New digital drilling process monitoring: Instrumentation, validation and calibration

This study aims to enhance the digital drilling process monitoring (DPM) or monitoring while drilling (MWD) technique, which is a widely recognized method in geological exploration for evaluating rock mass quality. First, robust displacement and torque measurement facilities for rotary-core drilling...

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Main Authors: Yanpeng Sun, Zuyu Chen, Fangcai Xu, Yufei Zhao, Ruilang Cao, Dong Li
Format: Article
Language:English
Published: Elsevier 2025-01-01
Series:Journal of Rock Mechanics and Geotechnical Engineering
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Online Access:http://www.sciencedirect.com/science/article/pii/S1674775524005705
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author Yanpeng Sun
Zuyu Chen
Fangcai Xu
Yufei Zhao
Ruilang Cao
Dong Li
author_facet Yanpeng Sun
Zuyu Chen
Fangcai Xu
Yufei Zhao
Ruilang Cao
Dong Li
author_sort Yanpeng Sun
collection DOAJ
description This study aims to enhance the digital drilling process monitoring (DPM) or monitoring while drilling (MWD) technique, which is a widely recognized method in geological exploration for evaluating rock mass quality. First, robust displacement and torque measurement facilities for rotary-core drilling are discussed. The conventional cable encoder for displacement measurement is replaced with a magnetostrictive displacement sensor, which is more reliable in harsh field drilling environments. This enables the measurement of the bit position with an accuracy of <1 mm. Most importantly, this new instrument is proven to be successful in improving the detection of structural discontinuities with thicknesses >1 mm. In addition, by measuring the electric current of the driving motor, the torque applied to the bit is conveniently and accurately converted. These innovations ensure high-quality data collection for DPM practices. Second, two indices derived from DPM are proposed to quantitatively describe rock mass quality. The specific energy index (SEI) and specific penetration index (SPI) are based on the principles of energy conservation and Mohr-Coulomb failure criterion, respectively. Extensive field tests conducted in a dam grouting area confirm a linear relationship between the thrust force and penetration per rotation, and between the torque and penetration per rotation. The correlation ratios of the related regressions are typically >0.9. These two indices allow for the quantitative interpretation of DPM data into rock mechanics characteristics, such as uniaxial compressive strength, rock quality designation (RQD), and rock mass permeability, eliminating the need for subjective judgment normally involved in the currently used rock mass quality rating approaches.
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institution Kabale University
issn 1674-7755
language English
publishDate 2025-01-01
publisher Elsevier
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series Journal of Rock Mechanics and Geotechnical Engineering
spelling doaj-art-28c3568d18634ebe906fd5b3092e44d62025-01-17T04:49:14ZengElsevierJournal of Rock Mechanics and Geotechnical Engineering1674-77552025-01-011713154New digital drilling process monitoring: Instrumentation, validation and calibrationYanpeng Sun0Zuyu Chen1Fangcai Xu2Yufei Zhao3Ruilang Cao4Dong Li5State Key Laboratory of Eco-hydraulics in Northwest Arid Region, Xi'an University of Technology, Xi'an, 710048, China; State Key Laboratory of Simulation and Regulation of the Water Cycle in River Basins, China Institute of Water Resources and Hydropower Research, Beijing, 100048, ChinaState Key Laboratory of Eco-hydraulics in Northwest Arid Region, Xi'an University of Technology, Xi'an, 710048, China; State Key Laboratory of Simulation and Regulation of the Water Cycle in River Basins, China Institute of Water Resources and Hydropower Research, Beijing, 100048, China; Corresponding author. State Key Laboratory of Eco-hydraulics in Northwest Arid Region, Xi'an University of Technology, Xi'an, 710048, China.Sinohydro Foundation Engineering Co., Ltd., Tianjin, 301700, ChinaState Key Laboratory of Simulation and Regulation of the Water Cycle in River Basins, China Institute of Water Resources and Hydropower Research, Beijing, 100048, ChinaState Key Laboratory of Simulation and Regulation of the Water Cycle in River Basins, China Institute of Water Resources and Hydropower Research, Beijing, 100048, ChinaNorth China Institute of Science &amp; Technology, Langfang, 065201, ChinaThis study aims to enhance the digital drilling process monitoring (DPM) or monitoring while drilling (MWD) technique, which is a widely recognized method in geological exploration for evaluating rock mass quality. First, robust displacement and torque measurement facilities for rotary-core drilling are discussed. The conventional cable encoder for displacement measurement is replaced with a magnetostrictive displacement sensor, which is more reliable in harsh field drilling environments. This enables the measurement of the bit position with an accuracy of <1 mm. Most importantly, this new instrument is proven to be successful in improving the detection of structural discontinuities with thicknesses >1 mm. In addition, by measuring the electric current of the driving motor, the torque applied to the bit is conveniently and accurately converted. These innovations ensure high-quality data collection for DPM practices. Second, two indices derived from DPM are proposed to quantitatively describe rock mass quality. The specific energy index (SEI) and specific penetration index (SPI) are based on the principles of energy conservation and Mohr-Coulomb failure criterion, respectively. Extensive field tests conducted in a dam grouting area confirm a linear relationship between the thrust force and penetration per rotation, and between the torque and penetration per rotation. The correlation ratios of the related regressions are typically >0.9. These two indices allow for the quantitative interpretation of DPM data into rock mechanics characteristics, such as uniaxial compressive strength, rock quality designation (RQD), and rock mass permeability, eliminating the need for subjective judgment normally involved in the currently used rock mass quality rating approaches.http://www.sciencedirect.com/science/article/pii/S1674775524005705Drilling process monitoringSpecific penetration indexSpecific energy indexFracture identification
spellingShingle Yanpeng Sun
Zuyu Chen
Fangcai Xu
Yufei Zhao
Ruilang Cao
Dong Li
New digital drilling process monitoring: Instrumentation, validation and calibration
Journal of Rock Mechanics and Geotechnical Engineering
Drilling process monitoring
Specific penetration index
Specific energy index
Fracture identification
title New digital drilling process monitoring: Instrumentation, validation and calibration
title_full New digital drilling process monitoring: Instrumentation, validation and calibration
title_fullStr New digital drilling process monitoring: Instrumentation, validation and calibration
title_full_unstemmed New digital drilling process monitoring: Instrumentation, validation and calibration
title_short New digital drilling process monitoring: Instrumentation, validation and calibration
title_sort new digital drilling process monitoring instrumentation validation and calibration
topic Drilling process monitoring
Specific penetration index
Specific energy index
Fracture identification
url http://www.sciencedirect.com/science/article/pii/S1674775524005705
work_keys_str_mv AT yanpengsun newdigitaldrillingprocessmonitoringinstrumentationvalidationandcalibration
AT zuyuchen newdigitaldrillingprocessmonitoringinstrumentationvalidationandcalibration
AT fangcaixu newdigitaldrillingprocessmonitoringinstrumentationvalidationandcalibration
AT yufeizhao newdigitaldrillingprocessmonitoringinstrumentationvalidationandcalibration
AT ruilangcao newdigitaldrillingprocessmonitoringinstrumentationvalidationandcalibration
AT dongli newdigitaldrillingprocessmonitoringinstrumentationvalidationandcalibration