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By G. J. Wilson

Difficulties experienced in correlating vertical and lateral locations of subsurface features that are encountered in directional wells prompted critical review of the tangential method of computing directional surveys. Inherent discrepancies were indicated to cause small incremental but significantly large cumulative errors in computed vertical depth and horizontal departure. A radius of curvature method, developed for planning and analyzing directional wells, was studied as a means of more accurately calculating survey data. Errors incurred in the tangential method were not present in the radius of curvature method. Conflicting assumptions in calculating dog-leg severity by the tangential method were resolved by a new procedure that was derived from the radius of curvature method. Results of the investigation showed the radius of curvature method to be an improved method for computing directional surveys. Introduction Many improvements in directional drilling tools and techniques have been made in the past 10 years,' but the method of computing survey data has remained virtually unchanged. While use of computers greatly aids the process of calculation' and eliminates many human errors, manual and computer calculations are still made with the assumption that the wellbore consists of straight-line segments. This paper points out discrepancies in the method and presents an improved method in which the wellbore is assumed to be curved. Tangential Method The method presently used to calculate vertical depth, horizontal departure and direction coordinates with measured values of well depth, inclination angle and direction angle is termed the tangential method. This term stems from performing calculations with a series of straight-line segments, with each segment assumed to be tangent to the wellbore at a corresponding survey point. A segment is defined by inclination and direction angles measured at only the lower or deeper end. Consequently, a discrepancy or error is introduced for each segment. Errors are not of extreme magnitude, but cumulatively are significant due to the need to define as accurately as possible the vertical and lateral location of subsurface features such as pay tops, fluid contacts and fault cuts encountered in expensive directional well bores. In Fig. 1, the curved-line segment ab represents a portion of the actual borehole as viewed in the vertical plane. Points a and b are survey stations and +, is the inclination angle at point b. The curved-line segment ab is assumed to be the straight-line segment arb of a length equal to ab and tangent at point b to the curved-line segment. Lengths a'c' and c'b are equal to a'b cos +, and a'b sin +,, respectively. Point a already has been fixed by calcillations performed with survey data obtained at point a, and calculated lengths m'c' and c'b are projected as lengths from point a, rather than from point a'. Point b1 is thus fixed and assumed to represent the actual point b. Calculated length ac" is shorter than actual length ac, and calculated length c"bl is longer than actual length cb. Since b1 is the point from which the next deeper segment will be projected, errors are cumulative. Cumulative error continues to increase as long as the inclination angle continues to increase. When the inclination angle decreases (Fig. 2), calculated length ac" is longer than actual length ac, and calculated length c"bl is shorter than actual length cb. These errors also are cumulative, but differences between calculated and actual lengths are opposite in mathematical sign to differences demonstrated in

Jan 1, 1969

By C. Dalton, H. L. McGill

The purpose of this study was to develop a method for predicting the time delay created by metering a fluid through an annular restriction with translational motion of the boundaries. This time delay is utilized to control the opening of valves in various down-hole oilfield tools and forms the basis for the "hydraulic jar". The hydraulic jar is used to give upward impact forces to tubing or other tools that become lodged down-hole. The design of these jars has primarily been by trial and error; varying the clearances, fluid viscosities and dimensions of the jar until a satisfactory time delay was achieved. Obviously, a better understanding of the fluid flow characteristics is required to produce designs that are satisfactory and to eliminate the trial-and-error approach. Previous studies of flow in annular spaces were based on constant length of the annular restriction. Any motion of the boundaries of the annular space was confined to a rotational motion, like that encountered in journal bearing design. Consideration of the effect of translational motion of one boundary with respect to the other was necessary in applying this previous work to a time delay device. A prediction method was developed that takes into account this relative translational motion. Equations were developed to predict the relative velocity, the flow rate, and the time delay in a concentric annular space. The effect of eccentricity also was included. Experimental data were obtained and closely correlated with the prediction method. This correlation is presented graphically in terms of predicted and actual relative velocities for various annular clearances and pressure drops. This extension provides design equations which predict the performance of the hydraulic jar, thereby eliminating trial-and-error solutions and reducing the development time required for satisfactory designs. INTRODUCTION The design of down-hole oilfield tools which use hydraulic delay systems based on flow through annular orifices with relative motion of the boundaries is usually a trial-and-error process. The annular clearances, fluid viscosities and dimensions of the mechanisms were varied until satisfactory delay times were obtained. The development of these tools has been expensive, and a better understanding of the characteristics of annular flow with relative motion of the boundaries could result in superior and less expensive designs. The purpose of this investigation was to provide a method of predicting the performance of down-hole tools which use annular flow and, in particular, the performance of a down-hole tool known as the "hydraulic jar". The hydraulic jar is used to free pipe, packers and other tools that become lodged down-hole. The jar, located in the tubing string between the surface and the object which is stuck, releases the object though the repeated application of upward impact blows. The jar is basically a slip joint that is restrained in a collapsed condition until the desired tubing tension has been developed. The slip joint is then released and accelerates rapidly until it shoulders, delivering an impact blow or jar to the object. The delay obtained by metering the fluid through the annulus formed by the jar valve and housing provides the time delay necessary to stretch and apply tension to the tubing or pipe. Fig. 1A gives a schematic diagram of the hydraulic jar and brief details of its operation. The metering of the hydraulic jar begins when the tension force being applied to the jar by the pipe creates a pressure differential across the valve that is approximately equal to the force divided by the displacement area of the valve. This pressure differential induces flow through the annular restriction formed between the valve and housing. The valve moves with respect to the housing as the

Jan 1, 1969

By H. A. Bourne, E. L. Haden, D. R. Reichmuth

A circumferential-toothed bit with novel tooth form gave improved penetration performance. In this design the exterior flank of all teeth were vertical when in rolling contact with the hole bottom. Rock chips were generated by the interior flank of the tooth displacing the rock inwardly and downslope toward the center of the hole. A unique two-cone laboratory bit assembly enabled evaluation of numerous cone and tooth configurations. Some of the variables investigated, in addition to weight on bit, rotary speed and rock type, were tooth interference, percent tooth, hole bottom angle, attack angle and relief angle. Most tests were conducted dry on a brittle synthetic sandsone or a ductile quarried limestone. Tooth configurations were found to be more significant in the ductile material. This was attributed to the deeper tooth penetration before rock failure. These studies showed that the attack angle (angle beween interior flank of the tooth and rock surface) was the controlling variable; changing the tooth configuration from the assymetric or semi-wedge to the more conventional symmetric or wedge form reduced penetration performance; and penetration performance of circumferential-type cutters was directly proportional to rotary speeds up to 200 rpm. INTRODUCTION Much of the published literature on rock-chisel interactions describe experiments wherein symmetrical wedges are vertically loaded or impacted against a smooth rock surface.1-6 are is usually taken to insure that the indentation is not made near the edge of the rock specimen less erroneous data be obtained. The literature describes relatively few studies in which the investigator deliberately attempted to take advantage of an edge or free surface. In contrast, anyone who chips ice or breaks up a concrete sidewalk almost always works near an edge. Chisel "indexing," which has been considered by some investigator1,2,6,7 makes limited application of an edge or free surface. Probably the best documented investigation into applying this idea to drilling was that of Drilling Research Inc. at Battelle Memorial Institute.' Their "annular wing" percussion bit consisted of paired asymmetric chisels oriented so as to produce and move chips to the center of the hole. They predicted that the lowest energy requirement for chip generation would be achieved with a stepped hole bottom having a median angle of 45" to the horizontal. Results from limited tests showed that approximately 50 percent of the rock fragments were large and semi-circular in shape, as would be expected by a chisel impact near an edge. The remaining 50 percent were fine chips produced by the chisels in re-establishing the steps or ledges. Initial penetration rates with this bit were high, but they rapidly decreased. This was the result of excessive tooth wear caused by the constant friction on the gauge surfaces. The basic idea — circumferentially placed asymmetric chisels — still appears to have merit. If the concept could be applied to a rolling cutter bit, two of the shortcomings of the fixed chisel design could be overcome: (1) reduction in tooth friction, and (2) greatly increased cutter surface. Adapting asymmetric chisels to cutters rolling on an inclined hole bottom is restricted by bit geometry. The basic elements of roller rock-bit construction prevents the practical attainment of a 45" hole bottom angle. Nonetheless, experimentally it was considered desirable to investigate the influence of hole bottom angle to at least 40". This paper describes the laboratory studies conducted in evaluating the circumferential-toothed roller cutter rock bit. EXPERIMENTAL APPARATUS AND PROCEDURE BIT ASSEMBLY The cost of constructing a sufficient number of conventional three-cone rock bits to investigate circumferential cutter performance was prohibitive. Instead, a novel two-cone laboratory assembly which used an external bearing system was designed and constructed. The external bearings made it possible to alter the journal bearing angles and thus allow a wide flexibility in cutter configuration. Fig. 1 shows the laboratory bit assembly, the various bearing mount plates and the appropriate roller cutters for drilling shallow holes having hole bottom angles of 0, 10, 20, 30 or 40". The bit was limited to a drilling depth of 1 1/2 in. at the gauge teeth and a hole diameter of 43/4 in. This more or less intermediate size bit was chosen because it gave a more realistic match between bit teeth and the rock than would a microbit. Also, the rock sample size required was convenient and easy to obtain. CIRCUMFERENTIAL CUTTERS The tooth configuration used in our initial studies is shown in the upper half of Fig. 2. All cutters used in this series had the same tooth form — 43" included tooth angle, 2" positive relief angle and a horizontal tooth flat width of 1/32 in. Each cone cuts alternate rows except for the gauge row. The row-to-row spacing in view was 1/4 in. Static loading tests conducted earlier with asymmetrical chisels had been used to establish this spacing. These tests showed energy requirements for chip production increasing rapidly as the distances to the edge increased beyond

By G. J. Wilson

Review of difficulties experienced in drilling directional wells in the offshore Grand Isle Block 43 field showed most failures of drill pipe, drill collars and casing to have been associated with excessive dog-legs. Alleviation of difficulties was approached by synthesizing theoretical and practical concepts in a planned dog-leg control program. Preventive measures necessary to control dog-leg severity and corrective measures used to reduce unacceptable doglegs are discussed. When other measures fail, deliberative measures as outlined can be employed after the probable cumulative fatigue damage to be sustained by the drill pipe has been determined. Results of a program successful in virtually eliminating problems stemming from excessive dog-legs indicate that control of dog-leg severity in directional wells is feasible and will cause no decrease in the over-all drilling rate. INTRODUCTION Prompted by an increasing frequency of drill pipe, drill collar and casing failures, a study of 50 directional wells representing 592,000 ft of hole, including 444,000 ft of deviated hole, drilled in the offshore Grand Isle Block 43 field was conducted in early 1965. A number of drill pipe washouts and six keyseating problems were recorded and a detailed review was made of 16 failures which had required fishing effort in 10 of the 50 directional wells drilled prior to June, 1965. These problem wells are exemplified by Wells G and F for which pertinent data are shown in Figs. 1 and 2. Data pertaining to all of the 16 failures are summarized in Table 1. Inspection of these data shows most of the problems to have been associated with dog-legs in excess of theoretical limits suggested by Lubinski' and excessive dog-legging is indicated to have been concomitant with whipstocking in several of the problem wells. Results of the investigation agreed with those reported by Schenck2 who had concluded that problems could be expected when dog-leg severity exceeded limits proposed by Lubinski. Since Schenck had demonstrated the desirability and feasibility of drilling directional wells without excessive dog-legging, a dog-leg control program was established in June, 1965 for wells drilled in the Grand Isle Block 43 field. This paper reviews the methods by which theoretical and practical concepts were synthesized to develop a program of preventive, corrective and deliberative measures which virtually eliminated problems stemming from excessive dog-legs in directional wells. Dog-legs of a magnitude causing no damage are referred to as permissible +1CONTINENTAL OIL CO. HARVEY, LA.

By R. F. Krueger, L. C. Vogel, P. W. Fischer

Previous studies have shown that the permeabilities of sandstone cores are markedly reduced following exposure to drilling fluid and subsequent clean-up with oil at high-pressure gradients. Laboratory experiments reported in this paper indicate that permeability damage from drilling mud or water can be substantially avoided through use of an initial low-pressure gradient followed by gradually increasing gradients during clean-up by reverse oil flow. On the other hand, attempts to improve the permeability of damaged Berea and oil formation cores with high-rate oil backflush (simulated well stimulation) and low-rate clean-up gave erratic results. Essentfully complete permeability repair was achieved in most of the fresh water-damaged cores from Miocene and Pliocene oil-producing formations; only minor improvement was noted generally in tests with both water-and mud-damaged Berea sandstone. Field well stimulation treatments using high-rate back-flush resulted in long-term productivity improvement when production was brought in at gradually increasing production rates and then restricted to a steady value less than the maximum possible rate. Wellbore plugging at high production rates correlated with increasing solids content in the produced oil. Observations and results from these tests agree with current concepts that formation damage in water-sensitive rocks results from movement and bridging of formation fines, rather than from clay swelling alone. INTRODUCTION Many laboratory studies1-g have shown that the permeabilities of sandstone cores are often markedly reduced following exposure to fresh water or water-base drilling mud filtrate. However, work with cores in the restored state has demonstrated that, although permeabilities to water may be very low for sandstones containing hy-dratable clays, flow of oil can often restore a substantial portion of the effective permeabilities to oi1.Neverthe- less, water invasion into water-sensitive sandstone cores results in varying degrees of permanent reduction in permeability to oil.24' Based on field data, Wade's statistical study" of well completion effectiveness also indicated a correlation between productivity damage and water invasion during completion. Similar damage can result from fluid invasion during workover. Nowak and Krueger' and Bertness4 observed in their early work (1951-53) that formation damage in water-sensitive sandstones was associated not only with swelling of expandable clays but also with movement of dispersed particles. Subsequent work by Monaghan et al." (1959), Atwood'' (19641, Mungan" (1965) and Gray and Rex'" (1965) has led to general acceptance of the hypothesis that permeability damage in water-sensitive formations is caused by migration of finely dispersed minerals and bridging in "brush heap" arrangements at pore constructions. In laboratory studies, Monaghan et al.' found the use of chemicals to be of only minor value for repairing formation damage. Atwood? however, was successful in substantially repairing damage in a number of low-permeability cores using an n-hexanol flush. In the field, except for treatments with acids, the use of chemical washes to reduce wellbore damage has had limited and sporadic success and generally is unpredictable. A statistical analysis of stimulation treatments in silt-blocked wells has shown that physical manipulation of wash materials is more important than chemical composition." The recent work reported on formation damage in water-sensitive sands brings to mind the results of some unpublished exploratory work done in 1954 in connection with drilling fluid studies.' This laboratory work and subsequent field stimulation treatments indicated a beneficial effect of controlled pressure drawdown and the associated production rate on formation clean-up. This paper reports the results of this work and more recent supplemental experiments on the clean-up of water-sensitive sandstones damaged by water or filtrate invasion. PERMEABILITY RECOVERY AFTER DAMAGE BY DRILLING MUD APPARATUS AND TEST SAMPLES A drilling mud circulating system was used to expose cores to simulated wellbore conditions. The mud flow system is the same as that described by Krueger and Voge17 except that no provision was made for scraping

By H. M. Myers, J. E. Funk

The two-phase flow of a drilling fluid in a diamond drill bit is investigated by deriving and solving the steady-state continuity and momentum equations. Parameters in this analysis are rotational speed of the bit, local rate of addition of drill solids, non-Newtonian nature of the drilling fluid and drilling rate. The describing equations relate the flow and pressure drop to the design characteristics of the bit. The equations are integrated numerically yielding the flow-rate pressure drop characteristics for the bit, flow distribution in the bit and velocity and static pressure as a function of position in each flow channel of the bit. Results are presented for a particular bit design. This paper shows that under normal drilling conditions certain parameters may be neglected in the hydraulic calculations for a diamond drill bit. Therefore, shortened forms of the equations presented can be used to fit the proper diamond bit to the drilling fluid hydraulic system. INTRODUCTION Like the conventional bit, the diamond drill bit is a key component in the circulating system of a well. The conventional rock bit is fitted to the circulating system by selecting the flow nozzles which provide the system with the proper flow-rate pressure drop relationship. Fluid behavior across the face of the diamond bit must be better understood so the bit can also be fitted to the circulating system. Data from field-operated diamond bits are presently available and do yield some information regarding the flow-rate pressure drop relationship. However, the number of factors affecting this relationship is quite large. Drilling parameters and conditions such as bit penetration rate, bit weight and rotational speed are important. Moreover, flow channels in the bit are part of the cutting head, and introducing drilled solids into the flow channels reduces the flow area, causes additional drag and influences the pressure drop. Many tests would have to be performed if field tests were required to study all parameters which might influence fluid behavior in the bit. A logical approach to this problem is to investigate analytically the fluid behavior in the bit, including parameters that are present under normal drilling operations. This approach, which seems to offer the best method for future studies, is presented in this paper. Following is the general procedure. 1. Equations describing the most general flow channel are written and include the addition of drilling solids (which is related to penetration rate), rotation of the bit, design parameters of the bit and non-Newtonian properties of the fluid. 2. A typical bit is designed and the bit parameters are substituted into the equations. 3. Parameters are assumed (penetration rate, rotational speed of the bit, mud weight, etc.). 4. The describing equations are numerically integrated to obtain the pressure drop across the face of the bit as a function of flow rate. 5. The pressure-drop contribution of each component (friction, acceleration, etc.) is obtained from the numerical solution, and those factors which largely influence the total pressure drop are identified. Classifying the drilling fluid is important in establishing the friction factor relationship since the frictional pressure losses are the main contributors to the total pressure drop. High-density drilling fluid is commonly assumed to be a Bingham plastic. 1-3 Govier4 presented a method for selecting a friction factor in the laminar flow region from the rheology properties of the mud and a modified Reynolds number. Metzner5 presented a criterion for selecting the friction factor in the turbulent flow region. The bit design used in conjunction with the solution of the equations has divergent flow channels. Stall, which is the backflow of fluid in the channels due to eddies that occur on the outer perimeter of the flow stream, can occur in these divergent channels (or diffusers). When stall does occur the static

By B. A. Eaton

The subject of many discussions and technical papers in the last 20 years has been the prediction of the well-bore pressure gradients that are required to induce or extend fractures in subsurface formations. The subject merits this attention because of the frequently recurring problems that arise from an inability to predict fracture pressure gradients. Encountered in several common types of operations in the oil industry are problems associated with the prediction of formation fracture pressure gradients. When wells are being drilled in both new and old fields, lost circulation is often a very troublesome and expensive problem. Complete loss of circulation has been disastrous in some cases. Many times, such disasters could have been avoided if techniques for calculating fracture pressure gradient had been employed in the well plans, and if casing strings had been set, and mud weight plans had been followed accordingly. In areas of abnormally pressured formations, the prediction of fracture gradients during the well-planning stage is extremely important. In fact, it is as important as the prediction of formation pressure gradients, which has received a great deal of attention in recent years. There are several published methods used to determine fracture pressure gradients. However, none of these methods appears to be general enough to be used with much reliability in all areas. In 1957, Hub-bert and Willis published a classical paper that included the development of an equation used to predict the fracture extension pressure gradient in areas of incipient normal fau1ting.l Overburden stress gradient, formation pore pressure gradient and Poisson's ratio of rocks were the independent variables that were shown to control fracture pressure gradient, the dependent variable. In 1967, Matthews and Kelly published another fracture pressure gradient equation that is different from that of Hubbert and Willis in that a variable "matrix stress coefficient" concept was utilized.3 Later the same year, Costley wrote about a similar idea.5 Goldsmith and Wilson used a least-squares curve-fitting technique and field data from the Gulf Coast area to correlate fracture pressure gradient with formation pore pressure gradient and formation depth.' They noted that the fracture pressure gradient increased with increasing depth while the pore pressure gradient remained constant. In each of these cases, the problem for which a solution was sought was to determine the bottom-hole pressure gradient required to initiate or extend a fracture. Results of the previous work show that fracture pressure gradient is a function primarily of overburden stress gradient, pore pressure gradient, and the ratio of horizontal to vertical stress. There is argument for a fourth variable in that in many cases breakdown fracture pressure gradient is greater than the fracture extension pressure gradient. However, if the fracturing fluid is able to penetrate the formation through the pores or existing cracks, there is very little

Jan 1, 1970

By M. R. Annis

Drilling mud rheological and gel property changes due to elevated temperatures frequently cause problems in drilling deep wells. A laboratory investigation of the effects of time, temperatures up to 3001; and mud composition on these properties was made with concentric-cylinder, rotational viscometers of the Farm type. The viscometers were sealed from the atmosphere to prevent dehydration of the sample. Gel strengths were found to be more sensitive than viscosities to changes in temperature and mud cornposition. The high-temperature gel strengths of bentonitic clay drilling fluids were not predictable from low-temper.atl4t-e measurements. At high temperatures, [lie clay flocculates. The floccu-lation temperature depends on the concentration and type of solids in the mud and the degree of chemical defloccula-tion. As the bentonite content of a mud increases, floccrrla-tion temperature decreases. Lignosulfonnte treatment raises the flocculation temperature. To minimize adverse high-temperatrrre effects on mud properties, the mud should be maintainted at minimum solids content, properly treated with. a defloccullant which is stable at the maximum ten?perature encountered and maintained at a pH high enough to insure activation of the deflocculant for the duration required. The Methylene Blue Test for cation exchange cnpacity of a clay was found to be a useful guide in deter.niinirig when a mud contains a dangerously high clay conWnt. INTRODUCTION In drilling a well it is desirable, for several reasons, to know the effects of time and temperature on the rheological and gel properties of the drilling fluid in the hole. Problems associated with drilling fluids normally occur down-hole: so it is reasonable to be interested in the properties of drilling fluids at the conditions which exist down-hole. It has long been observed that high pump pressures are often needed to start circulation after a trip and that the "bottom-up" mud that is circulated back to the surface is usually more viscous than it was before "cooking" at the bottom of the hole for several hours. Burk-hardt' showed that a knowledge of rheological proper-ties of muds under down-hole conditions is necessary to predict pressure surges. He showed that the viscosity of a mud greatly influences the magnitude of pressure surges and the likelihood of lost returns. McLean et aL~ showed that the rheological properties of a mud under down-hole conditions are very important to cementing operations. This paper presents data showing the effects of time and temperature on rheological and gel properties of water-base drilling fluids. Measurements of gel strengths and rheological properties were made with two different concentric-cylinder rotational viscometers of the Fann type. One was the conventional six-speed viscometer modified to operate at temperatures up to 350F and at the vapor pressure of the liquid at test temperature. The other viscometer was newly designed to operate at temperatures up to 500F and pressures up to 1,000 psi. Tests with both instruments were made under essentially the same operating conditions. The new viscometer is shown in Fig. I. In this investigation, great emphasis has been placed on the rheological properties of clay suspensions, since clays are largely responsible for a mud's thixotropic and gel-

By J. B. Cheatham, C. E. Murphey

Presently, computer control of Borobolic direction cannot be obtained during drilling, and most straight-holc drilling methods attempt to resist hole deviation rather than control direction. Many of the theories advanced as possible explanations of the cause of hole deviation are Summarized berein. A new correlation of physical partables is introduced to indicate bow factors such iis drill collar stiffness clearance and hit weight influence borehole deviation, .A methord is proposed for predicting the rate of change of hole angle when drilling conditions are changed. INTRODUCTION Control of borehole direction during drilling can be difficult and costly. Unintentional crooked holes are often lrilleti in dipping formations and many times directional drilling is required when the surface location is not directly above the target area —- for example, at offshore and mountainous locations. Prilllng progress can be greatly hindered in either air or liquid drilling when it be comes necessary to use low bit weight to prevent excessive hole angle build-up. If hole inclination becomes too great, drill pipe drag becomes excessive and fishing risks are increased, logging is more difficult and problems of differential sticking, key seating and fatigue failures may be encountered. Dog-legs and key seats are more serious problems than steep inclination angles: therefore, reducing rate of direction change is preferred to attempting to maintain absolutely vertical holes. Consequently, a straight inclineti hole is preferable to a nearly vertical crooked hole containing numerous dog-legs. In this paper, theories of the cause of hole deviation and analyses of drill string behavior under down-hole conclitions are summarized. Methods for computing hole deviation are presented und systems for resisting deviation as well as neans for provic!ing control of holt- direction are iliscusseI. A new correlation of physical variables is introduced tu indicate how factors such as drill collar stiffness, clearance and bit weight influence borehole deviation. A method is oroposeti for predicting the rate of change of hole anFrle when drilling conditions are clianged. IIEVIEU' OF PREVIOUS WORK ON HOIaE DEVIATION Significant progress in the theoretical analysis of hole deviation problems has been made in the past 1 5 years. The pioneering work has been primarily a result of the efforts of Lubinski and Woods.l-5 In 1950, Lubinski 1 considered the buckling of a drill string in a straig:rt vertical hole, a problem also considered by Willers6 in 1941. It wns concluded that very low bit weights must be used to prevent hole deviation resulting from drill collar buckling. The use of conventional stabilizers was proposed2 in 1951 by Mac Donald and Lubinski as a method for permitting greater Sit weights to he carried without drill collar buckling. These authors pointed out that a 2° nearly vertical spiral hole can cause severe key seatinp, and drill pine near, wilereas n 3 straight inclined hole with deviation all in one direction, while not vertical, will not result in serious drillirig or producing problems. Studies were continued with an investigation of straight inclined holes by Lubinski and Woods3 in 1953. In this paper they concluded that perfectlv vertical holes cannot be drilled even in isotropic forriations unless extremely low bit P-eights are used. .l'l~ey postulated that constant drilling conditions produce holes of constant inclination angle and varying conditions cause the hole to drill at a neiv equilibrium angle. This analysis was not concerned with drill string buckling since it was based on an equilibrium solution in which the ~irill string Was presumed to lie along the lower side of the hole abcrve the point of tangency. Weight of the drill collars below the point of tangency tends to force the hole toyard the vertical, whereas the weight on hit tends to force the hole aurav from the vertica l. The concept of an anisotropic formation Lvas introduced as an empirical method for explaining actual drilling data and as a means for extrapolating known deviation data to otiier conditions of hit

Jan 1, 1967

By C. P. Lawhon, J. P. Simpson, W. M. Evans

Recent efforts to design drilling fluids for increased drifting rates have confirmed some laboratory results of other investigators, but have also produced additional data that should be considered. These data were obtained under controlled test conditions using a microbit drilling machine. Clays and some polymers have previously been reported to cause reduction in drilling rate. Recent data have shown that under laboratory conditions, suspensions of a single day or polymer have sometimes given faster drilling rates than when water was used. Measurements have been made of clay suspensions and polymer suspensions comparing filtration (I) under API conditions, (2) while drilling with temperature of 150F and differential pressure of 1,000 psi and (3) under dynamic conditions after drilling. Some correlation between instanraneous filtration (white drilling) and drilling rate has been observed. INTRODUCTION Several papers have been presented that related drilling fluids to penetration rate. Generally, it was found that a decrease in the solids concentration resulted in significant increases in the drilling rate. Of course, this change also resulted in a decrease in the viscosity of the drilling fluid.' Conclusions from investigations by this laboratory are in agreement. Data have shown that of the simple mud measurements commonly made at the drilling rig (density, plastic viscosity. yield point, API filtrate and total solids), only the density and total solids have a significant relationship to the drilling rate in Berea sandstone when attempting to correlate a single mud property individually.' More recent drilling rate experiments have been designed to study (1) effects of individual clays and polymers on drilling rates in Berea sandstone and Lueders limestone, (2) the relationship between drilling rate and dynamic filtration as measured after drilling and (3) the relationship between drilling rate and dynamic filtration as measured during drilling. Data show that drilling rates are dependent upon type and concentration of particles, type of formation and filtration of the individual fluids while drilling. Mud pressure: pressure of drilling fluid as measured after leaving the drilling chamber (Fig. 1). This is taken to be approximately the mud pressure just past the bit and at the face of the formation. Terrastatic pressure: pressure representing weight of overburden. Formation pressure: pressure of formation fluid as measured at outlet of drilling chamber (Fig. 1). This is taken to be approximately the pressure of fluid in the interstices of the formation. Differential pressure: difference between the mud pressure and formation pressure. LABORATORY EQUIPMENT AND TESTING PROCEDURE The drilling equipment was described in two previous publications."' Main components are a drilling chamber, filter-heater, rotary drive and variable-speed circulating pump. Auxiliary pumps supply pressure boosts for the mud, terrastatic and formation pressures. All equipment is designed for 15,000 psi and 500F. Capacity of the circulating system is approximately 7 gal. The mechanical design was facilitated by moving the rock down onto the bit. Data collected with this design should not differ from that obtained by a normal design where the bit moves into the rock. Drilling fluid is pumped through 50 ft of ID pipe coiled in an oil bath, enters the rotary shaft at a right angle and is pumped through the jets on the bit (Fig. 1). Most of the drilled solids are extracted by a screen mounted in the circulating system on the suction side of the pump. Data reported in this paper were obtained by controlling these parameters: mud pressure, 5,000 psi; formation pressure, 4,000 psi; terrastatic pressure, 5,000 psi; force on bit, 1,000 Ib; formation, Berea sandstone and Lueders limestone; flow rate, 7 gal/rnin; bit, 11/4-in. diameter with two 0.078-in jets; mud temperature. 150F; and rotary speed, 60 rpm. Mud pressure was controlled at 5,000 psi, thus giving a differential pressure of 1,000 psi even though the fluid densities varied. Cores of 3%;-in. diameter and 8 in. long were selected from quarry blocks to provide some control of grain size distribution, permeability and porosity. A 2-in. section was cut off each core and a I -in. diameter plug was taken from this section. Permeability to 5 percent by weight sodium chloride solution was determined and the large cores were

By C. P. Lawhon, J. P. Simpson, W. M. Evans

Data obtained under controlled test conditions using a microbit drilling machine showed that oil emulsified in water muds may either increase or decrease the drilling rate, depending upon drilling conditions. A low-viscosity oil such as diesel fuel can give drilling rates in limestone almost equal to that of water. Data obtained for water emulsified in oil muds showed little decrease in the drilling rate in water-saturated cores as the water percentage of the mud was increased above the 5- to 10-percent range. Changes in drilling rate were found to be dependent upon the oil or water concentration of the mud and upon the type of formation drilled. Changes in static filtration on paper (API filtrate) did not correlate with filtration while the mud was circulated across rock. INTRODUCTION Oil additions to water muds have been reported to increase drilling rates, provide hole stability and improve filtration control. Eckel' showed that water-base emulsion muds used in the West Texas area increased drilling rate with increasing oil concentration up to 15 percent oil by volume, but drilling rate decreased at a concentration of 20 percent by volume. Based on laboratory tests using water muds to drill shale, Cunningham and Goins' reported that drilling rates increased and tendency for the bit to ballup decreased with the addition of oil. Percentage increase in drilling rate varied with the particular formation. They showed oil additions to improve drilling rates ap proximately 75 percent in Vicksburg shale and as much as 150 percent in Miocene shale. Each investigation showed an optimum oil content for the particular formation. Most data that indicated improved filtration control due to oil additions were based on static API Eltrates through paper rather than dynamic filtration through permeable rocks. Some types of dynamic test give a better representation of filtration down-hole while drilling and might be more likely to show some correlation with drilling rate. Static filtration would be important, of course, in relation to hole stability and formation damage. This laboratory's drilling tests, conducted on water-raturated Berea sandstone, indicated that improvements in drilling rate were not evident with increasing oil concentration in water-base muds. Investigation also showed similarity between oil-emulsion (water-in-oil) muds and water-emulsion (oil-in-water) muds while drilling these formations. In Lueders limestone high concentration of water-in-oil muds and high concentration of oil-in-water muds provided the same relative drilling rates. In Berea sandstone there was a large reduction in relative drilling rate with both the oil and water muds that contained low percentages of emulsified fluid. Dynamic filtration rates of water muds on rock did not always decrease with increasing oil percentages even though the static API filtration rates on paper did decrease. Data observed in laboratory drilling of limestone and sandstone indicate that improvements in field drilling operations when water- or oil-emulsion muds are wed may not be the result of increased drilling rates but of improved hole conditions. In some cases, actual drilling rates might be slower but improved hole conditions will result in less total time on the hole. DEFINITIONS Mud pressure—Pressure of drilling fluid as measured after leaving the drilling chamber. This is considered as the approximate mud pressure just past the bit and at the face of the formation. Terrastatic pressure—Pressure representing weight of overburden. Formation pressure—Pressure of formation fluid as measured at outlet of drilling chamber. This is considered as approximate pressure of fluid in the pores of the formation. Differential pressure—Difference between the mud pressure and formation pressure. Relative drilling rate, percent—Drilling rate with experimental fluid divided by drilling rate with water times 100 equals percent. LABORATORY EQUiPMENT AND TESTING PROCEDURES The drilling equipment has been described in previous publications The microbit drill is a closed system (capacity, approximately 7 gal) that can be pressurized to 15.000 psi and heated to 500F. Main components are a drilling chamber, filter-heater, rotary-drive and variable-speed cir-

By S. Gstalder, J. Raynal

Consideration was given to simple tests which could be performed on rocks to give a measure of rock drillability. Various methods of breaking rocks were considered and the hardness test developed by Schreiner was selected for this study. The test involves application of an increasing load on the rock face through a flat-faced cylindrical punch until rupture occurs. Test results show that hardness is a good measure of the breaking strength of rocks. Useful relationships are shown to exist between hardness and other physical quantities such as specific disintegration, Young's modulus and sonic velocity. Specific disintegration (volume of rock broken per unit of work input) provides a possible means of comparing the effectiveness of other methods of rock breakage. The relationship between hardness and sonic velocity may be very significant for it may be possible to deduce rock drillability from sonic log data. provided that a mineralogical factor is taken into account. TO test further the results of the work, laboratory drilling tests were performed which closely simulated down-hole pressure conditions. Correlations of drilling results with rock hardness measurements were quite good. It was concluded that rock hardness, as measured in the laboratory or as deduced from sonic logs, could be used in relations for predicting rock drilling performance. INTRODUCTION Drillability of rocks cannot be defined in an absolute manner by a single quantity or measured by a single test. Resistance of rock to drilling depends to a large extent upon the means used for rock destruction. This complicates drillability classification of rocks for there may be as many classifications as there are methods of rock breakage without known functional relations between them. The objective of this work was to develop. in terms of rock destruction behavior, means of selecting the best drilling method for a given rock or the conditions for optimum output from a given drilling method. ANALYSIS OF ROCK DESTRUCTION TESTS Gauthier and Baron' have reviewed the many test methods which have been developed for determining the resistance of rocks to breakage. These include drilling tests, punch tests, scratch tests, resistance to shock, wear tests, etc. A standard drilling test might be to determine the time required to drill a standard depth (1/16 in.) in a rock using a bi-cone microbit (1 1/4-in. diameter) when a standard load (417 Ib) is applied at a standard speed of bit rotation (110 rpm). From the standpoint of similarity, the results of microbit drilling tests would seem to be most representative of the several methods suggested above. However, evaluation of drilling performance by this method is only qualitative and cannot be applied directly to actual drilling conditions. Punch tests basically measure rock hardness. Punches of various shapes and sizes, including small cones for Vickers' and Knoop's tests, the wedge for Epstein's test and the right circular cylinder for Schreiner's test, have been used. Results of these tests lead to a quantitative hardness classification which would seem to be related to the resistance of rock to bit-tooth penetration. Scratch tests are related to the resistance of rocks to abrasion such as would be encountered in drilling with diamonds. Either the width of the scratch obtained at a fixed load or the load required to give a scratch of a fixed width may be used to evaluate surface hardness of the rock. This should be related to the resistance of the rock to wear. The above tests, and probably many others. give relative measurements of the breakage or destruction characteristics of rocks. There is no direct relation between results of these tests and the drillability of rocks. Also, the tests each measure different quantities which have different dimensions and they do not permit direct comparison of numerical values. As one step in rectifying the above difficulties. it is proposed that the results of all test methods be expressed in terms of volume of rock destroyed per unit of work required; this is referred to as "specific disintegration". Test results may then be reported in a form which shows both a classification of rocks in regard to each method and a comparison of methods with regard to each rock. The disadvantage in using specific disintegration is the difficulty of measuring this quantity with accuracy. The volume of rock damage is difficult to measure. as is the true value of work input. Rock heterogeneity adds to the

Jan 1, 1967

By K. E. Gray, G. M. Myers

In previous publications,5 results of single-blow bit tooth impacts on saturated rocks at various stress states were reported. This paper extends these earlier works to include study of bit impact tests on salt water-saturated Berea and Bandera sandstone samples under conditions of elevated confining and pore pressure. During the tests dynamic filtration and deposition of a mud cake were occurring due to the presence of drilling mud in the borehole and a borebole-to-formation pressure differential. Results indicate that saturation of these sandstones with salt water tends to make them weaker than when saturated with nonreactive fluids. Plastic failure often occurs even when extremely high fluid-loss muds are present in the borehole. The failure mode tends toward plasticity with decreasing fluid loss. Brittle failure of sandstones in mud-filled holes is apparently relatively rare. Depending on the stress level, and the associated failure mode, withdrawal of the bit tooth induces a tensile force that seems rather important relative to the quantity of rock removed by vertical tooth impact. INTRODUCTION A vast majority of the oil wells drilled today involve the use of colloidal muds having a measurable mud filtrate loss. It is known from field experience that reduction of the water loss of a mud generally results in a reduction of the penetration rate. This paper describes an investigation of crater formation at simulated bottom-hole pressure conditions for drilling fluids having different water losses. The literature on single bit tooth impact (cratering) at atmospheric conditions is extensive, but only a limited amount of work has been performed at the stress conditions similar to that found in oil wells. Spherical penetrator cratering tests on rocks at hydrostatic pressure were performed by Payne and Chippenda1e.1 Chisel impact studies on limestone with independently varying overburden and borehole pressure and atmospheric pore pressure were reported by Garner, et al.2 Gnirk and Cheatham3 performed "static" penetrator tests on dry rocks at equal overburden and borehole pressures. Podio and Gray4 studied the effect of pore fluid viscosity at atmospheric pore and borehole pressures and varying overburden pressures. Their results illustrated the importance of fluid saturation of the rock. Yang and Gray5 reported single tooth impact tests on saturated rocks at elevated borehole, pore and confining pressures, but with equal pore and borehole pressures. For the work reported in Refs. 4 and 5, filtration across the hole bottom purposely was avoided. Maurer6 has investigated the effect of independently varying pore and borehole pressures at elevated overburden pressures by using a zero water-loss mud in the borehole. His tests were carried out under conditions that allowed independent control of overburden, pore and borehole pressures, but without control of filtration at the hole bottom. EXPERIMENTAL APPARATUS AND PROCEDURE APPARATUS The single blow chisel impact apparatus used by Garner,2 as modified for this study, is shown in Fig. 1. A cross section of the pressure vessel is shown in Fig. 2. Several pieces of auxiliary equipment were added to the original apparatus in order that the borehole and pore pressure could be applied in a manner analogous to the actual bottom-hole situation. The pore-pressure system included a filtrate volume-measuring transducer and had sufficient surge capacity to allow filtrate to be injected into the sample without significant changes in pore pressure at points remote to the borehole. The borehole-pressure system contained a cross connection to the pore-pressure system so that both systems could be pressured simultaneously. The borehole-pore pressure differential was applied rapidly by the use of a quick and full-opening valve. The operation of this valve triggered two industrial

Jan 1, 1969

By J. H. Yang, K. E. Gray

Results of single-blow bit-tooth impact tests on saturated rocks under elevated confining pressures and zero pore pressure were reported in a previous publication.1 This paper presents an extension of the earlier work to include a study of crater formation during tooth impact on both gas- and liquid-saturated Berea and Bandera sandstones at elevated confining and pore pressures. The basic data obtained were force-time, displacement-time, velocity-time and force-displacement curves during crater formation. Crater volume was also measured and the mode of crater formation determined. Bit tooth geometry, depth of penetration and velocity of impact were held constant. Results indicate that, with pore fluid present in the rock, failure trends from brittle to ductile as pore pressure is increased at constant confining pressure (pore pressure and borehole pressure were equal) For a given rock type, the mode of crater formation was dependent not only upon the nominal effective stress, but also upon the fluid which saturated the rock pore space. When confining pressure and pore pressure were equal (zero nominal effective stress), bit-tooth impact resulted in brittle failure for nitrogen-saturated Berea, and brittle to transitional failure for nitrogen-saturated Bandera; when saturated with liquid both rocks failed in a ductile manner at zero nominal effective stress. INTRODUCTION Dynamic wedge penetration tests have been conducted by investigators in several fields, but the failure mechanism of rock under dynamic stresses is not understood completely. The complex action of drilling bits, even considering the action of a single tooth, may be considered as a combination of drag bit and rolling cutter action. Thus, as a first step in understanding rock breakage in oil well drilling, single chisel impact and rock planing are of fundamental importance. For example, Gray 2 and Crisp3 studied drag bit cutting action at brittle stress states. Simon4 and Hartman5 studied the reaction of rocks to vertical impact by means of drop tests. The depth of penetration, crater volume and force-vs-time curves during crater formation were observed. The significance of indexing single-bit impacts has been noted.4,6-8 Gamer et al,9 reported impact tests on impermeable Leuders limestone at atmospheric and elevated confining pressures. In all cases the tests were accomplished on dry rock and pore pressure was considered to be zero. The importance of both confining pressure and pore pressure on the failure characteristics of rock was described. 10-12 It was found that the yield strength and ductility of porous rock depend on the state of stress under which the sample is tested. The importance of pore pressure on drilling rate in microbit experiments was noted by Cumingham and Eenink. l3 Robinson 12 also pointed out that in drilling the most important parameter in rock failure is the effective stress, where effective suess is defined as confining pressure pc minus pore pressure pp. The effect of pore pressure and confining pressure on rock strength was also noted by Serdengecti and Boozer 14 in strain rate tests, and by Gardner, Wyllie and Droschackl5 in elastic wave studies. Until recently all reported wedge impact studies under simulated wellbore stress states have been conducted on dry rock. Maurer 16 reported impact tests on samples saturated with deaerated water. Borehole and formation fluid pressures were equal in these tests except when mud was used in the borehole. With mud in the borehole and a high borehole-to-formation fluid pressure differential. Maurer observed "pseudoplastic" crater formation. Podio and Grayl reported impact tests on Berea and Bandera sandstone saturated with pore fluids having wide ranges in viscosities. In Podio and Gray's tests, confining pressure was elevated, but pore pressure and borehole pressure were held fixed at atmospheric pressure. The presence of

By J. B. Cheatham

Applications of the mathematical theory of plasticity promises to lead to the solution of many drilling and rock mechanics problems. ,Because of mathematical considerations, the inelastic behavior of rock has frequently been represented by a perfectly plastic model in conjunction with a yield criteria of the Coulomb or Mohr type. The totality of all stress states for which a solid ceases to behave elastically can be represented as a limit surface in stress space. ,Probing of such limit surfaces indicates details of strain hardening which are not provided by the standard triaxial testing procedure. Probing tests of the limit surfaces have been performed on Cardova Cream limestone to provide data for extending plasticity theory to cover situations in which consolidation and strain hardening are present. Test results indicate that this highly porous limestone undergoes a permanent volume decrease when it is subjected to hydrostatic pressures in excess of 3,500 psi. A virgin sample tested under a confining pressure of 1,500 psi has a yield strength of 1,700 psi; however, if the sample is subjected to a consolidation pressure of 5,000 psi, before testing at 1,500 psi, the yield strength is raised to 2,300 psi. Thus, both consolidation and strain hardening are important considerations in describing the mechanical behavior of this limestone. Tests conducted with the axis of the core having different orientations indicate that this rock is also anisotropic. Portions of the initial and subsequent limit surfaces are determined for samples loaded either perpendicular or parallel to the bedding planes. INTRODUCTION Previous experimental work in rock mechanics indicates that no mathematically tractable constitutive theory is inclusive enough to describe the mechanical behavior exhibited by all types of rocks under all conditions of stress and temperature. Indeed, the type of deformation encountered in a single type of rock is known to depend upon the stress and temperature conditions in the rock during deformation.l-5 Certain rocks and minerals, notably those minerals composed of ionic salts, have been shown to exhibit plastic deformation when tested under conditions of high confining pressure.2 Since the mathematical theory of plasticity provides simplifications over the theory of elasticity in certain types of problems, such as those in which limit analysis can be applied, it is of interest to know under what conditions plasticity theory may be applied to rock mechanics problems. The following factors determine the nature of the deformation a particular specimen will undergo: (1) the microscopic structure of the rock, i.e., the structure visible under an optical microscope, including number of phases, porosity, distribution of phases, (2) the mineralogical structure of the solid phases, (3) the conditions of stress and the rate of change of stress and (4) the temperature. Extensive experiments on Yule marble, Carthage marble, Solenhofen limestone and other calcerous rocks indicate that these relatively nonporous rocks deform plastically under certain conditions of loading, and creep under other conditions of loading.l-3 This study is concerned with the behavior of Cordova Cream limestone (Austin chalk) which is also composed almost entirely of calcite and thus has the same mineralogical composition but, because of a rather large porosity, it possesses a different microscopic structure. This investigation was undertaken to learn if Cordova Cream limestone deforms plastically despite the embrittling effect of the pore spaces, and to provide data which can be used to determine whether the mathematical theory of plasticity can describe the mechanical behavior of Cordova Cream limestone. A brief discussion is given of some of the underlying principles of plasticity theory concerning stress space and limit surfaces. Strain hardening is defined and a discussion is given of how the mechanical behavior of a material can depend on the previous history of the loading. This is followed by a description of the experimental procedures

By A. A. Toprac

The recurring problem of joint failures in ofjshore structures, coupled with the catastrophic collapse of many of these structures during Hurricane Hilda (1964), hay forced reconsideration of techniques presently used to design sfuctural joints. This paper presents results of studies conducted for this reconsiderat?on. Only right-angled T-joint,s and cross-joints where a brace was welded directly to the undisturbed surface of another tube (the chord) were considered. Tests were performed on seven T-joint and 12 oross-joint specimens of two types which were designed to give a broad but practicd range to the geometrical parameters believed to be of significance to the problem. These paramefers were expressed in dimensionless form. Each specimen of the T-joints was instrumented wirh both electrical resistance strain gauges and deflection dials. After the elastic tests were concluded, each specimen was loaded to failure by applying an axial tensile load to the brace. The cross-joints were tested to failure without measuring elastic strains. Theoretical solutions for the stresses in a cylindrical shell due to a distributed radial load over portions of its surface were numerically evaluated. The experimental results are compared with calculated values obtained using Bijlaard's and Dundrova's theoretical analyses. INTRODUCTION During the last IS years a large number of structures were built for the offshore exploration of oil both in the Gulf of Mexico and dong the Pacific Coast.' In all these offshore platforms, the tubular shape was extensively used since this shape provides outstanding strength in proportion to its weight, compared to other shapes, when all directions (x, y, z) are considered. Past use of tubes was hampered because of connection details. But with the advent of welding, it became no more difficult to connect tubular shapes than to connect rolled shapes. However, some problems have been encountered in actual construction in making welded joints that are adequate and yet economical. In trying to connect tubular members, designers have used a varied number of methods; consequently, some of the joints seem to be very expensive in detail while others appear weak and underdesigned. An inspection of offshore platforms owned by different companies indicates the use of a large number of joint arrangements and configurations. Such a variety of joint types in current service indicates the wide divergence of opinion that exists on how such joints should be designed, stiffened and strengthened. Fig. 1 shows the various types of connections that have been used in practice. This paper reviews the present state of art on tubular joints of the T and cross type, and presents results of experimental and analytical work being conducted at The U. of Texas and elsewhere. It is believed that such information will be of great help to designers for the formulation of proper design procedures for joints. CONNECTION PROBLEM Recently, cracks have been observed in several welded connections in offshore structures. Fortunately, until about 1 1/2 years ago, these failures have been localized and have not resulted in the collapse of structures or loss of life. For example, one platform installed in Louisiana during 1955 in about 60 ft of water had been subjected to four tropical hurricanes. This platform successfully withstood these forces and was later removed because operations at this location had been completed. Many joint failures were observed during the removal.

By A. O. P. Casbarian

An analytical method is developed to determine the variation of the ultimate lateral resistance of a plate in a cohesionless soil with depth. This analysis is based on a modification of Rankine's classical earth pressure theory and the theory of plasticity as applied to soils. The ultimate resistance is defined as the product of the effective stress at the midpoint of the plate, the area of the plate and a dimensionless variable termed the ultimate resistance factor. This variable has been plotted us the depth ratio: i.e., the ratio of of the depth of embedment us the height of the plate. The resistance of a plate may then be calculated using the values af the ultimate resistance factor from the chart provided or the equation may be programmed for use in an analysis of anchor systems in cohesionless soils. It is emphasized that the analysis is semitheoretical. The theory has been compared with experimental results reported in the literature and results indicate general agreement. Actual field tests are necessary to further verify this theory. INTRODUCTION With the exploration for oil offshore in waters all over the world, it is of importance to determine the behavior of the various soils in relation to their ultimate resistance to deformation. Examples of such problems are the holding capacity of anchors and the lateral resistance of piles. Very little information is available in the published literature on the design and performance of anchors, in either cohesive or cohesionless soils. The analysis developed in this report is the first step in obtaining a solution for the determination of anchor holding capacity in a cohesionless material. DISCUSSION The theory used in the analysis is based on the ultimate strength of the soil and is the maximum resistance developed by the plate against further movement. In such a state the elastic deformations are disregarded in comparison with the plastic deformations. Hence, the plate can be considered as completely rigid. The theory of plasticity determines the three unknown stresses at any point by means of two equilibrium conditions for a small earth element in combination with the failure condition. However, the exact solutions can only be carried out in a few simple cases such as, for example, when the rupture or failure lines are straight (Rankine theory) or with spiral and straight rupture lines (Prandtl theory).l Kiitter 2 derived a single equation expressing the variation of the stress in any given rupture line. To utilize this equation, it is necessary to know the stress in the rupture line at a certain point. Unfortunately, this is difficult to obtain unless the rupture line intersects the free surface at a certain angle or when the earth is cohesion-less and unloaded. A method to overcome this is to consider only the boundary conditions at both ends of a rupture line without investigating the equilibrium of the earth above the rupture line. This assumes that the rupture lines meet the surface at statically correct angles, so that boundary stresses may be determined. As Kiitter's equation furnished a relation between these stresses, the unit earth pressure may be calculated at the point where the rupture line meets the wall. Another way in which Kotter's equation may be applied is in investigating the equilibrium of a soil mass above a rupture line. This method assumes that the failure or rupture line is known and that the boundary stresses in the rupture line at the ground surface can be determined. In this case it is possible to determine the earth pressure from the equations of equilibrium.

Jan 1, 1967

By A. Lubinski, W. D. Greenfield

Bumper subs are currently used in offshore operations to permit a constant weight to be carried on the bit while drilling, regardless of the vertical motion imparted to the drill pipe by drilling vessel heave. As shown in this paper. the vertical motion of the lower end of the drill pipe (the bumper sub end) may be appreciably greater than the vessel heave. Therefore, the necessary stroke of bumper .rubs for successful operation is greater than thought in fie past. Also, there is an appreciable tendency of the drill pipe to buckle above the unbalanced type of bumper sub. Thus, more drill collars than previously used should be carried above unbalanced bumper subs to keep drill pipe straight. INTRODUCTION Drilling bumper subs are placed in the drilling string for various reasons. This paper is concerned with their use only as an expansion and contraction joint while drilling from a floating rig. In this application the bumper subs are normally located just above the drill collars and their function is to allow the driller to maintain accurate weight control on the bit regardless of up-and-down movement of the drilling vessel. This paper analyzes the effects of bumper subs on the drilling string and presents recommendations for their future use. When subjected to vertical oscillations, the drilling string behaves like a long, distributed system of mass and spring. The magnitude of vertical motion at the bumper sub is always greater than the heave of the drilling vessel due to the dynamic reponse of the drilling string. The ratio of these motions increases with the length of the drilling string, and may reach values of 1.5 or even 2 with strings 16,000 ft long. Thus, the total travel required in bumper subs can be considerably more than the motion of the drilling vessel. Lack of knowledge of this fact could have contributed to problems previously experienced with bumper subs. This fact can also lead to fatigue problems in the drilling string for very deep wells. Satisfactory operation should be obtainable whether hy-draulically balanced or unbalanced bumper subs are used in the drilling string. Theoretically, the balanced sub is preferable since its use does not require placing drill collars above the bumper sub to prevent drill-pipe buckling, an inherent characteristic of the unbalanced bumper sub. The current method of calculating weight of drill collars required to prevent helical buckling of drill pipe above unbalanced bumper subs is erroneous. Placing drill collars above the sub to prevent drill-pipe buckling has the same effect on dynamic response as increasing the length of the drilling string by an equal weight of drill pipe. Thus, total travel required in the subs is increased. Means for calculating the correct weight, which is much greater than previously thought, are given in this paper. BALANCED VS UNBALANCED BUMPER SUBS A drilling bumper sub is essentially a telescopic joint capable of transmitting torque at every position of its stroke. Thus, it allows the operator to isolate the weight of the drilling string from the weight of the drill collars above the bit. This permits the driller on a floating rig to maintain accurate control over the weight on bit — a control that is unaffected by vertical motion, due to wave and tide action of the drilling vessel. UNBALANCED BUMPER SUBS The unbalanced bumper sub is simply a splined tele~copic joint (Fig. I). Ordinarily, this arrangement will operate satisfactorily, but the presence of drilling fluid under pressure results in a pressure force that acts downward on the drill collars and bit, tending to open or extend the bumper sub. This downward force is equal to the pressure drop across the bit times the area indicated by diameter d2 in Fig. 1. Denoting this force by Fd, and the pressure drop across the bit by ?p yields Fb = (p/4)d22(?P) .........(1) There is also an upward-directed force given by Fu = (p/4) d22-d21)(?p) .......(2) which puts the drill pipe immediately above the bumper sub in compression, resulting in helical buckling. However, buckling is actually more severe than expected in that buckling occurs as if the compression were equal to Fd, rather than to Fu. This surprising phenomenon is well known as far as tubing is concerned;1-3 but, in contrast with the case of tubing, this force may shorten drill pipe only a few inches. Thus, this cannot explain the operating difficulties that sometimes have been encountered. However, having the drill pipe in compression and helically buckled is contrary to current practice; therefore, drill collars whose weight in mud is equal to the force Fd should be added above the bumper sub. Since the value of Fd depends on the pressure drop across the bit, the

By Olaf Hondrum

CHURN drilling equipment at Bagdad consists of two Bucyrus Erie 27-T model drills and one 22-T drill with gasoline engines. The drilling tools weigh approximately 1600 lb. The holes are drilled with 7-in. bits which are heated in an oil burning furnace and sharpened in an electrically powered bit sharpener. A service truck brings the bits to the drills and takes the dull bits back to the shop. The bits weigh around 250 lb. when new and are handled by drill crews without any mechanical handling device. When the management decided to start open- pit operations in 1945 the ruggedness of the terrain was one factor that led to the purchase of the small 22-T model drill. The orebody lies on both sides of Copper Creek Canyon. The sides of the canyon are steep and are cut by numerous narrow branch gullies. The drill had to travel over roads that were narrow and steep. It proved adequate for drilling the capping formation and is still in use.

Jan 1, 1950

By T L. Horsley

This paper deals with the drilling and blasting methods employed at the Cassiar mine, which is located just south of the B.C.-Yukon border. It covers both the "pit" and "peak" mining operations. Specific problems, such as working in frozen ground, are discussed, and the breaking characteristics of the various rock formations are outlined. The paper concludes with a brief mention of the equipment used in the operation, as "~ell as an outline of the breaking costs. Introduction T HE Cassiar asbestos mine is located just south of the British Columbia -Yukon border high on a spur of McDame mountain. Chrysotile asbestos fibre occurs in a faulted enlargement of a serpentine sill lying conformably be-tween a series of sedimentary beds and volcanic flows which dip at 45 degrees into the mountain. One end of the orebody is eroded by a cirque in which a layer of permanently frozen ore and waste talus lies at the end of the mining benches. The topography at the mine is steep, with no flat areas. Roads, dumps, and areas for crushing,

Jan 1, 1965