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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

By Jean-Jacques Prompsy, J. S. Rinehart

The purpose of the present study was 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 drill 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. This paper covers one phase of a broad study 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, arange commonly encountered in practical drilling operations; and impulsive loading through the detonation of explosives, a velocity range in which the dynamic effects are greatly exaggerated and made more identifiable. Specifically, fracturing which develops at the end of a cylindrical bar undergoing a shock produced by impact was experimentally investigated, the impacted area being the face of a truncated cone terminating the cylindrical bar. Fracture characteristics were looked at as a function of impact velocity, area of impacted face and cone angle — parameters of considerable importance in the design of drill bit. EXPERIMENTS The specimens were made of Plexiglas, which enabled the fracture pattern to be easily observed. In Plexiglas, the velocity of a longitudinal wave is about 8,700 ft/sec, and the velocity of the transverse wave about 4,200 ft/sec. The specimens were impacted by a steel cylinder whose lower face was parallel to the terminal face of the experimental bit, as shown in Fig. 1. The impacting mass was shifted up and down on two steel rods, dropping from a maximum height of 11 ft, with the velocity varied between 0 and 6.5 m/sec. The initial mass of the cylinder was 4.1 kg, which could be increased by steps up to 8.8 kg by addition of steel plates. The velocity of the steel cylinder was determined by using an electric circuit; as the cylinder dropped, it contacted two steel wires, the first one starting and the second one stopping an electronic counter. Two similar counters connected in parallel were used to corroborate each other. The velocity was checked at each drop as it had been observed to vary somewhat from drop to drop. The two contact wires were located just above the top of the specimen so as to give a value of the instantaneous velocity of the steel cylinder at impact. The distance between the wires was 40 ± 0.5 mm and the discrepancy between the counters was never more than 0.1 m/sec. Thus the velocity was known to within 3.25 per cent. This precision was sufficient with respect to the precision of the machining of the specimens. A very small lack of parallelism between the face of a specimen and that of the impacting hammer resulted in an oblique impact which required a much lower velocity to break the specimen. The experiments had a twofold purpose — (1) to observe the fracture pattern, and (2) to find relationships between the minimum velocity required to generate a fracture within a specimen and the

By W. S. Gatley, F. C. Appl

This paper presents a combined analytical and experimental study of chisel penetration vs time during chisel impact on rock, a problem of fundamental importance in improving the performance of roller-cone bits or percussion drilling toots. For a given force-time relationship between chisel and rock, the problem of determining the penetration (displacement) vs time of the chisel is formidable. This is so because the rock is a nonlinear system with distributed mass and distributed damping (friction, dissipation of energy due to rupture, etc.). Since the literature does not contain adaptable solutions, the rock behavior to impact was simulated approximately by an "equivalent" lumped system, that is, an "equivalent" mass, spring, dashpot system. With this assumption, an analytical solution was found for chisel penetration vs time due to a sinusoidal load between chisel and rock. From this solution were found curves, in terms of dimension-less variables, for the maximum depth of penetration vs the frequency of the sinusoidal loading and for the energy transfer vs frequency. The results of this analysis were used to predict the penetration rate of rotary rock bits us rotary speed. The curve indicated that an optimum speed exists. To verify this analysis, an experimental apparatus was constructed and used to apply a sinusoidal pulse to a chisel penetrating a rock specimen under atmospheric conditions. Strain gauges were mounted on the chisel shank and a velocity transducer was mounted between the chisel and the rock surface. The velocity was integrated electrically and picked up simultaneously with the strain gauge signal on an oscilloscope. Permanent records were made photographically to provide simultaneous records of force us time and penetration us time. In comparing the experimental results for limestone and dolomite with the theoretical results, good agreement was found in the frequency range of the experiments. Unfortunately, the inertia effect (peak penetration) indicated by the theory occurs at a frequency much higher than could be obtained experimentally with the apparatus constructed. A "rate-of-loading" effect is indicated theoretically, but has not yet been verified experimentally. INTRODUCTION The process of drilling with percussion tools or rotary rock bits is basically related to the transient response of rock to surface impact. Each time a bit tooth contacts the rock, high stresses are developed which result in penetration and rock removal. As the tooth moves on, stresses are relieved and a new cycle begins as the next tooth contacts the rock. Thus the drilling process, which consists of an endless succession of these cycles, can be studied in terms of a single cycle. It is apparent, therefore, that the study of single-chisel impact on rock is fundamentally important in improving the performance of roller-cone and percussive-type drills. Previous studies in this area have been conducted by Simon1 and Hartman2 by means of drop tests. In these tests a chisel was attached to a weight and allowed to fall, due to the force of gravity, so that the chisel was driven into a rock specimen upon impact. Strain gauges were attached to the chisel shank and the resulting force-vs-time curves were recorded photographically from an oscilloscope screen. The depth of penetration and crater dimensions were also measured. These tests have provided much valuable information but, as mentioned by the investigators, have not provided complete information on the effect of "rate of loading'! This is partly due to the fact that the chisel motion during drop tests is not a controlled motion which can be varied in form and frequency. Therefore, it seemed that additional information could be obtained by studying chisel impact under conditions where both the motion and the frequency of loading could be controlled. This paper presents a combined analytical and exper-

By H. W. R. Wardlaw

This paper shows how the cost of the drilling operation per 100-ft drilled can be related directly to bit weight, rotary speed and hydraulic horsepower variations. This enables optimum drilling conditions to be determined in a rapid and concise manner. The paper also shows how data for such calculations cun be obtained quickly and accurately by the "drill-off" method suggested by Lubinski. Examples are given to illustrate the principles and methods used. INTRODUCTION The problem of drilling oil wells at lowest cost and hazard needs little introduction, since it has been with us virtually from the earliest days of our industry. With better understanding of the effect of the various factors of bit weight, rotary speed and hydraulic jet action, however, the problem has recently taken on a more scientific aspect, and engineers or groups of engineers have been assigned to study many of the facets of this problem not immediately apparent to the general observer. Moreover, the availability of better equipment and materials has enabled certain practices to be adopted which were hitherto impractical or uneconomic. This has paved the way for further efforts to reduce footage costs, and so on. The improvements to be made in drilling technology and cost reduction are by no means exhausted, and we still frequently hear of new records being set and new materials and equipment becoming available. Some of the analytical methods used by the author to assist in promoting faster and more economic methods of drilling, particularly in Venezuela, form the basis for this descriptive study. STATEMENT OF THEORY AND DEFINITIONS In a highly competitive industry, it is no longer permissible to regard penetration rate as the sole criterion for drilling efficiency. Every new technique, however spectacular, must nowadays be viewed in the cold light of whether it will eventually lead to lower cost per foot drilled. In the exposition which follows, therefore, actual drilling rates will play only a secondary role, and attention will be focused on the more important aspect of cost per foot drilled. Changes in drilling factors such as weight and rotary speed will be studied in the light of how they directly affect the cost of operations. The advantage of this method is twofold—(1) cost increments are indicated directly; and (2) the relationships are, surprisingly enough, simpler than those relating to drilling rates. To achieve these advantages, it is necessary to introduce a new unit of measurement which, although unfamiliar, is readily understood. The unit in question will be referred to as the "actual drilling cost factor" and will be designated by the symbol h. The unit is defined as the number of rotating hours taken to penetrate 100 ft of formation. The unit can be obtained immediately from the actual drilling rate (r) in feet per hour; thus, This latter transformation is so easily effected that it may be convenient to use h as an international symbol for drilling cost, and to delay conversion to dollars, bolivars, pounds, etc, per foot until actually required (e.g., for fiscal reasons, etc.). In actual operations, h was found to vary in a relatively simple manner with increases in bit weight. The variation in h with rotary speed was found to be somewhat more complex. However, this also could be enormously simplified by introducing a further factor known as L or relative bit life. The factor L is also defined very simply by dividing 1,000 by the rotary speed (N) in revolutions per minute.

By C. Gatlin, C. E. Nemir

A common cure of lost circulation is the introduction of granular bridging agents into the mud system. Many materials, such as ground nut shells, are used for this purpose. If the trouble causing void (fracture, fissure, vug, etc.) is not too large, the granular agent forms a "bridge" across or within the opening. Successively smaller particles in the mud stream then accumulate on and/or within this bridge until normal filtration is finally established. The efficiency of many bridging agents has been studied in the laboratory using various slot testers.',' Many investigators have remarked that a granular bridging material should have the proper particle size distribution. With the exception of the broad range specified in the patent of Goins and Nash,3 here is apparently no definition as to what this distribution should be. A bridge may be initiated when several particles of lost circulation material lodge against each other in a fracture or other void. Smaller particles then may bridge the openings between the larger, previously bridged particles. This process continues until the voids become quite small and the problem becomes one of filtration. It would seem logical that an optimum particle size distribution exists, i.e., one containing the proper quantity of properly sized material to fill the successively smaller voids of the bridge. The filtration characteristics of drilling fluids may be subject to a similar analysis. It has been clearly demonstrated by many workers that the filtration behavior of various muds can be altered by particle size control.'.' Slusser, et al, divided filtration into three periods and showed that particle sizes affecting a given period did not necessarily affect other portions of the filtration curve. An analagous problem is the proper sizing of gravel, liner slots and screen sizes in various sand-exclusion problems. Here the situation is reversed in that a proper "void" size, rather than the size of the bridging agent, is sought. The classic work of Coberly 9 forms the quantitative basis for most sand-exclusion processes. It is interesting to note that, in general, Coberly's work has been overlooked by most drilling-mud researchers. Other investigators have made various studies of the effect of particle size distribution .on drilling-mud properties. As a part of their studies, Fancher and Oliphant reported 30-minute filtration loss of a variety of mixtures of particle sizes.'' Gates and Bowie noted an effect of particle size distribution on filtration, as well as on other physical properties.' MAXIMUM DENSITY THEORY A maximum density mixture has been mentioned as the possible solution for both lost circulation and mud filtration problems. Furnas 12 derived mathematically a method for obtaining maximum density of beds of packed solids, having either a given number of component sizes or a continuous gradation of sizes. This work was verified experimentally by Anderegg.13 or mixtures having a continuous grading of sizes, the interval between sizes is taken as successive screen sizes of interval 2 The ratio of the quantity of each size and the next smaller size is given by the equation Fig. I, number of size intervals of ratio 2 taken from Furnas' paper, gives the value of n + 1 for any given values of + and K, where K is the ratio of the diameter of the smallest particles to the diameter of the largest particles. Measurement by weight assumes, of course, constant density for all particle sizes. Choosing the quantity of the smallest particle size as a unit weight, the required weights of the successively larger interials are then r1 r2 r3 . ®1,2,3. Thus, the grading curve of a maximum density mixture represents a geometric pro gression of ratio r.

By J. C. Wilhoit, J. B. Cheatham

Although an oil well is a long cylindrical hole with an irregular bottom, it appears likely that the nature of the stress concentration at the bottom of the hole can be ascertained from an analysis of the stresses around a short cylindrical cavity with rounded comers and smooth bottom. Such a cavity is studied primarily because it leads more readily to a solution to the problem by the use of stress functions. In this paper the stress distribution around a short cylindrical cavity subjected to bit loading, overburden and drilling-fluid pressures is determined by means of an analytical solution which approximately satisfies the boundary conditions of the problem. From this solution the stresses at the corner of the hole are calculated to be about 35 per cent lower than comparable results obtained by photoelastic and relaxation analyses. This difference is apparently due to the large radius of curvature at the corner of the cavity in the present analysis. Since good agreement is obtained between the results of this analysis and the stresses calculated for a similar loading on a semi-infinite elastic solid, it is concluded that the bit action in the region near the center of the hole is not appreciably affected by the presence of the sides of the hole. INTRODUCTION Much has been written concerning drilling "under down-hole conditions" and pertaining to the stress distribution in the rock at the bottom of an oil well.1-5 For example, it is known that identical rocks can be drilled more rapidly at the surface than under subsurface conditions of pressure and stress.6 Information on the behavior of rocks under loading can be obtained from triaxial test data.7-9 From such tests it is found that rocks exhibit brittle failure when the confining pressure and pore pressure are equal, but the mode of failure may change to ductile as the difference between the confining pressure and the pore pressure is increased. Brittle failure implies that there is very little permanent deformation before fracture, whereas ductile failure indicates that permanent deformation takes place before fracture. Some rocks are ductile at differential pressures of 5,000 psi , but other rocks are brittle even at differential pressures of more than 50,000 psi. Cuttings embedded in mud at the bottom of the hole may act as a plastic mass which the bit teeth must penetrate in order to attack the virgin rock below. 10 During drilling, the mud pressure acts as the confing pressure, and in many cases the difference between the mud pressure and the formation pore pressure IS sufficiently low so that the rock most likely falls in a brittle manner. Very little penetratiori by the bit teeth may be required for brittle failure of the rock. For these brittle materials, the elastic stress distribution is of practical interest in determicing the possible effects of a given loading on failure. The penetration of bit teeth into ductile or plastic rock has been analyzed previously ll,12 and will not be considered further in the present work. During actual drilling, many teeth act at various points ovel an irregular hole bottom. In the present analysis a solution is obtained for an idealized problem of determining the elastic stress distribution caused by only one tooth acting alone at the center of a smooth hole bottom. It obviously is not proposed that any driller should put a special one-tooth bit on bottom, but it is hoped that extensions of the simpler problems can eventually lead to a better understanding of more complex actual drilling phenomena. To obtain a solution by the use of stress functions, a short cylindrical cavity with rounded corners and smooth bottom is studied. The solution to this problem should give an insight into the nature of the stress concentration at the bottom of an oil well which is in reality a long cylindrical hole with an irregularr bottom. After selection of the proper curvilinear co-ordinate system, the stress functions are expressed as series of Legendre polynomials. The coefficient of each term in the series is then determined to satisfy the boundary conditions at a finite number of discrete points on the boundary of the cavity with least square error. Results are compared with bottom-hole stresses obtained by photoelastic and relaxation analyses.

By W. C. Maurer

A drilling-rate formula for roller-cone bits is derived from rock crater-ing mechanisms. This formula holds for "perfect cleaning", which is defined as the condition where all of the rock debris is removed between tooth impacts. Under these conditions, the drilling rate is directly proportional to the rotary speed and to the bit weight squared, and inversely proportional to the bit diameter squared and to the rock strength squared. Under imperfect cleaning conditions, such m those usually present in field drilling, re-grinding of the cuttings occurs under the bit, and the drilling rates fall below those for perfect cleaning. INTRODUCTION Drilling with a roller-cone bit consists of two fundamental operations: the formation of craters under the bit teeth, and the removal of the broken rock from the craters. To delineate the mechanisms of drilling, it is first necessary to understand the mechanisms involved in the formation of individual craters and then to relate these mechanisms to the over-all drilling operation. CRATER FORMATION When a bit tooth impacts a rock, the rock is elastically deformed until the crushing strength of the rock is exceeded, at which time a wedge of crushed rock is formed below the tooth1, 2 as shown in Fig. 1. As additional force is applied to the tooth, the crushed material is compressed and exerts high lateral forces on the solid material surrounding the crushed wedge.- en these forces become sufficiently high, fractures are initiated below the tooth and propagate to the free surface of the rock. The trajectories of these fractures intersect the principal stresses at a constant angle,'s4, as predicted by both Mohr's and Griffith's theories of failure. It has been experimentally 3,1 .6 that the volume of an impact crater, V,, varies as where Ec is the total energy imparted to the rock during the formation of the crater, and E is the threshold energy required before cratering is initiated (Fig. 2). Indexing experiments' have shown that, when there is a second free face to which the crater can fracture, a larger volume of material is removed and that above a transition zone there is a linear relationship between V, and Eo., which has a slope equal to the relationship for the single crater. The beneficial effect of indexing tends to offset the threshold energy requirement to a large extent, as shown in Fig. 2, and the relationship is closely represented by Rate-of-loading effects have been used to explain the nonproportional relationships usually obtained between drilling rate and rotary speed. The data4, in Fig. 3 show that the Ec/Vc parameter remained constant for craters produced with impact velocities ranging from 10 to 8,000 ft/sec. Since no rate-of-loading effects were detected over this wide range of loading rates, it seems improbable that there would be detectable rate-of-loading effects present in the small changes in impact velocities produced by varying the rotary speed. The writer has shown (Fig. 4) that, for craters produced in rock by impacting spheres, where X is the depth of penetration. Simon2 has shown that this relationship also holds for craters produced in rock by penetrating wedge-shaped chisels. The energy used in crater formation is

By J. G. Savins

Analytical procedures are described for optimizing the selection of a rheological model when it is desired to express the functional relationship between true shearrate and shearing stress in analytical form. The procedures are extended to two principal model categories — "Generalized Newtonian" and "Viscoplastic" models. Graphical examples are presented to illustrate the utility of certain characteristic deriuative functions in distinguishing between these categories and in determining how well a particular model reflects the flow behavior of rheologically anomalous materials in simple shearing flows. INTRODUCTION Modern drilling fluids and fracturing fluids, being chemically complex, are frequently non-Newtonian — a peculiarity which complicates the solution of problems such as designing flowline and process equipment, and predicting laminar-turbulent behavior, solid-suspending ability and cutting-transport efficiency. Therefore, techniques of data analysis which accurately characterize the behavior of rheologically complex materials are needed for the accurate formulation of solutions of these and similar problems. It is the purpose of this paper to describe the application of a sensitive method of rheological data analysis — the dual differentiation-integration method of optimizing the selection of the functional relation between shear rate and shearing stress — to a variety of materials of interest in drilling and production practices. BASIC CONCEPTS THE DIFFERENTIATION METHOD To a first approximation, the viscosity function for a non-Newtonian system can be expressed in a form analogous to Newton's law of viscosity by the following generalization2.3 between the stress On introducing the restrictions that the system is incompressible and the motion is rectilinear, then l = 0 and l3 = 0 ; and with the further restriction that the flow is slip-free, the viscosity (an invariant) is then determined solely by 12. With this approach one can set up a suite of integral equations relating observed kinematical and dynamical parameters for certain types of flow experiments involving simple shearing motion, e.g., flow in a cylindrical tube, flow between rotating concentric cylinders, and flow between fixed parallel surfaces of large aspect ratio. Taken in the order cited, these integral equations are as follows.

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

A comprehensive review of the salient features of the differentiation method of rheological analysis in Poiseuille flow from its inception circa 1928 is presented. Here no initial assumptions regarding the nature of the function relating rheological parameters to observed kinematical and dynamical parameters are required in the data-analysis process. In contrast, the integration method involves interpreting flow properties in terms of a particular ideal model. It is shown that, although both methods represent modes of solution of the same integral equation, being relatively bias-free, the differentiation method offers a more discriminating procedure for rheological analysis. The application to problems involving plane Poiseuille flow is also described. INTRODUCTION In most instances, the approach to the problem of interpreting the rheological properties of various compositions as they are affected by changes in chemical or physical environment, assaying the characteristics of a particular constituent of a suspension, analyzing flow behavior in terms of interactions between components in a system, to cite but a few examples, has been in terms of what Hersey1 terms the integration method. Briefly, it consists of interpreting flow properties in terms of a particular ideal model. The usual practice of the integration method is to choose a model with a minimum number of parameters because, other things being equal, it is desirable to use the simplest model which will describe the behavior of a real material and yet be mathematically tractable for the requirements of data analysis. This expression is then substituted into an equation which relates observed kinematical and dynamical quantities, such as volume flux Q and pressure gradient ], and angular velocity and torque T, in a capillary and concentric cylinder apparatus, respectively. The rheological parameters appear on integrating, in an expression relating the pairs of observable quantities such as those just given. In many instances a particular model provides a good representation of rheological behavior over a reasonable range of compositional and environmental changes. Just as often, however, it is obvious that the interpretation of rheological changes by the integration method is not providing realistic information about changes in flow behavior. A more general method of interpreting rheological data for a given material is to make no initial assumptions regarding the nature of the function relating rheological parameters to observed kinematical and dynamical quantities, e.g., flow rate and pressure drop in capillary flow or angular velocity and torque in a rotational viscometer. This general method Hersey1 terms the differentia-ation method. Instead of integrating, one differentiates the integral equation with respect to one of the limits, i.e., one of the boundary conditions; the resulting expression contains the same observable quantities just given, their derivatives, and the rheological function evaluated at that boundary. By obtaining these derivatives from experimental data, graphically or by a computer routine, they can be substituted into the differential equation and a graphical form of the function derived. THEORY OF THE DIFFERENTIATION METHOD FOR POISEUILLE-TYPE FLOWS In this introductory paper, two flow cases which are important in viscometry are considered (one for the first time) from the differentiation method of analysis, flow in a cylindrical tube and flow between fixed parallel surfaces of infinite extent, the basic integral equations being formulated in a manner analogous to the way they originally appeared in the literature. In addition, the following ideal conditions will be assumed: (1) an absence of anomalous wall effects, (2) isotropic behavior everywhere, and (3) steady laminar flow conditions. Before proceeding it would seem appropriate to preface the analysis of these flow geometries with the comment that the basic philosophy of the differentiation method could be said to stem directly from the efforts of Herzog and weissenberg2 to indicate systematically the various ways of using

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

Inasmuch as the differentiation and integration methods represent different modes of rheological analyses, a dual scheme of analysis using both methods should lead to a generalized method of data analysis. A dual differentiation-integmtion method of analysis is applied here to the Poiseuille flow of a variety of ideal Generalized Newtonian and viscoplastic models. Using machine-processing techniques, the result is a spectrum of response patterns which are expressed in terms of certain derivative functions. It is shown that these characteristic functions form the basis of a highly-sensitive analytic technique for optimizing the selection of the most appropriate functional relationship between shear rate and shearing stress. INTRODUCTION In the first paper of this series, Savins, Wallick and Foster1 presented an historical review of the salient features of the differentiation method of rheological analysis in Poiseuille flow, and also indicated how the method could be applied to problems involving plane Poiseuille flow. It was shown that the differentiation and integration methods, although basically not incompatible, do represent different modes of rheological analysis. This suggests that valuable background information regarding the probable response characteristics of real data obtained with the differentiation method can be obtained from an integration method-differentiation method analysis of the response of a variety of ideal rheological models. The present paper describes how this dual method of analysis has been applied to suites of idealized models representing a wide variety of Generalized Newtonian and viscoplastic behavior which have received attention at various places in the literature.

By M. A. El-Aouar

Drilling muds are complex colloidal systems. In an effort to analyze the physical properties that affect their performance at high temperature, an investigation was made of the hydrothermal stability of the monoionic hydrogen, calcium and magnesium forms of montmorillonite and attapulgite. Samples were heated to 400°1F in a simple autoclave and analyzed for cation exchange capacity, c-axis X-ray diffraction spacing and pH factor us sodium hydroxide titration dependence. Out of the six monoionic clay minerals tested, calcium montmorillonite and magnesium attapulgite showed the least base exchange capacities and were relatively unaffected to heat. It is concluded that, of the six clays studied, these two clays were the most suitable forms for use in drilling fluids. INTRODUCTION The drilling of deep wells is dependent upon the drilling mud, and problems frequently arise concerning the effect of mud temperature and prolonged heating. Drilling muds are complex colloidal systems. In an effort to analyze their behavior in deep, hot boreholes, it was thought desirable in this investigation to study suspension of pure, monoionic montmorillonite and attapulgite clays before and after hydrothermal heating. Chemically, clays are hydrated aluminum silicates, such as montmorillonites and attapulgites. The structure of montmorillonite is composed of units made up of two silica tetrahedral sheets with a central alumina octahedral sheet. Attapulgite consists of double silica chains running parallel to the c-axis with the chains linked together at their longitudinal edges. The apexes of the tetrahedrons in successive chains point in opposite direc-tions.4,7,10 One of the most important characteristics of clay minerals is their property of sorbing certain anions and cations and retaining them in exchangeable state. The property of exchange capacity is measured in terms of milliequivalents (meq) per 100 gm of clay. The cation-exchange capacities are taken at pH 7 from titration curves which show the relation between pH and milliequivalents of added NaoH.9,11 The following are causes of cation exchange: (1) broken bonds around the edges of the silica alumina units would give rise to unsatisfied charges, which would be balanced by adsorbed cations; (2) substitution within the lattice structure of trivalent aluminum for quadrivalent silicon in the tetrahedral sheet and of ions of lower valence; and (3) the hydrogen of exposed hydroxyls may be replaced by a cation which would be exchangeable. The primary techniques employed to study the effects of hydrothermal treatment were titration curves and X-ray diffraction analyses. Titration curves were useful in characterizing the nature of the clay mineral surface and the stability of the various samples to attack by acid or alkali before and after hydrothermal treatment. X-ray diffraction analyses were used to determine changes in the nature and crystal structure of the minerals present and to determine the cations in exchange positions on the montmorillonite samples. EXPERMENTAL PROCEDURE PREPARATION OF SAMPLES Selected samples of Wyoming bentonite and attapulgite clay from mines along the Georgia and Florida border were purified by centrifugation to remove all particles larger than 2 microns. In preparing magnesium attapulgite, first a 1.00-normal solution of magnesium acetate was prepared. The pH of the solution was adjusted to 7.0 by adding magnesium oxide. One hundred grams of attapulgite clay were mixed in a blender for 30 minutes with the magnesium acetate solution. The attapulgite solution was left overnight, and then filtered in a Buchner funnel. The suspension was leached with further quantity of magnesium acetate solution and then washed with distilled water for 20 days, after which the filtrate was free from magnesium ions. The concentration of magnesium attapulgite in the clay slurry was adjusted and determined quantita-

By R. W. Brown, J. L. Loper

The process of sand erosion has been harnessed to perform a useful function—the directed perforating of oilfield tubular goods and formation rock. In this process the sand is carried by a liquid medium and the resrrlting slurry is forced through a nozzle at an extren~ely high velocity. Upon impingement against casing or formation, the fast-moving sand particles erode a perforalion in the casing followed by cavity formation in the medium behind the casing. The many factors influencing the rate and extent of this penetration are inherently difficult to establish experimentally. Equations describing submerged jet behavior have been applied to these conditions. The following paper develops the equations for predicting the performance of the perforating jet. INTRODUCTION The cutting power of high-velocity sand has been well known in the petroleum industry for many years. Sand carried by a high-velocity gas stream causes severe erosion. This effect has been the cause of numerous production problems in certain areas. It was logical to expect that this phenomenon would one day be adapted to useful industrial applications. Development of mobile, high-pressure, high-horsepower pumping equipment in the last decade has made this possible. The sand erosion process involves pumping a fluid containing abrasive solids through a set of nozzles at a high differential pressure (2,000 to 4,000 psi). The pressure conversion into kinetic energy imparts high velocity to the sand particles which, upon impact with the formation face or casing wall, erode the material in an organized pattern. This paper attempts to establish the effects of the various parameters and to predict the performance and limitations of the process. The following factors will be considered: nozzle differential pressure, perforation size, sand concentration, nozzle stand-off distance and backpressure. In general, this discussion is presented along theoretical lines and is substantiated by field results and data where reliable field data exists. POWER EQUATIONS The penetration rate of a high-velocity hydraulic jet is proportional to the power or energy of the jet at the point in quesion. The power of the submerged jet will decrease with distance (or penetration) into the cavity created by the jet. As the cavity is extended into the formation, the power of the jet diminishes to a value equal to the threshold cutting power of the particular formation which is defiined as the lowest power level at which the formation will be abraded by the jet. Obviously, when this point is reached, no further cutting of the formation can occur. It is assumed that this power level for a particular formation is a function of the hardness of that formation. The following equation can be written for the hydraulic process of formation abrasion.

By V. S. Tuman

In the first part of this paper, an estimate is made of the magnitude and extent of the thermal stresses which result from mud circulation. Our study is made for the period of relaxation, i.e., when the drilling operations are terminated and mud circulation is discontinued. In the second part, we have shown how the thermal stress can affect the wave propagation. An example is worked out for a Carbondale sandstone (Illinois basin). It is concluded that, in extreme cases when differential temperature is about 100°F, the travel time will be affected by about 2 microsec/ft. For more refined permeability studies, such corrections would be desirable. MAGNITUDE AND EXTENT OF THERMAL STRESSES RESULTING FROM MUD CIRCULATION When geological beds are penetrated by boreholes, it is observed that the formation temperatures increase with depth; however, the temperature profile varies considerably from place to place. During drilling operations, mud pumped from a pit at atmospheric temperature absorbs heat from the lower beds. As a result, the drilling fluid returning to the surface is at a higher temperature than the surrounding beds. The temperature gradient in a well depends on the rate of mud circulation and other factors; normally, this temperature gradient is smaller than the natural gradient in the formations. (See Fig. 1.) The temperature difference between the mud column and the surrounding beds gives rise to therma1 stresses (which are also important in the phenomenon of fracturing), and it is expected that they will affect the transit time of the sonic front in velocity logging.1 It is evident chat beds near the surface will undergo various cycles and will have a complicated dynamical and thermal-stress history. A limestone bed which is just penetrated will act as a source of heat, warming up the cold mud pumped down a few minutes earlier from the surface pit. The same limestone bed a week later will act as a sink, absorbing heat from the drilling mud which has already warmed up sufficiently to be at a higher temperature than the bed in question. No doubt a large section of the hole will undergo a heat treatment, which will make the calculation of the exact magnitude of the thermal stresses very difficult. In the solution of wellbore thermal equation, it is assumed that the rock around the wellbore is elastic and isotropic, and that the system is radially symmetrical. A complete dynamical solution of the thermal stresses set up at different horizons during the drilling operations would require a comprehensive history of the mud circulation, the surface temperature of the pit and the number of hours in which mud was not circulated. CONDUCTION OF HEAT AND THERMAL EQUATION OF STATE

By C. Gatlin, F. Armstrong, K. E. Gray

This paper presents some preliminary results of two-dimensional cutting tests of dry limestone samples at utmospheric pressure. Cutting tips having rake angles of + 30°, + 15", 0°, - 15" and - 30" were used to make cuts on Leuders limestone samples at six depths of cut ranging from .005 to ,060 in. at cutting speeds of 15, 50, 109 and 150 ft/min. The vertical and horizontal force components on the cutting tips were recorded with an oscilloscope equipped with a polaroid camera. Motion pictures of the cutting process at camera speeds of 5,000 to 8,000 frames/sec were taken at strategic points in the variable ranges. The movies provide considerable insight into the brittle failure mechanism in rocks. It appears that chip-generating cracks usually have an initial orientation which is related to the resultant of the externally applied forces. The latter part of the crack curves upward toward the free surface being cut, this part being governed by some type of cantilever bending or prying. The linear and angular motion of the loosened chips also indicate the tensile nature of brittle failure. Analyses of the forces on the cutting tips indicate that: (I) relatively small increases in vertical loading result in large cut-depth increases for sharp tips (rake angles 2 0"); (2) tool forces increase at an increasing rate as the rake angle decreases, particularly for rake angles < 0"; and (3), for the range of this study, rate of loading had little effect on the maximum forces. Both the movies and visual inspection of the cuttings indicated that the volume of rock removed by chipping was much larger than that by any grinding mechanism, even for tips having negative rake angles. Cutting size increases with increased cut depth and rake angles, and decreases slightly at high cutting speeds, the depth of cut having by far the most influence. The amount of contact between the rock and the cutting tip was always less than the depth of cut and rarely exceeded 0.010 in. even for cuts of 0.060 in. INTRODUCTION The planing (or slicing) of various materials with a fixed blade has long been practiced by workers in many industries. For example, the farmer&apos;s plow, the carpenter&apos;s plane and the housewife&apos;s paring knife all employ this basic action. The casual observer might suspect that something so common must be quite simple; however, as in all problems involving the failure of materials, such is not the case. Industries concerned with the machining of metals have long studied these problems, and their literature on the subject is voluminous. Despite these efforts, basic knowledge is not very advanced, as may be noted from recent and comprehensive analyses of their literature.12 Metals are more subject to analysis by classical theories of elasticity and/or plasticity than are rocks, since their elastic constants and strengths are reasonably well established in many cases. In spite of this relative "simplicity", Hill9 refaces his discussion with an admission that the mathematical solution to the machining problem is not known. Photoelastic studies of both machining and milling have been performed and are discussed thoroughly by Coker and Filon.4 Rotary drilling of rocks with fixed blade or drag bits has long been practiced by the mining and petroleum industries, and considerable study has been given to defining their cutting action in terms of the pertinent variables. Essentially all the published mechanistic research on drag-bit drilling has been performed by mining engineers and has been concerned only with rocks in the brittle state. Fairhurst5-7 has worked extensively in this area and employed photographic techniques quite similar to those reported here, except at much lower speeds. His studies showed the periodic or cyclical nature of the brittle failure mechanism, in which instantaneous loads on the bit varied from some maximum value to near zero. Goodrichs has presented further data on the subject as well as a qualitative description of the process. Again the postulated mechanism is cyclical, with alternate chipping and grinding periods. The ploughing of coal is a practiced method and has been studied in some detail by English mining engineers."" Their findings have considerable general application to drag-bit drilling. Evans," in particular, has extended Merchant&apos;s metal-cutting theory" to brittle materials with some success, although certain aspects of his theory are open to question. Fish13 has recently summarized nearly all the published works concern-

By L. C. Reese

The ultimate resistance against a rigid cylinder which is moved laterally in a cohesionless soil is a function of the geometry of the cylinder and the properties of the soil. An approximate method is developed for computing this resistance and is tested against results of laboratory experiments. Satisfactory agreement between the method and experiment was obtained. Not only was the ultimate resistance against the cylinder measured, but measurements were made of the shape of the rupture surfaces. These measurements should allow the development of a more rigorous computation procedure. INTRODUCTION A critical aspect in the design of offshore drilling platforms is assuring the stability of the platform during a hurricane. The large horizontal loads from waves and wind make a severe loading condition. Piles are generally employed as the foundation since they can be effective in resisting both horizontal and vertical loads. Spuds are sometimes used with a mat foundation, where the spuds are designed principally to resist horizontal loads and the mat designed principally to resist vertical loads. The research reported in this paper is related to one aspect of the problem of laterally loaded piles or spuds in sand. The complete solution to the problem of the laterally loaded pile in sand would require the prediction of soil resistance against the pile as a function of pile deflection; only the ultimate resistance against short piles is considered in this paper. A considerable amount of additional research will be necessary in order to obtain a complete solution to the problem of the laterally loaded pile in sand; however, the work reported here should be useful as a guide in the performance of some of the additional research. ULTIMATE LATERAL RESISTANCE AGAINST A LONG FALL IN SAND To aid in the understanding of the theory which is developed for a cylinder, the theory for earth pressure against a wall is reviewed. In Fig. l(a), a long wall of height H is shown embedded in soil. Soil resistance will develop as the wall is deflected, and the soil resistance will increase with deflection until some limiting value is reached. In this discussion, and those following, it is assumed that all points on the wall deflect equal amounts. A possible shape of the real curve which relates soil resistance to deflection is shown by the dashed line in Fig. l(b); however, as a means of simplifying the discussion, an idealized curve (shown by the unbroken lines) is drawn. If such a wall as this were furnishing the horizontal support for an offshore structure, the dashed curve in Fig. 1 would be the information needed in performing a foundation analysis, with the idealized curve possibly being an acceptable substitute. For the idealized curve, the soil resistance is linear with deflection for the early portion of the curve such that