Reducing Risk in Horizontal Directional Drilling (HDD) in Soft Sedimentary Environments

This is a focus on the applied outcome of geologic reports and the scale of near surface geologic process which affect the success of horizontal directional drilling (HDD) operations. Often there is too little data to fully characterize the subsurface along the drilled hole. Adding uncertainty is the exploration borehole is typically vertical while the drill path orientation of the HDD is not. The stratigraphic principle of original horizontality is heavily relied upon when interpreting the geology of the drill path and for good reason because of the depositional processes involved. However, the scale of secondary sedimentary processes, specifically zones of induration and their potential effects on the HDD can be at a scale or frequency that is not properly sampled during the geotechnical investigation. This lack of direct evidence could lead geologists and designers not to include these low-frequency phenomena in their risk analysis. For HDD planning and design, the industry routinely generalizes the earth materials to be encountered as soft or hard. This use of inexact, colloquial phrasing paints a picture of the a nearly homogeneous drilling site. Even though a majority of the site can be characterized as a low-strength or high-strength material, the diagenesis of sediments can include zones with wide-ranging strengths that can negatively impact the rate of penetration, the ability to steer and bore hole stability. In this generalization, soft is a majority of low strength or unconsolidated material (sands, silts, and clays). This does not preclude concretions and other indurated lenticular features that are widespread in the Gulf Coast states. This investigation reviews several formations commonly encountered during medium to large diameter (>10 inches) HDD operations. The Bashi formation with surface exposures in Mississippi and Alabama; the Wilcox Group in southern Mississippi and central Louisiana; the Cook Mountain Formation; the Hatchetigbee formation and Catahoula Formation of Louisiana and Mississippi were reviewed and potential HDD drilling and pull back complications are discussed.