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By H. D. Outmans

The mechanics of filtration are described by a theoretical-empirical nonlinear diffusion equation which, under certain circumstances, may,be linearized and then solved explicitly. For filtration under static conditions linearization leads to a boundary value problem analogous to a heat flow problem with a known explicit solution. The corresponding solution for static filtration is compared with published experimental data. Under dynamic conditions filtration takes place in three successive stages. During each of these the rate of filtration and/or the thickness of the filter cake are different functions of the filtration time. The proposed mechanism explains the observed high resistance of dynamically deposited filter cakes against erosion and also the connection between filtration rate and viscosity of the drilling fluid. Several of the quantities governing dynamic filtration have no counterpart in the static filtration mechanism. The static filtration rate is, therefore, not a reliable measure for the dynamic rate and vice versa. INTRODUCTION Filtration under simulated borehole conditions, i.e.. either from a static suspension or from a suspension flowing parallel to the filter cake (dynamic filtration), has been the subject of several laboratory studies.1-7 This experimental and theoretical work showed that many aspects of the filtration mechanism cannot be explained by an elementary filtration theory based on the assumption that the filter cake is incompressible. For a more satisfactory theory compressibility should be taken into account. This has been done. at least to some extent, in the filtration theory developed for the chemical industry. Surveying the literature (see Ref. 8 for a bibliography) it becomes apparent that, although several properties of filter cakes deposited from many different suspensions have been measured, including compressibility, the filtration equations are essentially empirical in nature. No attempt has been made, for instance, to develop filtration theory along the lines of consolidation theory.12 This theory, upon which a highly successful development in soil mechanics rests, would appear to be an excellent starting point for a filtration theory since the compressibility concept is an essential part of it. As we will use this theory in the following development it is well to state the four assumptions on which it is based: 1. The fluid flow through a compressible porous medium is governed by Darcy's law. 2. The rate of change in fluid content of an element of the porous medium is proportional to the rate of change of solid pressure between the particles. 3. The solid particles are incompressible within the range of pressures considered. 4. The total pressure on a surface normal to the line of flow is equal to the sum of the fluid pressure and the pressure between the particles (solid pressure) at that surface. To calculate the rate of filtration and other quantities of interest it is necessary to know the filter cake compressibility and the permeability as a function of the solid pressure. It has not been possible to calculate these functions from theoretical considerations and they will therefore be introduced in this paper as empirical expressions. Both are determined in a compression cell where the cake is subjected to a mechanical load. Permeability and compressibility are measured after the solid pressure has stabilized, i.e., after the excess fluid pressure has been dissipated and the uniform pressure is transmitted entirely by the solids. The permeability and compressibility thus determined are not the same as during filtration in the borehole, under either static or dynamic conditions, because then, due to frictional drag, the solid pressure and hence also the permeability and compressibility vary along a line normal to the direction of the mean flow and can only be defined locally. DERIVATION OF THE FILTRATION EQUATION FOR COMPRESSIBLE FILTER CAKES As the filter cake in the borehole is thin compared to the radius of the hole the filtration may be considered as linear. Taking the x-axis normal to the wall, with its origin at the formation, we have, according to Darcy's law,

By F. D. Patchen

Changes in the properties of partland cement upon the addition of fine-ground silica are discussed. Data were collected from formulations cured for periods up to 60 days at temperatures varying from 180" to 350°F. Compressive strengths, permeabilities and thickening times are compared. It is demonstrated that addition of find-ground silica in proper proportion results in a hydrated cement with superior properties above 230°F; i.e., early compressive strengths are higher and increase with additional curing, permeabilities are significantly lnrver and thickening times are increased. X-ray analysis of hydrated cement samples have been used to determine more fully the complex chemistry of these systems. Dicalcium silicate alpha-hydrate was found in all neat cements cured above 260°F. A 10 weight per cent silica addition produced a maximum amount of this phase. Xonotlite and tobermorite have been identified as hydration products at 320°F in systems containing 35 or more weight per cent silica. Formation of these components appears to be primarily responsible for the gain in strength and reduction of permeability observed after the addition of silica. INTRODUCTION For several years it has been recognized that loss of compressive strength occurs when portland cement is cured at a temperature above 250°F. This phenomenon has been called "strength retrogression". More recently it has been recognized that increased permeability usually is associated with decreased compressive strength at these temperatures. At curing temperatures above 300°F, these factors reach serious proportions. A compressive strength loss of 50 per cent between curing times of 24 hours and 14 days has been reported,' and permeabilities as high as 10 md have been measured in neat cements cured at 320°F for seven days.' Earlier investigators,' although unsuccessful in eliminating strength retrogression, stated ". . . .it appears possible that by the proper selection of additives for cement, strength loss with age at high temperatures can be either eliminated or considerably lessened". One solution suggested was the use of a pozzolanic material, hydrated lime, and a retarder. Menze15 in 1934 discovered that portland cement containing finely divided silica possessed high compressive strengths when the curing temperature was 350°F. The use of such a composition is now an established practice in the manufacture of steam-cured cement blocks. It is reasonable to assume that the same beneficial effect can be used advantageously in high-temperature oilwell cementing operations. Ludwig first mentioned the use of sand for this purpose. Later, a portland cement containing moderate additions of silica flour and retarded with CMHEC, a cellulose derivative. was recommended for high-temperature application." These formulations have been successfully employed in the field."'" This paper presents the results of a research program to test the efficacy of finely ground silica in increasing the compressive strength and reducing the permeability of oilwell cement compositions containing portland cement. Included also are X-ray diffraction patterns of powdered samples which have been used to determine some of the important chemical reactions occurring in these systems. LABORATORY PROCEDURES AND MATERIALS All compressive-strength test specimens were prepared and cured from a slurry in accordance with API RP 10B, with two modifications. A final curing pressure of 5,000 psi was maintained for a one- or three-day period; but, for further curing, pressures were reduced to the vapor pressure of water at the curing temperature. Also, the water content was varied in samples containing silica to maintain the slurry viscosity within a range of 5 to 15 poise as measured on a consistometer. Test specimens at 180°T were cured in a water bath at atmospheric pressure. At higher temperatures the specimens were cured in a steam-jacketed high-pressure curing vessel at 5,000 psi for a one- or three-day period. cubes cured for longer periods were removed from the pressure-curing vessel after 24 hours, sealed in small bombs containing water and placed in an aging oven.

By K. H. Hiller

A rotational viscometer has been designed which perrnits the measurement of the rheological properties of drilling muds and other non-Newtonian fluids under conditions equivalent to those in a deep borehole (350F, 10,000 psi). The important mechanical features of this instrument are described, and its design criteria are discussed. The flow equations for the novel configuration of the viscometer are derived and the calibration procedures are described. The data and their interpretation, resulting from measurement of the flow properties and static gel strengths of homoionic montmorillonite suspensiom at high temperatures and pressures, are presented. Data are also presented for the flow behavier of typical drilling fluids at high temperatures and pressures. The pressure losses in the drill pipe and the annulus depend critically upon the flow parameters of the drilling fluid. This work demonstrates the need to measure these parameters under bottom-hole conditions in order to obtain a reliable estimate of the pressure losses in the mud system. INTRODUCTION The rheological properties of drilling fluids are affected by temperature and pressure, but the extent of these effects on the dynamic flow properties is not well known. Measurements of changes of the flow properties of clay-water drilling muds with temperature have been reported by Srini-Vasan and Gatlin.1 The temperatures reported did not exceed 200F, a limitation imposed by the apparatus used by these authors. The rheological properties of clay suspensions were measured at temperatures up to 100C by Gurdzhinian.' Neither the nature of the exchange ions in the clay suspensions nor the degree of purity were defined in his work, nor were the measurements extended to currently used drilling fluids. The lack of systematic measurements of dynamic flow properties at high temperatures and pressures seems the more surprising since during the last decade the importance of the control of the hydraulic properties of drilling fluids has come to be widely recognized. Very good mathematical treatments of the friction losses in drill pipe and annulus have been developed.3 4 These treatments are based on the assumption that drilling fluids behave as Bingham plastic fluids. Quite often this assumption is justified, while in other cases a power law equation pro- duces better fit than the Bingham model does. For convenience in applying viscometer data to pressure-drop calculations, the Bingham plastic flow equation is preferable and, therefore, has been applied to the data reported in this paper, although other equations may fit these data more accurately. In a Bingham plastic fluid the relationship between the shearing stress 7 and the rate of shear D is given by the following equation: where is the plastic viscosity and 4 the yield point. If 4 = 0, the equation for simple Newtonian flow, 7 = pD, is obtained. Two empirical constants are required for the description of laminar flow of a Bingham plastic fluid, and calculations of the flow behavior at high temperatures and pressures cannot be better than is permitted by the accuracy with which these constants are known. For this reason a high-pressure, high-temperature rhe-ometer has been designed to measure the plastic viscosity the yield point +, and the static gel strength S, at pressures up to 10,000 psi and temperatures up to 350F. The important features of its design will be described. The results of measurements on homoionic clay slurries will be discussed insofar as they are relevant to an understanding of the general flow behavior of clay-water drilling fluids. The results of measurements on some typical drilling fluids will be presented also, and their practical implications will be briefly discussed. DESCRIPTION OF EQUIPMENT MECHANICAL FEATURES A viscometer designed to measure the plastic viscosity, yield point and gel strength of non-Newtonian fluids must permit the measurement of the shearing stress t at any given rate of shear D. This is possible only if t and D are approximately uniform throughout the entire sheared sample. A Couette apparatus is the most convenient method of realizing this condition, as has been pointed out by Grodde." The "high-pressure, high-temperature rheometer" described in this paper is basically a rotational Couette viscometer that is immersed in a cell in which pressure and temperature can be controlled over the range of interest. Fig. 1 shows schematically the important features of the pressure cell and associated equipment. The heart of the instrument is the rotating cup. It is shown more clearly in Fie. 2. which revresents the lower one-third of the pressure cell (below the input drive shaft shown in Fig. 1), and it is shown in detail in Fig. 3. For measurements of dynamic flow properties, the rotating cup is driven by a 1/2-hp electric motor, which operates through a Vickers

By N. T. Burdine

By J. B. Cheatham

The influence of friction on the force required for an idealized bit tooth to penetrate a "plastic" rock is analyzed. The rock is assumed to obey the Coulomb-Mobr yield criterion and the tooth is represented by a two-dimensional sharp wedge. At the tooth-rock interface the stress field not only satisfies the yield condition but also is such that the ratio of the shearing stress to the normal stress is equal to the coefficient of friction. The solution relates the force on the tooth to the depth of penetration, the tooth angle, the coefficient of friction between the rock and bit tooth and the angle of internal friction and compressive strength of the rock. INTRODUCTION Most rocks are brittle at atmospheric pressure but exhibit ductility and increased strength as the confining pressure is increased. In a previous analysisl the force required for a bit tooth to penetrate a rigid-plastic rock was computed for two limiting conditions: (1) a perfectly lubricated tooth-rock interface which should correspond to a lower limit for the penetrating force, and (2) a perfectly rough interface which should provide an upper limit. Experimental results2 for rock indentation under confining pressure have confirmed that the analysis generally predicts upper and lower limits for the penetrating force as a function of rock properties and tooth angle. The present analysis extends the previous work to account for the friction between the rock and the tooth. ANALYSIS The force required for incipient plastic flow of an idealized model of a rock under a bit tooth is computed subjected to the following assumptions. BIT TOOTH 1. sharp two-dimensional wedge (end effects neglected) 2. rigid tooth (elastic deformation of tooth neglected) 3. displacement of tooth is normal to rock surface 4. friction exists between tooth and rock ROCK 1. semi-infinite, isotropic and homogeneous 2. rigid-plastic (elastic deformation of rock neglected) 3. non-work hardening (horizontal stress-strain curve) 4. Coulomb yield condition* (linear Mohr envelope) 5. smooth, flat surface According to the Mohr theory of failure it is assumed that failure occurs when the state of stress is such that the Mohr stress circle becomes tangent to an experimentally determined envelope. The Mohr failure curve is frequent1y approximated by a straight line and referred to as the Coulomb-Mohr failure criterion. If the rock is under sufficient pressure to be ductile we can use the linear envelope as a yield condition. The Coulomb-Mohr yield criterion is illustrated by Fig. 1 and is expressed by the following equation:l

By W. C. Maurer

A study of the mechanics of shear failure of rock under pressure has been made. The transition from brittle to ductile failure occurs when the friction along the fracture surfaces exceeds the shear strength of the rock. A machine has been developed for measuring both the shear strength of rock and the friction along rock fracture surfaces. In this shear machine, the fractures are forced along definite planes; as a result, the rock is stronger than in compression tests where the fractures choose the weakest paths through the specimens. Friction is composed of several forces: (1) the forces to slide irregulurities on surfaces over each other; (2) forces to shear some of these irregularities; (3) molecular attractions across the fractures; and (4) forces required to break bonds resulting from melting and welding at the tips of irregularities on the surfaces. Friction along rock fracture surfaces is not proportional to contact pressure as usually assumed; instead, it increases as the contact pressure raised to the 0.4 to 0.8 power. INTRODUCTION It is difficult to produce tensile stresses under the high compressive stresses present in the earth; therefore, in deep drilling and geological faulting, shear failure predominates. This shear failure mechanism is complicated because rock is a heterogeneous material containing pore spaces, microfractures, elastic discontinuities and other imperfections. A study of shear failure of rock under pressure has been made to obtain a better understanding of this complex mechanism. A machine has been developed and used to measure the shear strength of rock and friction along sheared surfaces. This machine has certain advantages over the compression test — shear properties can be measured under low normal stresses and shear stress and normal stress can be varied independently. The first part of this paper is a description of shear failure of rock under pressure. The role of shear strength and friction along fracture surfaces in the shear failure mechanism will be discussed. The second part consists of a description of the shear machine and a discussion of the shear strength and friction data obtained using this machine. It will be shown that shear strength depends upon the size of the stressed zone, and that friction does not increase linearly with contact pressure as usually assumed. Attempts are made to relate some of the new concepts to tectonic failure and to dril ling. SHEAR FAILURE IN ROCK TRIAXIAL TESTS The shear failure mechanism is illustrated by the triaxial test shown in Fig. 1. In this test, a cylindrical rock specimen is subjected to a confining pressure, PC, and an axial pressure, pa. These external pressures produce normal a and shear T stresses on inclined planes within the specimen equal to1 where 0 is the angle between the specimen axis and a normal to the inclined plane. Fig. 2 shows how triaxial specimens deform as the axial pressure is increased. The pressure is

Jan 1, 1966

By K. E. Gray, A. Podio

ABSTRACT Berea and Bandera sandstone samples were impacted with both 3/4-in. and 1/2-in. long wedges, each having a 60° included angle and a 0.05-in. flat, at various confining pressures, with borehole and pore pressures held fixed at atmospheric pressure. Samples were saturated with air, water, glycerine-water, solirol, mineral oil and soltrol-mineral oil mixtures to obtain a wide range of pore fluid viscosity. Penetration depth was held constant at 0.1 in. Dry and soltrol-mineral oil-saturated Berea samples were impacted at depths of penetration from 0.01 to 0.04 in. under 1,000 psi confining pressure to study crater initiation. Results indicate that viscosity of the pore fluid is influential primarily during the early stages of crater formation. Differences in bit force, crater volume and blow energy for tests parallel and perpendicular to bedding were significant, but decreased as the stress state was elevated. Crater volume, blow energy and bit force were nonlinearly related with depth of penetration. Crater volume was nonlinear with energy of blow. Fixed-penetration tests on saturated Berea yielded greater crater volume than did similar tests on dry samples. Differences in the nature of deformation for low values of bit penetration were noted between saturated and unsaturated samples. INTRODUCTION Rock failure during bit-tooth impact and scouring action constitutes a vital part of the drilling process and a difficult problem for researchers. Much study has been devoted to various aspects of the problem, and much has been learned about mechanics of rock failure. However, analytical treatment of drilling at depth remains difficult, partly because there are so many factors involved and because valid simulation of downhole conditions is extremely difficult. Forming individual craters by a bit tooth or chisel impacting, or indenting, a rock mass has been studied by many investigators.1-18 Similarity between single-tooth chisel impact and the corresponding action of a rotary bit has been discussed by Appl and Gatley, Garner, Podio, and Gatlin l8 compared the similarity in single-blow impact tests with microbit drilling data reported by Cunningham and Eenink.l9 Maurerll has used single-tooth impact data to develop a "perfect cleaning" theory of rotary drilling. Individual roller cutter-tooth impact data have been reported by Young. 20 Single-tooth tests in all of the cited literature were carried out on dry rocks. Inasmuch as any subsurface rock of oilfield interest is saturated with some fluid, it seemed desirable to study crater formation in permeable rocks saturated with a viscous pore fluid as a step, however short, toward more realistic simulation of subsurface conditions. This paper presents results of single-blow chisel impact studies on Berea and Bandera sandstones, both dry and saturated with pore fluids of various viscosities at confining pressures to 10,000 psi. EXPERIMENTAL APPARATUS AND PROCEDURE EXPERIMENTAL APPARATUS The same basic apparatus for single-blow chisel impact at elevated stress states, described in earlier papers was used in this study. l6. l8 Fig. 1 shows the complete experimental system; Fig. 2 shows a cross section of the pressure cell, with a sample ready to be impacted. EXPERIMENTAL PROCEDURE Two different rocks, Berea and Bandera sandstones, were used in this study. Both rocks have been used extensively in research, and rock descriptions can be found in a paper by Gnirk and Cheatham.15 Permeability to air of Berea is about 300 md normal to bedding and 540 md parallel to bedding. Bandera had vertical and horizontal air permeabilities of 18 and 57 md, respectively.

Jan 1, 1966

By G. C. Wallick, W. R. Foster, J. G. Savins

The theory of the differentiation method for the Couette flow experiment is reviewed. Particular attention is given to the requirements on data analyses in the case of the class of non-Newtonian materials described as viscoplastics, i.e., materials characterized by a yield point or yield stress. Here changes in boundary conditions arise when the shearing stress attains a critical value with the result that the form of the basic integral equation for Couette flow is determined by the flow conditions existing during the measurement. INTRODUCTION In the preceding papers in this series,l,2 the salient features of the differentiation method of rheological analysis in Poiseuille-type flow were discussed. It was shown that a dual differentiation-integration method analysis of the Poiseuille flow of idealized generalized Newtonian and visco-plastic models could be used to develop a spectrum of highly sensitive response patterns in terms of certain characteristic derivative functions. These functions were shown to optimize the selection of the most appropriate functional relationship between f(p) and p from the Poiseuille flow experiment. The present paper reviews the theory of the differentiation method as applied to the equally important Couette flow experiment. We will also discuss the range of variables over which the basic integral equation for Couette flow is applicable when the non-Newtonian material is of the viscoplastic type, i.e., characterized by a yield point or yield stress. THEORY Having described the application of the differentiation method to Poiseuille-type flow in the preceding papers, we now proceed to the case where the test liquid is confined to the annular space between coaxial cylinders of length L, one of which is in motion, i.e., Couette flow, formulating the basic integral equation after the method of Mooney.3 The observed kinematical and dynamical quantities are the angular velocity O and the torque T. Here, the one nonvanishing component of the shear-rate tensor is

By H. L. Overton, J. B. Lipson

The concept of sodium single-ion equivalent activity as developed by Gondouin, Tixier and Simard,' was used to determine the filtrate resistivity-activity relationships for 150 laboratory and 49 field drilling muds. With the exception of the native and phosphate high-resistivity muds and the calcium-treated muds, the filtrate resistivity-activity relationships were found to be within 20 per cent of that for pure sodium-chloride solutions. Gondouin, et al,* previously suggested a method of treating the high-resistivity muds in quantitative electrical log analysis. A new treatment is presented which uses the P-alkalinity of the filtrate as a correlating parameter in handling the calcium-treated muds in quantitative electrical log analysis. INTRODUCTION Gondouin, Tixier, and Simard in 1957 introduced new interpretive procedures for analyzing the self-potential curve of electric logging. They re-emphasized the previous work of the Schlumberger brothers, Wyllie and others, and re-defined the activity concept in terms of a number which they termed the effective resistivity. Their procedures are particuarly effective when the connate-water resistivities are less than 0.08 ohm-m or greater than 0.3 ohm-m. For gyp muds where the calcium content is known, a procedure was presented which allows calculation of the connate-water resistivity with improved accuracy. These procedures assume that one of the fluids in the system is a pure sodium-chloride solution, but they are not limited by the assumptions. For the fresh and saline connate waters, for instance, it is assumed that the drilling mud filtrate is a pure sodium-chloride solution. For the gyp mud interpretive procedure, it is assumed that the connate water is a pure sodium-chloride solution. Brown,' on the other hand, has suggested that it would be extremely fortuitous if drilling mud filtrates could all be treated electrochemically as sodium-chloride solutions, and he cites some examples where discrepancies exist. A study has been made of the deviations of sodium single-ion equivalent activities, an of drilling mud filtrates from that of pure sodium-chloride solutions. Drilling fluids in common use on the Texas and Louisiana Gulf Coast and laboratory-controlled muds were investigated. Using a cell patterned after Gondouin, et al, (Fig. I), the equivalent activities were measured. It should be remembered here that the activity measured is merely an index which uses numbers that represent the sodium single-ion equivalent activity a,., of the mud filtrate. The membrane potential developed across the cell was determined with a null-type potentiometer. The resistivities of the solutions were measured by the four-electrode method. The resistivity system was calibrated by using saturated KC1 solution as a standard. Chemical properties of the drilling fluids studied were measured with standard API-approved equipment for the particular property in question. For the activity measurements, two shale discs were chosen to serve as cationic membranes. These two discs were both 1 1/4 in. in diameter and, respectively, 1/4 and 1/8 in. in thickness. The membrane potential, Em, was determined using the shale discs as cationic selective membranes separating two standard sodium-chloride solutions of known mean activity. Then by comparing the constant Km in the following equation, with the theoretical value of — 59 mv at 75OF, the perfection of the membrane was determined. The variation of Km for the two membranes used in this experimental work, as well as one of the many unsuitable membranes, is shown in Fig. 2. The measurement of the activity of mud filtrate involves the balancing of its combined individual activities against a standard solution of known mean activity. At the point where there exists zero potential across the membrane cell, the activity effects may be assumed equal for all practical purposes. The mechanics of making a null reading of this sort requires having a large number of different mean activity solutions. A more practical method involves

By H. D. Outmans

The paper presents a theoretical approach to the drilling problem based on rock mechanics and drilling fluid hydraulics at the bottom of the hole. The volume of the fractured rock around the vevtically penetrating bit tooth is expressed as a function of the tooth pressure, included tooth angle, drilling fluid pressure and formation characteristics on the assumption that fracturing is preceded by plastic flow. This assumption is verified by comparing the stress-strain state in the rock around the tooth to that in equivalent tri-axial compression tests described in the literature. An expression similar to the above is derived for the tooth penetration in the cuttings which have been retrained at the bottom. Combination of these two expressions leads to a relation between depth of tooth penetration in the virgin rock, the amount of cuttings retained and the other variables. By relating the cutting volume to the drilling rate, the hydraulic bit horsepower and the drilling fluid pressure, it is possible to arrive at formulas which express the drilling rate for viscous or turbulent flow at the cutting surface, for instant clearance, for retained cuttings, or for false tooth foundering as functions of such variables as the drilling fluid pressure, hydraulic horsepower at the bit, rotary speed and bit weight. Plotting the results as drilling curves and comparing them to published field and laboratory data justify the conclusion that the drilling model presented in this paper approximates the actual mechanism. The drilling curves serve to explain some characteristic features of the rotary drilling operation, and the equations may be used for numerical evaluation of the effect of changes in the magnitude of some of the variables on the drilling rate. INTRODUCTION Published laboratory data have established that consistent and relatively simple relations exist between the drilling rate and any one of the important variables. For instance, the drilling rate usually increases at an increasing rate with the bit weight. It increases at a decreasing rate with the rotary speed, decreases at a decreasing rate with increased drilling fluid pressure and plots as an S-shaped curve against the hydraulic horsepower at the bit. This relative simplicity seems difficult to understand considering that the drilling mechanism is a continuous process of generation and removal of innumerable individual cuttings, under different conditions for each. On the other hand, the drilling rate (although determined by this complicated process) only expresses the average rate at which cuttings are produced and cleared away. Ignorance of the drilling mechanism as far as individual cuttings are concerned, therefore, does not exclude the possibility of arriving at a concept of the drilling rate provided the mechanism is properly evaluated for the average cutting. It then may be concluded from the first sentence that this concept also should be rather simple in its final form, although not necessarily in its derivation. Two aspects of the drilling mechanism are difficult to evaluate — (1) the effect a penetrating drilling fluid has on the stresses around a bit tooth entering the formation and (2) the volume of rock fractured by a penetrating tooth which moves both vertically and horizontally. Thus, the scope of this paper has been limited to an evaluation of the drilling mechanism in formations which have a low permeability and are drilled with hard-formation bits. In the following sections, the drilling mechanism is analyzed in three steps. First, the effect of tooth pressure on the volume of fractured rock around the tooth is evaluated, assuming initially that the bottom of the hole is free of cuttings and, then, determining the effect of a layer of these cuttings. In the second section, the thickness of this layer is related to the drilling rate and the chip clearance time, and the latter to the hydraulic horsepower at the bit under conditions of laminar and viscous flow at the cutting surface. In the third section. the previous results are combined with the rotary speed into drilling equations which are then plotted and compared to experimental drilling curves. This section also contains some numerical examples of drilling rate computations. Some mathematical details are given in the appendixes. Finally, it should be mentioned that, although some drilling equations are already available, these equations (with the exception of one' which attempts to relate drilling rate to drilling fluid pressure) are all mathematical expressions for observed laboratory data; none considers the effect of delayed drill-cutting removal, an essential feature of the drilling mechanism.

By F. W. Jessen, C. A. Johnson

The effect of treatment with ferrochrome lignosul-fonate on both sodium and calcium bentonites has been examined. In the early stages of treatment it appears that some base exchange of iron and chromium for sodium may occur with the sodium bentonite. Such exchange appears specific for exchange of sodium ions when the calcium ion concentration represents 40-5.5 per cent of the total exchangeable cations, and when additions of lignosulfonate are less than 1 lb per bbl. Adsorption appears entirely physical above 1 lb per bbl treatment level for all concentrations of calcium studied. Gel strength and plastic viscosity of both calcium and sodium bentonite systems were reduced with treatments of ferrochrome lignosulfonate up to 2 Ib per bbl, the greatest reduction occurring within a range of calcium concentration of 40-5.5 per cent of the total exchange capacity of the clay. INTRODUCTION The problem of control of viscosity and gel strength of drilling fluids by the action of thinners or dispersants has been studied by many investigators.1-7 In addition, much work has been done on formation of gel structure in clay suspensions. However, gel formation and structure still are incompletely understood, and the use of the various dispersing chemicals is based, to a large extent, on data almost entirely empirical in nature. In recent years the lignosulfonates have become increasingly important in the treatment and control of drilling fluids. More specifically, ferrochrome lignosulfonate has found rather wide acceptance, particularly in calcium systems.5-7 Lignosulfonates are refined lignin products made from spent sulfite liquor from which the fermentable sugars have been removed.15 The exact structure of lignin is not known; however, it is believed to be a phenolic propane type polymer which may exist as a branched chain or cross linked structure. The molecular weights of lignosulfonates probably range from 300 to 100,000 or more.15 A better understanding of the mechanism of adsorption of dispersants is essential before improvement and development of characteristics of drilling fluids and drilling fluid control is possible. This investigation was undertaken to determine the action of ferrochrome lignosulfonate on sodium and calcium montmOrillonite' LABORATORY INVESTIGATION A Stormer viscosimeter and Fann V-G meter were used to measure viscosity and gel strength. A Zeiss spectrophotometer was used for analysis of Fe and Cr and the flame attachment was employed in the analysis of Na, Ca and Mg. A General Electric X-ray diffraction unit utilizing Copper Ka radiation and a Ni-filter was utilized in the X-ray studies. PROCEDURE Two systems were studied. Predominately sodium clay, obtained from Wyoming, and a predominately calcium clay from Texas were used. These particular samples were chosen because of the extensive work of characterization completed by Mungan. Ionic base exchange capacity determined by flame photometry and total exchange capacity by the Kjehldahl method were obtained experimentally. A 7-per cent suspension of the sodium clay and a 20-per cent suspension of the calcium clay in distilled water were prepared by mixing with a high-speed mixer. The suspensions were allowed to stand for two weeks for complete hydration. Calcium chloride was added to portions of the sodium and calcium cla suspensions to obtain suspensions varying in Ca++ concentration as shown in Table I. A series of treatments was run with 500-ml portions of the original suspensions using a ferrochrome lignosulfonate. Treatment was carried out in the same way with each of the suspensions of varying Ca concentration. Viscosity and gel strength were measured and a filtrate obtained at each treatment level. Ten ml of filtrate were diluted to 50 ml, and aliquot portions of the 50 ml were taken for the Na, Ca, and Mg analysis by the flame photometer. The pH of these filtrates ranged from 7 to 7.3. Standard

By H. L. Hartman

The drop tester has proved an invaluable tool for the investigation of percussion drilling in the laboratory in "slow motion". It has allowed the process of rock penetration by impact to be studied a single blow at a time. In the present work, the relation of cratering to indexing has been determined under conditions simulating those in the bottom of the hole at atmospheric pressure. Indexed blows form craters which are influenced by others adjacent to them. Two unique effects are involved: (1) the provision of additional free faces in proximity to the point of impact and (2) the creation of subsurface damage by the previous blow(s). Both have a pronounced influence on the volume of rock removed per blow, which governs the rate of penetration in actual drilling. The emphasis in this study was placed on determining effects of index distance and impact energy on crater volume when blows were struck on a previorusly "drilled" or damaged surface, a situation most representative of down-hole conditions. The results indicated that (I) the optimum index distance on a damaged surface is greater than on a fresh, undamaged rock surface; (2) the volume of rock broken at optimum index distance is about the same for both surface conditions with die-shaped chisels but tends to be greater on a cratered surface with wedges; (3) the optimum index distance and maximum crater volume are proportional to the energy level; (4) at a given energy level, the volume of rock broken by dies generally exceeds that by wedges; and (5) maximum crater volume varies, approximately, inversely with width of die but is nearly independent of included angle of wedge. INTRODUCTION This is the third of a series l,2 of papers reporting on one phase of a continuing program of drilling research being conducted in the Rock Mechanics Laboratory at The Pennsylvania State U. The phase under consideration is crater geometry — blow energy relations in percussion drilling. While the previous papers have discussed mainly craters produced by single blows, indexed-blow studies are the subject of this paper. The basic mechanism of drilling under study here — that of penetration of a chisel-shaped bit subjected to impact — is the one employed in probably 90 per cent of all rock drilling in mining, percussion drilling. It also forms the fundamental action in nearly all oil well drilling with the so-called rotary (roller-bit) method. Here, the action is more complex, however, and may in actuality comprise rotary-percussion drilling. Certainly, the down-hole air and mud hammer drills, which superimpose percussion on rotation, belong in this latter category. In any event, impact blows constitute one of the principal mechanisms in the vast majority of drilling, mining or petroleum, and it is essential in drilling research to study percussion in all its basic aspects. Percussion drilling can be simulated in the laboratory by means of an impact drop tester. Striking one blow at a time with chisel-shaped bits, the drop tester permits study of most of the parameters in the drilling process except blow frequency and the interrelationship of certain variables. Single-blow craters, the simplest to produce, allow the determination of basic relationships, such as volume vs blow energy; while indexed craters most closely resemble the action in real drilling and provide data for the establishment of optimum operating criteria. Indexed-blow craters are those which are influenced by others in proximity. The simplest case to visualize, and the one studied in detail here, is that in which a given crater is formed adjacent and parallel to a previous crater, such that the second crater breaks into the first. A more complex situation usually exists downhole, where indexing is achieved by rotation of a radial-winged or rolling-cutter bit. But, admittedly, the phenomenon of indexing is more likely to be understood eventually if it is first studied in its simplest form, that related to parallel craters. Limited research has been conducted on indexed blows. The most complete study was that by Simon, 3,4 who proposed universal indexing curves to relate the important variables. His work, however, was conducted entirely with rows of craters formed on a

By R. H. McLean

Velocity, kinetic energy and shear in crossflow beneath three-cone jet bits may influence cleaning of the bottom of the borehole and the teeth of the bit. Laboratory investigation shows that each of these parameters is a function of the diameter of the borehole and the product of the volume rate of flow and velocity through the nozzles (QVn). Increasing QV, or decreasing the diameter of the borehole increases each parameter. These functions provide means of predicting the magnitude of each parameter and of scaling the cleaning forces. INTRODUCTION In drilling operations using conventional jet-type rock bits, the impinging jels create an important flow mechanism. Called crossflow, this flow mechanism originates in the impact area of the jets, spreads across the bottom of the hole and supplies the principal source of energy to clean the teeth of the bit and most of the bottom.' Besides providing the means of cleaning cuttings from the bit and the hole bottom, crossflow may also have other, less direct, effects on the rate of penetration. The shear stress generated on the bottom by crossflow will inIluence the thickness and permeability of any filter cake of mud solids or crushed material which forms on the bottom.' These factors may affect the rate of penetration. A previous pulblication introduced some fundamental concepts of crossflow.' Crossllow was shown to occur in a thin layer adjacent to the bottom, and to cover the bottom completely. The maximum velocity in the crossflow above any position on the bottom was found to be directly proporlional to the square root of the product of the volume rate of flow and velocity through the nozzles—the jct QV,,—and inversely proportional to the diameter of the borehole. This information indicated that the effectiveness of crossllow in scavenging the bottom can be improved by maximizing the jet QV. The investigation reported herein amplifies the definition of crossflow. Complete velocity profile data above a representative position on the bottom are analyzed. These data better illustrate control of the capacity of crossflow to scavenge the bottom, and also relate shear stress on the bottom to known, controllable parameters. The conclusion reached in the previous publication that maximization of the jet QV. produces the maximunl cleaning beneath current jet bits is unchanged by these new data; rather, it is strcngthened. Data presented here show that the kinetic energy flux above a representative position on the bottom is maximized by maximizing the jet QV. The shear stress on the bottom will also be shown to be maximized in the same manner. Since the functions relating the jet QV. to velocity, shear stress and kinetic energy also involve the diameter of the borehole, means of equating, or scaling, these quantities in different sizes of boreholes will be illustrated. EXPERIMENTAL EQUIPMENT AND TECHNIQUE JET BIT MODEL Data were recorded from the same laboratory model as used in the aforementioned investigation of the flow around a jet bit.' The model consisted of a 43/4-in. three-cone, jet-type rock bit in a smooth, flat-bottomed borehole constructed of lucite. The bit had a shape and nozzle placement closely resembling larger three-cone jet bits commonly used in field operations. Fig. 1 illustrates the impact area on the bottom of a jet from this bit. Details of the orientation of the jets may be found in the previous publication. TECHNIOU'E OF MEASUREMENT Measurements of the crossflow were made by inserting a very small Pitot tube through the bottom of the simulatetl boreholc. Extreme thinness of the layer of crossflow necessitated accurate measurements of the height of the Pitot tube above the bottom to achieve close definition of the velocity profile. A cathetometer, which could be read to the nearest 0.005 cm, was used to make this measurement.

Jan 1, 1966

By N. H. van Lingen

A laboratory stud], has been made to determine what factors affect the penetration rate of roller bits, diamond bits and drag bits in rock drilling with clay /water muds. The rather simple relations that exist when pressures in and around the borehole are equal become more conzplicated when under down-hole conditions the penetration rate is hampered by the existence of a pressure differential between the mud at the hole bottom and the pore liquid at cutting depth. Expressions that have been derived for both the penetration rate and the magnitude of the pressure differential in permeable rock together fully account for operating, rock, mud and bit variables. In impermeable rock a similar pressure differential is caused by the bit action itself. In all cases, the pressure difierential and the reduction in penetration rate increase with the effectiveness of the plastering at the bottom of the hole by mud particles. Where bits are employed whose action is largely that of crushing, however, the plastering may become even more effective owing to the addition of rock particles rubbed into the pores of the rock. With roller bits, a plastically hehaving layer may be formed, which causes a further reduction in penetration. In the case of bits whose action is chiefly scraping, moreover, penetration may be arrested by the bit's becoming balled-up. The various adverse effects are reduced by thorough scavenging of the hole bottom. This paper shows how with jet bits the efficiency of such scavenging may he improved by suitable choice of the position of the nozzles. INTRODUCTION The reduction in a bit's penetration rate with increasing depth of hole has been the subject of many investigations. Various investigators ',' have independently reached the conclusion that this reduction occurs not so much because the rock-breaking process becomes more difficult as it does because the lifting of the rock fragments is impaired by a fluid pressure differential holding the fragments down. When such a pressure differential can be avoided, as in air drilling and to a smaller extent in water drilling, penetration rates remain high. Although the range of applicability of these techniques is being extended, most oil wells still have to be drilled with mud. In this paper we present the results of laboratory experiments carried out to determine what factors govern the hold down effect encountered in mud drilling. In the course of this investigation, the well known importance of bottom scavenging came more and more into prominence. Not only may it reduce the magnitude of the hold-down forces, but also it appeared to be a means of preventing the accumulation of a plastic mass of cuttings and mud on the hole bottom and bit which may cause penetration to cease almost completely. So that the effects of fluid pressures may be more readily understood, the factors that govern penetration rate in the absence of these pressures will first be discussed. The effect of down-hole pressures will then be assessed for the case of permeable rock where fluid pressures are well defined, and it will be demonstrated how rock strengthening due to confining can be accounted for. Subsequently, fluid pressures in less-permeable rock will be examined; we will show that in impermeable rock it is the bit action that governs fluid-pressure distribution and hold-down. In the case of poor scavenging and/or high bit load. cutting cake manifests itself. The effect, like various others. appears to depend on the type of bit used. From the very beginning, therefore, we shall base our discussion on the three main types of bits used in rotary oil-well drilling— roller bits, diamond bits and drag bits. Since space is limited, it will be impossible to make more than a passing reference to many aspects of the problem. Moreover. certain relations that are not of primary irnportance to our argument will unavoidably have to be stated in a somewhat dogmatic fashion, and the experimental data on which these are based necessarily must be omitted. EQUIPMENT The drilling experiments were performed on three machines, of which one has been designed for the realistic simulation of down-hole pressure conditions. HIGH-PRESSURES MACHINE In this machine (diagramed in Fig. 1) the mud, pore and confining pressures can all be adjusted independently. The foil-covered rock sample contained in the inner pressure vessel is confined by oil that is pressurized by means of a hand pump. The pore space of the watersaturated sample is connected to an arrangement which keeps the pressure in the pore space constant regardless of the rate of filtrate flow through the sample.

By M. R. Annis, P. H. Monaghan

The control of mud properties affords two practical means of tnitigating pipe sticking caused by differential pressure: (I) teducing weight and, therefore, differential pressure; and (2) reducing the friction berween the pipe and mud cake. This paper describes investigation of the second of these—the friction between the pipe and the mud cake. Friction between a steel plate and a mud cake, held in contact by a differential pressure, was measured in the laboratory while maintaining a constant area of contact. Experiments were performed to determine how this friction varied with changes in mud composition and with changes in experimental conditions such as the differential pressure, time of contact of plate and mud cake, and filter-cake thickness. It was found that the apparent coefficient of friction, or the "sticking" coeficient, was not a constant; instead, it increased with increased time of contact between plate and mud cake, and with increased barite content of the Mud. The sticking coeficient varied from about 0.05 to 0.2 afer 20 , and eventually reached values of 0.1 to 0.3 after two Hours. Quehracho or ferrochrome lignosulfonate reduced the sticking coefficient at short .set times but did not reduce the maximum value. Carboxy-~t~etlz~lcellulose had no effect on the sticking coeficient. Emulsification of oil in the mud reduced the sticking coefficient. Some oils reduced the sticking coefficient to about one-third of its Value in the oil- free base mud, while other oils reduced it only slightly. Addition of certain surfactants with the oils further reduced the sticking coefficient. Spotting a clean fluid over the stuck plate caused a reduction in sticking coefficient only if the differential presslrrr was reduced, either temporarily or- permanently. INTRODUCTION Often during drilling operations the drill string becomes stuck and cannot be raised, lowered, or rotated. This condition can be brought about by a number of causes, such as sloughing of the hole wall, settling of large particles carried by the mud, accumulation of mud filter cake during long stoppage of circulation and, finally, sticking by pressure of the mud column holding the pipe against the filter cake on the hole wall. This paper is concerned with the last-mentioned phenomenon. Helmick 2nd Longley' in 1957 suggested that a pressure differential from the wellbore to a permeable formation covered with mud cake could hold the drill pipe against the borehole wall with great force. This situation occurs when a portion of the drill string rests against the wall of the borehole, imbedding itself in the filter cake. The area of the drill pipe in contact with filter cake is then sealed from the full hydrostatic pressure of the mud column. The pressure difference between the mud-column pressure and the formation pressure acts on the area of drill pipe in contact with the filter cake to hold the drill pipe against the wall of the borehole. Helmick and Longley also presented laboratory cxperiments which showed that the force required to move steel across a mud cake increased with increasing differential pressure and with the time the stcel and mud cake had been In cuntact. Their data indicated that replacing the bulk mud with oil reduced the force required for movement. Field evidence was rcported that spotting oil over the stuck interval sometimes freed the pipe. Outmans- in 1958 presented a theoretical paper which described the sticking mechanism and explained the increase of sticking force with time with equations derived from consolidation theory. Since publication of these papers, there has been interest in the differential pressure sticking of drill strings, and several mud additives to reduce sticking or special equipment to free stuck pipe have been proposed."" Haden and Welch" have recently reported laboratory evidence showing that the composition of the filter cake influences the force necessary to move steel on the filter cake. There seems no doubt that differential pressure sticking is a real phenomenon and that its severity depends on the magnitude of the pressure differential across the mud cake, the area of contact and the friction between pipe and mud cake. The mud weight required to control a well is determined by the highest formation pressure in the well: hence, the magnitude of the differential pressure opposite normal or subnormal pressure formations cannot bc reduced. The area of contact may be minimized in several ways (control of filter-cake thickness, use of stabilizers and spirally grooved drill collars), but there arc practical limitations which prevent reduction of contact area from becoming a complete solution of the problem. However. the mud composition might bc altered to reduce the friction between pipe and mud cake. This paper presents quantitative measurements of the friction between steel and mud filter cake and shows how the friction varies with mud composition for given experimental conditions.

By J. F. Gormley

Drill pipe, and the connections used to join the pipe together, have had a long history of development and improvement. With the growing use of high tensile-strength pipe, the rotary shouldered connections used to join the lengths of drill pipe have become more critical. Fatigue-type failures of rotary-shouldered connections, or tool joints, have become a cause of much conern to operators and manufacturers. Most fatigue tests on tool joints have been made on the basis of bending moment applied vs number of cycles, rather than on the basis of stress vs cycles. A desire to learn more about the nature of stress in a tool joint due to bending caused a rather intensive experimental study to determine what actually happens to cause fatigue failure. It was known that a tool joint with insufficient make-up torque was subject to early fatigue failure. Therefore, the establishment of the relationship between make-up torque and allowable bending moment would enable a testing engineer to better correlate the results of various tests. The problem of calculating the stress in a tool joint due to an applied bending moment was complicated by: the effect of unknown stress concentrations; the applicability of the well known formula S = Mc/I; and the question of whether to use the combined cross section of the pin and box in calculating the moment of inertia I. TEST EQUIPMENT The test equipment consisted of the following. 1. A lathe modified to act as a fatigue machine for full-size tool joint or drill-collar specimens. 2. An adapter plate bolted to the headstock of the lathe and into which a short adapter was screwed. 3. Tool-joint pins on sections of drill collars bucked into the adapter. 4. A hydraulic load cylinder which rested on the bed of the lathe and applied bending moments to the joints. 5. Paper-backed strain gauges (FAP-12-12, 1/8-in. gauge length and A-5-1, 1/2-in. gauge length). 6. Eastman 910 contact cement for bonding gauges to joint and Epoxylite 222 waterproofing. 7. A 12-position switchbox, SR-4 bridge balancing unit connected to an SR-4 strain indicator to read the gauge output. 8. A four-channel Sanborn recorder, Model 150, was used as the readout instrument for part of the testing. The fatigue machine was well suited as a loading device. Because of the long lever arm available, the change of moment with distance was small; consequently, the vertical shear stress was small, less than 300 psi. Some difficulty was experienced with the hydraulic load cylinder at high bending moments due to leakage. The strain gauge equipment was simple and quite reliable. A 41/2-in. extra hole (E. H.) joint with "as machined" threads and shoulders and a 2 7/8-in. internal flush (I. F.) joint with copper-plated threads and shoulders were selected for testing because of their common usage in the field. In addition, the 4 1/2-in. E. H. was suitable because it had an inside diameter large enough to permit the insertion and accurate positioning of strain gauges without using special jigs, while the 2 7/8-in. I. F. joint required much lower bending loads to cause separation of the shoulders of the joint when made up to the recommended torque. The joints were made to standard API specifications, except for very small bevels on the box and pin shoulders and cylindrical stress-relief grooves added to the pins. Larger bevels would have

By M. M. Singh, H. L. Hartman

This paper reports on the results of a fundamental investigation of the behavior of rock under impact of a chisel-shaped bit. Drop-tester studies were conducted with strain gauges attached to the rock and striking bit-edge. It was established that rock behaves viscoelastically. Little correlation was found to exist between the strain waveforms detected on the rock surface and in the bit; thus, strain-time curves obtained with transducers mounted on the bit cannot be used to explain the sequence of events in rock breakage. It is estimated that nearly 1 per cent of the total energy of the blow is expended in permanent deformation of the rock. The strain- energy distribution on a rock surface as a result of chisel impact, which follows a simple law, is presented graphically. Experiments also were conducted with gauges embedded in the rock vertically below the line of impact and at an angle of approximately 45' to the vertical. No essential difference was observed in the type of wave obtained with embedded gauges and with gauges on the surface, as may have been anticipated from theory. INTRODUCTION Through the ages great strides have been taken towards improvement of the various techniques applied in the breakage of rock. Indeed, numerous applications of the rock-failure process are an integral part of present-day industry, including oil well drilling. Yet, astonishingly, little is known regarding the behavior of rock under dynamic loading or the mechanism of rock failure. The value of impact loading studies from the point of view of drilling is evident, however, and requires little elaboration because impact of a chisel edge on rock forms the basic action constituting most common methods of drilling. RELATED STUDIES Impact studies of communition and fragmentation conducted by Fahrenwald, et a1,8 Poncelet,l7 Axelson, et a1,2 Piret,16 Hartman and pfleider,ll Charles and deBruyn,5 and others have been of considerable help in understanding rock-breakage phenomena. Further insight into the basic action of drilling and penetration has been obtained by the work of Irving,13 Cherkasov and Shlyapin,6 BOrcherdt,3 Shepherd,19 Shreiner and Pavlova,20 Drilling Research Inc.7 Hartman,10 Appl and Gatley1 and several other investigators. However, knowledge concerning the stresses and strains induced in the rock and bit during impact remains scant. Recent photoelastic studies by Tandanand and Hartman (1961. 1962)22, 23 have shed light on stress distributions and Fracturing produced in plastics by chisel-shaped bits. In the field of transient strain Pulses and their role in rock drilling, the only extensive work has been performed by Drilling Research Inc. (DRI). They attached strain gauges to the shank of a bit and conducted drop-tester studies, using a die-shaped bit to obtain force-time diagrams. Their work led to the conclusion that, for a given rock type, the first peak of force occurs at a fixed level regardless of the total energy in the system, provided it exceeds a certain minimum threshold level. Further, on this basis an explanation was offered for the sequence of events in crater formation as the result of a single blow on rock. PURPOSE OF PRESENT STUDY The investigations reported in this paper were conducted in a manner similar to the DRI approach, but with the objective of determining the strain distribution in the rock around the area of bit impact and, to a limited extent, the strain in the chisel-shaped bit itself. It was expected that a knowledge of the disposition of these strains, along with the rate of attenuation of strain energy in the rock

By F. H. Deily, D. S. Rowley, R. J. Howe

By A. Lubinski

In drilling operations, attention generally is given to hole angles rather than to changes of angle, in spite of the fact that the latter are responsible for drilling and production troubles. The paper presents means for specifying maximum permissible changes of hole angle to insure a trouble-free hole, using a minimum amount of surveys. It is expected that the paper will result in a decrease of drilling costs, not only by avoiding troubles, but also by removing the fear of such troubles. SUMMARY, CONCLUSIONS AND RECOMMENDATIONS Excessive dog-legs result in such troubles as fatigue failures of drill pipe, fatigue failures of drill-collar connections, worn tool joints and drill pipe, key seats, grooved casing, etc. Most of these detrimental effects greatly increase with the amount of tension to which drill pipe is subjected in the dog-leg. Therefore, the closer a dog-leg is to the total anticipated depth, the greater becomes its acceptable severity. Very large collar-to-hole clearances will cause fatigue of drill-collar connections and shorten their life, even in very mild dog-legs. Another finding regarding fatiguing of collar connections in dog-legs is that rotating with the bit off bottom sometimes may be worse than drilling with the full weight of drill collars on the bit, mainly in highly inclined holes when the inclination decreases with depth in the dog-leg. Means are given for specifying maximum dog-legs compatible with trouble-free holes. An inexpensive technique proposed is to take inclinometer or directional surveys far apart; then, if an excessive dog-leg is detected in some interval, intermediate close-spaced surveys are run in this interval. The application of the findings should result in a decrease of drilling costs, not only by avoiding troubles, but mainly by removing the fear of such troubles. The result would be much more frequent drilling with heavy weights on bit, regardless of hole deviation. Because of errors inherent to their use, presently available surveys are not very suitable for detecting dog-legs. There is a need for instruments especially adapted to dog-leg surveys. Crooked hole drilling rules should fall into two distinct categories—(1) those whose purpose is to bottom the hole as desired, and (2) those whose purpose is to insure a trouble-free hole. Three kinds of first-category rules in usage today are as follows. 1. A means to bottom the hole as desired is to prevent the bottom of the hole from being horizontally too far from the surface location; this may be achieved by keeping the hole inclination below some maximum permissible value such as, for instance, 5. 2. Another means to achieve the same goal is to limit the rate at which the inclination is allowed to increase with depth. A frequently used rate is 1/1,000 ft. In other words, a maximum deviation of l° is allowed at 1,000 ft, 2 at 2,000 ft, 3 at 3,000 ft, etc. 3. Whenever application of the first two means precludes carrying the full weight on bit required for most economical drilling, then the best course is to take advantage of the natural tendency of the hole to drift updip, displace the surface location accordingly and impose a target area within which the hole should be bottomed. This method has already been successfully applied,'.' and its usage probably will become more frequent in the future. Means for calculating the amount of necessary surface location displacement are avail-able.3'5'6 If in high-dip formations the full weight on bit should result in unreasonably great deviations, the situation could be remedied by increasing the size of collars and (if needed) the size of both hole and collars,351 or in some cases by using several stabilizers. Rules which would fall into the second category (i.e., rules whose purpose is to insure a trouble-free hole) are seldom specified today. It is vaguely believed that following Rules 1 and 2 of the first category will automatically prevent troubles. Actually, this is not true. If at some depth the only specified rule is that the hole inclination must be less than 4", the hole may be lost if the deviation suddenly drops from 4 to 2, or if the direction of the drift changes, etc. Rule 3 of the first category is generally used in conjunction with a rule belonging to the second category, namely, that the hole curvature' (dog-leg severity) must not exceed the arbitrarily chosen value of 1½ /100 ft. Moreover, when using this rule, the industry is not clear over what depth intervals the hole curvature should be measured. All this results in a frequent fear

By Jean-Jacques Prompsy, J. S. Rinehart

Some time ago a study was initiated at the Colorado School of Mines in an effort to arrive at a better understanding of the stress fields developed within drill bits under dynamic loading and the influence that these stress fields could have on the failure of the bits. Particular emphasis has been given to the influence that bit shape has on the establishment of highly localized, potentially destructive stress inhomogeneities within the bit. The study has been divided into three phases involving three velocity regimes: impacts at very low velocities, 0 to 20 ft/sec, a velocity range in which dynamic effects are just beginning to be found; impacts at velocities ranging from 20 to several hundred ft/sec, a range commonly encountered in practical drilling operations; and impulsive loading through the detonation of explosives, a region in which the dynamic effects are greatly exaggerated and made more identifiable. The ultimate objective is to provide basic data which will enable the mitigation through judicious design of the frequency and severity of these transient concentrations of intense stress, thereby prolonging and increasing drill efficiency. This paper presents results of the third phase of this study — the development of a better understanding of the dynamics and mechanics of failures caused by transient stress-wave interactions. The impulsive loading or transient waves in these experiments were generated by detonating small explosive charges placed on the ends of Plexiglas cylindrical rods terminating in truncated cones. Under such intense loading, dynamic effects are greatly exaggerated and, hence, made more identifiable. The explosion generates a high-intensity transient stress disturbance which moves through the rod, reflects from surfaces which lie in its path, and establishes momentarily narrow regions of high concentrations of stress where failure of fracture may occur. The peregrinations of these waves, their interactions and their effects have already been described in the literature (see, for example, Refs. 1 and 2). The locations and extent of the regions quite apparently are strongly dependent on specimen shape, making it possible through judicious shaping of specimens to relocate the highly stressed regions, minimize their extent, or eliminate them entirely. These experiments were designed, first, to identify more clearly the vulnerable regions in geometries relevant to drill-bit design and, then, to modify these regions in a predictable way by changing specimen shape. Through this latter process, it is anticipated that better bit design might evolve. The specimens used in the experiments were cylindrical rods, 1 1/2 and 1 1/8 in. in diameter, ended by a truncated cone, with the cone angles ranging from 45° to 130°. Upper cone face diameters were 1/2, 3/4, or 1 in. A small plastic-covered electric blasting cap detonated on the axis of the specimen produced the spherical shock wave. The detonators used were Olin Mathieson No. 6, which induced into the rod a transient saw-toothed stress disturbance of about 3-microseconds duration, corresponding to a wave length of 0.3 in. in the Plexiglas. Five distinct systems of fracture were observed: (1) along the axis of the rod, a lower system of fractures, the cracks focusing around one point for specimens having cone angles of 80° and 90° and, as the cone angle was increased, spreading downward; (2) just above these fractures, an upper system of fractures composed of horizontal cracks observable in some specimens but not of any appreciable extent; (3) a third system of axial cracks still above the latter, observable in the small cone-angle specimens; (4) in the upper part of the specimen, a system of radial fractures extending from the blasting point; and (5) circular spalling due to reflection of the wave on the boundary of the cylinder. Only the first three systems, the axial fractures, are examined here. LOWER TENSILE FRACTURE SYSTEM The first, lower system of tensile fractures, shown in the photograph of Fig. 1, was observed in almost all of the specimens. It was due to the reflected tensile wave coming in from the boundary of the cylinder as shown in Fig. 2. The reflected wave was cylindrically convergent and focused