Challenges and Risks

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ChallengesandRisks

Whilethemanybenefitsofhorizontaldirectional,thereareindeedmanychallengesassociatedwith
thiswork.Thisisonereasonthatcontractsforthisworkshouldbewrittensothatcontractorand
ownersharetherisk.Infact,someprojectsarewrittenin2contractsoneforthepilotholeand
thenonefortheremainderofthework.Followingarefewofthechallengesfacedbythisindustry.
1.
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SoilInformationandExistingUtilities
SubsurfaceConditions
Training
DrillingFluids
BindingofDrillPipeandBit

SoilInformationandExistingUtilities
Whileitseemsclearthatplanning,designandgeotechnicalevaluationofaHDDprojectare
performedbetterthanforconventionalconstruction,therecanstillbemistakesandunknowns.For
example, HDD projects might cause utility damages to utilities which are improperly marked. Drill
cores,whicharethetypicalanalysisofthesoil,arejustnarrowcolumnsamplesandcannotalways
provide reliable assumptions of the lateral continuity of the soil throughout the length of the drill
path. So, if it is unclear where all of the utilities are, and the typical geotechnical analysis is not
enough, the answer could be to use a method such as Ground Penetrating Radar (GPR). It is the
most common method of analyzing soil from the ground surface. GPR is capable of detecting
changes between sands, silts, clays and gravels, identifying voids in the grounds, and the
identification of Utilities. GPR involves the transmission of radio waves into the ground and the
reception of reflected energy back to the surface. In the field, both transmitter and receiver are
pulledoverthesurfaceandthereflectedenergyfromundergroundobjectsiscontinuouslyrecorded.
This continuous recording enables the profile of the subsurface to be seen. The radar wave
reflections are a result of the different bulk electrical properties of the soil. The main properties
whichcausethereflectionsaresoilgrainsize,compactionandwatercontent.GPRcanbeeffective
to150feet.GPRhasdifficultywiththickclaysoilsastheytendtoabsorbtheenergyandnotreturn
it. GPR and other methods (EM induction, magnetics) are located on the ground, which causes
problems because of the absorptive properties of some soil. As a result, current efforts and
researcharebeingaccomplishedtomountsensorsonthedrillbit,whichwilltransmitinformationto
thesurface.
SubsurfaceConditions
The main subsurface conditions which can inhibit a HDD project are flowing groundwater,
gravelbedsandcobbles.Flowinggroundwaterhastheabilitytoruinthebore.Gravelbedscausethe
slurrytobelosttotheexistingsoilstructureratherthancreatingamudcakeandprovidingborehole
stability.Iftheborecannotbeconstructedinafashiontolimitthese2items,itispossiblethatHDD
wouldnotbeused.Cobblespresentaninterestingdilemma.Drillingthoughthemhasbeenlikened
totryingtoramafistthroughabucketofgolfballs.Ifthedrillheadisforced,thedrillbitandthe
bottomholeassemblycanbelost.Itishighlydifficulttomaintainacoursewhenthedrillbitcannot
findasolidsurfaceinwhichtobiteinto.

Training
Operatingadrillrigisnotassimpleasoperatingotherconstructionequipment.Ittakesalot
of experience to know how much push and torque to use with various drill bits in different soils.
Sincethetransmitterislocatedbehindthedrillbitandthebentsub,thedrillermustbeawareofthe
positionofthedrillheadinrelationtothetransmitterwhenhegetsthepitchandrollinformation
since it is the drill bit location he is concerned with. The driller also needs to be versed in some
mathematicssinceinmostrivercrossingsandbusyhighwaycrossings,areceiverwillnotbeusedto
determinedepthwiththewireline.Heshouldalsobeversedinbasichydraulics,basicsoilmechanics
and also understand drilling fluid flow. To account for this lack of comprehensive training, the
TrenchlessTechnologyCenter(TTC)andDivisionofContinuingEducationatMissouriWesternState
College offered the first comprehensive HDD certification and training course (80 hours) in the
UnitedStatesinAugust,1998.
DrillingFluids
Overtime,ithasbeenproventhatslurryneedstobeflowingateithertheentryorexithole,
andthataminimumamountofslurryisneededtoensuresmoothoperationwithinthebore.When
notenoughslurryisused,aconditioncalledhydralockcanresultwhereslurryisnotflowing,andthe
drill pipe or reamer locks up in the bore. Another condition called fracout can occur when the
naturalfissuresinthesoilallowfortheslurrytoreturntothesurface.Thiswillhappenmoreoften
in fractured rock structures. A common misconception might be that drilling fluids pose an
environmental problem, but in actuality, they do not. While the ingredients in the slurry are not
hazardous, and while bentonite does not pose a risk on river crossings, some studies have shown
thatintroducingsuspendedsolidsintoClearwaterstreamshasanegativeimpactontheecosystem.
Hydralockoccurswhenthereisnotflowableslurry.Thisoccursbecausethecuttingsarenotbeing
properly carried away and bind the bore. This causes pressure to build up and the drill pipe to
become locked in place. The pipe does not move until the slurry finds an escape route. If the
pressuredoesnotsubsideonitsown,aburpholemustbedugtorelievethefluid.Thisphenomenon
ofhydralockcanoccurinanyphaseoftheoperationpilothole,ream,pullback,anditistheresult
ofnotusingenoughdrillingfluid.
BindingofDrillPipeandBit
Therearetimeswhenthedrillpipecanbecomestuckinthebore.Thiscanoccurinanyphaseofthe
operation.UsuallyIttakesnumerouseffortstoremovethereamer.Ifallattemptsfail, an
alternativeholeisdugtorelievethestuckpipe

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