Torsional vibrations rejection in drilling systems: A combined observer-higher-order sliding mode control approach
Nesrine Belarif , Messaoud Chakir , Mohamed Tadjine , Nadjet Zioui
Petroleum ›› 2026, Vol. 12 ›› Issue (4) : 601 -615.
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.
Drilling systems / Stick-slip torsional vibrations compensation / Higher-order sliding mode control / State observer / Robustness analysis
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