A better understanding of the mechanics of borehole breakout utilizing a finite strain gradient-enhanced micropolar continuum model

Abstract

Borehole breakout denotes the failure in rock mass subjected to drilling, caused by stress concentrations exceeding the material strength. Depending on the material properties, the preexisting in situ stress state, and the borehole dimensions, different types of borehole breakout, such as spiral-shaped breakout or v-shaped breakout, are distinguished in the literature. In the present work, we address the influence of the material properties on the predicted borehole breakout mode in a comprehensive finite element study. To this end, we employ a gradient-enhanced micropolar damage-plasticity model based on the Mohr–Coulomb strength criterion, formulated in the finite strain regime, which is calibrated based on experimental results from plane strain compression tests on Red Wildmoor sandstone. In the numerical study, the influence of the in situ stress state, the material friction angle, plastic dilation, post peak residual strength, and the inherent material length scale parameters are investigated. Thereby, we demonstrate that depending on the material parameters, substantially different failure modes, characterized by strongly localized shear bands or diffuse failure zones, are predicted. It is shown that in particular the brittleness of the material in the post peak regime has a major influence on the predicted breakout type. Moreover, a statistical validation of the results is obtained by considering different random field distributions of the initial material strength.