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    Bentonite: Its Origin

    Large volumes inwestern U.S.

    Formed duringCretaceous Period

    Formed by volcanicash

    http://www.webcamcruise.com/USA%20Map_fichiers/usa_map.jpg

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    Bentonite Mining

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    Wyoming Sodium Bentonite High swelling clay

    Ability to adsorb largequantities of water

    Composed of many stacks of

    platelets like a stack of cards

    Expands up to 20 times itsvolume

    One inch3 covers 66 football

    fields

    One inch high containsbetween 35,000-40,000 layers(stresses good mixing)

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    Venturi PipeHopper Jet

    Bentonite going into

    hopper @ 200 mesh

    (74 Microns)

    Bentonite platelets (1/2 Micron)

    mechanically separated by high

    velocity fluid from jet hopper

    Venturi Style Mixing Hopper

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    Mixing System

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    Examples of Un-yielded Bentonite

    This image shows a poorlymixed 40 Viscosity SUPER

    GEL-X poured over thescreen on a Marsh Funnel

    This image shows the un-yielded bentonite on your

    hand when dipping it intothe mix tank

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    Most important block of fluid system!

    Makes 95-99% of a drilling fluid!

    Bad Water = Bad Drilling Fluids

    Make-Up Water

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    Bentonite does not mix like it should

    When we turn off the mixing equipment thebentonite settles and leaves water on the surface

    It takes a lot more bentonite to get the sameviscosity

    The pump is making all kinds of noises whenpumping the slurry

    Polymer gets all stringy when we mix it

    Do These Problems Sound Familiar?

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    Is there a problem with the Bentonite?Probably not.

    Most likely the culprit is low pH (

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    Effects of Soda Ash on Bentonite in Water

    Soda ash increases the negative charge on bentonite

    More water is adsorbed

    Dispersion of clay platelets increases

    Soda ash also promotes dispersion of the drill cuttings

    + +Na2CO

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    Bentonite Settles and Leaves Water on the Surface

    Bentonite settling due to calcium in water

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    Check pH (7 is neutral)

    HYDRAUL-EZ and polymers like a pH ofapproximately 9.5+

    Raise the pH with soda ash (sodium carbonate).This also precipitates out calcium

    Normal treatment is to pound per 100 gallonsof water

    What to Do?

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    Check Mix Water pH with pH Strips

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    The pH Scale

    Neutral(H+ =OH-)

    100

    10-1

    10-2

    10-3

    10-4

    10-5

    10-6

    10-7

    10-8

    10-9

    10-10

    10-11

    10-12

    10-13

    10-14

    0 1 Molar Hydrochloric acid (HCI)1 Stomach Acid, Lime Juice

    2 Lemon Juice

    3 Acid Rain (2.5-5.5), Vinegar, Cola

    4 Beer

    5 Black Coffee, Tea

    6 Normal Rain (5.6)

    7 Pure Water, Saliva, Blood, Sweat

    8 Seawater (7.8-8.3)

    9 Baking Soda

    10 Phosphate Detergents, Chorine Bleach

    11 Household Ammonia

    12 Washing Soda

    13 Oven Cleaner

    14 1-Molar Sodium Hydroxide (Na0H)

    IncreasinglyBasic(H

    +

    OH-)

    pH ValueH+ Concentration (Moles/Liter)

    BentoniteMixing

    Reference: Audesirk,T., Audesirk, G., &Byers, B. 2003. Life OnEarth. Third Edition.Prentice Hall. UpperSaddle River

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    Functions of HYDRAUL-EZ Drilling Fluid

    Cool bit & lubricate the

    hole

    Control sub-surface

    pressure

    Control fluid-loss, losscirculation, and frac-outs

    Hold the hole open,stabilize the hole

    Clean the hole, suspend& transport cuttings

    Reduce torqueassociated with stickysoil

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    Characteristics of HYDRAUL-EZ

    Drilling Fluid

    Density,Hydrostatic Head

    Sand Content

    Fluid Loss

    Gel Strength

    Viscosity

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    The resistance of a fluid to flow; the greater theresistance, the greater the viscosity or thickness

    Measured with a marsh funnel and cup

    Viscosity only tells us the thickness of a fluid

    Two fluids with the same viscosity can be vastly

    different in terms of its ability to clean the hole

    Viscosity

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    Units for Bingham Plastic FluidsWe use the following units, typically, to describe therheological behavior of drilling fluids

    Plastic viscosity, PV(cp)

    Yield Point,YP (lb/100 ft2)

    Apparent Viscosity,AV(cp)

    Gel strengths (??)

    How can this possibly make any sense?

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    Marsh Funnel and Cup - Viscosity

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    Viscosity & Pump Performance Higher viscosity fluids will reduce the flowability of

    cuttings

    Higher viscosity fluids will drastically reduce pumpperformance

    Higher viscosity fluids will increase pumping andmaterial costs

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    Viscosity & Pump PerformancePump curves are based on clear water at sea level andunder ideal conditions

    Example

    40 gpm pump with clear water, 26 viscosity

    40 viscosity 10-15% capacity = 34-36 gpm 60 viscosity 25-30% capacity = 28-30 gpm

    80 viscosity 40-50% capacity = 20-24 gpm

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    Gel Strength Most important drilling f luid characteristic

    The ability of HYDRAUL-EZ to form gels and suspendcuttings in borehole

    If drill cuttings are not suspended, they will pack off

    borehole and cause pressure buildup, fracturing, andstuck pipe

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    Two methods to increase the gel strength of a drillingfluid

    1. Add more HYDRAUL-EZ, which also increases viscosity(resistance to flow)

    2. Add a gel strength enhancing polymer to HYDRAUL-EZ slurry

    HYDRAUL-EZ/polymer system - HYDRAUL-EZ withSUSPEND-IT is most desirable since it forms a high gelstrength, pump-able slurry

    Gel Strength

    G l S h

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    If cuttings are flowing out

    of the hole, we know wehave an open hole

    If the hole is open, we dont

    get stuck

    HYDRAUL-EZ offerssuperior gel strength

    05

    101520

    2530354045

    10 MI N GEL

    SUPER GEL-XHYDRAUL-EZ

    Gel Strength

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    One Minute Gel Strength @ 60 Viscosity

    SUPER GEL-X HYDRAUL-EZ

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    Four Minute Gel Strength @ 60 Viscosity

    SUPER GEL-X HYDRAUL-EZ

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    Ten Minute Gel Strength @ 60 Viscosity

    SUPER GEL-X HYDRAUL-EZ

    G l St th

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    Gel Strength

    No viscosity increasewith HDD designeddrilling fluids

    RecommendSUSPEND-IT whencoarse sands and gravel

    are anticipated

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    Fluid Loss Measure of amount of drilling fluid lost through a

    permeable formation

    Fluid loss can be measured with a filter press

    Bentonite platelets shingle off wall of the hole andform a filter cake when slurry is pumped underpressure

    This cuts off water to surrounding sand or gravel

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    Fluid LossTwo methods to tighten or reduce amount of f luidgoing into formation

    Add more HYDRAUL-EZ, which increases platelets butincreases viscosity (resistance to flow)

    Add fluid loss polymer to HYDRAUL-EZ slurry HYDRAUL-

    EZ/polymer system HYDRAUL-EZ with SUPER PAC or RELPAC is most desirable since it forms a low solids pump-ableslurry

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    HYDRAUL-EZ Drilling Fluid Seals Borehole Sidewall

    Bentonite Suspension

    Hydrostatic

    Pressure

    Bentonite Particles

    Bentonite Filter Cake Formed byClogging and Bridging

    Soil

    Grains

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    Fine to Medium Sand

    Water percolatingthrough sand Total saturation

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    Fine to Medium Sand

    HYDRAUL-EZ and REL-PAC Drilling Fluid

    MINIMAL Fluid Loss

    Water or drilling fluid withpoor fluid loss

    HIGH Fluid Loss

    C t lli Fl id L

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    Controlling Fluid Loss

    Minimal Fluid Loss = Borehole Stability

    Fl id L

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    Fluid Loss

    SUPER PAC andREL-PAC enhance theperformance ofHYDRAUL-EZ

    A thick filter cake does nottranslate to a reduction influid loss

    Modified Natural Polymer

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    Modified Natural Polymer

    Used in Coarse Non-Reactive Soils

    Manufactured in liquid and powdered form, cellulose polymers areused primarily to control fluid loss and stabilize difficult holes

    REL-PAC and SUPER PAC Dry and liquid cellulose polymers whichare added to HYDRAUL-EZ systems to create superior boreholestability

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    Holding the Hole Open

    Maintaining a stable hole while drilling through soil,sand, gravel or other non-consolidated formations

    Positive pressure of drilling fluid (filter cake,circulating pressure, hydrostatic pressure)

    Similar to coffee grounds in a vacuum sealed can

    Keys Filter cake

    Particle bridging character of the polymers in CETCOsformulations

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    Density/Hydrostatic Pressure of Boring Fluids

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    Borehole Stability

    Major function of HYDRAUL-EZ fluid is to keep thehole open

    Hole is held open by hydrostatic pressure from a

    HYDRAUL-EZ fluid pressing against a lower formationpressure across a filter cake

    The pressure difference need not be great, but must

    always be positive

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    What Is Loss Circulation?

    Loss circulation refers to the total or partial seepage ofdrilling fluid into the formation through crevices orporous media

    Not to be confused with frac-outs which refer to fluidbreaking through the surface

    C U lid t d F ti

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    Coarse Unconsolidated Formations

    Sand

    Gravel

    Partial and or gradual loss of return flowmay be experienced in coarse soilconditions.

    Utilize a drilling fluid with good fluid-loss control such as a HYDRAUL-EZ/PACpolymer fluid (soda ash is also importantto get maximum yield out of HYDRAUL-EZ)

    Reduce the mud weight as much aspossible by good solids control practicesand checking mud properties frequently

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    Driller-Created Loss Circulation Problems

    High solids/high density drilling fluids increasehydrostatic pressure on formations

    Example:Mud Weight X 0.052 X Depth = Hydrostatic Pressure

    9.0 pound mud @ 200 depth:

    9.0 X 0.052 = 0.468 X 200 = 93.6 PSI of Hydrostatic Pressure on theFormation

    14 pound mud @ 200 depth:

    14 X 0.052 = 0.728 X 200 = 145.6 PSI of Hydrostatic Pressure on the Formation

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    Driller-Created Loss Circulation Problems

    Failure to adequately transportcuttings to the surface

    Inadequate gel strength and orannular ascending velocity to

    transport cutting to the surface,and suspend cuttings whencirculation is stopped can resultin the bridging of drill cuttingsaround the drill stem which can

    block return f low, over pressure,and fracture the formation

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    Driller-Created Loss Circulation Problems

    Failure to control the hydrationof reactive soils

    Reactive clays can swell up andcreate blockages that preventreturn flow from exiting thebore and over-pressure theformation causing fractures andloss circulation

    Utilize synthetic polymer forcontrolling reactive soils

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    Driller-Created Loss Circulation Problems Hole Swabbing

    Thick, poorly-yielded

    bentonite drilling fluids (notusing soda ash) along with afailure to utilize modifiednatural polymers (PACpolymers) to control water-loss can result in high fluid-loss conditions

    A thick ineffective filter cakecan cause swabbing (suction)

    of the hole, when downholetooling is pulled, resulting inhole collapsing and losscirculation problems

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    Barrel YieldDescribes the number of barrels of a given viscosity bentoniteslurry that can be made from a ton of clay

    SUPER GEL-XHigh Yield Bentonite = 200-220 bbls HYDRAUL-EZ HDD specialty bentonite = 165-185 bbls PREMIUM GEL API grade = 90 bbls

    Examples

    210 bbls x 42 gal = 8,820 gallons of slurry185 bbls x 42 gal = 7,770 gallons of slurry90 bbls x 42 gal = 3,780 gallons of slurry

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    Five Steps to a Successful Borehole

    SoilIdentification

    DrillingFluids

    Bits& Reamers

    Planning

    Volume

    SuccessfulBorehole

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    PLAN for SUCCESS! Time is Money!

    Planning Phase Saves Time

    Jobsite Layout

    Needs:

    Manpower

    Equipment Needs (Tooling, Vacs, Recycling)

    Product Needs

    Jobsite Water Source (Fire Hydrant)

    Disposal Options

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    CETCO Online Calculation Guides

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    Why Use a Software Based Mud Program?Allows for more accurate bidding of jobs

    Ensure you have the correct products on the job-

    site

    Ensure you have proper quantity of products onthe job

    Printed report can be used with your submission

    Engineers are using this to assist in specs

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    Sample Input Screen

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    Five Steps to a Successful Bore - Soil IdentificationCoarse Soils

    Sand, Gravel, Cobble, Rock, typically use bentonite orbentonite/polymer system

    Fine Soils

    Clay and silts, typically use polymer or

    bentonite/polymer system

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    Soil IdentificationReactive(Fine Soils)

    Clay Shale

    Non-Reactive

    (Coarse Soils)

    Sand Gravel

    Cobble

    Rock

    Five Steps to a Successful Bore -

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    Five Steps to a Successful Bore

    Drilling Fluids

    There are no universal soils and there are nouniversal drilling fluids

    Match the drilling fluid to the soil type

    Use bentonite as a base for all soil conditions

    Polymers & additives are added to bentonitedrilling fluids to match soil conditions

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    Polymer Additives

    Designed as additives for HYDRAUL-EZ & SUPERGEL-X drilling f luids, not a replacement

    First used as drilling fluids in the late 1930s

    Specifically designed for a particular drillingsituation

    Three basic categories; synthetic, modifiednatural, and natural polymers

    Synthetic Polymers Used in

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    Synthetic Polymers - Used in

    Reactive SoilsManufactured in liquid and powdered form;they can be tailor made to fit any function

    Functions:

    Viscosifiers Clay and shale inhibitors Lubricants Borehole stabilizers Very shear sensitive

    Synthetic Polymers

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    Synthetic Polymers

    ACCU-VIS and INSTA-VIS PLUS

    Liquid polymers to increaseviscosity and inhibit hydrationof clay and shale

    INSTA-VIS DRY Dry polymerfor stabilizing borehole andcoating clay and shale

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    Clay & Water (Reactive Soils)

    Mixing claywith water

    Clay will hydratecausing stickingand swelling

    Polymer andwater

    Polymer coats clayparticles anddelays hydration

    CLAY CUTTER

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    CLAY CUTTER A concentrated, non hazardous,

    proprietary clay inhibitor thatcan be used with either polymeror HYDRAUL-EZ drilling fluidsystems

    An ideal additive for reactiveclay soils

    Will greatly reduce or eliminateclay cuttings from sticking toeach other and to the drillingtools. Swelling of the bore willbe reduced or eliminated

    Rotation and pullback pressureswill be significantly reduced

    Can be used in antifreeze tank

    for easy spot treatment

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    CLAY CUTTER Breaks Down Reactive Soils

    Adding CLAY CUTTER to granularbentonite and water

    Granular bentonite/reactive soils arebroken down (instead of beingencapsulated) and in a more flowablestate

    Modified Natural Polymer (Used in Coarse

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    y (

    Non-Reactive Soils)

    Manufactured in liquid and powdered form,cellulose polymers are used primarily to controlfluid loss and stabilize difficult holes

    REL-PAC and SUPER PAC Dry and liquidcellulose polymers which are added to HYDRAUL-

    EZ systems to create superior borehole stability

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    Reducing Fluid Loss REL PAC

    40 ViscosityHYDRAUL-EZ fluid

    40 ViscosityHYDRAUL-EZ fluid

    with REL PAC

    Natural Biodegradable Polymers

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    Natural, Biodegradable Polymers

    No viscosity increasewith HDD designeddrilling fluids

    Increases gel strength

    SUSPEND-IT is

    recommended whencoarse sands and gravelare anticipated

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    Example: Alternating Clay & Sand

    Sand

    Reactive Clay

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    Example: Difficult Conditions

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    Pilot Hole Use drilling fluids and additives both ways: if youneed it back-reaming, you will need it on the pilot hole

    Maintain an open bore path and steady flow

    Avoid over-steering

    Avoid Creating Bottlenecks in the

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    Avoid Creating Bottlenecks in the

    Bore Path

    Rotate the bit through sections where push-steering corrections were performed tomaintain annular spacing

    Five Steps to a Successful Bore

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    p

    Bits & Reamers

    No universal soils

    No universal drillingfluids

    No universal bits &reamers

    Match downholetooling to the soil type

    BitsDuckbill

    Roller Cone

    Geo-Head

    Reamers

    Barrel/Packer

    Spiral/FlutedWinged/Open

    Roller Cone/HoleOpener

    Bit Se ection T e Proper Bit is Critica or a Success uPilot Hole

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    Pilot Hole

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    Reamer Selection

    Reamer should always be a minimum of 1 timesthe diameter of the product line to prevent gettingstuck and frack outs.

    Reamer selection is critical for a successful bore

    Like fluids, reamers need to be matched to soiltypes

    Reamers should not restrict the pumps capacity orannular flow

    Spiral or Fluted Reamer

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    p

    Versatile type of

    reamer

    Used in sand, siltysoils, and rocks &cobbles

    Avoid using spiral or

    fluted reamers in clay

    S i l R I Cl

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    Spiral Reamer In Clay

    Winged or Open Reamer

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    g p

    Used in reactive soil

    conditions (i.e. clays)

    Minimal surface area forclay to stick and cause

    blockage of annular flow

    Good chopping action(required in reactive soils)

    Barrel Reamer or Packer

    http://www.melfredborzall.com/prodstyle.asp?SectionID=2&SubSectionID=29
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    Barrel Reamer or Packer

    Used in uniform soilsand loose sands

    Used with highviscosity to maintainborehole stability

    Makes a great boatanchor!

    Frac-Outs and Bulging

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    g g

    Pavement

    No space between formation and drillpipe for drilling fluid to return

    Reamers such as fluted and spiral ball upwith clay and restrict flow to exit side

    Drilling fluid has nowhere else togo but into the formation

    Annular space is maintained through proper drillingfluid additives and good drilling techniques

    -

    Open type of back reamers reduce balling of clays and providea chopping/mixing action while allowing for fluid to flow to the exit side

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    Preventing Frac-OutsFrac-outs occur when the circulating pressure inthe wellbore exceeds the formation strength

    Build-up of solids in drilling f luid lead to really highmud viscosities, low pump rates, and/or out-runningmud

    Solution is more drilling fluid and or higher circulationrates to reduce solids content in returns

    A Little Bit of Volume and Pressure Can

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    A Little Bit of Volume and Pressure Can

    Cause a Lot of Damage

    D R i i C tl

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    Damage Repair is Costly

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    Five Steps to a Successful Bore

    Volume Provide sufficient volume to maintain a flowable

    slurry

    Calculate drilling f luid volumes based on hole sizeand soil type

    Determine backream time based on pumpcapacity

    D t F t I t t R l f

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    Dont Forget an Important Rule of

    Thumb In HDD

    Hole diameter must be at least 1 timesthe diameter of the product line

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    Calculating Drilling Fluid Volumes

    Volume of hole = Diameter2

    24.52 = gals/ftExample: 8backream and 200 ft bore

    8x8=64 24.52=2.61 gals/ft

    200 ft bore x 2.61 gals/ft = 522 gals (based on 1:1 ratio)

    Requirements for different soils

    Sands: 2-3 x volume of hole

    Clays: 3-5 x volume of hole

    C l l ti D illi Fl id V l

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    Calculating Drilling Fluid Volumes

    Estimating bore time based on pump capacityExample: 200 ft bore x 8 hole; sandy soils2.61 gals/ft x 2= 5.22 gals x 200 ft=1,044 gallons

    Using 10 ft drill stem we need 52.2 gallons per stem:

    Pumping 20 gpm takes between 2.5 and 3 minutes per 10 ft. rod. Pumping 30 gpm takes between 1.5 and 2 minutes per 10 ft. rod. Pumping 40 gpm takes between 1 and 1.5 minutes per 10 ft. rod.

    * Given above examples, reaming time should vary between 25 and 60

    minutes.

    HDD P i V l R i t

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    HDD Pumping Volume RequirementsHole dia.

    (in.)Gal/ Lin. Ft.

    = (dia2 24.5)Coarse Soils (Sands)2 to 3 X Vol. Of hole

    Fine Soils (Clays)3 to 5 X Vol. of Hole

    2 0.16 0.32 to 0.48 0.48 to 0.8

    4 0.65 1.3 to 1.95 1.95 to 3.25

    5 1.02 2.04 to 3.06 3.06 to 5.10

    6 1.47 2.94 to 4.41 4.41 to 7.35

    7 2.00 4.0 to 6.0 6.0 to 10.0

    8 2.61 5.22 to 7.83 7.83 to 13.05

    9 3.30 6.60 to 9.90 9.90 to 16.5

    10 4.08 8.16 to 12.24 12.24 to 20.4

    12 5.87 11.47 to 17.61 17.61 to 29.35

    14 8.0 16 to 24 24 to 40

    16 10.44 20.88 to 31.32 31.32 to 52.2

    18 13.22 26.44 to 39.66 39.66 to 66.10

    20 16.32 32.64 to 48.96 48.96 to 81.6

    24 23.49 46.98 to 70.47 70.47 to 117.45

    30 36.73 73.467 to 110.19 110.19 to 183.65

    36 52.88 105.76 to 158.64 158.64 to 264.4

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    Let the Exit Flow Be Your Guide

    Fi St t S f l B h l

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    Five Steps to a Successful Borehole

    SoilIdentification

    Drilling

    Fluids

    Bits& Reamers

    Planning

    Volume

    SuccessfulBorehole

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    Up Your Odds for Success! Utilize drilling fluids as a tool to avoid trouble

    instead of an aid to get you out of trouble

    Take advantage of the information available on the

    CETCO website @ http://www.cetco.com/DPG/

    Utilize the CETCO HDD Estimator:http://www.cetco.com/DPG/HDD.aspx

    Putting it All Together

    http://www.cetco.com/DPG/http://www.cetco.com/DPG/HDD.aspxhttp://www.cetco.com/DPG/HDD.aspxhttp://www.cetco.com/DPG/
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    Functions of Drilling Fluid Characteristics ofa Drilling Fluid

    Cool bit & Lubricate the hole

    C t l b f

    Control fluid loss, losscirculation, and frac-outs

    Hold the hole open

    (stabilize the hole)

    Clean the hole

    (suspend & transport cuttings)

    Reduce torque associated withsticky soil

    Density,

    HydrostaticHead

    Sand Content

    Fluid Loss

    Gel Strength

    Viscosity

    INSTA-VIS PLUS

    SUPER PAC XTRA-LOWREL-PAC XTRA-LOW

    SUPER GEL-X

    SUPER PACREL-PAC

    HYDRAUL-EZ

    CLAY CUTTERCLAY CUTTER DRY

    PROSHOT

    ACCU-VIS

    INSTA-VIS DRY

    SUSPEND-IT