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PAPER
6300 North Central Expressway
NUMBER
SPE 1052
Dallas 6, Texas
and
*****
by
and
A microbit apparatus has been used to study how and why field drilling
rates are usually higher when air is circulated rather than liquids. Our labo-
ratory results with air are compared with the work of others who have circulated
liquids to remove cuttings, and a theory for air drilling has been developed.
Chief results of this program are that most of the parameters operative in liquid
drilling are also operative in air drilling, but in air drilling many of these
Our major conclusions are that drilling rates with air are much greater
than with liquids because chip removal is facilitated by: (a) low bottom-hole
pressure exerted by the column of air, (b) low viscosity of air which permits it
to enter cracks more readily, (c) less restriction to widening crack by highly
compressible air, and (d) low cohesive forces between rock particles in environ-
ment of air. Furthermore, there is far less plugging of widening cracks around
chips because of the absence of solids from the drilling fluid and the better hole
cleaning afforded by the high-velocity air stream. The greatest reason for high
drilling rates with air is that the air is greatly cooled by expansion as it
passes through the bit and thereby cools the bottom of the hole to reduce the
saturation of the rock and rock ductility have a more adverse effect on gas
is greatest on dry rocks. The data presented suggest: (a) the use of gases
2.
to drill with where possible, (b) the use of clear liquids rather than mud
where possible, (c) the use of th8 highest filtrate muds possible where mud
is required, (d) the use of liquids having the greatest ability to wet the
formation, where liquids are. required, and (e) placing fluid ports of bit
such that greatest cleaning action of hole bottom can be achieved. The
and pressure drop at the bottom of the hole and thereby provide better
INTRODUCTION
Over the past decade, the oil industry has made increasing use of
directing a stream of compressed air down the hole to clean away rock fragments
and whisk them to the surface offers several advantages: greater penetration
rate, longer bit life, better maintenance of hole gage, elimination of damage
drill stem testing, avoidance of sample lag, less contamination of the cuttings
formations and sloughing shales, are always present in "air drilling". However,
drilling costs. But, while the technique has become firmly established in
field practice, a detailed study of the process of air drilling and all the
factors that affect its operation has never been made. We therefore undertook
such a study in order to better understand the technique and possibly to extend
Our program had two parts: first, we made a review of the literature
pertaining to both air and liquid drilling, and to laboratory tests on air
3.
these factors:
muds, it was adapted for air flushing by replacing the circulation pump with
an air compressor.
the air is inducted by the compressor from the house air supply system and
a filter, valve, and flow meter to the atmosphere. Figure 2 depicts a cross-
section through the pressure chamber and housing of the microbit drilling
jacketed with a coat of epoxy resin and placed as shown within the pressure
chamber. The epoxy jacket and the O-ring seals keep the overburden (confining)
pressure fluid segregated from the formation and drilling fluids. Interstitial
fluid is injected into the core from above and the drilling process is conducted
from below (Le., the sample is drilled "upside down"). The formation and
circulation fluids are kept apart only by the "filter cake" built up during
The required bit load is produced by tie-rods which pull the chamber down
hydraulica lly.
with a 3/B-in. diameter hole through the c~nter for flow of the circulating
fluid. A series of 11 sets of cones was selected and numbered, and these were
average out the difference (and the wear) of individual sets of cones. In
addition, the complete set of cones was renewed before the wear on them became
too evident.
The rock samplles used for the tests were cored in the laboratory from
larger blocks which were all taken from the same part of the quarry and marked
according to location.
ture differential between the flushing air and the rock mass. The rock specimen
heating element. This assembly is then mounted in a drill press which applies
the bit load hydraulically. Air can be fed into the system at room temperature
during the drilling. The rock under investigation can be maintained at any
temperature within the design limits of the apparatus, thus obtaining the
PROCEDURE
Calibration tests were run first to determine how closely the microbit
with mud, water, and air. Conditions typical of a 7000-ft depth in the field
were chosen: the overburden, borehole, and interstitial pressures assumed were
agreement with field drilling rates. For example, in all three rocks the drilling
rate is highest for air, intermediate for water, and lowest for mud. The magni-
tude of the differences in drilling rate for the three fluids also compares well
with field drilling results; i.e., the drilling rate is highest with air on all
rocks, but on the permeable rocks a greater improvement is made by changing from
tests were made to evaluate the seven factors, listed in the introduction, which
For these tests, the rocks (unless they were to be drilled "dry", i.e.,
with no water in their pores) were first evacuated and then saturated with water
prior to being placed in the drilling chamber. During the tests, the results
of altering the particular factor under examination were studied in each core
The data included with this paper pertain to the laboratory tests
with the microbit using air as the drilling fluid. These results are discussed
te.sts, the interstitial pressure was nominally maintained at zero; thus, in-
The same result occurs in the field with any type of drilling fluid,
but the reduction in drilling rate is least when air is used. Drilling engineers
1901 and von Karman3in 1911, as well as more recent workers, partially support
this view. For example, the data of Bredthauer4 show that jacketed rocks
without pore fluids have increased compressive strengths with increasing con-
fining pressure, although any appreciable change in ductility does not occur
5
until the confining pressure is rather high, 12,000-15,000 psi, (Robinson and
4
Bredthauer ).
Our own data indicate that the effect of overburden pressure is also
more marked on dry rock than on water-saturated rock. This can be explained
by the fact that saturated rocks are weaker in compression than dry rocks.
As for the increase in rock ductility, it is evident that the energy required
to break a more ductile rock would be considerably greater than that needed
be interpreted to imply that only a small change should be noticed for both
decrease drilling rates, their effects would normally be small for the range of
2. Borehole Pressure - The data in Fig. 4 are based on the microbit drilling
with air of saturated Berea sandstone, and dry Indiana limestone. The figures
in drilling rate. A possible explanation for this behavior is the fact that the
pore fluid gradually issues into the borehole from the rock and hinders the
cleaning action of the air stream. The effect might be even more pronounced
example, the interstitial pressure could be raised only when liquid was used
for core saturation. The air permeated rapidly through dry samples and equalized
hole and pore pressures. Even when a liquid was employed, the pump had to be
flushing with air (data not shown). It was found that in Berea sandstone this
boring dry rock, whereas in Indiana limestone the decline was roughly 1-1/2 times.
Probably a thin film of water coats the particles that are formed and increases
the cohesive forces between them. There is a distinct tendency for the dust to
that this situation is typical of field experience when zones that produce very
circulation does not affect drilling rate within the range depicted. However,
B.
it was found that if the circulation rate of the flushing fluid is decreased
the penetration rate also drops, and the relationship between these two parameters
in that region is linear (data not shown). This confirms the observations of
other researchers. Owing to the limitations of the equipment, it was not possible
fragments must be removed from the bottom of the hole as they are produced if
1,7,B h
drilling is to continue. Severa 1 authors have presented t eir views as to
why cuttings might remain on the bottom after chip separation from the virgin
B
rock is commenced. But, since the discussion of Garnier and Van Lingen
They state that the forces tending to hold chips on the bottom may be
of both static and dynamic origin. The static force is due to the difference
the formation (interstitial), and it disappears when the drilling fluid pressure
equals the pore pressure below a chip. The dynamic force comes into play after
the bit has created a crack around a rock fragment and removal of the fragment
commences. At this t.ime, a very low pressure can occur in the widening crack
unless fluid is supplied to the crack from any or all of three sources:
(a) drilling fluid" (b) drilling fluid filtrate flowing through the chip,
But flow of drilling fluid into the crack meets infinite resistance
initially because at that instant the crack width is negligible. Also, the
plastering action of any solids in the drilling fluid reduces the flow of
filtrate through the chip. Hence, in permeable formations, the fluid has to
be supplied, for the main part, by flow through the formation. However, in
9.
through the widening crack below the chip, and consequently at the outset a
high vacuum is probably created under the chip, hindering its release from the
hole bottom.
chip removal to the situation where air is the drilling fluid. First, the static
contrast to thousands of pounds per square inch for liquids), and hence its effect
should be negligible. Second, the dynamic force should be low since the low
viscosity and the compressible nature of air would permit it to enter a widening
crack more readily than a liquid. However, the dynamic force cannot be completely
ignored, as solids are also present at the bottom of the hole in air drilling
and they produce the same blocking effect as in liquid drilling. Furthermore,
most rocks drilled with air are either dry or of such low permeability that
formation fluids could not be expected to flow into a widening crack as a chip
was being formed and removed. Also, any flow of air through the chip could be
ignored for the same reason. Thus, as a crack is widened, it must be filled with
air that may have to first pass through a compacted layer of rock debris. Of
course, the compressible nature of air would permit a crack to open many times
During our own series of laboratory tests, we examined the rock pores
along the surfaces of the hole drilled with the microbit and found them filled
with rock dust and fragments. Presumably these particles were forced into
place by the grinding, chipping, and abrading action of the bit teeth as well
drilling was made in the laboratory, though the data are not included here. Both
a dry and water-saturated porous rock were drilled with clear water under a pressure
10.
higher than that in the rock pores so that some of the water would flow away from
the hole and through the rock. Then, for a comparison with these tests, a similar
rock was drilled with water; in this test, pore pressure was maintained somewhat
higher than the borehole pressure so that water entered the hole at a fairly high
rate as drilling progressed. The latter drilling rate was significantly higher
in the surface of the drilled hole were relatively free of rock debris.
Figure 7a shows the dry surface of a Berea sandstone block while Fig. 7b clearly
indicates the deposition of a layer of rock dust on a new surface created in the
rock by drilling with air. Figure 7c is included for comparison, and depicts
the formation of a "filter cake" during drilling with mud. The similarity
seen as air comes in contact with newly created surfaces, the cohesion between
mobility in porous media, may playa very significant role in increasing the
drilling rates. Even when liquids are employed as flushing agents, decreased
. .
v~scos~ty ten d s to augment .
penetrat~on ra t e. 1,10,13,14
that a much greater portion of the bit energy is lost due to damping, both
11.
within and outside the formation, than is the case with air drilling.
when comparing air flushing with the use of drilling muds. For example, it
has already been mentioned that although overburden pressure does not signifi-
is fairly marked in the case of dry formations. The relevance of this parameter
well known (see Table 2) that most rocks are weaker in compression when satu-
rated than when dry. The most likely explanation for increased drilling rates
when flushing with air or gas rather than mud is that the air in the well exerts
almost negligible pressure on the hole bottom as compared with the corresponding
mud column. However, this is still only one of a number of factors that needs
'
h as b een t h e su b Ject 0 f prevlous
' stu d'les 15,16 an d Wl'II not b e dwe 11 e d upon ln
'
of the hole bottom is achieved in air drilling because of the higher fluid
velocities and greater turbulence that exist there. This improved cleaning
should also allow better contact between the bit teeth and the strata to be
fractured.
1. Temperature Differential Between the Flushing Air and the Rock Mass
Casual reference is often made in the literature to the fact that air
expansion through the bit nozzles has a cooling effect on the bit. And in the
field we have observed that the temperature of the drill collars immediately
above the bit was approximately 40°F when the time required to pull the bit was
relatively short. The temperature of the air being circulated at the time was
unfortunate, however, that neither we nor others have measured the air
temperature at or below the bit during air drilling operations, but in lieu of
proper design from say, a pressure of 170 psia and a temperature of 200°F to
-90°F. However, in the absence of any mechanical work the temperature of the
air would rise again as its velocity decreased, finally coming to within a few
surface could be cooled by a high velocity, low temperature stream of air passing
over it. The lowest temperature that the rock could achieve this way would
and temperature. Although the adiabatic wall temperature is higher than the
high velocity air jet temperature, it would still be lower than the temperature
of the air that has expanded through the nozzle and lost its velocity would
not quite reach the original temperature that it had before passing through the
nozzle. The amount by which the temperature is lowered in this manner is only
a few degrees. However, if the expanded and cooled return air took heat from
the incoming air by using the drill collars as a heat exchanger, the temperature-
a gas liquefication device which utilizes the Joule-Kelvin effect and heat
exchangers.
13.
and, for the reasons cited above, it does not seem unreasonable to speculate
that the rock on the bottom of the hole could be exposed to air of considerably
lower temperature.
contact with virgin rock become fairly obvious. It is easy to visualize that
the surface of the hole bottom could be thermally stressed quite rapidly, and
the tendency of the rock to contract could either induce considerable tensile
stresses in the formation or reduce any compressive stresses that were already
by the stress concentrations induced at the points of loading due to the bit
teeth. Further, the poor thermal conductivity of rocks would aid this breakage
above, we used the apparatus shown in Fig. 8 and described earlier. Table 3
shows the results of typical tests conducted on three rock varieties. In each
flushing air enhances the drilling rate. Basically, therefore, the conclusions
pertaining to the effect on drilling rate of a blast of cold air hitting the
the long bearing life of bits used in air drilling. At low temperatures,
chemical reactions that normally produce wear on bit bearings and teeth should
sensitive reaction, and its progress between bearings and their races should be
14.
temperature created by expansion of the air used in air drilling may also extend
bit life.
CONCLUSIONS
more prevalent techniques of mud drilling, and these various parameters combine
factors tend to improve drilling rates, whereas others are detrimental, but the
mode of rock penetration when flushing with air or gas. On the basis of these
studies, a hypothesis explaining the mechanism of air drilling has been advanced.
reasons:
of gas;
compressible gas;
liquid drilling:
on water-saturated rocks.
2. A cold stream of air exiting from the bit nozzles and con-
contacting the hole bottom may aid in breaking up the rock being
be accomplished by:
ACKNOWLEDGMENTS
help with the manuscript, and to Gulf Research & Development Company for per-
References
1. Eckel, J. R., "Effect of Pressure on Rock Drillability", Trans., AlME, Vol. 213,
TP 4702, 195B, pp. 1-6.
5. Robinson, L. H., Jr., "The Effect of Pore and Confining Pressure on the Failure
Process in Sedimentary Rocks", Quart. Colo. Sch. Mines, Vol. 54, No.3, 1959,
pp. 177-199.
10. Cunningham, R. A•• and W. C. Goins, Jr., "How Mud Properties Affect Drilling
Rate", Pet. Engr., Vol. 29, No.5, May 1957, pp. B1l9-B13l.
11· Adam, N. K., The Physics and Chemistry of Surfaces, 3rd Ed., Oxford University
Press, London, 1952, 436 pp.
14. Moore, P. L., "Five Factors that Affect Dri 11ing Rate", Oi 1 and Gas Jour.,
Vol. 56, No. 40, Oct. 6, 195B, pp. 141-156, 160, 162.
15. Angel, R. R., "Volume Requirements for Air or Gas Drilling", Trans., AlME,
Vol. 210, TP 4679, 1957, pp. 325-330.
16. Gray, K. E., "The Cutting Carrying Capacity of Air at Pressures Above
Atmospheric", Trans., AlME, Vol. 213, TP B024, 195B, pp. 1BO-1B5.
Downloaded from http://onepetro.org/SPEDRM/proceedings-pdf/65DRM/All-65DRM/SPE-1052-MS/2086990/spe-1052-ms.pdf by guest on 08 December 2022
18.
Table 1
Improvement
Interstitia 1 Bore-Hole Drilling Over Mud
Pressure Pressure Circulation Rate Drilling
Rock Type (psi) (psi) Fluid (it /hr) (%)
Material Quantity
12,200 psi
13,000 psi
Compressive Strength of Wet and Dry Rocks
Dry
9700 psi
8400 psi
Wet
Table 2
Indiana Limestone
Berea Sandstone
Rock Type
21.
Table 3
Improvement
Rock Inlet Air Drilling when
Temperature Temperature Rate Heated
Rock Type CF) CF) (ft/hr) (%)
MICROBIT
DRILLING
COMPRESSOR APPARATUS
REGULATOR REGULATOR
INTAKE
,....-_-t BS8B
,.........-......&.,
CONTROLLER
PRESSURE
GAGE
FOXBORO
VALVE
VENT
TO ATMOSPHERE FLOWMETER
QUARTER-TURN
HOUSING CAP
BIT
O-RING SEA
"PRESSURE CHAMBER
OUTER HOUSING---
ClRCULATING FLUID
___-OUTLET
BIT LOADIN~G______- - I
L _ - - - - - D R I L L PIPE
TIE ROD
10
~
J:
"-
I-' 5
L4..
t
...
LIJ
C(
0
0 2 3 4 5 6 7 8 9 10
0::
(!)
25
z BEREA SS -SATURATED
..J AIR-67 SCFM
..J 20
1000 LB. BIT LOAD, 60 RPM
0::
0 IP = 0 PSI
15 BP= 600 PSI
10
5 -0-- 0-- iJ 0 0-
0
0 2 3 4 5 6 7 8 9 10
OVERBURDEN PRESSURE - 1000 PSI
FIG.3
25.
25
10 ... 0''''''__0
a::: --0_0
::r:: 0-
......
5
0
..,:
L£.
t
"'-I 0
~
~
0 200 400 600 800 1000
a:::
C!)
25
z
...J
...J
-a::: 20
---
0
'"0""""--.0
15 0--0 0
0-
INDIANA LS -DRY
10 AIR-67SCFM
1000 LB. BIT LOAD, 60 RPM
OP=3000 PSI
5
IP=O PSI
0
0 200 400 600 800 1000
BOREHOLE PRESSURE -PSI
FIG.4
26.
10
~o--
0:
z
........
...,: 5
-0 0 0-
t..
t 0
t.IJ
~ 0 10
<t
a:::
(!)
25
z
...I
...I
-
a:::
20
0
0- 0 a 0
15
0 0
INDIANA LS - SATURATED
10
AIR- 67 SCFM
1000 LB. BIT LOAD, 60 RPM
5 OP = 7000 PSI
BP = 600 PSI
0
0 2 3 4 5 6 7 8 9 10
INTERSTITIAL PRESSURE - 1000 PSI
FIG.5
25
BEREA SS - DRY
AIR
10
Q:: - 0 - 0 -0 - 0 0 0 O-
x
'"
.-; 5
~
t
LIJ
t- 0
<t 0 20 40 60 80 100 120 140
Q::
C>
z 25
..J BEREA SS - SATURATED
..J
-
Q:: 20
AIR
0 1000 LB. BIT LOAD, 60 RPM
OP=3000 PSI
15 IP =0 PSI
BP = 600 PS I
10 _0 0 0
0 0 0
0
5
0
0 20 40 60 80 100 120 140
CIRCULATION RATE - SCFM
N
FIG. 6 .
-....J
Downloaded from http://onepetro.org/SPEDRM/proceedings-pdf/65DRM/All-65DRM/SPE-1052-MS/2086990/spe-1052-ms.pdf by guest on 08 December 2022
28 .
FIG. 7a
Downloaded from http://onepetro.org/SPEDRM/proceedings-pdf/65DRM/All-65DRM/SPE-1052-MS/2086990/spe-1052-ms.pdf by guest on 08 December 2022
30.
FIG. 7c
31.
- y~- --J"r
\
rry - 100 PSI AIR
AIR AND
'r=
-THERMOCOUPLES
V
17;/ /77//. 77 / / / / / / / 1/////77///77///7/ 7/l
li~·
V
~V tJj-
~
~~
V
/ v
v
)r---f-------.tv
V
-
FIG. 8