Shear failure analysis of a shallow depth unsupported borehole drilled through poorly cemented granular rock

• Borehole stability was investigated by laboratory tests on TWHC and solid specimens.
• Synthetic poorly cemented sand specimens were prepared based on the collected samples.
• The Coulomb criterion could not represent the failure behavior of the TWHC specimens.
• Using the Drucker–Prager criterion, derived failure points were not fitted on a single line.
• An envelope based on the Mogi failure domain properly estimated the borehole breakout.

Adopting an appropriate failure criterion plays a key role in the borehole stability analysis. In this paper the induced stresses on a vertical borehole wall were calculated based on the elastic theory. Then, to predict the stability of a borehole drilled through a poorly cemented sand formation, failure envelopes in different failure criterion domains were derived using the results from a series of precise laboratory tests conducted on solid and hollow cylinder specimens. The mixture used in specimen preparation was designed to simulate the properties of the samples collected from depths up to 200 m at a drilling site in South Australia. The hollow cylinder test apparatus was developed by modifying a Hoek triaxial cell. These modifications allowed observing the process of debonding of sand grains from the borehole wall during the test and consequently, acquiring a better understanding on the failure mechanisms of a borehole drilled through poorly cemented sand formations. Three well-known failure criterion domains; Coulomb, Drucker–Prager and Mogi, were considered versus the laboratory test data to investigate their capability to predict the shear failure of a borehole using the data from hollow cylinder tests. The obtained results showed the significance of selecting an appropriate failure domain for predicting the shear failure behavior of poorly cemented sands near the borehole wall. The results also showed that the Coulomb criterion is not well suited for predicting the borehole failure when there is no pressure acting inside the borehole. A failure envelope based on the Mogi domain was developed which can be used for the far-field stress states. The introduced failure envelope allows predicting the stability of a borehole drilled in poorly cemented sands.