Requirements for a Drilling and Wells Interoperability Standard

 

Increase safety and efficiency through the development of a standardized interface that enables collaborative automation of wellbore construction.

 

Executive Summary

 


The Drilling and Wells Interface Standards group is developing a set of standards for an open, interoperable and secure interface between participants in well construction. External companies such as service companies, operators and equipment suppliers, will interface their technology to the drilling rig using the elements of the standards. The technologies could be algorithms, models, automation advisors or controllers, or various auxiliary equipment with their own control systems.

This paper serves to document an overview of the intended scope of the standards, and a view of the DWIS requirements.


 

Introduction

There is increasing development and deployment of systems at the rigsite for drilling process automation. These systems deliver advice and equipment set points to the rig. They therefore require an interface to the rig operating and control systems. The number of players interfacing to a large number of rig operating and control systems in a bespoke fashion is expensive and carries a significant HS&E risk. There is a significant cost to all parties in developing and maintaining reliable interfaces for each drilling installation.

There is therefore a need to define a standard that allows for interoperable operations in a safe and secure fashion. The technical benefits of such standards include increased fidelity, efficacy, integrity and security of operations.

The lack of standards for an interoperable interface is a significant impediment to rapid development of systems automation at the rigsite.

The Drilling and Wells Interoperability Standards (DWIS) group is currently developing and demonstrating a set of interoperability standards for this multi-player environment. This document gives and introduction to the scope of this work, and a list of requirements for the standards. It is by no means a complete document, but it should support a working discussion of DWIS.

It is important to understand that DWIS is developing a set of standards defining an interface between software components. The requirements listed in this document are, therefore, for the multi-player software environment at the rigsite, designed to permit reliable and secure plug and play operations.

System Elements

Figure 1: Components shown in light blue are DWIS components; all others (green) represent proprietary components. The main DWIS elements are an interoperable standard for drilling rig interface, a rig connectivity framework for all components located on the wellsite, and data standards for onsite and data exchange. The OSDU Wells Data Foundation (WDF) is handling the last item.

The scope of the Drilling & Wells Interoperability Standards (DWIS) covers the wellsite (rigsite) and the exchange of data and commands in real-time. The four elements common to all players are the rig connectivity framework, the interoperability standards between third party applications and the rig technology stack, data schema and exchange standards for the wellsite, and connectivity to the Open Subsurface Data Universe (OSDU) via their Edge Standard. This document contains the requirements for the first two components, which are part of DWIS. The data schema and exchange standards are part of the OSDU Wells Data Foundation initiative. The diagram above shows proprietary components, colored green, which are out-of-scope. The standard specifies only software, not hardware, and does not extend to communication protocols or user interfaces.

Figure 2: Systems Automation Standards, shown in relation to the Drilling Systems Automation Decision making and Control Framework, described in SPE 173010, 2015, Drilling Systems Automation Roadmap - The Means to Accelerate Adoption

In terms of standards, ISA-95, ISA-88 and ISA-106, among others, are relevant to DWIS. In the DSA Decision Making Framework, DWIS occupies primarily level 1 and 2, although later components such as batch processing will be at level 3. Some of the terminology used in DWIS, has evolved from ISA-88, the batch processing standard, although the implementation is focused on well construction and the terminology is therefore, more narrow than in ISA-88.

Figure 3: The DWIS Interface Construct in ISA-88 Terminology

Fique 3 shows the DWIS rig interface construct in ISA-88 terms: ‘procedures use equipment to deliver a process’. There are several levels depending on who owns the equipment. DWIS will develop an interface standard that applies to all examples in this figure. It does this through a construct in which the procedures are in advisor applications that have optional third-party equipment; these advisor applications communicate via a DWIS interface with the Rig OS or DCS.

The remainder of the document deals with the requirements for the DWIS components in figure 1.

Requirements

There are requirements in several aspects of the system, loosely grouped as follows:

·         Requirements related to commercial aspects of the standards

·         Requirements related to scope of the standards

·         Requirements related to Drilling Process Protection

·         Requirements related to the Semantic of RT Signals

·         Requirements related to High Level Architecture

·         Requirements related to the RIG OS (ADCS) Equipment Interface

Commercial Requirements

These are requirements related to deployment of DWIS in a commercial environment. These requirements drive the selection of relevant technologies by asset owners, software and algorithm developers, and system integrators.

Requirement ID

Commercial Requirement

Considerations

 

DWIS shall provide an open development environment, supported through an open architecture

Adoption of an open standard will promote competition through new business models and offerings in the marketplace

 

 

DWIS shall support best-in-class solutions from multiple vendors in a single system

Few, if any, vendors provide best in class solutions for the full scope of well construction. This requirement opens up the market for vendors to provide their best-in-class solutions to any system.

 

 

Systems built using DWIS shall support conforming components from any competitive vendor

This prevents vendor lock-in, where the end user can only use products from one vendor.

 

 

Systems built following DWIS shall substantially reduce the effort to integrate different vendor systems

This is a key requirement. Reducing the cost and time of integrating systems and components from different vendors into a single system is of commercial value.

 

 

Preservation of the owner’s configuration and programming intellectual property with minimal rework from one generation of DWIS to the next.

 

There is significant cost and time spent by owners in defining their advising and control strategies. Requiring rewrites at generational changes means it is often too expensive to upgrade.

 

 

Participation in the development and use of DWIS shall not jeopardize the intellectual property of participants.

 

DWIS respects intellectual property concerns and components using DWIS shall not expose their intellectual property. This is required to have a healthy commercial environment for DWIS users.

 

 

There shall be no cost to obtaining DWIS

 

DWIS is an open standard, and a no-cost way of obtaining these standards is critical to enabling adoption in the marketplace.

 

 

Scope Requirements

The requirements governing scope constrains the relevance of the DWIS interface. In particular, the DWIS interface is only relevant to data exchange, and process and batch automation at the rigsite between third party equipment and rig drilling control systems. DWIS also incorporates activities such as the ISA95/IEC 62264 Enterprise-Control System Integration standards, the ISA88 Procedure Automation for Batch Process Operations standards, and the DSA Decision Making and Control Framework described in John de Wardt et al, 2015, Drilling Systems Automation Roadmap - The Means to Accelerate Adoption, SPE 173010, https://doi.org/10.2118/173010-MS

Requirement ID

Scope Requirement

Considerations

 

DWIS shall apply to automation of well construction at the wellsite

 

Systems conforming to DWIS are activities related to well construction, such as drilling, running casing, cementing, etc. DWIS is concerned with interoperability in the automation of these multiplayer activities

 

 

The scope of DWIS shall encompass ISA95/IEC62264 levels 1, 2 and 3.

DWIS compliant components will include sensing, actuating, control, advising, visualization, and historical data collection. The DSA Decision making and Control Framework in paper https://doi.org/10.2118/173010-MS shows this standard applied to drilling automation.

 

 

DWIS shall apply to rigsite connections between third party applications and equipment, and the Rig drilling control systems: ADCS or DCS.

 

Connection and control of rig equipment remains the responsibility of the ADCS or DCS. DWIS does not apply to these interfaces.  

 

DWIS shall apply to data exchange, process automation, and batch automation of well construction activities.

 

Connection of third party applications for observation and control, leading to batch control of well construction

 

 

DWIS will use industry standard communications protocols, and other existing standards, as needed and as specified by its members

 

Defining communications protocols are out of scope of DWIS

 

 

Drilling Process Protection Scope Requirements

Drilling process protection is composed of at least three types of functionalities:

·         Safe Mode Management (SMM): If for any reason, an automated control function fails or the connectivity between a 3rd party app and the RigOS is lost, the RigOS applies a series of actions to put the drilling machines in a state that is safe for the current operation. This state lasts for at least a few tens of second in order to leave time for the human operator to regain control of the situation even though his situation awareness may have been low. In the context of DWIS, the only addressed SMM functions are those linked to the protection of the drilling process. i.e., SMM functions that deal with the protection of the drilling machines are outside the scope of DWIS.

 

·         Fault, Detection, Isolation and Recovery (FDIR): If a drilling process incident occurs, it is important to respond as quickly as possible. FDIR functions monitor continuously the process and are capable of detecting when an abnormal situation has started. After detection, the FDIR function proceeds with an immediate response to keep the process as safe as possible. Then after identification of the cause of the dysfunction, it applies procedures to isolate the problem. Finally, when isolation has been successful, it applies procedures to recover from the problem and get ready to resume the original normal command. FDIR functions apply when automated control functions are active, but also when human operators control the machines. A failure of the isolation or recovery procedures may trigger SMM functions. In the context of DWIS, only FDIR functionalities that concern the drilling process are addressed. In other words, DWIS does not interfere with FDIR functionalities that protect the drilling machines. FDIR is a subfield of control engineering that concerns itself with monitoring a system, identifying when a fault has occurred, and pinpointing the type of fault and its location (see https://en.wikipedia.org/wiki/Fault_detection_and_isolation)

 

·         Safe Operating Envelope (SOE): Commands sent to the drilling machines shall be within acceptable limits with the regards to the tolerances of the drilling process. The RigOS combines the safe operating envelopes for the drilling process with the safe operating limits that protect the drilling machines. SOE functions apply for both human operator and automated function commands. It is not in the scope of DWIS to address SOE functionalities concerning the protection of the drilling machines.

Requirement ID

Scope Requirements common for SMM, FDIR and SOE

Considerations

 

DWIS will enable the description and transmission of DPP information from an external application to the ADCS or DCS on the rig.

The purpose of this work is not to solve how to generate the parameters of the DPP functions but assist in transmitting information across computer system boundaries.​

 

 

DWIS’s interface for DPP functionalities shall be flexible to account for a wide range of ADCS or DCS’ supported DPP functionalities.

The purpose of this work is not to impose a functionality level for DPP functions implemented in the ADCS or DCS, but to allow external application to utilize only one interface (the DWIS interface) to access multiple ADCS or DCS solutions instead of having to adapt for a multitude of different solutions.

 

The DWIS interface for DPP functionalities shall be simple to use both on the ADCS or DCS side, and on the external application side.

DWIS shall avoid imposing any restrictions to either the ADCS or DCS, or the external application. For example, there shall not be a restriction on the programming languages used on each side of the interface.

 

 

It is not within the scope of DWIS to provide a solution for concurrent contributions of parameters for DPP functionalities.

 

The ADCS/DCS shall have a strategy to manage concurrent access for DPP functionalities.

 

The DWIS interface shall allow the ADCS or DCS to describe its supported functionalities such that external application can adapt the passage of parameters accordingly.

 

A form describing capabilities shall be available so that both sides of the interface can agree on how to pass parameters.

 

It is not in the scope of DWIS to address DPP configurations that require sub-second updates.

 

Requiring sub-second updates demands tightly integrating the external application into the ADCS or DCS.

 

The DWIS interface for DPP functionalities shall enforce a form of detection for loss of connection between the two sides of the interface.

It is important to detect a connection outage between the two sides of the interface, and to execute SMM procedures the ADCS or DCS side in such an eventuality.

 

 

Semantic of RT Signals Requirements

Drilling real-time signals are currently accessible through different real-time data sources, including WITS0, WITSML, OPC-DA, OPC-UA, API, etc. With such real-time data sources, the drilling real-time signals either are in predefined positions in records, e.g., WITS0, or are accessible through a mnemonic in a time-based log, e.g., WITSML, or other sort of tag reference, e.g., OPC-DA. To access the correct real-time data channel, one must know beforehand where to find the information, i.e., the mnemonic, tag or position in which record. Furthermore, there is very limited metadata associated with the signal. When metadata information is available, it is in a statically defined format.

In practice, drilling operations are evolving constantly, and the availability of drilling real-time signals changes almost on a daily basis. Therefore, personnel in maintaining support applications for signals, spend much time updating which signals are now available and where to find them. Also, as metadata is very limited, such applications cannot take full advantage of the actual qualities and uncertainties associated with the available signals. In addition, different applications exchange very few calculated signals, simply because it is already cumbersome to connect to measured signals. This in turn reduces the possibility of achieving synergies between the different systems that are monitoring and controlling the drilling process. Finally, it is difficult to create automatic quality control of available drilling real-time signals since connecting them requires a lot of work.

By defining a flexible and generic way to describe the semantic of real-time signal, it is possible address most of these issues - by making available facts about each available signal. These facts describe the meaning of the signal. A potential consumer of the signal can read those facts and determine whether the signal corresponds to its requirement or not. The consumer discovers real-time signals dynamically based on characteristics that are important for its application.

Various consumer applications may have different perspectives on what is a relevant signal for their own functionality, and they can choose dynamically the most relevant available drilling real-time signal. In addition, a consumer application can make available calculated signals that may be of interest for other applications. By providing the semantic of these additional signals, they provide an opportunity for other applications to discover them.

Requirement ID

Semantic RT Signal Requirement

Considerations

 

DWIS will enable the description of the semantics of drilling real-time signals.

By exposing the semantic of each available signal, it is possible for any application to discover and choose which signal is of interest for its own functionality

 

The description of the semantics of drilling real-time signals proposed by DWIS shall be flexible and generic.

It is important that the solution chosen for describing the semantic of drilling real-time signal can support currently available signals and future signals that are not yet “invented”.

 

The description of the semantics of drilling real-time signals shall rely on a very concise method.

As there are tens of thousands of real-time signals at the rig site, and there can be even more signals that may be made available when calculated signals are also exchanged, it is important that the proposed solution to describe the semantics of real-time signals is not subject to combinatorial explosion.

 

The chosen method to provide a semantic description of drilling real-time signals shall support multiple data sources.

The drilling process involves many different service companies. The constellation of the service companies that are present during the drilling process evolves constantly. Therefore, it is important that the proposed solution is compatible with a very changing environment.

 

The introduction of the description of the semantics of drilling real-time signals shall not affect refresh rates, delays, uncertainty, and quality of the actual signals.

As there are already problems with latency, refresh rates, uncertainty and data quality in general, it is important that the introduction of semantical description does not exacerbate the current situation.

 

The semantic description of drilling real-time signals shall be completely agnostic to which programming languages, operating systems or any other computer specificities is used by the data provider or the data consumer.

The different service providers utilize many different software solutions, including, PLCs, IoT, Servers, handheld computers, etc., running many different types of OS like Windows, Linux, iOS, Android, Step7… and programmed in various languages, e.g., Python, Java, C, C++, C#, … Also, new computer solutions, new OS and new programming languages will arise in the future. It is important that the chosen solution does not block the access to the DWIS interoperability to any of those possibilities.

 

The semantic description of drilling real-time signals shall be compatible with the access-control rules implemented in any drilling operations.

Typically, the proposed solution shall contain an AAA (Authentication, Authorization and Accounting) strategy so that only authorized parties can access the information.

 

High Level Architecture Requirements

High-level architecture requirements covers the system organization, so that it is scalable to batch processing of wellbore construction. It is concerned with the hierarchy of procedures, the multiplayer advisor environment, authorization and authentication of components, and the state of the various activities on both surface and downhole. These requirements ensure an architecture that is relevant to batch processing and, in future, well construction orchestration.

Requirement ID

Requirement

Considerations

 

Define approach for batch procedure development.

The standards shall be capable of scaling to batch processing of a wellbore, where a batch is a borehole section, fluid for a borehole section, etc.

 

Define approach for handling multiple advisors during a phase of drilling.

There could be multiple advisors, from multiple players, running in parallel during any phase of the drilling operation

 

 

Define approach for handling hierarchy of drilling phases and handling of advisors.

Wellbore construction is a hierarchy of phases, as partially defined in IADC DDR Plus. The architecture shall be capable of handling multiple advisors across and between these phases.

 

 

Define approach for contextualization of common data items.

DWIS is primarily concerned with data exchange, and it is therefore important to define – and know – the context of the data.

 

Define AuthN/Z for integrating into system.

Advisors (applications) need to be fully authenticated and authorized before becoming members of the system

 

 

Define methodology for communicating to Driller from Batch.

As part of the architecture, it should be specified how the driller communicates with batch processes (and sub-processes) to develop a standard, reliable, interface

 

 

Define method of registering Batch processes relative to a phase of Drilling.

 

A batch process may be valid and operational across multiple drilling phases, and this validity must be known to schedulers and third party advisors

 

 

Identify and address cross cutting concerns including but not limited AuthN/Z, Logging, Batch Processing, Advisor Registration, Advisor State Management, Drill State, Rig State

 

Various concerns may apply to all components in DWIS. These need to be identified and addressed in a scalable fashion

 

Architecture integration with Drill State and Rig State inference.

 

Rig State (rig activity) and Drill State (borehole activity and condition) are relevant to registered advisors. They may prepare to run, execute, or terminate, depending on these states. Therefore, definitions should be agreed upon that are scalable across control and batch processing.

 

 


 

RIG OS (ADCS) Equipment Interface Requirements

Requirement ID

Requirement

Considerations

 

Rig equipment interfaces will support the various roles of well construction.  Currently we are defining

·         Operational view – Equipment agnostic interface that expose normalized rig functions and support safe operations.

·         Engineering view – Equipment agnostic interface that support equipment configuration.

 

Each interface specification will define the inputs, outputs and behavior.  Interfaces must conform to the specification regardless of the technology used for implementation.

 

Interfaces must be flexible enough to evolve over time. Interfaces will implement a versioning scheme to support evolution of an interface.

 

We will only define parts of the interface which are required not parts which “may” be used in the future.  An interface can be update when in data points are required.

 

A Platform Independent Model (PIM) will define the data model.


 

A PIM exhibits a specified degree of platform independence so as to be suitable for use with a number of different platforms of similar type

 

Platform Specific Models (PSM) shall implement the D-WIS data model.

PSM combines the specifications in the PIM with the details that specify how that system uses a particular type of platform. When defining a PSM a target Platform Model has to be available.

Read more at: http://www.theenterprisearchitect.eu/blog/2008/01/16/mda-model-driven-architecture-basic-concepts/

 

 

Interfaces must support security

Security should be an intrinsic part of the interface. There should not be a requirement as to which method of security to use. Governance and policies should define security.