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Chapter21
SOME ROCK MECHANICS ASPECTS OF
PETROLEUM ENGINEERING
by K. E. Gray
TYPICAL
STRESS
STATE ? I ',1...
Locus
ofminimum I
-----1ZO[- strength
volues
predicted-I
= * fig' ' / byvorioble
T& ton
,.. ."- ! confining
_.I00,'- theory
for
thevorious
|
pressures
'-'
shown
ingPlones 80-'\ 40,000
psi--.. '
o,ooo
Confining
40' -
_ o,ooo
,' Pressure
I z=0.5%/minfor 0 I I I I I I
zo-
'5000 psi
psi -
Green
RiverShole 0 lO 50708090
= 0.1%min
for -AngleBetween
Cleevoge
Plene
Slote end, Degrees
Fig. 1--View o! typical sampleshowing Fig. --Fracture strength vs. orienta-
parameters (fi, and ) varied during tion anglefJ]or slate at variousconfining
testing. pressures.
Fig. 3 shows results for Green River Shale-1 which rock contained
about 18 gal kerogen per ton of rock. Minimum strength occurred
at 30 to the bedding plane, independentof confining pressure. Above
/=50 , the rock behavior was not particularly sensitive to bedding
plane direction but was quite sensitive below 50. As confining pres-
sure was increased,the curvesflattened out, indicating a trend towards
isotropic behavior. As the confining pressure was increased above
15,000 psi, the amount of ductile or plastic behavior precedingfailure
of the specimenincreased.Suchbehaviorwasnot unexpected.
In Fig. 4, the results for samplesof Green River Shale-2, which
containedabout 45 gal of kerogenper ton of rock, show again a mini-
mum strength at /=30 , independent of confining pressure. Note,
however, the absenceof any plateau in the curves and, if anything,
an increasein anisotropicbehavior as the confiningpressurewas in-
creased. This rock becamequite plastic at confiningpressuresas low
as 1000 psi, henceon a grossscalethe rock exhibitsplasticity anisotropy.
This behaviorwas not expected.
The observed macroscopicmodes of deformation are illustrated in
Fig. 5. In addition to rock type, the initial state of stressto which
408 STATUS OF PRaCtiCAL ROCE iECHANICS
5O
60'-0_
50 O0
p..si,
25,
20- - 15
I0 I I I I0
0 I0 20 30 40 50 60708090 0 10 2050405060708090
/3-Angle Between
Bedding
Plane /3-Angle Between
Bedding
Plane
and, DeGrees and, Degrees
S--Green River Shale-1. Fracture Fio. --Green River $haleo. Maximum
strength data. strength data.
].SHEAR B.P.
a. Along
bedding
plane Fracture
6000t
rIIIIIIIF
,ooo
4000'-
3000
IIIt-
Tos
=3077 2ToL
b.Across
bedding
planeFracture
B.P. 2000
- =sinp
(1+
sin,,'
.-Indicates
in
2.'PLASTIC"
FLOW
o. Along or
SLIP
plane B,P.
bedding
!ooo _
I
Spread
Data
I I I I I I
"-x-
ToL= 1017
I I I
"KINK' FLOW 0 1020 3040 50 60 70 80 90
,-Angle Between
Bedding
Plane
Consists
of
orotation
Iondories
of beddingplane
and'1, Degrees
12
I I I I TO R SIGNAL
PO E FROM
[ RECEIVER
PRESSURE /, SIGNAL
TO
I SYSTEMJt ,' ,[TRANSMITTER
_olo
- A Slate
, -
:9oO 'RECEIVER
6 - TO
CO.FINING
,RESSURE
SYSYEM
AXIALSTRESS EAMPLIFIER
River Shale-2 -
/'3 :60
01 I I I I
0 I0 20 30 40 50
Confining
Pressure,
psix -10'3 SYSTEM
flow of formation fluids to the well bore serve to create, more than
likely, a complicatedstressstate at and near the borehole.
Paralleling experimentalwork on directionalpropertiesof rock, some
theoretical aspectsof fluid flow through anisotropicporousmedia have
been considered?,TMFig. 9 illustrates a reservoir of thickness,h, and
radial extent, rB, containing a well bore of radius, r. The reservoir
is consideredto have transversely isotropic material and fluid flow
properties.That is, in the horizontaldirectionfor example,the rock
exhibitsfixed valuesfor Young'smodulus,E, Poisson'sratio, v, permea-
bility, k, nd arealporosity,. In the verticaldirectionthe rock has
fixed but differentvalues,i.e., E', /, k', and '. For constantthickness
of the reservoirand an infinite outer boundary,one might considereither
(a) constantflow rate, or (b) constantflowingpressureat the well bore.
Either case resultsin a time and position dependentpore pressureand
mathematicalexpressions for the state of stressand radial displacement
as functionsof positionand time have beendeveloped.Solutionshave
,... ......
..........
i
ILl
I i I I
i I 1
',
'.'.'?.
..... .
Solutions
forr, l... u, as f(position,time)
for:
RockProperties: E,V, k, in radialdirection Solutions
forr, ,(7z, u, asf(pasition,time)
directionfor:
E',1)',k',' invertical
PlaneStrain: Iz = 0 Rock
Properties:
E,'P,
k,
E2,1)2,
inradial
k2.e.) direction
System
1': Infinite Reservoir
( r,,--,- )
o. ConstantFlow Rote at Well Bore
b. ConstantPressureat Well Bore E;,Vi',
k;,,;
}in
vertical
E'z.V'z.
k'z.
'2 direction
SystemIT: Finite Reservoir(r,: finite) PlaneStrain: Ez = 0
o. SteadyStateFluidFlow
System
Tlq':FiniteReservoir
( r,,: finite)
. Constant
Boundary
Pressures
c. ConstantPressureat Well Boreand No Flow ConstantPressureat WellBoreand No [low
across
OuterBoundary
(Closed
Reservoir) across
OuterBoundary
(ClosedReservoir
)
also been obtained for the case of finite outer boundary and fluid flow
conditionsof (a) steadystateflow, (b) constantboundarypressures, and
(c) constantpressureat the well bore and no flow at the outer boundary,
i.e., a closedreservoir. A closedreservoiris a commonphysical situa-
tion with whichthe reservoirengineermust deal.
Resultsof the work showthe dramatic influenceof directionalprop-
ertiesof the rock. Directional,transientfluid flow createsbody stresses
which are very significant relative to the total state of stress at and
local to the well bore. Pressuregradientsarising from reservoirfluid
flow can so modify the stressstate that calculationsbased upon the
Lam equations,for example,can be hopelesslyin error. The Lam
equations,moreover,are asedupon solid body mechanics,and it is
clear that the effectof porositycannotbe ignored.
Knowledge of the state of stress around a well bore is of concern
to the drilling engineer,for example,in terms of rock failure in close
proximity to the drill bit. Hydraulic fracturing of petroleum reser-
voirs is common practice and of tremendous value. Considerations of
fracture initiation and orientation illustrate the importance of realistic
informationaboutthe well borestressstate. The ability to predict,from
operatingparametersand measurablerock properties,realistic fracture
limits and dimensionsis needed. The situation is complex;a petroleum
reservoir may consist of many interbedded plastic and elastic layers,
somethin, somethick, which interact with one another. Often the beds
are inclined to the well bore. A generalizedtreatment which provides
for a seriesof layered media, finite in thickness,and having directional
propertiesand the dynamic stresseswhich arise due to well bore opera-
tions is needed.
The drilling mud or fluid used to drill a well serves many functions,
including transport of the drilled cuttings to the surface, lubrication
of the drilling string, and containmentof reservoir fluids within the
formations penetrated. The borehole-to-formationpressuredifferential
necessaryto prevent flow into the well bore often resultsin a damaged
zone or "skin effect" around the well bore due to invasion of mud
tiltrate and even mud solids into the formation. The physical system
discussedearlier was extended as shown in Fig. 10, in which transverse
isotropyis preservedbut there are four setsof properties;one set in the
radial directionin the damagedzone, another in the undamagedrock,
one set in the vertical direction in the damaged zone, another in the
undamagedrock. Solutionsfor the stresscomponentsat, a, and a. and
the radial displacementur as a function of position and time were ob-
tained for a finite reservoir with a closedouter boundary and constant
fluid pressureat the well bore?
If permeabilitynear the well bore is substantiallyreduced,by what-
ROCK lECHANICS ASPECTS OF PETROLEUM ENGINEERING 413
ever means, large stress gradients and a complex stress field around
the well bore may result when the well is opened to flow. Certainly
such a bore hole stability problem is of great importanceto the petro-
leum engineer. Similarly, in poorly consolidatedproducingformations
sand productioninto the well bore even under normal flow conditions
is a serious problem which warrants additional analytical and experi-
mental treatment.
The area of well bore mechanicsincludesother types of bore hole
stability problems,such as casing loading due to flow of salt or shale.
It is quite commonto drill throughthe crest of salt domesto penetrate
potential traps on the dome flanks. The plastic nature of salt and
certain shale sectionsin the subsurfaceenvironment creates problems
in maintaining a near-gagehole during drilling and problemsrelative
to casing loading due to "creep" of such rocks later. The costsasso-
ciated with casingcollapsein a well are, of course,very large and this
problemis receivingincreasedattention from a rock mechanicspoint
of view.
DRIU,ING
Microbit Studies
TURBINE
WEIGHT FLOWMETER
ONBIT TANK
CIRCULATING
PUMP
F LOW
ANALIZER
VACUUM
TUBEVOLTMETER FLUID
RESERVOIR
SPEED
ROTATING
MOTOR
ROTARY
ADJUSTMENT
FLOOR MODEL
DRILL PRESS
FILTRATE
FLOW LINE
FILTRATE
COLLECTION
TUBE HIGH PRESSURE
WATER OUTLET
Fig. 11-Schematic
diagramoJmicrobitdrillingapparatus.
ROCK MECHANICS ASPECTS OF PETROLEUM ENGINEERING 415
. :ESURE;AUGE
PRESSURE
GAUGE
,
H0LE AI 'i. (B
PRESSE
1'/ J STAINLESS
'- ER JEEL PRESSURE
PEURE II CELL
TRANSDUCERS
DRILL
11L =- I FLUID
QUICK
/ :.FILTRATE
ALVE
OPENING V
_O- (C)
FLOW
LINE
Fig. l--Pressure cell assembly.
416 STATUS OF PRACTICAL ROCK MECHANICS
g-Borehole
Pressure IOOO
' I/ Pore
M,ddleII, Upper
Pore
Pressure 900
750
__
BEREA SANDSTONE
Lower
P
............
600
VERTICAL unuspmcemenr450
W-47-I000
o,-, K = 0,0 md $00
our- Pb= IOOOpsg
150
I04
I X I 4
_
I0
102
5 IO4
I0
i0
0 2 3 4 5 6 ? 8 9 0 I 2 3 4 5 6 ? 8
CORELENGTH, cm CORELENGTH, cm
5 xlO5
4 x 105
_ 3xlO 5
;) x 105
..y
0.3
Ix I05
0 I 2 3 4 5 6 7 8 9 0 I 2 3 4 5 6 7 8 9
CORE LENGTH, cm CORE LENGTH, cm
Fig. 15--Permeability /unction and pressuregradient vs. core length /or high fluid
lossmud. Vertical Berea sandstone,PB -- 1000psig.
15 x IO5 -_
,. I0x10
5
c.
5 x 105
0'3
0
0 I 2 3 4 5 6 7 8 I 2 3 4 5 6 7 8 9
COREbENGTH, cm CORELENGTH, cm
the system shown in Fig. 11, the apparatus is being used to study
formation damage during drilling in terms of rock and mud system
properties2 It is of interest to know what rock and mud properties
control the magnitude and extent of damage and to what degree the
damage is reversible. This is of great importance to production and
reservoir engineers since the damaged well's flow capacity may be
significantlyimpaired and the well's responseto stimulation techniques
may be greatly compromised.
A separate investigation having to do with underbalanceddrilling
has been carried out with a modified version of the equipment shown
in Figs. 11 and 12. In this work a system was developed whereby
formation fluid was allowedto flow into the wellboreduring'the drilling
test? In other words, the pore fluid pressureexceededthe bore hole
pressureso that a controlled"blow out" conditionprevailed. Substantial
increasesin penetrationrate can be achievedunder certain circumstances
and the techniqueis currently in limited field use.
BOREHOLE
lt
NITROGEN
/
[ POLAROID / CAMERA
-- -.,. a' 1
PRESSURE ! i I / .-----*k .....
X . 1 [ .. ) 0SCLL0SC0,[S
,,ov
'
BOR '**
'
F -- II II111liHl-:----: -
/ !111I1111111::'C-:
INSTRMENTATION PANEl
420 STATUS OF PRACTICAL ROCK MECHANICS
BORE HOLE
PRESSURE
-- ROCK SAMPLE
SEALED WITH
WEDGE EPOXY RESIN
-- CONFINING
PRESSURE
COMPRESSION
CHAMBER
PORE
PRESSURE--
Fig. 18--Cross-sectional
viewoJpressure
vesselwith samplereadyto be impacted.
ROCK MECHANICS ASPECTS OF PETROLEUM ENGINEERING 421
$$: 2 /cm
I MAXIMU
DISPL.
INITIAL h _FORCE
FORCE---,, FORCE
VEL.
A. BRITTLE DISPLACEMENT
DISPL.
FORCE
VEL.
DIS PLACEMENT
B. TRANSITIONAL
DISPL.
--
F OR CE
0 1
,
VEL.
C. PLASTIC DISPLACEMENT
Fig. O--Typical oscilloscope
recordsoStainedduring singlebit tooth impact tests on
permeable rocks.
424 STATUS OF PRACTICAL ROCK MECHANICS
DISPL.
FORCE
VEL.
DISPLACEMENT
pp 3,000psi
DISPL.
FORCE
VEL.
pp=5,000psi DISPLACEMENT
DISPL.
FORCE
VEL.
pp 8,ooopsi DISPLACEMENT
Fitl. Yl--Titpical basicdata Jot nitrooen-saturated Berea sandstoneat variouspore
pressures(impact velocitlt-- 7 Jps,po-- 10,000psi).
426 STATUS OF PRACTICAL ROCK MECHANICS
DISPL.
_
FORCE
VEL. 0 --
pp=3,000psi DISPLACEMENT
DISPL.
FORCE
o
VEL.
DISPLACEMENT
pp=5,000psi
DISPL.
FORCE
VEL.
pp 8,000psi DISPLACEMENT
Flit.--Tltpicalbasic
data]orsoltrol-saturated
Bereasandstone
at various
pore
pressures
(impact
velocitit
--7 Ips,pc----10,000
psi).
ROCK MECHANICS ASPECTS OF PETROLEUM ENGINEERING 427
DISPL.
FORCE
_ DISPL.
FORCE
o
VEL.
DISPL.
FORCE
VEL.
- DISPL.
FORCE
0
VEL.
pp=3,000psi DISPLACEMENT
DIS P L.
FORCE
VEL.
DISPLACEMENT
pp 5,000psi
DISPL.
FORCE
0
DISPLACEMENT
pp= 8,000psi
Fi;. 4--Typical basic data Ior soltrol-saturatedBandera sandstoneat variouspore
pressures(impact velocity -- 7 Ips, po----10,000psi).
Rock MECHANICS ASPECTS OF PETROLEUM ENGIN..RTNG 429
..' CAMERA
CONTROLS
SHAPER RAM
WOLLENSAK
FASTAX MERjTMICi
LLU AL FROM
NATOR (' ..... ..' .
16mm
HIGH
SPEED
CAMERA
__ METALLUR
GICAL [ ..L-*! ....""
. MICROSCOPE ..J'"lil['.'
":.
::
": [ PARABOLIC'
'? ';""-'.' :;-'.':.
': MIRROR '
, ' , ': ,
- SUBJECT BEING,I
-
,......
:-.,.
_..' I PHOTOGRAPHED ll
.,-. ', ..
ELECTRODE '::.::
B OSCILLOSCOPE
POLAROID II I I
ROCK MECHANICS ASPECTS OF PETROLEUM ENGINEERING 431
DRAG BIT
BLADE
Clearance//,// //
/.{// ;./_.'.
///2
blade are cyclic and are directly related to the orientation of the bedding
planes,which orientationcausesdirectionalstrengthin the rock. Such
resultsare to be expectedand substantiatepreliminary testsof a similar
nature.2 Fig. 28 showsa drag bit blade rotating in a layered, dipping
formation? Results such as shown in Fig. 27 mean that the total force
220
200
i
Fh A B
180
160
4o
120
o
I00
,
,_
8O
Fr = Resultant Force
60 -- t = 0.010 -
= 0
40- R = 0.005" - Be
SUMMARY
REFERENCES