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Technical article by IAPG Houston Scholar: Beyond the Trip Sheet: The Next Generation of Automated Tripping Well Control Surveillance

Beyond the Trip Sheet: The Next Generation of Automated Tripping Well Control Surveillance

Managed Pressure Drilling significantly improves tripping safety in challenging wells, by providing a closed-loop system with controlled flow parameters and volume calculations. A key tool in MPD monitoring is the Virtual Trip Tank (VTT), which calculates fluid volumes using the closed-loop Coriolis flowmeter measurements to detect anomalies like kicks and losses. However, current VTT systems suffer from calibration drift and lack reference volumes, leading to inaccuracies and false alarms. This article summarizes a new methodology for enhanced VTT monitoring with automatic calibration, and introduces a pattern-recognition approach for improved kick and loss detection, reducing reliance on traditional methods.

The Problem with Current VTT Systems

Traditional VTT algorithms rely on flow-in and flow-out measurements. While Coriolis flowmeters provide accurate flow-out data, flow-in is often estimated based on a fixed pump displacement and a constant pump efficiency. This assumption is problematic because pump efficiency, and thereby displacement, is affected by operational parameters such as pump pressure differential, pump velocity, and fluid rheological properties. Therefore, pump efficiency changes throughout the drilling operation, with an output decay as pumping pressure increases (Fig. 1). Consequently, using a fixed efficiency factor to compute the flow-in introduces errors that accumulate over time, causing the VTT signal to drift (Fig. 2). This drift can lead to misinterpretations, such as falsely indicating a kick when conditions are stable.

Estimated pump displacement vs standpipe pressure
Fig. 1 – Estimated pump displacement as a function of standpipe pressure, compared to rig-set values at a fixed 95% efficiency.
VTT drift due to constant efficiency factor
Fig. 2 – Virtual trip tank measurement drifting (orange, bottom track), due to a constant error in delta-flow (blue, second track).

Moreover, distinguishing true well control events from normal operational disturbances during tripping is difficult. Pipe movement during the trip operation inherently generates flow disturbances, making it challenging to rely solely on delta-flow analysis (i.e., flow-in vs. flow-out comparison). These inaccuracies result in a high number of false alarms, eroding the drilling crew's trust in the system. The issue is compounded by factors like noisy flow-out measurements due to heave and choke effects, and the inability of digital twins to capture transient mud behavior accurately.

Consequently, even though tripping operations account for over 27% of globally reported well control incidents (Gillard et al., 2022, Fig. 3)—and despite the availability of advanced tools such as Coriolis flowmeters for real-time volume measurement— many operations in 2025, even on state-of-the-art drillships, still rely on conventional trip tanks and Excel-based tallies. This outdated approach often results in invisible lost time (ILT) due to repetitive operations caused by measurement uncertainties and second-guessing the actual trend. Furthermore, misinterpretation of influxes and losses remains common, compounded by the fact that these inaccurate readings are still used by operators and service providers as key references in well control decision-making.

Well control incidents by ongoing activity
Fig. 3 – Percentage of registered/reported well control incidents classified by on-going drilling activity.

Project Objectives

Therefore, based on these identified issues, the objectives for this project were:

  • Remove the VTT measurement drifting, by developing an auto-calibration routine for the flow-in measurement (delta-flow needs to be zero for stable periods)
  • Provide a reference displacement volume to validate tripping progression, by modeling the expected displacement (like an automated tripping tally)
  • Provide model based early event detection while tripping, to assist decision making beyond the basic volume displacement comparison

A Novel Methodology for Enhanced VTT Performance

1. Flow-In Calibration

Real-time FLOW-IN calibration is grounded in mass conservation principle. If no additional fluid sources or sinks are present in the well—giving rise to influxes or losses—and there is no operational activity that could disrupt mass balance (e.g., drilling, moving the drill pipe, or adding/removing drill pipe), then the flow-out of the well should accurately reflect the flow-in. The basis for the flow in calibration is then to find steady-state parameters, where both flow-in and flow-out have the least possible deviation, and using the flow-out as ground truth generate a corrected flow-in value (Fig. 4).

Flow-In calibration process diagram
Fig. 4 – Flow-In calibration process diagram, where the first phase is rig-state detection, the second phase is to isolate the suitable calibration periods, and finally fitting the flow-in calibration curve.

The proposed methodology tackles these challenges through several integrated components:

1. Rig-State Detection Algorithm

This algorithm classifies rig operational states (tripping, in-slips, circulation) to identify suitable steady-state intervals for calibration (Fig. 5). By understanding the rig's real-time context, the system can differentiate between normal operational signatures and actual anomalies. Machine learning models are trained to achieve high accuracy in classifying these rig states, ensuring robust performance even with slight class imbalances.

Rig-state classification plot
Fig. 5 – Tripping parameters plot, rig-state classification highlighted on first track following the bit-depth.

2. Pattern-Recognition to find suitable calibration periods

Based on the rig-state detection results, the algorithm looks for periods where there is no pipe movement inside the well, the flow-in and flow-out are expected to remain stable (e.g., in-slips with pumps on, circulating). Then the suitable periods for calibration are filtered by computing the similarity between flow-in and flow-out vectors, and selecting only the closest looking ones, done using the Symbolic Aggregate Approximation (SAX) and Edit Distance computation. This technique transforms flow-in and flow-out signals into symbolic representations, allowing for easy comparison and identification of deviations (Fig. 6).

Z-normalized and SAX representation of flow signals
Fig. 6 – Process to convert the original flow signals to Z-normalized space and SAX representation. The plot displays the selected periods with lower Edit Distance score, selected for calibration.

Based on the filtered values, the flow-in calibration curve is fitted, where the flow-out measurement is used as a ground truth to estimate the flow-in signal. A second-degree polynomial regression model corrects the rig-reported flow-in values, significantly improving delta-flow accuracy and minimizing VTT drift (Fig. 7, Fig. 8). This auto-calibration process eliminates the reliance on fixed efficiency factors, adapting to varying pump performance caused by changes in standpipe pressure and other operational conditions.

Polynomial calibration curve
Fig. 7 – Polynomial calibration curve (second-order) fit between flow-in and flow-out values during ISPO steady-state periods. The R² of 0.98 validates the model's fit quality.
Flow parameters before and after calibration
Fig. 8 – Flow parameters before (left) and after calibration (right). Before calibration there was a flow offset; after calibration, conditions correspond correctly under stable conditions.

2. Modeled VTT for Displacement Tracking

A physics-based model calculates the expected theoretical displaced volume during tripping operations, considering factors like drill pipe displacement and fluid volume changes due to pressure variations. This modeled VTT serves as a reliable baseline for comparison with the corrected VTT signal (i.e., computing the delta VTT), validating the system's accuracy and providing a clear reference for volume tracking during the tripping operation (Fig. 9).

Raw vs calibrated signals aligned with modeled VTT
Fig. 9 – Tripping parameters during a POOH operation over four triple stands: (left) raw, uncorrected signals showing cumulative drift; (right) calibrated signals aligned with expected VTT.

3. Tripping Displacement Fingerprinting and Automated Tally

The system generates a visual "fingerprint" of VTT and delta VTT trends for the current stand and overlays them with historical data from previous stands (Fig. 10). This enables real-time comparison, helping operators quickly identify deviations from expected patterns. Additionally, an automated tripping tally tracks key displacement and volume indicators per stand, replacing manual tracking and improving operational efficiency.

VTT/Delta VTT fingerprint and tally per stand
Fig. 10 – Overlay of VTT and Delta VTT trends for the current and previous stands, plus automatic tally per stand.

Demonstrated Performance and Field Deployment

The methodology has shown robust performance when evaluated on historical field data, with significant improvements in VTT accuracy. A strong improvement is observed on the error and drift of the VTT signal, improving the error by 85% (RMSE), reducing the drift slope by 97%, and finally improving the R-squared by 94%. The system's computational efficiency ensures compatibility with field computer resources, enabling real-time execution.

  • The non-quantified measurement drifting is removed, improving accuracy.
  • The calibration process is automated, making it consistent and repeatable, removing user bias.

An interpretable measurement of the tripping trend was also developed, using the Delta VTT, which indicates the deviation from the expected volumes. This methodology is aligned with the conventional tripping monitoring method, which should be easier to understand by experienced drilling crews.

Moreover, for accurate event detection, a method to monitor any abnormal conditions by fingerprinting the response of the last stands, also generating an automated tripping tally.

This represents a substantial improvement on tripping monitoring precision, reliability and safety, reducing false alarms and lost time, and promoting and improving the use of precise tools and methods to track potential well control risks.

Conclusion

This next-generation VTT auto-calibration system offers a comprehensive solution to the challenges of volume tracking and event detection in MPD tripping operations. By combining advanced rig-state detection and pattern recognition into an auto-calibration algorithm, and providing a reference measurement of the expected displacement with the modeled VTT, the system dramatically reduces false alarms, improves accuracy, and enhances overall tripping safety and efficiency. This innovative approach is slated for field deployment later this year, promising to transform well control practices in challenging environments.

Santiago Callerio, IAPG Houston and Fulbright Scholar, recently published a technical paper addressing key challenges encountered in Managed Pressure Drilling (MPD). Santiago is currently pursuing a Ph.D. at The University of Texas at Austin.
📖 Access the complete published version here:
https://doi.org/10.2118/SPE-228373-MS