Page 202 - Fundamentals of Gas Shale Reservoirs
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182   GEOMECHANICS OF GAS SHALES

            dimensions,  while  the  criteria  that  consider  the  strength­  introduced  a  3D failure criterion  called  Mogi–Coulomb
            ening effect of intermediate principal stress were in much     criterion. This failure criterion is a linear failure envelope in the
            better agree ment with the experimental observations. Ewy   Mogi domain containing two parameters that can be directly
            (1999) concluded that the Mohr–Coulomb criterion is too   and simply related to the two Coulomb strength parameters,
            conservative in the prediction of minimum mud pressure   the cohesion and the friction angle. The Mogi–Coulomb crite­
            required to  stabilize the wellbore.                 rion neither ignores the strengthening effect of intermediate
              Hoek–Brown  triaxial  failure  criterion  is  another  well‐  stress, nor does it predict a strength as unrealistically high as
            known criterion successfully applied to a wide range of rock   does the other criteria. Figure 8.8 compares the results of three
            for almost 30 years (Cai, 2010; Carter et al., 1991; Douglas,   failure criteria namely Mohr–Coulomb, Hoek–Brown as well
            2002). Zhang and Radha (2010) used the three‐dimensional   as Mogi–Coulomb criteria in prediction of mud weight window
            (3D) Hoek–Brown strength criterion developed by Zhang   according to the VTI parameters obtained before.
            and Zhu (2007) for wellbore stability analysis. Their study   In this Figure 8.8, the first track is the depth and gamma
            showed that the minimum mud pressures obtained were in   ray log. In the second track the MWW is shown. The red pro­
            better agreement with observed incidents than those obtained   file to the left shows the mud weight corresponding to kick.
            by the Mohr–Coulomb criterion. Despite successful applica­  The brown profile is the mud weight below which breakouts
            tions of the Hoek–Brown criterion in a number of cases, it   or shear failure will occur. On the other side, if the used mud
            was indicated that the intermediate principal stress needs to   weight exceeds the blue or green profiles, the model predicts
            be included in the wellbore stability analysis (Al‐Ajmi and   mud loss and induced fracture in the formation, respectively.
            Zimmerman, 2006). For instance, Single et al. (1998) pointed   Therefore, the white area in this track represents the safe
            out the effect of σ  in underground excavations applications   MWW for drilling. As is seen from this figure, this window is
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            and suggested a modification to the Hoek–Brown criteria   changing as a function of depth and it is likely that it disap­
            which is frequently used. Fjaer and Ruistuen (2002) devel­  pears at some depths meaning that there is practically no safe
            oped a numerical model to simulate rock failure tests for a   window to drill. In this case, the driller should take actions
            granular material. Their simulations showed that σ  has an   such as excessive hole cleaning when drilling in this zone.
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            influence on rock strength that is in rough agreement with   From this figure, the important conclusion is prediction of
            several previously published sets of experimental data.  different safe MWW when applying different failure criteria.
              In order to account for the effect of the intermediate prin­  In fact, a model which provides the most comparable predic­
            ciple stress in rock failure response, many true‐triaxial or   tion with reality is the most reliable model. The observation
            polyaxial failure criteria such as those by Drucker and Prager   regarding wellbore instability or failure during drilling is cap­
            (1952), Mogi (1967, 1971), Lade and Duncan (1975), Zhou   tured using caliper logs or image logs such as formation
            (1994), Benz et al. (2008), and You (2009) have been devel­  micro imager (FMI). The caliper log (HCAL) corresponding
            oped. The results obtained from these criteria have shown   to this well is shown in the last track of Figure 8.8. As is seen
            that the value of σ  has a considerable effect on rock strength   in this track, a 6‐inch bit was used to drill this section of the
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            (Mogi, 2007). However, most of these criteria are mathemat­  well. Any change in caliper data from this size is an indica­
            ically subject to some limitations and yield physically unrea­  tion of wellbore ovalisation or breakouts. From the caliper
            sonable solutions. For instance, the Mogi criterion (Mogi,   logs shown in this figure, severe breakouts are observed
            1971) yields two values of σ  at failure for the same value of   within the intervals of 4306–4314 m and 4322–4358 m, as
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            σ  when it is used to predict the strength of some types of   well as from 4400 to 4421 m. As is seen from this figure,
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            rock (Colmenares and Zoback, 2002; You, 2009). Wiebols   Mohr–Coulomb criterion overestimates the rock strength and
            and Cook (1968) derived a failure criterion by calculating   results in larger values for the lower bound of the safe mud
            the shear strain energy associated with microcracks in the   weight windows compared to the other two failure criteria.
            material. This model predicts a strengthening effect of the   This could be linked to the fact that in this criterion, the effect
            intermediate stress, but it requires the knowledge of the coef­  of the intermediate stress is ignored. Although Hoek–Brown
            ficient of sliding friction between crack surfaces—a param­  and Mogi–Coulomb criteria predict the breakouts observed
            eter that cannot be determined experimentally. Furthermore,   from caliper data more realistically, and the latter criterion
            numerical methods are required for implementation of this   appears to give a better match with the observed failures
            criterion. Desai and Salami (1987) introduced a 3D failure   from calipers. This can be related to the fact that the Mogi–
            criterion that requires more than six input parameters, and   Coulomb criterion considers the effect of the intermediate
            Michelis (1987) proposed another criterion in which four   stress in failure analysis which is happening in reality. It can
            constants are involved (Hudson and Harrison, 1997; Pan and   be concluded that Mogi–Coulomb criterion is a better failure
            Hudson, 1988). In general, 3D failure criteria that contain   criterion to determine the safe MWW. This can be related
            numerous parameters or require numerical evaluation are   to the fact that the Mogi–Coulomb criterion considers the
            difficult to apply in practice, particularly for wellbore sta­  effect of the intermediate stress in failure analysis which is
            bility problems. Recently, Al‐Ajmi and Zimmerman (2005)   happening in reality.
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