Research on Lateral Vibration Characteristics of Bottom Hole Assembly with Rotary Steerable Tool

DI Qinfeng1 RUI Zixiang1 ZHOU Xing1 FENG Dajun1 WANG Wenchang1 CHEN Feng2

(1.School of Mechanics and Engineering Science, Shanghai University, Shanghai 200444)
(2.School of Mechatronic Engineering and Automation, Shanghai University, Shanghai 200444)
【Novelty】Major breakthroughs in research on rotary steerable tools have been achieved in China. However, the research focus is on the research and development of tools, and few studies explore the static and the dynamic characteristics of the static push-the-bit rotary steerable bottom hole assembly (RSBHA). In this context, on the basis of the static space deformation of RSBHA, the weighted residual method and the tangential point optimization method are employed to determine the spatial configuration of RSBHA and the upper tangential point. Then, the distance between the upper tangential point and the bit is taken as the effective length for lateral vibration to build a finite element model, so as to analyze the modality characteristics and steady-state response of RSBHA. This method can rapidly and effectively analyze the lateral vibration characteristics of RSBHA, which can provide theoretical references for the research and development of rotary steerable tools as well as RSBHA design and its applications.

【Abstract】To improve the wellbore trajectory control effect and operation safety of rotary steerable tools, this paper analyzed the lateral vibration characteristics of a bottom hole assembly with a static push-the-bit rotary steerable tool (RSBHA). The static push-the-bit rotary steerable tool can control borehole trajectories through the driving force produced from its three steering pads, and thus it can be regarded as an eccentric stabilizer with known eccentricity and eccentric azimuth. In this work, a three-dimensional static model of an RSBHA with small deflection was constructed to determine the spatial configuration of an RSBHA under the weight on bit and the constraints of the borehole wall by the weighted residual method and thereby obtain the upper tangent point. Then, a finite-element model was built, with the distance between the upper tangent point and the bit as the effective length for lateral vibration. The lateral vibration responses of the RSBHA could be elicited using the vibration mode superposition method, and analysis of the influences of working and structural parameters on its lateral vibration could be made. The calculation results showed that when the rotary speed was around 138 r/min, the dynamic displacement of the RSBHA was greater at distances of 8.20 m, 18.10 m, 24.60 m, and 31.60 m away from the bit. The weight on bit had little impact on the maximum bending stress in the RSBHA, while eccentricity and eccentric azimuth had a greater impact on the lateral vibration characteristics of the RSBHA, and the maximum bending stress would obviously increase under certain eccentricity and eccentric azimuth. The research shows that working and structural parameters have great influences on the lateral vibration of the RSBHA and therefore should be optimized to ensure the proper application and operation safety of rotary steerable tools.

【Keywords】 rotary steerable tool; bottom hole assembly (BHA); lateral vibration; modal analysis; parameter optimization;


【Funds】 Key Project of the National Natural Science Foundation of China (U1663205) Youth Fund Project of the National Natural Science Foundation of China (51704191)

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(Translated by XIA CJ)


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This Article



Vol , No. 06, Pages 8-16

September 2021


Article Outline



  • 1 Three-dimensional (3D) static model of RSBHA
  • 2 Finite-element dynamic model of RSBHA
  • 3 Case analysis
  • 4 Conclusions and suggestions
  • References