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2010
ABSTRACT
G
iven the complexity involved when modeling heterogeneous and anisotropic formations, this condition
is usually ignored, supposing that the well is surrounded by a homogenous and isotropic medium.
The main objective of this paper is to present a method that shows the error that might occur when
the condition of homogeneity and isotropy is not satisfied, when determining collapse pressure in a formation
containing planes of weakness. Although the literature presents some studies, there is not a clear method for
determining the collapse pressure of a well that takes into account the mechanical properties of the planes
of weakness contained in the formation. The proposed method is based on the Mohr Coulomb criterion for
homogeneous and isotropic formations and the criterion of Jaeger and Cook (1979) for laminated anisotropic
media. It constitutes a robust tool that calculates the collapse pressure in highly complex configurations,
contributing thus to prevent waste of time and money by more accurately considering the actual behavior of
laminated formations. The method includes: the deduction of the direction cosine equation, the proposal of
an objective function, the construction of a collapse pressure profile, and the sensitivity analysis of the collapse
pressure with colored rosettes. A real case was selected to implement the proposed method.
Keywords: anisotropy, formation pressure, cohesion, angle of friction, mechanical properties, mechanical stress.
43
RESUMEN
D
ada a complejidad presentada cuando se modelan formaciones heterogneas y anisotrpicas por
lo general se opta por omitir tal condicin, asumiendo que el pozo en las zonas de inters est
rodeado de un medio homogneo e isotrpico. El objetivo principal de este artculo es presentar una
metodologa que muestra el error que se puede llegar a cometer cuando la condicin de homogeneidad
e isotropa no se cumple a la hora de determinar la presin de colapso, en una formacin que contiene
planos de debilidad. Aunque la literatura presenta algunos estudios, no propone una metodologa clara
para determinar la presin de colapso en un pozo, teniendo en cuenta las propiedades mecnicas de los
planos de debilidad contenidos en la formacin.
La metodologa propuesta est basada en el criterio de Mohr Coulomb para formaciones homogneas e
isotrpicas, y en el criterio de Jaeger y Cook (1979) para medios anisotrpicos laminados, y constituye una
herramienta robusta que permite calcular las presiones de colapso en formaciones altamente complejas,
contribuyendo as a evitar prdidas de tiempo y dinero al considerar de manera ms precisa el compor-
tamiento real de formaciones laminadas. La metodologa incluye: la deduccin de las ecuaciones de los
cosenos directores, el planteamiento de una funcin objetivo, la construccin de un perfil de presiones de
colapso y el anlisis de sensibilidad de la presin de colapso mediante rosetas de colores. Para la aplicacin
de la metodologa propuesta, se seleccion un caso real.
Palabras clave: anisotropa, presin de formacin, cohesin, angulo de friccin, propiedades mecnicas, esfuerzos
mecnico.
per angle M which can be modeled by the expression Failure Model for Formations that contain planes of
= 45 + R / 2, where R is the internal friction angle weakness (Jaeger & Cook, 1979)
of the rock when intact. (see Figure 1a). (Figure 1a). This is the only criterion established in a theoretical
'1 '3 '1 '3 manner, Jaeger and Cook (1979); as of the Mohr Cou-
N Cos 2 M lomb criterion by assigning specific cohesion properties
2 2 (1) (Cw) and properties of internal friction angle (W) to the
'1 ' 3 planes of weakness in the rock, so the failure envelope
S Sen 2 M for the planes of weakness will be:
2 (2)
CW nW (5)
Failure in the rock will occur when Mohrs failure
envelope (Equation 3) touches Mohrs circle at point where Cw and W are cohesion and internal friction
P, at its respective failure angle (Figure 1b), point at angle for a specific plane of weakness. In order to cal-
which the failure in the rock is generated relating Equa- culate the values of Cw and W, it is necessary to count
tions 1, 2 and 3, and it is known as the Mohr Coulomb on direct cut laboratory tests, which allows the failure
failure criterion (Equation 4). of the rock in the direction of the planes of weakness,
as described by Mantilla and Reyes (2009).
s C R nR (3)
Replacing Equations 1 and 2, for and then these
expressions are replaced in Equation 5, we obtain:
'1 2COTan f '3 Tan f 2
(4) 2(CW W '3 )
'1 '3
(1 Tan( ) W ) Sen(2 ) (6)
1
1
N
S
3
3
3 3
M
1
(a)
1
S
FAILURE ENVELOPE (a)
R
Tan (R )
S
FAILURE ZONE Tan (W )
SAFE ZONE
2f 3 3
CR
1
2 2
3 1 N
CW
(b) 3 1 n
(b)
Figure 1 a) Shear failure under the Mohr Coulomb criterion (Osorio,
2003). b) Overlay of the Mohr circle with the failure envelope (Osorio, Figure 2 (a) Operation Angle (Zhang, 2005) and (b) 1 and 2 limits
2003) (Fjaer, Holt, Horsrud, Raeen, & Risnes ,2008)
Equation 6 presents the Jaeger and Cook (1979) components on the planes of weakness. The question
criterion where w = tan (w) is the internal friction co- therefore is: What happens when the intermediate stress
efficient and is known as the operation angle (Figure is not perpendicular to the dip of the plane of weak-
2a), defined as the angle between the plane of weakness ness? In order to solve this question one must handle
and the minimum applied stress (3). a concept known as the state of stresses on a plane in
three dimensions.
Figure 3 shows the way in which rock resistance
varies depending on the operation angle for the Jaeger
Stresses in Three Dimensions
and Cook (1979) criterion (Equation 6) as per the gray
curve and the Mohr criterion (Equation 4), provided by When considering formations containing planes of
the black horizontal line. weakness, the intermediate stress 2, will affect the
failure conditions of the well, except in the state in
which the well axis and said intermediate stress are in
same direction. Therefore, it is necessary to take it into
1
MC account when calculating normal and shear stresses that
Jaeger act on a specific plane. Fjaer et al. (2008) present the
equations that allow the calculation of the normal and
shear stresses on the planes of weakness:
' l 2 '1 m 2 '2 n 2 '3 (7)
1 min 2 l 2 '12 m 2 ' 22 n 2 '32 ' 2 (8)
Where , represent the normal and shear stresses
acting on the planes of weakness; l, m, n, are direc-
1 2 tion cosines that represent the normal component of
2 each principal stress. These equations were deduced
through a vector analysis of point product and the final
Figure 3 Behavior of the compression stress in respect to the operation
angle (Zhang, 2005) results are shown in Annex A.
It is worthwhile to highlight that the results ob-
Depending on the operation angle , there are two tained from the theoretical models of rock failure
means of failure of a laminated rock: through the rock mechanics, compared with laboratory tests of rock
(if is any angle that is not between 1 and 2), or, failure, are not normally equal, as shown by Willson,
along the planes of weakness (if is between 1 and Stephen, Edwards, Crook, Bere, Moos, Peska, & Last
2), as shown in Figure 2b, where the shadowed area (2007). It is advisable to use the modified methods
represents the failure envelope of the plane of weakness presented by Gallant, Zhang, Wolfe, Freeman, Al-
which was overcome by the Mohr circle, region that is BaZali, & Reese (2007).
limited by angles 1 and 2. These angles 1 and 2 can
be calculated equaling Equations 4 and 6. On another
point, Figure 3 also shows that there is a minimum 3. PROPOSED METHODOLOGY
failure stress (1min) due to the angle min and where
in this point = is fulfilled. In order to calculate the collapse pressure in a well
at a specific depth, taking into account the planes of
It is important to clarify that in the analysis carried weakness and the criteria of Mohr, and Jaeger and Cook
out on the planes of weakness, the normal stress and (1979) previously presented, we designed a method that
the shear stress on said plane are only product of the consists of 5 steps:
principal stresses 1 and 3; that is to say, that the
intermediate stress 2 is perpendicular to the dip of 1. Information necessary to carry out the geome-
the plane and therefore has no normal and shear stress chanical model.
2. Determination of the collapse pressures surround- the principal stresses 1 and 3 (Equations 9 and 11),
ing the well as per the theories of Mohr, and Jaeger and as proposed by Zhang (2005); for the implementation
Cook (1979). of the theory of Jaeger and Cook (1979) you require
normal stress () and shear stress () on the plane of
3. Sketch and analysis of the collapse pressure pro- weakness due to the principal stresses 1, 2 and 3,
file around the well. obtained from Equations 7 and 8.
4. Relative error when calculating collapse pres- 1
sure, considering only homogeneous and isotropic '1 ' ' Z ' 'Z 2 4 2z
2 (9)
formations.
1
5. Sensitivity of collapse pressure for any well ori- '2 ' 'Z ' 'Z 2 4 2z
2 (10)
entation (rosettes).
' 3 ' r (11)
1. Information Required
In order to generate the geomechanical model of a For the collapse pressure calculation one must take
collapse pressure, one must have full knowledge of the into account the failure criterion of Jaeger and Cook
following geomechanical variables at a specific depth criterion and the criterion of Mohr, since in some cases
(See Table 1): the rock fails along the plane of weakness and in others
throughout the rock. In order to clear collapse pressure
Table 1 Information necessary to carry out the geomechanical model from the Mohr Coulomb criterion we replace the prin-
of the collapse pressure
cipal stresses 1 and 3 (Equations 9 and 11) in the
Mohrs failure criterion (Equation 4), where in turn these
Rock
Well and principal stresses depend on the cylindrical stresses (,
weakness r, z, z), provided by Kirsch (1898) and that are in the
In situ stress mechanicals
plane spatial
properties
location function of the well pressure (PW); this last variable is
the one that clears. For the case of the Jaeger and Cook
Vertical stress Rock cohesion Depth of interest
(V) (CR) (h) criterion, the clearance of the collapse pressure is carried
Maximum
out in the same manner, replacing the principal stresses
Weakness plane 1, 2 and 3 in the normal stress () and the shear
horizontal stress Well tilt ()
cohesion (Cw)
(Hmax) stress (), (Equations 7 and 8); these values are finally
Minimum Rock internal replaced in Jaeger and Cook (1979) failure envelope,
Well azimuth
horizontal stress friction angle
(well)
(Equation 5). This last case of collapse pressure calcula-
(Hmin) (R) tion is more complex and cannot be carried out directly,
Pore pressure
Weakness plane
Weakness plane and it is therefore necessary to carry out trial and error
internal friction until achieving the Jaeger and Cook criteria; this is the
(PP) strike, (W)
angle (W)
reason why in this work we propose an objective func-
Azimuth Hmax Poisson module Weakness plane
tion. (Equation 12) with a margin of error of 20 psi, in
(AzHmax) () dip ()
the following manner:
Biot module
(biot) 10 psi CW TanW 10 psi (12)
The main idea of the objective function is to know
2. Determination of Collapse Pressures in Well Su- where to stop trial and error, and to this end one must
rroundings comply with the condition exposed in Equation 12,
The following step is to take the theories of Mohr which is simply Equation 6 equalized to cero within the
Coulomb, and Jaeger and Cook (1979) to the conditions established margin of error. This repetitive process must
of the principal stresses acting in the well surroundings. be carried out for each angle, in the well surroundings,
For the case of the Mohr Coulomb theory, you need for the calculation of the two collapse pressures (Mohr
Coulomb, and Jaeger & Cook, 1979), since the stress inclination shall be of 10 and the azimuth begins to
conditions vary in respect to said angle. vary in the same manner; in total the calculated collapse
pressures are 1297. The program assigns red to the
It is important to highlight that the direction cosine maximum pressures, and blue to the lowest pressures;
equations (l, m, n) involved in Equations 14, 15, and 16 to the pressures that are within this range it assigns
had to be deduced, since they were not found in the lit- colors that range from blue-green-yellow-red.
erature used for this research, as described in Annex A.
3. Sketch and Analysis of the Collapse Pressure Profile 4. APPLICATION OF THE PROPOSED
in the Well Surroundings METHOD
What should be followed in this step, is to compare
the results related to the collapse pressures obtained In order to analyze more clearly the effect produced
from the two criteria (Mohr Coulomb, and Jaeger by the planes of weakness on the collapse pressure, we
&Cook, 1979) for each angle and to obtain a collapse will implement the method proposed in a real case in
pressure profile which is obtained by comparing of each the Colombian Plains Piedmont, where there have been
angle and selecting the largest collapse pressure of many instability problems due to planes of weakness,
each angle, which becomes the collapse pressure of the such as described by Willson, Zoback, & Moos, 1999.
well in the conditions given.
This case study intends to show how collapse pres-
4. Relative Error in the Calculation of Collapse sure calculations are made for a homogeneous forma-
Pressure tion and for a formation that contains planes of weak-
In this step one calculates the relative error (Equa- ness. It also intends to show how to constitute a collapse
tion 13) in the calculation of collapse pressure that is pressure profile and determine the error produced by
made by not taking into account the planes of weakness modeling the collapse pressure without taking into ac-
compared to the collapse pressure of a homogeneous count the planes of weakness, when they in fact exist.
and isotropic formation. For the analysis of this real case we selected a set
PM PJC of typical data which is shown in Table 2; these data
% *100 correspond to average values found in formations of
PM (13) the Colombian Plains Piedmont.
where PM is the maximum point of the collapse
pressure profile for the surroundings of the well, given 1. Information Required
by the angle. For the Mohr Coulomb criterion PJC See Table 2. (Next page)
is the maximum point of the collapse pressure profile
in the surroundings of the well, given for the for the 2. Determination of Collapse Pressures in Well Su-
Jaeger and Cook criterion. rroundings
In this step we calculate the collapse pressures acting
5. Sensitivity of the Collapse Pressure on the well face, as described in step 2 of the method
Finally, one calculates the collapse pressure sensi- proposed. Figure 4, shows the collapse pressures for
tivity by means of a rosette which shows the collapse both the Mohr and Jaeger and Cook criteria. As can
pressures for any well inclination and azimuth; this be seen in the graphic, for some angles, the pressure
formation allows the determination of the trajectory that necessary to avoid collapse is greater when taking into
is most appropriate for the well in order to avoid very account the planes of weakness (Jaeger & Cook,1979 ),
high collapse pressures. These rosettes are obtained making the well walls require more pressure, generated
through a software tool that was developed, by varying by the density of the mud, in order to avoid collapse.
the inclination and azimuth of the well each 5, that is Generally, when there are planes of weakness, the pres-
to say that if the well inclination is of 5, the azimuth sure necessary to avoid collapse increases and this is
begins to vary in 5, 10, 15, up to 360, then the well due to the fact that the cohesion and internal friction
angle are lower than those of the intact rock, making collapse pressure obtained for each angle of the Mohr,
the failure envelope of the plane of weakness have a and Jaeger and Cook criteria (Figure 5). Subsequently
greater probability of touching the Mohr circle. the collapse pressure of the well at this depth is the
greatest value of all pressures of the interception of
Figure 4 also shows a set of pressures that have a Figure 5, which is of 14,01 LPG.
negative value, and that have been assigned a value of
cero, since negative pressures make no sense. This is Collapse Pressure
due to an asymptote in = 155 and = 335, where the 15
10
Collapse Pressure
9
15
8
14
7
13 0 30 60 90 120 150 180 210 240 270 300 330 360
12 (Degrees)
Pc (LPG)
11
Figure 5 Well Collapse Pressure (Velilla & Caceres, 2010)
10
(Degrees)
Pc Jaeger and Cook Pc Mohr
lomb criterion (PM) is 11,69 LPG, while the collapse
pressure for the Jaeger & Cook criterion (PJC) is 14,01
Figure 4 Collapse Pressures, homogeneous and isotropic formations, LPG; therefore the relative error is:
formations with planes of weakness (Velilla & Caceres, 2010)
11 ,69 14 ,01
% *100 19 ,8%
3. Sketch and Analysis of the Collapse Pressure Profile 11 ,69 (14)
of Well Surroundings
This means that the drilling mud was lacking 14,01-
As previously mentioned, the objective of this third
11,69 = 2,32 LPG of mud density in order to avoid
step is to select and sketch the greatest precision of the
collapse; which translates to the research depth (10000 of weakness (Figure 7). Although initially the example
Ft) in 1206 psi of high pressure, which represents a dif- takes () 60 as well inclination and (well) azimuth of
ference of 19,8% in respect to the weight of the mud 55, the calculation of all collapse pressures were taken,
required to avoid collapse supposing that the formation for all inclinations and azimuths in order to determine
is homogeneous and isotropic. which were the better trajectories of the well as per the
collapse pressure value.
5. Collapse Pressure Sensitivity
Figures 6 and 7 are known as pressure rosettes,
Finally, the conditions of failure by collapse were which were modeled with a Software tool which was
modeled for all well inclination and azimuth, at a designed to automate the proposed method and where
specific depth, for both a homogeneous and isotropic each circle from the centre represents 5 of well inclina-
formation (Figure 6) and for a formation with planes tion, while the azimuth is represented by each line as of
the north also in 5. According to the latter, a vertical
well is represented by the central point of all the circles
in the graphic and the horizontal wells are represented
in the external part or edge. Black represents the zones
where the conditions more likely to produce instabil-
ity exist and for which the required weight of the mud
is higher; while light grey indicates the more stable
zones where there is less mud weight; the other colors
represent pressures that are in between the mentioned
limit values.
The first clear difference between the two failure
criteria when observing the rosettes is that the color
distribution is entirely different. This means that the
12.43 11.92 11.42 10.91 values of the mud pressure change for each inclination
LPG and deviation of the specific well by taking into account
or disregarding the planes of weakness, attaining as a
Figure 6 Collapse Pressure Rosettes for homogeneous and isotropic result erroneous mud densities which may underesti-
formations (Velilla & Caceres, 2010)
mate the true density required in order to avoid failure
by collapse.
These figures show that the more stable collapse
pressures (the lighter grey zones), taking into account
the planes of weakness, are found in a particular region;
which allows us to define the inclination and azimuth
which is more convenient for the well; which leads
to a greater range of permissible mud weight; which
transforms into a greater stability of the well walls.
losses due to stability problems in each well are of ap- where there are great problems of instability caused
proximately 40 million dollars per year; the most com- by planes of weakness. Thus, the proposed method
mon of these losses are: widening of the well, washouts, became a valuable tool in decreasing operational
stuck pipes, Cave ins, and deformation of the casing, problems and economic losses due to instability
amongst others. The cave ins or collapse failures are caused by planes of weakness.
very common due to the planes of weakness, therefore
we have the need to attack these problems through
theoretical or empiric analyses that allow a better ACKNOWLEDGMENTS
understanding of the behavior of formations involved
in the drilling to thus better predict the true collapse
pressures in order to save time and money during the PENDIENTE X EL AUTOR
initiation and subsequent productive life of a well.
REFERENCES
6. CONCLUSIONS
De la Cruz de la Calle, A. (1994). Estudio Sedimentolgico,
Diagentico y Estructural de las Formaciones Geolgicas
We proposed a robust method, composed of 5 steps del Emirato de Abu Duari (Emiratos rabes Unidos),
which include calculating the collapse pressures for Tesis de Doctorado, Universidad Complutense de Ma-
homogeneous and isotropic formations, for forma- drid, Espaa.
tions with planes of weakness, the construction of a
collapse pressure profile, calculating the error made Donath, F. A. (1972). Strength variation and deformational
by not taking into account the planes of weakness, Behaivor in Anisotropic Rocks, State of stress in the
Earths Crust, Santa Monica, Ca., 280-297 pp.
and a collapse pressure sensitivity analyses for all
well azimuths and inclinations. Fjaer, E., Holt, R. M., Horsrud, P., Raeen, A. M., & Risnes,
R. (2008). Petroleum related rock mechanics (Second
The method allows us to reduce uncertainty when Edition), Amsterdam: ElSevier.
calculating collapse pressure in formations that
contain planes of weakness, coming closer to the Gallant, C., Zhang, J., Wolfe, C., Freeman, J., Al-BaZali, T.,
& Reese, M. (2007). Wellbore Stability Considerations
true behavior of the failure.
for Drilling High-Angle Wells Through Finely Laminated
Shale: A Case Study from Terra Nova, SPE 110742 pre-
The method allows us to select the best trajectory for sented at the 2007, SPE Annual Technical Conference and
the well through the rosettes: where collapse pres- Exhibition held in Anaheim, California, U.S.A., 11-14
sures are the lowest possible, for both formations November 2007.
that contain planes of weakness and for homoge-
neous and isotropic formations. Hoek, E. (1983). 23rd Rankine lecture. Strength of jointed
Rock Masses. Geotechnique, 33 (3),187-223.
We developed the equations with the direction Jaeger, J. C., & Cook, N. G. W. (1979). Fundamental of
cosines in order to carry out the Jaeger & Cook rock Mechanics (Third edition, 361-396pp), London:
failure in conditions of stress acting on the well sur- Chapman and Hall.
roundings and we proposed an objective function to
determine the collapse pressure through the Jaeger Kirsch, G. (1898). Die theorie der elastizitat und die ber-
durfniesse der festigkeitslehre, Zeitschrift des Vereines
& Cook criterion.
Deutscher Ing., 42-797.
We applied the proposed method to a real case in Mantilla, H. D., & Reyes, T. J. (2009). Diseo y construccin
the Colombian Plains Piedmont, which represents de un dispositivo para pruebas de corte directo inclinado
an area with complex geological conditions and en muestras de roca de geometra no convencional para
el laboratorio de mecnica de rocas del instituto co-
ANNEX A
1 1
F Vr F Vr n
(14) Z, v
Z, z
1 1
F V F V l Y, y
(15) ^
V z
^
V
^
V r
Y, h min
1 1 well
F Vz F Vz m
H, h max
(16)
X, x
Z, v Z, v
Z, z
Y, y ^
F
^
V z
^
F2
^
V
^
Y, h min
V r
Y, h min c
^
F1
well
X, h max
H, h max
X, x
a b
Figure 8 a) Radial, tangential and axial unit vectors in the global coordinate system. b) Weakness plane perpendicular unit vector ( ) (the authors)
Z, v
N director cosine:
sen Cos w Cos Cos well Cos Sen well Sen
n Sen Sen w Cos Sen well Cos Cos well Sen
Cos Sen Cos
(17)
L director cosine:
seno( ) cos(w ) cos( ) cos( )seno(well ) seno( ) cos( ) cos( ) cos(well ) seno( )seno( ) cos(well )
l seno( )seno(w )cos( ) cos( ) cos(well ) seno( ) cos( ) cos(well ) seno( )seno( )seno(well )
cos( )seno( ) cos( )seno( ) seno( ) cos( )
(18)
M director cosine:
seno() cos(w )seno( ) cos( )seno(well) seno( )seno( ) cos( ) cos(well) cos( )seno( ) cos(well)
m seno()seno(w ) seno( ) cos( ) cos(well) seno( )seno( ) cos( )seno(well) cos( )seno( )seno(well)
cos() seno( )seno( )seno( ) cos( ) cos( )
(19)
NOMENCLATURE
NOMENCLATURE