Rock fragmentation mechanisms and an experimental study of drilling tools during high-frequency harmonic vibration

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Pet.Sci.(03)0:05- DOI 0.007/s8-03-068-3 05 Rock fragmentation mechanisms and an experimental study of drilling tools during high- harmonic vibration Li Wei, Yan Tie, Li Siqi and Zhang Xiaoning School of Petroleum Engineering, Northeast Petroleum University, Daqing, Heilongjiang 6338, China China University of Petroleum (Beijing) and Springer-Verlag Berlin Heidelberg 03 Abstract: Resonance drilling is a new technology, still at the laboratory stage. It has great potential to state mechanical vibration excited by harmonic vibration in rocks and an apparatus was built to achieve other parameters on the rate of penetration (ROP) in resonance drilling was analyzed. The results show that the rock drillability decreased with an increase in excitation. When drilling with a large size drill bit, the ROP increased with excitation. The ROP reached a maximum value at the resonant of the rock. The ROP of the bit increased linearly with rotary speed when no vibration was applied on the rock and increased approximately exponentially when harmonic vibration was applied. In addition, the resonant of the rock was changing during the process of rock fragmentation, so in order to achieve the desired resonance of the rock, it is necessary to determine an appropriate harmonic vibration excitation. Key words: Resonance drilling, high excitation, amplitude- characteristics, natural, drillability Introduction Resonance is a common phenomenon in nature (Broer, 0). Due to its negative effects, drilling parameters are generally adjusted to reduce the occurrence of resonance a technology to achieve high fragmentation efficiency of rock. Adjusting the impact of drill tools to the natural vibration of the rock formation causes rock resonance to occur, which results in a high rate of penetration. Resonance drilling is a special rotary drilling technique operating at a particular impact interval. High- vibration drilling has been applied in metals, is still in the laboratory research stage. However, the use of resonance in breaking rocks has been applied in engineering and many achievements have been obtained (Ksaibati et al, *Corresponding author. email: yant@dqpi.edu.cn **Corresponding author. email: lisiqi448@63.com Some researchers have undertaken a series of experiments on rock fragmentation using resonance drilling and found that the cutting rate was 0 times higher than using conventional drilling. Yang et al (007) investigated rock fragmentation mechanisms and the effect of crack propagation on rock fragmentation in the process of resonance. However, few previous studies have considered the coupled effect of rotary shear and impact vibration on rock fragmentation. Based on the principle of mechanical vibration, a calculation model of steady state vibration response was established. By carrying out experiments, the effect of mechanical and vibration parameters on rock fragmentation during resonance drilling was analyzed. The results provide theoretical guidance for the further application of resonance drilling. Vibration response of rock in high harmonic vibration A high- rotary resonant device can keep shearing rocks as effectively as longitudinal vibration of the drill bit. It can improve the rock breaking efficiency by combing advantages of rotary and percussive drilling (high-

06 Pet.Sci.(03)0:05- impact on rock). When external excitation is introduced to a formation, vibration may occur in rock. In our test apparatus, energy input is electrical and excitation output is high- vibration, as shown in Fig.. U(t) Electrical input Vibration device Fig. The vibration system Excitation F(t) Vibration output In Fig., the harmonic excitation, which the drill bit imposes on the rock in the bottom of the hole, is: Ft () Asin t where A is the external excitation amplitude; is the external excitation, Hz. The motion equation of a single-degree-of-freedom system under harmonic force is described as follows (Hu, 005): mu () t cu () t ku() t F() t where u(t) is the displacement at time t, m; ut () is the velocity at time t, m/s; ut () is the acceleration at time t, m/s ; k is the stiffness of rock, N/m; m is the mass of the vibration system, kg; and c In the process of steady-state forced vibration, the rock in the bottom of the hole is subjected to a continuous harmonic external excitation and a steady-state response of the rock is generated. From Eq. (), we obtain: d (3) ( ) ( ) with n Bd d A k where is defined as the ratio of the harmonic force over the undamped natural of rock; B d is the vibration amplitude, m; d the displacement amplitude; is the damping ratio; and n is the natural of the hole bottom rock, Hz. The magnification factors of velocity amplitude and acceleration amplitude can be obtained from the further derivation. When A, k, m and other parameters of the vibration system are given, the change of B d with can be described by the relation curves between d and. 3 Amplitude- characteristics of steady-state rock response Based on Eq. (3), a plot of d versus (Fig. ) presents () () the most important features in forced vibration. In a low stage (0 < < ), the displacement amplitude of forced vibration of the rock is close to the static displacement of the vibration system. The system is considered quasi-static. At this time, d v a stage ( > ), the rock in the bottom is excited by high harmonic vibration, the phase of acceleration of the rock is basically the same as the exciting force, but the vibration amplitude is small. At this time, d v a = ), for underdamped systems, 0 0.707. When the excitation increases slowly, the amplitudes of displacement, velocity and acceleration will reach peak values at resonance occurs, which is similar to undamped vibration. From Eq. (3), we obtain the ratio when the displacement amplitude achieves maximum value. Magnification factor d 0 9 8 7 6 5 =0.8 =0.5 =0.5 =0.5 =0.0 =0.05 4 3 0 0.0 0.5.0.5.0.5 3.0 Frequency ratio Fig. Steady-state amplitude- characteristics curves of vibration response In ideal conditions, i.e. damping does not exist, the resonant is equal to the natural of rock. However, in actual conditions, damping does exist, then the ratio of resonant to natural meets the following equation: d When 0, 0.5, no peak is observed in the curve of d. This means that no resonance occurs for the system when 0.707. Moreover, the dynamic displacement is smaller than the static displacement. 4 Experimental apparatus The experimental apparatus and its schematic diagram are shown in Fig. 3 and Fig. 4. The apparatus generates various vibration excitations, such as low- large-amplitude vibration and high- small-amplitude vibration and can be used to analyze rock fragmentation mechanism induced by a drill bit under the condition of steady-state vibration of the rock responding to external excitation. A schematic diagram of the high- vibration generator is shown in Fig. 5. The electrical power is U(t) when the current flows through the low- (4)

Pet.Sci.(03)0:05-07 electromagnetic vibration exciting coil. When current flows through the super magnetostrictive rods and coils in the apparatus, it will produce high vibration excitation F(t), which is transferred to the rock at the bottom by the vibration transmission rod and drill bit. The vibration of apparatus is -5,000 Hz and the excitation mass is 0-50 kg. 3 4 5 6 7 Fig. 5 Schematic diagram of a high- vibration generator -Armature, -Excitation coils of low- electromagnetic vibration, 3-Upper plywood, 4-Super magnetostrictive rod and coil assembly, 5-Prestress-clamping bolt, 6-Under plywood, 7-Driving rod Fig. 3 The experimental vibration excitation apparatus 3 4 5 6 7 8 9 0 Fig. 4 Schematic diagram of the apparatus rod, 5-Positioning frame, 6-Drill pipe and drill bit, 7-Lead screw, 5 Experimental results and discussion 5. Micro-drill bit Several tight sandstone core samples from the Daqing Oilfield were drilled with a diamond-coated micro drill bit with a diameter of 3.75 mm. In experiments, the drilling pressure was 889.7 N, the rotary speed was 55 rpm, the excitation was 500-,500 Hz, and the excitation mass was 0 kg. The time required to drill a hole of a depth of.4 mm was recorded (36-58 s). The resonant of the rock sample was measured by resonance acoustic et al, 007). The basic parameters of core samples and experimental results of are shown in Table. The micro PDC bit used and the core sample drilled are shown in Figs. 6 and 7. Sample Depth m Table The test data of dense sandstone core samples Lithology Density g/cm 3 Young's modulus Drillability of rock Resonance khz # 630 Gray siltstone.54 4086.5 5..58 # 836 Gray siltstone.53 773.9 5.6.73 3# 007 Gray conglomerate.6 636.5 5.8.66 4# 033 Gray sandy conglomerate.39 5064.7 6..67 5# 966 siltstone.67 8379. 6.5.7 6# 56 Siltstone.75 3750.6 7.3.46 Notes: The diameter of the micro drill bit was 3.75 mm. The harmonic vibration excitation wave produced by the vibration generator is shown in Fig. 8. Its amplitude was 0. mm, so the wave is an excitation wave of a small amplitude and an intermediate band. A size-limited dynamic load impact region, induced by this vibration, was formed on the rock sample. The periodic stress applied on the rock surface promotes the propagation of cracks from the impact region in the radial direction. This kind of impact region

08 Pet.Sci.(03)0:05- decreased by 5.6% and the rate of penetration (ROP) increased by 5%. Fig. 0 shows that the drillability of rock increased with well depth and decreased with an increase in the vibration excitation. could not only improve the rock fragmentation efficiency, but also prevent the crack from propagating further to the borehole wall, this may effectively enhance wellbore stability. Fig. 9 shows the drillability of core sample # at different excitation frequencies. The drillability of rock decreased gradually with an increase in excitation. In a low band (less than 700 Hz), the harmonic vibration was far less than the low resonance of rock. The response of rock to the external excitation was low and then the vibration excitation had a limited impact on the crack propagation. Therefore, the drillability of rock changed very little with vibration when its value was less than 700 Hz. When the vibration reached 700 Hz, the rock drillability decreased gradually with. When the reached,500 Hz, the rock drillability

Pet.Sci.(03)0:05-09 5. Large size drill bit In order to further analyze the effect of high vibration on rock fragmentation, a large size drill bit with a diameter of 00 mm was used to drill a natural gray siltstone. The drilling pressure was 5 kn, the rotary speed was 0 rpm, the excitation was 800-,800 Hz, and the excitation mass was 00 kg. The experimental results are shown in Table and Figs. and. Table The test data of gray siltstone core samples The rates of penetration (ROP) of 4 rock samples (samples 7#-0#) were very close to each other (.,.5,.6, and. cm/min, respectively) when no harmonic vibration was applied on the rock samples. However, when the harmonic vibration was introduced, the ROP increased with an increase in the excitation from 800 Hz and the ROP achieved a maximum value at a vibration of,400 Hz (Fig. 3). The ROP increased by 93%-06%. This showed that the ROP was not only affected by the excitation mass, but also by the excitation. Sample Depth m Lithology Density g/cm 3 Young's modulus Drillability Resonance khz 7# 630 Gray siltstone.39 945.8 5.8.40 8# 840 Gray siltstone.4 9874.6 5.4.4 9# 90 Gray siltstone.30 9486.7 5.6.4 0# 000 Gray siltstone.43 990.4 5.5.4 Fig. 4 shows that the ROP of the large size drill bit increased with an increase in rotary speed. The large size drill bit achieved the highest ROP at a vibration of,400 Hz. The ROP of the bit increased linearly with rotary speed when no vibration was applied on the rock sample and increased approximately exponentially when harmonic vibration was applied. When the rotary speed was approximately 00 rpm, the rate of increase of ROP reduced. The bit ROP increased by 44% at 00 rpm and,400 Hz, compared with drilling a hole when no excitation was applied. Fig. 4 ROP of the large size drill bit at different rotary speeds and different frequencies (sample 7#)

0 Pet.Sci.(03)0:05- Fig. 5 shows the rock fragmentation mechanism due of rock vibration, if no crack exists on the rock surface, the curve shape of harmonic vibration excitation which is affected by the rock at the bottom is shown in Fig.. It is namely the original amplitude- curve path. This does not accord with practical drilling obviously. In the process of percussive-rotary rock cutting, the rock at the bottom of the hole fractures at any time due to vibration excitation. The more the number of cracks, the smaller the elastic modulus will be. Therefore, the natural vibration of rock affected by cracks formed on the rock can be analyzed by the following equation (Yang et al, 007): n as LLm y where L S is the crosssectional area of the rock sample, m L y is the length m and a Therefore, when the cracks in the rock are long, the rock resonant is low, and then the amplitude of rock vibration may decrease, as shown in Fig. 5. The natural rock sample resonant does change in the process of rock fragmentation. In order to make the rock resonate during rock fragmentation it is necessary to determine the appropriate of the harmonic vibration, as shown in Fig. 5. In practice, the harmonic generator is installed on the top of the drill bit as a nipple. The excitation vibration is transferred to the rock through the drill bit, which does not directly affect the upper drilling assembly. So the excitation is not affected by the drilling assembly, but the impact-vibration response of rock is affected directly by the excitation mass and the device structure. Amplitude The range of excitation The optimal amplitude Fig. 5 Amplitude- curve during resonance drilling 6 Conclusions Lower limit The original amplitude curve path (5) The amplitude- The maximum curve path during the rock amplitude breaking operation Resonant Upper limit Frequency ) Experimental results show that the rock drillability decreased gradually with an increase in the harmonic vibration during drilling with a micro PDC bit. At a vibration of,500 Hz, the rock drillability decreased by 5.6% and the rate of penetration (ROP) increased by 5%. ) The ROP of the micro PDC bit increased gradually with harmonic vibration and achieved a maximum value at,400-,500 Hz. The ROP increased by 93%-06%. 3) The ROP of the large size drill bit increased with rotary speed. It reaches a max value at a of,400 Hz and its curve follows a power law. When the rotary speed approximated to 00 rpm, the rate of increase of ROP reduced. 4) The natural of the rock sample was changing in the process of rock fragmentation. In order to make the rock resonate, it is necessary to determine the appropriate harmonic vibration. Acknowledgements This study was funded by National Natural Science Foundation of China (Grant No. 57407) and Youth Science Foundation of Heilongjiang Province (Grant No. QC0C0). References Broer H W. Resonance and fractal geometry. Acta Applicandae vibration damper. SPE/IADC Drilling Conference, 0- February 007, Amsterdam, the Netherlands (SPE 05400) a cylindrical resonance cavity. Science Bulletin. 007. 5(): 564-568 (in Chinese) 5(): 339-34 Fla nders B A, Lynde G D, Tubel P S, et al. Resonance tools for use in optimizing parameter methods. Tool Engineering. 008. 4(0): 7-30 (in Chinese) tubulars using vibratory resonant techniques. SPE Annual Technical Conference and Exhibition, -4 November 007, Anaheim, California, U.S.A. (SPE 09530) a cylindrical cavity with an inner small coaxial cylinder. Chinese Hu H Y. The foundation of mechanical vibration. Beijing: Aerospace University Press. 005 (in Chinese) Ish ikawa K, Suwabe H, Nishide T, et al. A study on combined vibration drilling by ultrasonic and low- vibrations for hard and brittle materials. Precision Engineering. 998. (4): 96-05 spectroscopy: An experimental method for estimating acoustic Transportation Research Board. 999. 684: 65-7 Li Y N. Some Nonlinear Problem Research in Vibration Utilizing

Pet.Sci.(03)0:05- Engineering. Ph.D. Thesis. Northeastern University. 999. -44 (in Chinese) Technology. 00. 5(): 3-34 Technology. 004. 48(): 39-44 (in Chinese) US Patent: 00/039994. 3 December 00 Chinese) Chinese) 74 (in Chinese) frequencies in geophone records. 00 SEG Denver Annual (Edited by Sun Yanhua)