parts, and, in some case, non-productive time.

Conventional RSS systems have a relatively small number of gain settings that correspond to relatively large ROP ranges. For example, a conventional RSS system may include two gain settings that correspond to two relatively large ROP ranges (e.g., 95% for ROP range 20-100 feet/hour and 80% for ROP range 80-400 feet/hour). These gain settings may imprecisely steer a downhole tool for some or many of the ROP values in the relatively large ROP range or these gain settings may correct drill path trajectory slower than a more accurate gain setting would have corrected drill path trajectory.

Additionally, RSS systems fail to account for the increased ROP of some RSS systems (e.g., up to 800 feet/hour). Because these conventional gain settings do not specifically correlate with faster ROP, RSS tools could induce stick/slip or increase friction and hole cleaning issues. As such, there is an ongoing need for improved gain settings in an RSS.

While this invention is susceptible of an embodiment in many different forms, there are shown in the drawings and will be described herein in detail specific embodiments thereof with the understanding that the present disclosure is to be considered as an exemplification of the principles of the invention. It is not intended to limit the invention to the specific illustrated embodiments.

Embodiments disclosed herein can include systems and methods that identify or calculate a variable gain for steering parameters based on an ROP of a downhole tool. The downhole tool can receive an ROP value via downlinking and identify or calculate the variable gain value based on the received ROP value. Downlinking in the drilling industry refers to the process of communicating from the surface or from drilling rigs to the downhole tool. Downlinking allows an operator from the surface to send various commands to the downhole tool, including steering commands. The ROP value can be downlinked with pre-nudge commands (that is commands received via downlinking before any steering commands are received). Alternatively, the ROP value may be downlinked as part of a steering command or with any other downlinking operation.

A steering algorithm implemented by the downhole tool to perform steering operations can receive data from the sensors to measure a trajectory of the downhole tool, determine a difference in the measured trajectory of the downhole tool from a desired trajectory, and transform the difference into a steering force ratio of an applied force in a given direction for a set period necessary to correct the trajectory of the downhole tool so that the downhole tool implements the steering controls and follows the desired trajectory.

More specifically, the steering algorithm can calculate the difference between an actual inclination and a desired inclination using sensor readings. In response to the calculated difference, the steering algorithm applies the gain and a correction for gravity. Subsequently, the steering algorithm can calculate what steering setting is required to achieve the desired inclination. The calculated steering setting changes a proportion of time in a drill cycle that is steering as opposed to being neutral. The steering vs. neutral proportion of time may be called the steering ratio.

The downhole tool accounts for ROP before the downhole tool attempts to correct the difference in trajectory as the downhole tool could oscillate around the target trajectory. A gain factor called an “ROP Index” can be applied to the steering ratio to prevent or mitigate the oscillation. The value of the gain (ROP Index) applied by the controller to the difference in trajectory impacts the calculation of the steering ratio and thus, how aggressively the tool responds to correct the steering and achieve the desired trajectory. The amount of over-correction (or under correction) of the trajectory may be directly linked to the size of this gain value (ROP Index). This steering force ratio is called “gain” herein. Moreover, the steering can account for or be based on the ROP of the downhole tool. The correction is generally applied in a fraction of time when the steering force in the desired direction is applied. Currently, the steering algorithm has a gain set in the maintenance facility or sent via downlink at the rig site and implemented for HIA, IA IH, or any other autonomous control feature, which can correct any deflection of the downhole tool caused by a hard stinger or desirable or undesirable change trajectory.

The downhole tool can include firmware, software, or any other computer-readable code that can calculate or identify an appropriate gain setting for the ROP value received. The gain identified or calculated may be a variable gain setting, and the number of variable gain settings may be infinite based on calculations. In an alternative embodiment, the gain settings may be saved in a look-up table to provide default gain values based on the ROP value received via downlinking.

In some embodiments, the ROP value may be calculated by the downhole tool based on sensor readings, and the ROP value need not be downlinked. After calculating or identifying an appropriate gain setting based on current ROP, the downhole tool may implement the calculated or identified gain setting during a drilling operation. As a result, the systems and methods described herein can avoid wellbore tortuosity or “kinks” in the well.

In addition to providing the ROP value used to calculate or identify a gain value, the downhole tool can receive or store tolerances for a drilling tunnel, which can be tightened or relaxed in response to a downlinked command to tighten or relax the tolerances. In an alternative embodiment, the tolerances may be preset prior to a drilling operation. Tolerances can include allowed error from a desired trajectory. An allowed error threshold from the desired trajectory can be a tolerance received through downlinking. Depending on a well's condition, the tolerances may be relaxed or tightened to improve wellbore tortuosity and drilling speed. Tolerances can further include micro-dogleg limits.

Using the ROP and tolerances, the downhole tool can use the identified or calculated gain value to maintain a smooth wellbore trajectory. Alternatively, the downhole tool can implement a trajectory change over a number of drill cycles using smaller gain values.

In some embodiments, the steering algorithm can further adjust gain as a proportional-integral-derivative (PID) controller. In this way, the steering algorithm can implement smart gain control features to learn from errors in gain overshoot or undershoot. The smart features may adjust gain in subsequent steering nudges based on previous undershoot or overshoot. By implementing the steering algorithm as an error feedback loop, such as a PID controller, the steering algorithm can set and adjust gain for optimal overshoot and rise time. In some embodiments, gain settings can be compared against lithography to better adjust responses.

Referring to, a pictorial representation of a data processing system is depicted in which an illustrative embodiment of the present invention may be implemented. In this example, data processing systemis one or more computing devices in which different embodiments of the present invention may be implemented.

In this depicted example, well siteincludes or is connected to a computing devicethat produces data regarding the well site. This information may be used in the management of drilling operations at the well site. For example, the information may be used to direct drilling operations for the well site. Moreover, the computing devicecan display data to a drilling engineer or other operator regarding a drilling operation. The operator can interact with the computing deviceto oversee drilling operations, including generating commands provided to downhole drilling equipment through downlinking. In these examples, well siteis located in a geographic region. This geographic regionis a single reservoir, as described in these examples. Whileillustrates only a single well site, the geographic regionmay include a plurality of well sites at or near the reservoir strategically positioned to maximize oil or gas production.

The computing devicemay communicate with a downhole toolvia downlinking. The downhole toolcan include a controllerthat can implement autonomous control features, communicate with sensors included within the downhole tool(sensors that can include a magnetometer, a gyroscope, and an accelerometer), and the controllercan also implement a steering algorithm configured to determine gain values for steering control of the downhole tool.

The computing devicemay be connected to an analysis centerat which data processing systems are located to assist with wellbore drill path planning and real-time analysis of wellbore drilling. Depending on the particular implementation, multiple analysis centers may be present. These analysis centers may be, for example, at an office or on-site in the geographic locationdepending on the particular implementation. In these illustrative embodiments, analysis centeranalyzes data from computing deviceusing processes for different embodiments of the present invention. Analysis centercan also connect with other computing devices associated with other well sites (not illustrated). Moreover, the analysis centercan store past drilling data collected during previously completed drilling operations, and store present drilling data collected during an ongoing drilling operation. In some embodiments, the analysis centeris omitted, and the computing deviceperforms the functions described herein as being performed by the analysis center.

The computing devicemay connect to the analysis centervia a networked connection. In an example, the networked connection can include the Internet, which includes a worldwide collection of networks and gateways that use the Transmission Control Protocol/Internet Protocol (TCP/IP) suite of protocols to communicate with one another. Of course, the networked connection also may be implemented as a number of different types of networks, such as, for example, an intranet, a local area network (LAN), or a wide area network (WAN).is intended as an example, and not as an architectural limitation for different embodiments.

illustrate plots of a downhole tool's inclination angle over time in response to two different gain settings according to an embodiment. In bothand, a downhole tool should change from a 40° inclination angle to a 40.5° inclination angle based on a desired drill path. The solid lineillustrates a desired trajectory. To achieve the change from theinclination angle to the 40.5° inclination angle, the downhole tool can receive multiple downlinked commandsover time. In, the downhole tool received the downlinked commands, and applied a gain value that was too high. As a result, the downhole tool's actual inclination angleA overshot the desired trajectory by a significant margin (almost to 40.8°). Adjustments were made but it took a very long time (almost 16000 seconds) to steer the tool toward the correct inclination angle.

In contrast, in, the downhole tool received the same downlinked commands, and applied a more accurate gain value. As a result, the downhole tool's actual inclination angleB barely overshot the desired trajectory (not even rising to 40.6°), and the downhole tool required almost 7000 fewer seconds to steer the tool to the correct inclination angle. The difference betweenandillustrates the importance of setting an appropriate gain value for steering the downhole tool. The difference betweenandfurther illustrates that setting the appropriate gain value reduces wellbore tortuosity.

Turning now to, a diagram of a computing system is depicted in accordance with an illustrative embodiment. In this illustrative example, the computing systemincludes a communications bus, which provides communications between a processor unit, memory, persistent storage, a communications unit, an input/output (I/O) unit, and a display. The computing systemofcan depict the components of the controllerin.

The processor unitserves to execute instructions for software that may be loaded into memory. The processor unitmay comprise one or more processors or may be a multi-processor core, depending on the particular implementation. Further, the processor unitmay be implemented using one or more heterogeneous processor systems in which a main processor is present with secondary processors on a single chip. In another illustrative example, the processor unitmay be a symmetric multi-processor system containing multiple processors of the same type.

The memory, in these examples, may be, for example, a random access memory or any other suitable volatile or non-volatile storage device. The persistent storagemay take various forms depending on the particular implementation. For example, the persistent storagemay contain one or more components or devices. For example, the persistent storagemay be a hard drive, a flash memory, a rewritable optical disk, a rewritable magnetic tape, or some combination of the above. The media used by the persistent storagealso may be removable. For example, a removable hard drive may be used for the persistent storage. In another embodiment, the persistent storagemay comprise a database.

The communications unit, in these examples, provides for communications with other data processing systems or devices. In these examples, the communications unitis a network interface card. The communications unitmay provide communications through either or both physical and wireless communications links.

The input/output unitallows for input and output of data with other devices that may be connected to the computing system. For example, the input/output unitmay provide a connection for user input number pad or keyboard. The displayprovides a mechanism to display information to a user. In some embodiments, the communications unit, the input/output unit, and the displaymay be omitted.

Instructions for the operating system and applications or programs are located on the persistent storage. These instructions may be loaded into the memoryfor execution by the processor unit. The processes of the different embodiments may be performed by the processor unitusing computer implemented instructions, which may be located in a memory, such as the memory. These instructions are referred to as, program code, computer usable program code, or computer readable program code that may be read and executed by a processor in the processor unit. The program code in the different embodiments may be embodied on different physical or tangible computer readable media, such as the memoryor the persistent storage.

The program codeis located in a functional form on computer readable mediaand may be loaded onto or transferred to the computing systemfor execution by the processor unit. The program codeand the computer readable mediaform computer program productin these examples. In one example, the computer readable mediamay be in a tangible form, such as, for example, an optical or magnetic disc that is inserted or placed into a drive or other device that is part of the persistent storagefor transfer onto a storage device, such as a hard drive that is part of the persistent storage. In a tangible form, the computer readable mediaalso may take the form of a persistent storage, such as a hard drive or a flash memory that is connected to the computing system. The tangible form of the computer readable mediais also referred to as computer recordable storage media. In some embodiments, the program code may update firmware within the persistent storageof the computing system.

Alternatively, the program codemay be transferred to the computing processing systemfrom the computer readable mediathrough a communications link to the communications unitand/or through a connection to the input/output unit. The communications link and/or the connection may be physical or wireless in the illustrative examples. The computer readable media also may take the form of non-tangible media, such as communications links or wireless transmissions containing the program code. In one particular embodiment, the program codecan comprise one or more steering algorithms configured to identify or calculate gain settings for a downhole tool.

The different components illustrated for the data processing systemare not meant to provide architectural limitations to the manner in which different embodiments may be implemented. The different illustrative embodiments may be implemented in a data processing system including components in addition to or in place of those illustrated for the data processing system. Other components shown incan be varied from the illustrative examples shown.

For example, a bus system may be used to implement communications busand may be comprised of one or more buses, such as a system bus or an input/output bus. Of course, the bus system may be implemented using any suitable type of architecture that provides for a transfer of data between different components or devices attached to the bus system. Additionally, a communications unit may include one or more devices used to transmit and receive data, such as a modem or a network adapter. Further, a memory may be, for example, memoryor a cache, such as found in an interface and memory controller hub that may be present in communications bus.

illustrates a methodfor identifying or calculating a gain value for steering operations of a downhole tool based on ROP according to an embodiment. As shown, the methodincludes a processor, such as the processor unitin, identifying the ROP of a downhole tool, such as downhole toolin, in step. According to an embodiment, the processor can identify ROP by receiving the ROP value via downlinking. Alternatively, the processor can calculate the ROP after receiving one or more measurements from sensors included in the downhole tool.

Subsequently, the processor can determine whether any other factors impact gain settings in step. For example, the processor can determine whether the downhole tool has been programmed or preset with any tolerances that impact gain settings. In another embodiment, additional well condition data may be stored or received and considered as a factor in calculating the gain value. Subsequently, the processor calculates the gain value based on the ROP and any other factors in step.

After calculating the gain, the processor can implement the gain value from stepin a steering operation in step. Furthermore, the processor can correct the gain value in step. Correcting the gain value can include implementing an error feedback loop, such as a PID controller, to determine whether to increase or decrease the gain value for subsequent steering operations. The processor can reference sensor values to determine whether the gain value was too large or too small. For example, the processor can reference sensors to determine whether the implemented gain value in stepresulted in a desired inclination angle and azimuth. If additional corrections are necessary, the processor can save the data, update the gain settings for future steering operations, and provide error feedback through a PID controller. The processor can store error feedback data in memory, such as the memoryor the persistent storageof, which can be referenced in future gain calculations for future steering or nudge commands. In addition, in some embodiments, the error feedback data can be compared against lithography to better adjust gain value settings.

Although not illustrated, the methodcan further include receiving new tolerance values via downlinking. The new error tolerances may tighten or loosen existing error tolerances in deviation from a desired drill path or tool trajectory. In another embodiment, the tolerances may be loosened or tightened as part of step. For example, the processor may correct the gain value by lowering the gain value assigned for the current ROP, and the processor can also tighten the tolerances so that large gain values are not required to correct any deviations from the drill path as part of the HIA or IH features of an RSS tool.

The tool solves the problems over the prior art because the gain applied will more accurately reflect the ROP of the downhole tool, which will correct steering parameters more accurately and decrease well tortuosity. Indeed, by correlating gain parameters variably with ROP values, the systems and methods here can increase ROP, improve hole cleaning, reduce downlinking, and lower the wear and tear on component parts.

Although a few embodiments have been described in detail above, other modifications are possible. For example, the steps described above do not require the particular order described or sequential order to achieve desirable results. Other steps may be provided, steps may be eliminated from the described flows, and other components may be added to or removed from the described systems. Other embodiments may be within the scope of the invention.

From the foregoing, it will be observed that numerous variations and modifications may be effected without departing from the spirit and scope of the invention. It is to be understood that no limitation with respect to the specific system or method described herein is intended or should be inferred. It is, of course, intended to cover all such modifications as fall within the spirit and scope of the invention.

Patent Metadata

Filing Date

Unknown

Publication Date

October 30, 2025

Inventors

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Cite as: Patentable. “GAIN CONTROL FOR STEERING DOWNHOLE TOOL” (US-20250334039-A1). https://patentable.app/patents/US-20250334039-A1

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