During the drilling process, the causes of the wellbore instability are usually divided into two categories [
5]: one is the physicochemical interaction between the rock and the drilling fluid, which is particularly prominent in shale; the second is mechanical reasons, including the collision of drill strings on the wellbore, the difference in rock mechanics, and the distribution change in formation pressure. In 2003, Moheb A. Fam et al. [
6] studied the coupling of physical and chemical properties leading to changes in the mechanical properties of mudstone, analyzed the process of mudstone diffusion under coupling, and speculated to explain the complex influencing factors of mud shale borehole stability under actual working conditions. In the same year, Oort et al. [
7] conducted a study of shale wellbores, revealing complex links between transport processes (e.g., hydraulic flow, permeation, ion diffusion, and pressure), physical changes (e.g., hydraulic overbalance losses due to mud pressure infiltration), and chemical changes (e.g., ion exchange, shale water content changes, and expansion pressure changes). In 2003, Yu M. et al. [
8] combined chemical and mechanical effects to establish a new model for evaluating wellbore stability. In 2004, S.K. Choi et al. [
9] established a coupled partial differential equation under the assumption that shale is regarded as isotropic, considering the coupling of mechanical–thermal–physical–chemical properties, and developed a finite element solution software for simulating shale wellbore stability, which showed that drilling fluid temperature and its properties have a significant influence on wellbore stability. In 2006, M. Azeemuddin et al. [
10] established pore pressure, maximum horizontal stress, and overburden stress models. The experimental results were calibrated with logging data, the drilling fluid density was predicted, and the conclusions were successfully applied in the field, which reduced the occurrence of well leakage accidents. In 2007, Perez et al. [
11] performed an X-ray diffraction analysis on the water distribution of rock samples from different oil fields and elaborated on the effect of rock expansion on wellbore stability. From 2008 to 2012, AL-Bazali et al. [
12,
13,
14,
15] studied the stability of shale wellbores through experiments and simulations, and the analysis results showed that the coupling of the physical and chemical properties of drilling fluid would lead to large changes in the mechanical properties of the surrounding rock, thereby causing borehole instability. Based on this, researchers have conducted much research on the development of new drilling fluids by blending drilling fluid density and composition. From 2019 to 2012, Chenevert’s team [
16,
17,
18] introduced silica into water-based drilling fluid, compared the effects of nanoparticles of different particle sizes and concentrations on the stability of shale wellbores, and found that nanoparticles had a good effect on shale gap plugging and could greatly reduce the permeability of shale. In 2012, McDonald [
19] improved the traditional potassium silicate shale stabilizer and prepared a new potassium silicate shale stabilizer, which reduced the erosion effect of the filtrate and had a more prominent inhibitory effect on shale. In 2014, Moroni et al. [
20] introduced nanoscale polymers into drilling fluids and found that nanoscale polymers can effectively enhance the stability of shale wellbores and plug shale gaps.
However, as the research on this issue deepened, researchers found that drilling fluid alone could not solve all the problems of borehole instability, especially in hard rock (igneous) formations, so the contact between the drill string and the wellbore began to attract the attention of researchers. In 1996, Dykstra et al. [
21] proved that drilling pressure, drilling speed, and the mechanical properties of rock have an impact on the lateral vibration of the drill string, and the lateral vibration acceleration is generally about 20 g and up to 200 g in severe cases. Obviously, when the acceleration is large enough to cause the drill string to hit the wellbore, it will have a great impact on the stability of the wellbore. In 2002, Placido [
22] et al. tested three wells in the Amazon, the lithology of which was all basalt, and the vibration of the bottom of the well was monitored by measuring the large hook load, speed, riser pressure, and torque. Through comparative analysis, it was found that the expansion of the well diameter and the vibration of the drill string were obviously correlated, and one of the wells did not show instability in the waterborne mud wellbore, which proved that the borehole instability was not caused by the physical and chemical interaction between the drilling fluid and the rock. In many cases, the impact of the drill string on the wellbore is the main cause of the instability of the wellbore. In 2003, Field et al. [
23] measured lateral acceleration using drilling equipment (MWD) and found that the lateral acceleration range was 20–30 g when the wellbore was smooth, and when the wellbore became rough, the lateral acceleration surged to 70 g and even partially exceeded 80 g. In the same year, Melakhessou [
24] established the dynamic concentrated parameter model of BHA, which fully considers the four independent degrees of freedom of the drill string lateral displacement, section rotation angle, tangential bending and torsion, and the frictional contact between BHA and the wellbore, and uses the Lagrange equation and the fourth-order Runge–Kutta method to establish and solve the equation. The results show that the initial configuration of BHA has a great influence on the vortex trajectory of the drill string. In 2009, Karkoub et al. [
25] combined the proportional integral derivative and the lead–lag controllers with a genetic algorithm to design and optimize the controller, and the results showed that the designed controller could adjust the speed of the drilling column system to the safe range in time and shorten the drilling column vibration settling time, thus achieving the effect of reducing the vibration of the drilling column. In 2011, Liao et al. [
26] explored the influence of speed and wellbore friction coefficient on the whirl of BHA and BHA vortex, established a BHA concentrated parameter model, and gave the optimal friction coefficient of the drill string during steady-state motion at the contact point. In 2012, Liao et al. [
27] investigated the kinematic parameters of the drill column through a research method of numerical simulation and experimental mutual verification and found that the constructed reduced-order model could identify the characteristics of the collision between the drill column and the wellbore, and a small change in the rotational speed would have a large impact on the kinematic state of the drill column in the state of rotational speed and mass imbalance. From 2013 to 2014, Zhu et al. [
28,
29] established the collision model between the drill string and the wellbore and found that the impact force of the drill string had a greater influence on the stability of the wellbore. In 2017, Vijayan et al. [
30] connected two disks with concentrated BHA mass through massless springs to establish a discrete mass–spring system to analyze BHA reverse whirl. The results show that the reverse whirl of BHA is greatly affected by the speed and axial force, and adjusting the ground speed and large hook load can weaken the reverse whirl of BHA, thereby improving the stability of the wellbore. In the same year, Khaled [
31,
32] and others developed a new model for predicting wellbore stability, and they found that whirl is directly related to wellbore instability, and collision with wellbore during drill string vibration is an important factor affecting wellbore stability. In 2018, Kapitaniak [
33] used a new experimental rig to study the forward and reverse whirl of BHA and, for the first time, experimentally demonstrated the coexistence of the forward and reverse whirl of BHA. In addition, they established a double-degree-of-freedom mathematical model to describe the motion of the bottom plane, calibrated it through experimental results, and further studied it by numerical analysis. In 2020, Zheng et al. [
34] proposed an observer-based control scheme for the continuous pole configuration of time-lag systems, which was verified to be effective in suppressing the viscous-slip vibration of the drilling column system. In 2023, Li et al. [
35] proposed a set of partial differential equations considering the dynamic effects of continuous tubing drilling based on the beam unit bending theory for longitudinal loads to investigate the contact force between continuous tubing and wellbore in horizontal wells, and the results showed that the contact force between deformed continuous tubing and wellbore was related to the deformation compression rate.