Pull Force and Installation Stresses
The procedures for designing the bore path for plastic pipe are basically the same as discussed for steel pipe. As with steel product pipe, plastic pipe, when installed by HDD, may experience high-tension loads, severe bending, and external fluid pressures. HDD installation subjects the pipe to axial tensile forces caused by the frictional drag between the pipe and the borehole or drilling fluid, the frictional drag on the ground surface, the capstan effect around drill-path bends, and hydrokinetic drag. The pipe may also be subjected to external hoop pressures caused by the external fluid head and bending stresses. Estimating of pullback forces involves the assumption of many variables and installation techniques.
Calculation Overview
Estimated average radius of curvature at pipe entry and pipe exit:
R_{avgin}=\frac{H_1}{\theta_{in}^2}\~\R_{avgex}=\frac{H_2}{\theta_{ex}^2}
R_{avgin}=\frac{H_1}{\theta_{in}^2}\\~\\R_{avgex}=\frac{H_2}{\theta_{ex}^2}
H1, H2 – Depth of bore (ft)
Θin – Pipe entry angle (degree)
Θex – Pipe exit angle (degree)
L2 – Horizontal Distance to Achieve Desired Depth:
L_2=\frac{H_1}{\theta_{in}^2}
L_2=\frac{H_1}{\theta_{in}}
L4 – Horizontal Distance to Achieve Rise to the Surface:
L_4=\frac{H_2}{\theta_{ex}^2}
L_4=\frac{H_2}{\theta_{ex}}
L3 – Additional Distance Traversed at Desired Depth:
L_3=L_{cross}-L_2-L_4
L_3=L_{cross}-L_2-L_4
Lcross – Length of the Crossing
Weight of Empty Pipe:
pipe_{weight} = \pi D^2 \left( \frac{DR – 1}{DR^2} \right) \rho_w\cdot \gamma_a
pipe_{weight} = \pi D^2 \left( \frac{DR - 1}{DR^2} \right) \rho_w\cdot \gamma_a
D – Pipe Diameter (inch)
DR – Pipe Dimension Ratio
ρw – Density of Water (lbf/inch3)
γa – Specific Gravity of Pipe Material
Average Weight of Empty Pipe:
w_a=1.06\,pipe_{weight}
w_a=1.06\,pipe_{weight}
Net Upward Buoyant Force on Empty Pipe:
w_b = \pi \cdot \frac{D^2}{4} \cdot \rho_w \gamma_b – w_a
w_b = \pi \cdot \frac{D^2}{4} \cdot \rho_w \gamma_b - w_a
γb – Specific Gravity of the mud slurry
Hydrokinetic Force:
D_{bh} = 1.5D\~\T_{hk} = hydro_{pressure} \cdot \frac{\pi}{8} (D_{bh}^2 – D^2)
D_{bh} = 1.5D\\~\\T_{hk} = hydro_{pressure} \cdot \frac{\pi}{8} (D_{bh}^2 - D^2)
Pull Force at point A:
T_1 = \exp(v_a \theta_{\text{in}}) \cdot [v_a \cdot w_a (L_1 + L_2 + L_3 + L_4)]
T_1 = \exp(v_a \theta_{\text{in}}) \cdot [v_a \cdot w_a (L_1 + L_2 + L_3 + L_4)]
Pull Force at point B:
T_2 = \exp(v_{a} \theta_{in}) \cdot [T_1 + T_{hk} + v_b \cdot |w_b| \cdot L_2 + w_b \cdot H – v_a \cdot w_a L= \exp(v_a\theta_{in})]
T_2 = \exp(v_{b} \theta_{in}) \cdot [T_1 + T_{hk} + v_b \cdot |w_b| \cdot L_2 + w_b \cdot H_1 - v_a \cdot w_a L_2 \exp(v_a\theta_{in})]
Pull Force at point C:
T_3 = [T_2 + v_b \cdot |w_b| \cdot L_3 – \exp (v_{a} \cdot \theta_{in})\cdot{v_a w_a L_3 \exp(v_a \theta_{\text{in}})}]
T_3 = [T_2 + v_b \cdot |w_b| \cdot L_3 - \exp (v_{b} \cdot \theta_{in})\cdot\{v_a w_a L_3 \exp(v_a \theta_{\text{in}})\}]
Pull Force at point D:
T_4 = \exp(v_b \theta_{\text{ex}}) [T_3 + v_b \cdot |w_b| \cdot L_4 – w_b \cdot H – \exp(v_b \theta_{\text{in}}) \cdot {v_a w_a L_4 \exp(v_a \theta_{\text{in}})}]
T_4 = \exp(v_b \theta_{\text{ex}}) \cdot [T_3 + v_b \cdot |w_b| \cdot L_4 - w_b \cdot H_2 - \exp(v_b \theta_{\text{in}}) \cdot \{v_a w_a L_4 \exp(v_b \theta_{\text{in}})\}]
νa – Coefficient of Friction between Pipe and Soil (typically 0.4)
νb – Coefficient between Pipe and Slurry (typically 0.25)
Bending Strain:
\varepsilon_{\text{ain}} = \frac{D}{2 \cdot R_{\text{avgin}}}\~\\varepsilon_{\text{aex}} = \frac{D}{2 \cdot R_{\text{avgex}}}
\varepsilon_{\text{ain}} = \frac{D}{2 \cdot R_{\text{avgin}}}\\~\\\varepsilon_{\text{aex}} = \frac{D}{2 \cdot R_{\text{avgex}}}
Bending Stress:
\delta_{\text{ain}} = E_{24} \cdot \varepsilon_{\text{ain}}\~\\delta_{\text{aex}} = E_{24} \cdot \varepsilon_{\text{aex}}
\delta_{\text{ain}} = E_{short} \cdot \varepsilon_{\text{ain}}\\~\\\delta_{\text{aex}} = E_{short} \cdot \varepsilon_{\text{aex}}
Eshort = Pullback Modulus of Elasticity (typically short-term or 10 hr)
Allowable Tensile Stress:
\delta_{\text{allow}} = \delta_{sp}-\frac{E_{24}\cdot D}{2\cdot R_{avgex}}
\delta_{\text{allow}} = \delta_{sp}-\frac{E_{short}\cdot D}{2\cdot R_{avgex}}
δsp – Allowable/Safe Pull Stress (psi)
Tensile Stress at Point A:
\sigma_1 = \frac{T_1}{\pi \cdot D^2} \left( \frac{DR^2}{DR – 1} \right)\~\\frac{\text{PASS}}{\text{FAIL}} =
\begin{cases}
\text{PASS if } \sigma_1 < \delta_{\text{allow}} \ \text{FAIL if } \sigma_1 > \delta_{\text{allow}}
\end{cases}
\sigma_1 = \frac{T_1}{\pi \cdot D^2} \left( \frac{DR^2}{DR - 1} \right)\\~\\\frac{\text{PASS}}{\text{FAIL}} = \begin{cases} \text{PASS if } \sigma_1 < \delta_{\text{allow}} \\ \text{FAIL if } \sigma_1 > \delta_{\text{allow}} \end{cases}
Tensile Stress at Point B:
\sigma_2 = \frac{T_2}{\pi \cdot D^2} \left( \frac{DR^2}{DR – 1} \right) + \frac{E_{24} \cdot D}{2 \cdot R_{\text{avgin}}} + \delta_{\text{ain}}
\sigma_2 = \frac{T_2}{\pi \cdot D^2} \left( \frac{DR^2}{DR - 1} \right) + \frac{E_{short} \cdot D}{2 \cdot R_{\text{avgin}}} + \delta_{\text{ain}}
Tensile Stress at Point C:
\sigma_3 = \frac{T_3}{\pi \cdot D^2} \left( \frac{DR^2}{DR – 1} \right)
\sigma_3 = \frac{T_3}{\pi \cdot D^2} \left( \frac{DR^2}{DR - 1} \right)
Tensile Stress at Point D:
\sigma_4 = \frac{T_4}{\pi \cdot D^2} \left( \frac{DR^2}{DR – 1} \right) + \frac{E_{24} \cdot D}{2 \cdot R_{\text{avgex}}} + \delta_{\text{aex}}
\sigma_4 = \frac{T_4}{\pi \cdot D^2} \left( \frac{DR^2}{DR - 1} \right) + \frac{E_{short} \cdot D}{2 \cdot R_{\text{avgex}}} + \delta_{\text{aex}}
Breakaway Links Settings:
F_b = \delta_{sp} \cdot \frac{\pi}{4} \cdot (D^2 – ID^2)\~\\text{Result}{\text{pull}} = \begin{cases} \text{PASS if Total}{\text{pull}} < F_b \ \text{FAIL if Total}_{\text{pull}} > F_b
\end{cases}
F_b = \delta_{sp} \cdot \frac{\pi}{4} \cdot (D^2 - ID^2)\\~\\\text{Result}_{\text{pull}} = \begin{cases} \text{PASS if Total}_{\text{pull}} < F_b \\ \text{FAIL if Total}_{\text{pull}} > F_b \end{cases}
Static Head Pressure:
P_{ext} = \rho_w \cdot \gamma_b \cdot H
P_{ext} = \rho_w \cdot \gamma_b \cdot H
H = depth of the bore profile (ft), usually the depth of the horizontal section
γb – Specific Gravity of the mud slurry
𝜌𝑤 = Density of water (lb/ft3)
Maximum Pressure During Pullback:
P_{max} = P_{ext} + hydro_{pressure}
P_{max} = P_{ext} + hydro_{pressure}
Ovality Compensation Factor:
\%\Delta D = \frac{0.0125 P_{max}}{\frac{E_{long}}{12(DR – 1)^3}}\cdot100
\%\Delta D = \frac{0.0125 P_{max}}{\frac{E_{short}}{12(DR - 1)^3}}\cdot100
f0 – Ovality compensation factor based on % of Deflection (%Δ𝐷)
Tensile Reduction Factor:
r = \frac{\sigma_4}{2 \cdot \delta_{\text{allow}}}\~\f_r = \left(\sqrt{\left(5.57 – (r + 1.09)\right)^2} \right)- 1.09
r = \frac{\sigma_4}{2 \cdot \delta_{\text{allow}}}\\~\\f_r = \left(\sqrt{\left(5.57 - (r + 1.09)\right)^2} \right)- 1.09
Critical Collapse Pressure:
Pcr = \frac{2E_{24}}{1 – \mu^2} \left( \frac{1}{DR – 1} \right)^3 \cdot f_o\cdot f_r
Pcr = \frac{2E_{short}}{1 - \mu^2} \left( \frac{1}{DR - 1} \right)^3 \cdot f_o\cdot f_r
Safety Factor:
SF=\frac{P_{cr}}{P_{max}}
SF=\frac{P_{cr}}{P_{max}}
Input Parameters
Pipe Properties:
- Pipe Outside Diameter (in)
- Pipe Minimum Wall Thickness (in)
- Standard Dimensions Ratio
- Specific Gravity of Pipe Material
- Poisson’s Ratio
- Long Term Apparent Modulus of Elasticity (psi)
- Pullback Modulus of Elasticity (typically short-term or 10 hr)
- Allowable/Safe Pull Stress (psi)
- Safety Factor
Borehole Path:
- Depth of the Bore [H1] (ft)
- Depth of the Bore [H2] (ft)
- Pipe Entry Angle (HDD Exit Angle) (degree)
- Pipe Exit Angle (HDD Entry Angle) (degree)
- L1 – Pipe Drag on Surface (ft)
- Length of the Crossing (ft)
- Backreamed Borehole Diameter (inch)
Water and Mud Properties:
- Unit Weight of Water (lb/ft3)
- Specific Gravity of Mud Slurry
- Coefficient of Friction between Pipe and Soil (typically 0.4)
- Coefficient between Pipe and Slurry (typically 0.25)
- Hydrokinetic Pressure (psi)
Outputs/Reports
- Average radius of curvature for path at pipe entry (ft)
- Average radius of curvature for path at pipe exit (ft)
- L2 – Horizontal Distance to Achieve Desired Depth (ft)
- L4 – Horizontal Distance to Achieve Rise to the Surface (ft)
- L3 – Additional Distance Traversed at Desired Depth (ft)
- Bending Strain
- Bending Stress (psi)
- Weight of Empty Pipe (lb/ft)
- Net Upward Buoyant Force on Empty Pipe (lb/ft)
- Pull Force on Pipe at Point A (lb/ft)
- Pull Force on Pipe at Point B (lb/ft)
- Pull Force on Pipe at Point C (lb/ft)
- Pull Force on Pipe at Point D (lb/ft)
Check Axial Tensile Stress vs. Allowable Tensile Stress During Pullback:
- Allowable/Safe Tensile Stress (psi)
- Axial Tensile Stress at Point A (psi)
- Axial Tensile Stress at Point B (psi)
- Axial Tensile Stress at Point C (psi)
- Axial Tensile Stress at Point D (psi)
- Breakaway Links Settings (lbf)
- Static Head Pressure (psi)
- Maximum Pressure During Pullback (psi)
- Ovality Compensation Factor
- Tensile Reduction Factor
- Critical Collapse Pressure (psi)
- Safety Factor Against Collapse (psi)
References
- Willoughby, David (2005). Horizontal Directional Drilling, McGraw-Hill, New York, ISBN 0-87814-395-5. v.
- Willoughby, David, Training – Horizontal Directional Drilling, TTI, November 2016
- HDD Consortium. (2001). Horizontal directional drilling, good practices guidelines, HDD Consortium.
- Horizontal Directional Drilling Training Manual, Horizontal Drilling International, February 1999
- Skonberg, Eric R. II. Muindi, Tennyson M. (2014). Pipeline Design for Installation by Horizontal Directional Drilling, American Society of Civil Engineers. Horizontal Directional Drilling Design Guideline Task Committee.
- “Installation of Pipelines by Horizontal Directional Drilling”, PRCI Report PR-227-9424
- Nayyar, Mohinder L. (1992). Piping Handbook, 6th Edition, McGraw-Hill, New York, NY.
- AWWA (2006), PE Pipe Design and Installation, M55, American Water Works Association, Denver, CO
- ASTM (1962), PPI Handbook
AUGER BORING – Casing is jacked into the ground as a rotating auger works simultaneously to remove the excavated soil. It is commonly used in applications where settlement is a concern: under highways, railways and levies. Also known as a dry bore.
BENTONITE – A natural clay material used as a basic ingredient for drilling muds and lubricants to facilitate ease of installation.
BORE OR BOREHOLE – drilling term – The elongated cavity created by the drilling process. Often the borehole is not a void, but rather a hole filled with drilling mud and cuttings. Well casing is pulled or pushed into the borehole to complete a well.
CASING – drilling term – The non-perforated or non-slotted pipe that comprises the entry and exit sections of a horizontal well, as opposed to the well screen. Surface casing is a pipe that is set through loose surficial deposits to stabilize the bore, so the deeper sections can be drilled without difficulty from caving or collapse in the upper section of the borehole.
CROSSING – A pipeline installation designed to pass beneath a surface obstruction. Examples of crossings include roads, railway tracks, water bodies, pipeline corridors, and utilities.
DRILLING MUD – drilling material – aqueous slurry that is used during drilling to transport drill cuttings from the borehole, prevent borehole collapse and provide lubrication for the drill string. Most horizontal drilling uses drilling mud of some sort, although in some conditions it is possible or preferable to drill using air or water. Drilling mud made be made using the mineral bentonite, synthetic or natural polymers, or some combination of the two.
DRILL RIG – A trenchless machine that installs pipes and cables by drilling a pilot hole that can be enlarged (if necessary), and then pulling the product line.
ENTRY POINT – The starting location of the crossing where the drill enters the ground.
EXIT POINT – The end location of the crossing.
FORWARD REAMER – drilling tool – A type of reamer used to enlarge the diameter of the borehole in a blind or single-entry well.
HORIZONTAL DIRECTIONAL DRILLING (HDD) – A surface-based trenchless technology that involves a horizontal bore under the surface along a planned pathway. Once the HDD creates a bore of a suitable size – which may require one or multiple passes by the drilling apparatus – the conduit or pipe is pulled into the bore and connections are made to the appropriate utilities.
OPEN CUT – Underground construction method involving excavation from ground level to the level required for the installation, maintenance, or inspection of a pipe, conduit, or cable. Upon completion of the work, the trench is backfilled, and the surface restored. Backhoe excavation is an example of open-cut construction.
PILOT BORE – drilling term – The initial boring made in a horizontal well installation. The pilot bore is steered, using any of several technologies, from a designated entry point, along a predetermined bore path, to a designated endpoint, either at the ground surface or at depth. The pilot bore subsequently may be reamed to a larger diameter to accommodate the desired size well screen and casing.
PIPE PULLING – Method used to replace small diameter pipes by attaching new product pipe to the existing pipe, which is then pulled out of the ground.
POTHOLE – drilling term – a small hole excavated from the surface to a buried utility in order to provide positive verification of its location.
REAMER – drilling tool – a cutting tool used to enlarge the diameter of a borehole after the pilot bore has been drilled.
FAQ
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Horizontal Directional Drilling or HDD, is a method of installing steel or polyethylene pipe, conduit, or cables in a designed bore path, by using a drilling rig, with a minimal footprint to the environment. HDD process represents a significant improvement over traditional open cut and disturbance methods for installing pipelines beneath obstructions, such as rivers or roads, which require specialized construction attention. To take full advantage of the benefits offered by horizontal directional drilling and produce designs which can be efficiently executed in the field, design engineers need a working knowledge of the process with the appropriate HDD software. Check Out
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Calculations and functions involving the capabilities that HDD can provide. Check Out
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Here relies the step-by-step procedure of importing files and having them project accurate calculations to your reports. Check Out
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The HDD PowerTool program will calculate the compound data based on the horizontal and vertical data you enter.
For example: In the below screenshot, under curve, select the compound. You may then input 2 data elements for the horizontal and vertical part of the bend. The program will then calculate the compound. Check Out
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Steel cased crossings have been used to avoid load considerations, unstable soil conditions, third party mechanical damage or when conditions dictated by regulatory or sound engineering practices. However, due to a variety of factors such design, installation, construction practices, materials, coatings, etc. have caused problems with protecting the carrier pipe within the casing. Check Out
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HDD combined stresses can be analyzed by calculating the maximum shear stress on a small element in the pipeline. Maximum shear stress should be limited to 45% of the SMYS of the pipe (ASME/ANSI B31.4). This is in accordance to PRCI report PR-227-9424 from the findings and conclusions of those companies who performed and approved the research work, However, the question comes up from time to time that the B31.4 code can be converted to B31.8’s code application. Check Out
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Some typical values of soil friction angle are given below for different USCS soil types at normally consolidated condition unless otherwise stated. These values should be used only as guideline for geotechnical problems; however, specific condition of each engineering problem often needs to be considered for an appropriate choice of geotechnical parameters. Check Out