Rock Mechanics - Inelastic Deformation of Rock Under a Hemispherical Drill Bit

This paper studies the behavior of rock at the initial state of crater formation resulting from stresses created under a drill bit. The purpose of this study is to determine which mechanical properties of rock are important in rock fragmentation by drilling. Although a definite relation between the drilling strength and relevant mechanical properties has not been established, maximum yield strength or hardness of rock is apparently a parameter of drillability of rock. The strengths of rock were considered from the Mohr-Coulomb criterion from which the surface of failure was constructed. The results from previous triaxial tests on Solenhofen limestone were adopted in establishing a limit of failure. Inelastic behavior of Solenhofen limestone was observed under a low velocity impact of a hemispherical bit and under static indentation with a similar bit. Permanent set at low applied loads in the indented area was measured with an interferometric technique. A quantitative determination of strengths of the rock was made under static indentation. The maximum yield strength estimated from the average stress over the contact area for plastic deformation was used as the crushing strength of rock under a drill bit. Much research has been done on energy requirements and mechanisms of energy dissipation to perfect rock fragmentation by a drilling process. But more needs to be done. More needs to be known about the mechanisms of energy dissipation or failure criteria of rocks in the drilling process in order to evaluate the efficiency of energy requirements in specific rock fragmentation. This paper examines some published studies on rock failure and energy dissipation and presents some findings in that phase of research concerned with rock fragmentation by drilling. This work is specifically concerned with rock behavior at an early stage of failure induced by a concentrated load. Consideration is limited to the primary phase of the crater formation under drill bit, i.e., before chipping takes place. Failure Phenomena of Rocks: Failure of rocks can be classified into two types, fracture and plastic flow. Both involve separation of material to form new surfaces with complete or partial loss of cohesion. Fracture is further classified as extension (or cleavage) fracture and shear fracture. Extension fracture involves separation in a plane without shear stress component, while shear fracture involves slippage along a plane as a result of combined stresses. Then, shear fracture inclines to the axes of the principal stresses. Plastic flow occurs under combined stresses, especially at high confining pressure and temperature, and denotes macroscopically irrecoverable deformation of rocks. Flow mechanisms have been classified as in-tergranular failure, intragranular gliding, and re-crystallization of mineral constituents.6 Failure phenomena in rocks are complicated because they include fractures and plastic flow as well as a friction process developed intrinsically as the internal stresses increase. All can occur in one rupture process, depending on the varying stress conditions. Both fracture and plastic flow are encountered in rock drilling. Rock failure under a drill bit as observed in drop tests simulating a single blow of a percussion drill, consists of two types, crushing and chipping. Crushing is considered as a separation of material particles by many fractures resulting from the application of high compressive stresses exceeding the strength of rock at the contact area. Chipping results from subsurface fractures extended to the face surface; this phase is preceded by crushing or surface deformation. The state of stress under the drill bit and the strength of rock create and control these two types of failure. The state of stress under the bit and in the vicinity of the contact area depend on the bit configuration and the magnitude of applied force. The strength of rock, characterized by its ability to resist penetration, depends on its composition and structure. However, the term "strength" quantitatively defined, is still ambiguous and may or may not correspond to the tensile, compressive and shear strength obtained from simple tests. Rock Failure Criterion: Rocks are weak in tension, their tensile strength being many times less than their compressive strength. This characteristic excludes