Drilling-Equipment, Methods and Materials - The Effect of Some Drilling Variables On the Instantaneous Rate of Penetration

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.