Skip to main content
Log in

Borehole Breakouts Induced in Arkosic Sandstones and a Discrete Element Analysis

  • Original Paper
  • Published:
Rock Mechanics and Rock Engineering Aims and scope Submit manuscript

Abstract

A series of laboratory drilling experiments were conducted on two arkosic sandstones (Tenino and Tablerock) under polyaxial far-field stress conditions (σ h  ≠ σ H  ≠ σ v ). V-shaped breakouts, aligned with the σ h direction and revealing stress-dependent dimensions (width and length), were observed in the sandstones. The microscale damage pattern leading to the breakouts, however, is different between the two, which is attributed to the difference in their cementation. The dominant micromechanism in Tenino sandstone is intergranular microcracking occurring in clay minerals filling the spaces between clastic grains. On the other hand, intra- and transgranular microcracking taking place in the grain itself prevails in Tablerock sandstone. To capture the grain-scale damage and reproduce the failure localization observed around the borehole in the laboratory, we used a discrete element (DE) model in which a grain breakage algorithm was implemented. The microparameters needed in the numerical model were calibrated by running material tests and comparing the macroscopic responses of the model to the ones measured in the laboratory. It is shown that DE modeling is capable of simulating the microscale damage of the rock and replicating the localized damage zone observed in the laboratory. In addition, the numerically induced breakout width is determined at a very early stage of the damage localization and is not altered for the rest of the failure process.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1
Fig. 2
Fig. 3
Fig. 4
Fig. 5
Fig. 6
Fig. 7
Fig. 8
Fig. 9
Fig. 10
Fig. 11
Fig. 12
Fig. 13
Fig. 14
Fig. 15
Fig. 16
Fig. 17
Fig. 18

Similar content being viewed by others

References

  • Barrash W, Buu T, Gillerman V (1997) Field trip guide to the geology of the Boise Valley, 32nd symposium on engineering geology and geotechnical engineering, Boise, Idaho, p 6

  • Bell JS, Gough DI (1979) Northeast-southwest compressive stress in Alberta: evidence from oil wells. Earth Planet Sci Lett 45:475–482

    Article  Google Scholar 

  • Boutt DF, McPherson BJOL (2002) Simulation of sedimentary rock deformation: lab-scale model calibration and parameterization. Geophys Res Lett 29(4):1054. doi:10.1029/2001GL013987

    Article  Google Scholar 

  • Brudy M, Zoback MD, Fuchs K, Rummel F, Baumgartner JE (1997) Estimation of the complete stress tensor to 8 km depth in the KTB scientific drill holes: implications for crustal strength. J Geophys Res 102:18453–18475

    Article  Google Scholar 

  • Bruno MS, Nelson RB (1991) Microstructural analysis of the inelastic behavior sedimentary rock. Mech Mater 12:95–118

    Article  Google Scholar 

  • Cerasi P, Papamichos E, Stenebraten JF (2005) Quantitative sand-production prediction: friction-dominated flow model. SPE Latin American and Caribbean petroleum engineering conference, Rio de Janeiro, SPE 94791

  • Cook BK, Lee MY, DiGiovanni AA, Bronowski DR, Perkins ED, Williams JR (2004) Discrete element modeling applied to laboratory simulation of near-wellbore mechanics. Int J Geomech 4:19–27

    Article  Google Scholar 

  • Couroyer C, Ning Z, Ghadiri M (2000) Distinct element analysis of bulk crushing: effect of particle properties and loading rate. Powder Technol 109:241–254

    Article  Google Scholar 

  • Cuss RJ, Rutter EH, Holloway RF (2003) Experimental observations of the mechanics of borehole failure in porous sandstone. Int J Rock Mech Min Sci 40:747–761

    Article  Google Scholar 

  • Ewy RT, Cook NGW (1990) Deformation and fracture around cylindrical opening in rock—I. Observations and analysis of deformations; II. Initiation, growth and interaction of fractures. Int J Rock Mech Min Sci Geomech Abstr 27:87–427

    Article  Google Scholar 

  • Fakhimi A, Villegas T (2007) Application of dimensional analysis in calibration of a discrete element model for rock deformation and fracture. Rock Mech Rock Eng 40(2):193–211

    Article  Google Scholar 

  • Fakhimi A, Carvalho F, Ishida T, Labuz JF (2002) Simulation of failure around a circular opening in rock. Int J Rock Mech Min Sci 39:507–515

    Article  Google Scholar 

  • Haimson BC (2007) Micromechanisms of borehole instability leading to breakouts in rocks. Int J Rock Mech Min Sci 44:157–173

    Article  Google Scholar 

  • Haimson BC, Chang C (2002) True triaxial strength of the KTB amphibolite under borehole wall conditions and its use to estimate the maximum horizontal in situ stress. J Geophys Res 107:2257–2270

    Article  Google Scholar 

  • Haimson BC, Herrick CG (1985) In situ stress evaluation from borehole breakouts—experimental studies, research and engineering application in rock mass. In: Proceedings of 26th US Symposium on Rock Mech., Rapid City, AA Balkema, Rotterdam, pp 1207–1218

  • Haimson BC, Herrick CG (1986) Borehole breakouts—a new tool for estimating in situ stress? Rock stress and rock stress measurement. In: Stephansson O, Stockholm (eds) Proceedings of international symposium on rock stress and rock stress measurements, Centek Publications, Luiea, pp 271–280

  • Haimson BC, Herrick CG (1989) Borehole breakouts and in situ stress. In: Rowley JC (ed) Proceedings of drilling symposium 1989, 12th annual energy-sources technical conference and exhibit, Houston, Am Soc Mech Eng, New York, pp 17–22

  • Haimson BC, Kovacich J (2003) Borehole instability in high-porosity Berea sandstone and factors affecting dimensions and shape of fracture-like breakouts. Eng Geol 69:219–231

    Article  Google Scholar 

  • Haimson BC, Lee H (2004) Borehole breakouts and compaction bands in two high-porosity sandstones. Int J Rock Mech Min Sci 41:287–301

    Article  Google Scholar 

  • Haimson BC, Song I (1993) Laboratory study of borehole breakouts in Cordova Cream: a case of shear failure mechanism. Int J Rock Mech Min Sci Geomech Abstr 30:1047–1056

    Article  Google Scholar 

  • Haimson BC, Song I (1998) Borehole breakouts in Berea sandstone: two porosity-dependent distinct shapes and mechanism of formation, SPE/ISRM rock mechanics in petroleum engineering, society of petroleum engineering, Richardson, TX, pp 229–238

  • Hazzard JF, Young RP, Maxwell SC (2000) Micromechanical modeling of cracking and failure in brittle rocks. J Geophys Res 105:16683–16697

    Article  Google Scholar 

  • Herrick CG, Haimson BC (1994) Modeling of episodic failure leading to borehole breakouts in Alabama limesonte. In: Nelson P, Laubach S (eds) Proceedings of the 1st north american rock mechanics symposium, Rock mechanics: models and measurements, Balkema, Austin, Rotterdam, pp 217–224

  • Hickman SH, Zoback MD (2004) Stress orientations and magnitudes in the SAFOD pilot hole. Geophys Res Lett 31:L15S12

    Article  Google Scholar 

  • Hickman SH, Healy JH, Zoback MD (1985) In situ stress, natural fracture distribution and borehole elongation in Auburn geothermal well, Auburn, New York. J Geophys Res 90:5497–5512

    Article  Google Scholar 

  • Hoek E, Brown ET (1980) Underground excavations in rock. Monograph, The institute of mining and metallurgy, London 527 p

    Google Scholar 

  • Hutchinson CS (1974) Laboratory handbook of petrographic techniques. Willey, New York, p 527

    Google Scholar 

  • Itasca Consulting Group Inc (2008) PHC2D user’s manuals

  • Klaetsch AR, Haimson BC (2002) Porosity-dependent fracture-like breakouts in St. Peter sandstone. In: Hammah R et al (eds) Mining and tunneling innovation and opportunity, pp 1365–1371

  • Lee H (2005) Borehole breakouts in arkosic sandstones and quartz-rich sandstone. PhD thesis, University of Wisconsin-Madison

  • Lee M, Haimson BC (1993) Laboratory study of borehole breakouts in Lac du Bonnet granite: a case of extensile failure mechanism. Int J Rock Mech Min Sci Geomech Abstr 30:1839–1845

    Article  Google Scholar 

  • Li L, Holt RM (2002) Particle scale reservoir mechanics. Oil and gas science and technology. Rev IFP 57:525–538

    Google Scholar 

  • Li L, Papamichos E, Cerasi P (2006) Investigation of sand production mechanisms using DEM with fluid flow. EUROCK 2006. In: Cotthem V, Charlier, Thimus and Tshibangu (eds) Multiphysics coupling and long term behaviour in rock mechanics, pp 241–247

  • Marketos G, Bolton MD (2009) Compaction bands simulated in Discrete element models. J Struct Geol 31:479–490

    Article  Google Scholar 

  • Mastin RJ (1984) Development of borehole breakouts in sandstone. MS Thesis, Stanford University, Palo Alto, p 101

  • Meier T, Rybacki E, Reinicke A, Dresen G (2013) Influence of borehole diameter on the formation of borehole breakouts in black shale. Int J Rock Mech Min Sci 62:74–85

    Google Scholar 

  • Moos D, Zoback MD (1990) Utilization of observations of well bore breakouts to constrain the orientation and magnitude of crustal stress: applications to continental, Deep Sea Drilling Project, and Ocean Drilling Program boreholes. J Geophy Res 95:9305–9325

    Article  Google Scholar 

  • Morin RH, Newmark RL, Barton CA, Anderson RN (1990) State of lithospheric stress and borehole stability at deep sea drilling project site 504B, Eastern Equatorial Pacific. J Geophy Res 95:9293–9303

    Article  Google Scholar 

  • Papamichos E (1999) Sand production and well productivity in conventional reservoirs. In: Amadei, Kranz, Scott and Smeallie (eds) Rock mechanics for industry, Balkema Rotterdam, pp 209–215

  • Papamichos E, Tronvoll J, Skjaerstein A, Unander TE (2010) Hole stability of red wildmoor sandstone under anisotropic stresses and sand production criterion. J Pet Sci Eng 72:78–92

    Article  Google Scholar 

  • Pettijohn DA, Potter PE, Siever R (1987) Sand and sandstone. Springer, New York, p 553

    Book  Google Scholar 

  • Plumb RA, Cox JW (1987) Stress directions in Eastern North America determined to 4.5 km from borehole elongation measurements. J Geophy Res 92:4805–4816

    Article  Google Scholar 

  • Potyondy DO, Cundall PA (2004) A bonded-particle model for rock. Int J Rock Mech Min Sci 41:1329–1364

    Article  Google Scholar 

  • Potyondy DO, Cundall PA, Lee C (1996) Modeling rock using bonded assemblies of circular particles. Proc N Am Rock Mech Symp 2:1937–1944

    Google Scholar 

  • Prothero DR, Schwab F (1996) Sedimentary geology: an introduction to sedimentary rocks and stratigraphy. Freeman, New York, p 575

    Google Scholar 

  • Rahmati H (2013) Micromechanical study of borehole breakout mechanism. PhD thesis, University of Alberta, Edmonton, p 143

  • Shamir G, Zoback MD (1992) Stress orientation profile to 3.5 km depth near the San Andreas Fault at Cajonpas, California. J Geophy Res 97:5059–5080

    Article  Google Scholar 

  • Song I (1998) Borehole breakouts and core disking in Westerly granite: mechanisms of formation and relationship to in situ stress. Ph.D. thesis, University of Wisconsin

  • Takei M, Kusakabe O, Hayashi T (2001) Time-dependent behavior of crushable materials in one-dimensional compression tests. Soils Found 41:97–121

    Article  Google Scholar 

  • Tronvoll J, Fjaer E (1994) Experimental study of sand production from perforation cavites. Int J Rock Mech Min Sci Geomech Abstr 31:393–410

    Article  Google Scholar 

  • Tsoungui O, Vallet D, Charmet JC (1999) Numerical model of crushing of grains inside two-dimensional granular materials. Power Technol 105:190–198

    Article  Google Scholar 

  • Tucker ME (1991) Sedimentary petrology: an introduction to the origin of sedimentary rocks. Blackwell Scientific Publications, Oxford, p 260

    Google Scholar 

  • Van den Hoek PJ (2001) Prediction of different types of cavity failure using bifurcation theory. Rock mechanics in the national interest. In: Proceedings of 38th rock mechanical symposium, AA Balkema Rotterdam, pp 45–52

  • Vernik L, Zoback MD (1992) Estimation of maximum horizontal principal stress magnitude from stress-induced well bore breakouts in the Cajon Pass scientific research borehole. J Geophys Res 97:5109–5119

    Article  Google Scholar 

  • Wang B, Chen Y, Wong TF (2008) A discrete element model for the development of compaction localization in granular rock. J Geophys Res 113(1–17):B03202. doi:10.1029/2006JB004501

    Google Scholar 

  • Wood SH, Bumham WL (1987) Geologic framework of the Boise warm springs geothermal area, Idaho. In: Beus SS (ed) Rock mountain section of the Geological Society of America centennial field guide, Geological Society of American Boulder, pp 117–122

  • Yoon J (2007) Application of experimental design and optimization to PFC model calibration in uniaxial compression simulation. Int J Rock Mech Min Sci 44(6):871–889

    Article  Google Scholar 

  • Zheng Z, Kemeny J, Cook NGW (1989) Analysis of borehole breakouts. J Geophys Res 94:7171–7182

    Article  Google Scholar 

  • Zoback MD, Moose D, Mastin L, Anderson RN (1985) Well-bore breakouts and in situ stress. J Geophys Res 90:5523–5538

    Article  Google Scholar 

Download references

Acknowledgments

The authors are indebted to the US Department of Energy for supporting this research under the USDOE Grant DE-FG02-98ER14850. This research was also partially supported by the Basic Research Project of the Korea Institute of Geoscience and Mineral Resources (KIGAM). We appreciate the comments and suggestions by the anonymous reviewers.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to T. Moon.

Rights and permissions

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Lee, H., Moon, T. & Haimson, B.C. Borehole Breakouts Induced in Arkosic Sandstones and a Discrete Element Analysis. Rock Mech Rock Eng 49, 1369–1388 (2016). https://doi.org/10.1007/s00603-015-0812-0

Download citation

  • Received:

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s00603-015-0812-0

Keywords

Navigation