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Torsional vibrations rejection in drilling systems: a combined observer-higher-order sliding mode control approach

delete2026-06-09
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OA
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N
Nesrine Belarif *
M
Messaoud Chakir
M
Mohamed Tadjine
N
Nadjet Zioui
DOI:10.1016/j.petlm.2026.06.003delete
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Abstract

Abstract

En 中文
One of the fundamental challenges in drilling systems is the phenomenon of torsional vibrations that can cause system destruction. This paper presents a new control approach to reject stick-slip vibrations in a drill-string. Firstly, a two-degree-of-freedom plant model with friction that represents the interaction between the rock formation and the drill bit is discussed. Secondly, a higher-order sliding mode control (HOSMC) is proposed in conjunction with a cascade structure to reject the vibrations. Thirdly, given the limitation of measuring only the surface top drive velocity, a state observer is designed to estimate system states, including bit-rock interaction torque. Realistic numerical simulations demonstrate the effectiveness of the proposed solution showcasing negligible residual oscillations on the order of 10−3 and a better torque estimation, yet still to be improved, further demonstrating the effectiveness of the control strategy, highlighting its robustness, high precision, predefined convergence time, and ease of implementation.
Keywords:
Drilling systems
stick-slip torsional vibrations compensation
higher-order sliding mode control
state observer
robustness analysis
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Journal

Petroleum cover
Petroleum
IF:
3.5
Papers:
378
Citations:
1.9K

Organization

National Polytechnic School cover
National Polytechnic School
Scholars:
9
Papers: 6
Citations: 706
U
university of quebec
Scholars:
1.9W
Papers: 1.9W
Citations: 19
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