Rock Mechanics - Static and Dynamic Failure of Rock Under Chisel Loads

The mechanism of failure under a drill bit is still improperly understood in spite of several investigations of the subject. Generally, the cratering process under static loading conditions is considered to be similar to that achieved dynamically by impact. This paper attempts to indicate that, although the sequence of fracturing in the two cases appear to be identical, at least some dissimilarities exist. For example, the width-to-depth ratios of the craters vary to some extent, and the amount of energy consumed per unit of volume of craters is unequal for the two different loading conditions. Prevalent rock penetration processes are dominated by methods utilizing mechanical attack on rock. It is, therefore, generally accepted that a better comprehension of the mechanism of rock failure under a wedge would prove beneficial towards improving present drilling techniques. Several attempts have been made in recent years to explain how craters are formed under a drill bit, but the mechanism of failure beneath a bit is still improperly understood. 1-11 Most investigators, to date, have inferred the sequence of events occurring during crater formation from analyses of force-time diagrams,1"6 from theoretical considerations,7 or from a study of the configurations of final craters.8-l0 These analyses have led to the presentation of widely divergent models for rock failure beneath a drill bit, ranging from brittle to viscoelastic. The cratering process under dynamic loading commonly is regarded as being similar to that obtained under gradually applied, or 'static', loads. But the effect of rate of loading on the action of a bit is still disputed. Some investigators11-12 maintain that there should be no such effects, whereas others have demonstrated experimentally that these exist.13-17' The purpose of the investigation reported in this paper was to examine petrographically the damage done to rock under the action of a chisel-shaped wedge, both with 'static' and dynamic loading, and to determine if rate-of-loading effects could be detected. Significant quantitative differences in crater volumes and depths were found to exist for a given consumption of energy. On the basis of this data, an attempt was made to indicate some of the rheological properties that a proposed model should possess. All the work reported herein was conducted at atmospheric pressures. EXPERIMENTAL APPARATUS AND PROCEDURE Two types of rocks were employed for most of the experiments reported in this paper, viz. Bedford (Indiana) limestone and Vermont marble. The mechanical properties of these rocks are given in Appendix A. Actually two types of Vermont marble were used, but since no marked difference could be discerned between the two varieties (as seen in Fig. 10) the data was used collectively for the analysis. Stronger rocks were not employed owing to difficulty in generation of observable craters without damage to the equipment. Six-in. diam cores were drilled from the rock samples and embedded in 8-in, diam steel pipe with 3/8-in. wall thickness, using hydrostone to fill the annulus between the core and the pipe. This procedure was adopted to confine the rock specimen so that fractures would not propagate to the edges of the cores. This goal was achieved satisfactorily for these tests because no cracks were observed to extend into the medium surrounding the rock, even when craters were formed only 1 in. from the rock core periphery. Three to four craters were formed on a core face, because the rock damage from any one crater generally did not appear to extend into the others. Whenever, interference between damaged areas around adjacent craters was suspected, the data was rejected for purposes of the analysis. The limestone and marble samples were tested with a 60-degree, wedge-shaped bit, 1 5/8-in. in length, made of tool steel. The bit shank had two SR-4 type electrical resistance strain gages, mounted axially, to record the force-time history during the loading operation. The static indentation tests were conducted using a 50-ton capacity press fitted with an adapter for drill bit attachment. See Fig. 1. The force exerted by the bit at any instant was measured with strain gages affixed to the bit shank. An aluminum cantilever, with two SR-4 strain gages mounted near its clamped end, was employed to measure bit displacement. Both sets of gages were included in Wheatstone bridge circuits,