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Directional Surveying

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Azimuth or Heading Direction Surveys


   The orientation of a borehole at a specific depth can be absolutely defined by measuring its azimuth from the earth's magnetic field and the inclination* of the hole from the earth's gravity field. These measurements can be made at any survey station in the hole and provide the necessary information independent of any other survey station. This fact is the strength of compass based azimuth or magnetic azimuth surveys.

   All other methods require that a reference direction be established for the instrument at the collar before lowering and all surveys in the borehole will provide a heading relative to that reference direction.  Gyro, accelerometer and light beam based instruments are of this type.  The strength of the relative heading surveys is that these can be run in magnetite bearing rocks, inside drill rods, casing or pipe and adjacent to steel objects that locally alter the direction of the earth's magnetic field.


Surveying With Compass Based Instruments

    The compass based instruments are the work-horses in borehole surveying because they do not have to maintain the collar reference direction and are therefore simpler and less expensive to use. In fact, some these benefits are great enough so that very expensive nonmagnetic drill pipe (collars) are frequently used in oil and gas well drilling to allow the use of compass based surveys inside the otherwise magnetic drill pipe. On the other hand, nonmagnetic drill rods are seldom used in the diamond drilling industry because of the expense and a traditional concern about costs in the small diameter drilling market.
    It has long been known that the top 1-3 m (3-10 feet) of many drill holes are not surveyable by compass because of smeared steel on the walls as the drill hole establishes a stable direction. There is an extension of this problem down hole in many holes where the walls of the hole are smeared with steel at a tight bend in the hole (called a dogleg) or caked with a paste consisting of rock powder, ground particles from the steel rods and drill rod grease. This magnetic contamination is highly variable and is dependent on:

  • the straightness of the hole
  • the abrasiveness of the rock drilled
  • drilling factors such as bit loading, the amount of rod grease used, and
  • the magnetic and wear qualities of the drill rods.

    Irrespective of the complex variables that control this effect, the bottom of the drill hole has no smeared steel or magnetic cake over the depth of the last run and insignificant contamination over the last few runs. Where this contamination has occurred, it increases up-hole from the bottom (but not regularly) which roughly correlates with the length of exposure to drill rod rotation.
    The presence of this contamination can be detected by resurveying  a former station at a shallower depth in the drill hole. A difference between the original reading and the resurveyed reading indicates magnetic contamination. With over 35 years of observations on this subject , we find the effect in 80% of holes drilled in Precambrian greenstone belts and have yet to detect it in shales.
    The contamination effect is of no concern if the compass based surveys are being done at the bottom as the hole progresses. But, if check surveys are required, these should be done as soon as possible before the hole has progressed more than two runs past the station. It also means that multishot magnetic surveys of the completed hole are not going to correlate with the magnetic surveys done during progressive drilling if magnetic contamination has occurred.
    The greatest amount of deviation in resurveyed stations we have recorded to date has been 8º, with 2 to 4º being common. If the borehole water is oxygenated, the contamination effect will decrease with time as the steel oxidizes.

 

 

* the inclination of a line in space (borehole) is the angle between the line and the horizontal measured in a vertical plane. This angle is often incorrectly called the dip, which is the maximum angle between a plane and the horizontal.

Relative Heading Surveys
    We will divide these into a) those that depend on sensors to determine heading and inclination or at least resolve these components from the sensor output, and b) those that depend on the bending of their external casing as the borehole changes direction and use a light beam to measure the amount and relative direction of that change. The former types range from single shot to multishot with programmable station spacing including continuous reading. The latter type sums all the measured changes in direction over the length of the borehole.
    The relative heading instruments are available in a number of configurations of sensors, accelerometers and/or gyro platforms and present a situation where each manufacturer's type has to be evaluated for the surveying task it has to perform. Since all these instruments need to retain the reference direction established at the collar and measure changes in that direction as these occur at the survey stations, a set of accuracy concerns are established by factors like sensor stability, sensor linearity, sensor temperature dependence, memory stability, accuracy of depth measurement, sensor cross-talk, and survey train motion not replicating changes in borehole direction, and a few more in some designs. The subject is complex because there are real variations in these factors dependent on sensor choices and sensor properties. For those that wish to pursue this background material, please refer to the following references which collectively contain most of the English language bibliography on the subject matter.
    In the final analysis, obtaining manufacturer's specifications and determining how these specifications were established remains our basis for judging the effectiveness of the design and the components for a specific application. See "What Are Applications" for other perspectives of borehole surveying.

 

References
Callas, N.P., 1979. Deviation control for bored-raise pilot holes; Final Report , Contract No. J0285005, United States Department of the Interior , Bureau of Mines.
Killeen, P.G., Bernius, G.R., and Mwenifumbo, C.J., 1995. Surveying the path of boreholes: a review of orientation methods and experience; in Proceedings of the 6th International MGLS Symposium on Borehole Geophysics for Minerals, Geotechnical and Groundwater Applications; Santa Fe, NM, Oct. 22-25, 1995.

 

 

 
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