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The effect of weathering on drillability of dolomites

  • Candan Bilen EMAIL logo and Utku Sakız
Published/Copyright: December 2, 2023
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Abstract

In this study, an aggregate quarry was investigated in order to understand the impact of weathering phenomenon on the drillability of dolomite stones, respectively. Samples were collected from the study area and analyzed in terms of physicomechanical tests (specific gravity, dry unit weight, uniaxial compressive strength, point load index (Is50), and Brazillian tensile strength). The drillability of the rocks was investigated using the drilling rate index method. Based on the analysis results, significant relationships were obtained between physicomechanical properties and drillability of dolomites at different weathering grades. Initial evaluations can be interpreted as an increase in the weathering degree would result in an increase in drillability. This understanding of weathering's impact on drillability is actually the main purpose of this study. This article could be a tool as regards initial evaluations of the drillability of dolomites combined with the weathering mechanism, since successful evaluations and meaningful relations were achieved.

1 Introduction

Drilling machines have been widely used in underground and surface structures, tunneling works, gas and oil extraction, mining, and construction areas for many years. Drillability, which is one of the most basic activities in rock excavation, can be defined as the penetration or ease of drilling made by a drill bit per unit of time in the rock mass. Rock drillability is affected by many factors related to the operational operating parameters of drilling machines, physicomechanical properties, and weathering mechanism of rocks (Figure 1). Operational machine parameters cover the drilling method, bit types, and shapes, as well as the drill’s technical specifications. On the other hand, the physicomechanical properties of the rock significantly affect the drilling performance and the wear of the bits [1]. Therefore, assessment of drillability can be difficult due to the drilling mechanism caused by complex drilling parameters [2].

Figure 1 
               Affecting factors on drillability (modified from the study by Thuro and Spaun [3]).
Figure 1

Affecting factors on drillability (modified from the study by Thuro and Spaun [3]).

Many researchers have investigated the relationship between drillability and various rock properties. Many researchers [3,4,5,6,7,8,9,10,11,12,13,14,15,16,17] have investigated the relationships between various rock material properties and the drilling mechanism. However, it should be taken into account that the drilling mechanism has a close relationship with the properties of the rock material as well as with the properties of the rock mass.

DRI is widely used as one of the most basic performance evaluation test methods for drilling applications and as a measure of rock drillability. In the relevant literature, there are many statistical and neural network models have been improved between the DRI and physicomechanic rock properties [16,17,18,19,20,21,22,23,24,25,26,27,28,29,30]. In this context, this study focuses on the relationship between DRI and weathering grade as well as the physicomechanic properties of rock.

Weathering, which is defined as the process of alteration and breakdown of rock and soil materials by chemical, physical, and biological processes [31], can also be regarded as a way to understand and address complex engineering problems. According to Fookes et al. [32], weathering is defined as changes during the adaptation of rocks when they are subjected to different temperatures and pressure either on their surface or underground, especially highly occurred in previous geological times. Weinert and Saunders and Fookes [33,34] have claimed the fact that weathering is one of the most significant processes in terms of engineering properties of surface rocks and they define it as changes that occur on rocks with the effect of atmosphere and hydrosphere. Weathering takes place in terms of both physically and chemically, and as a result, rock mass properties are readily affected by this process. Weathering is the main reason behind each step occurrence between rock mass and the final product of residual soil [35,36,37,38].

Recently, there have been many studies [39,40] in terms of the importance of the weathering phenomena of rocks in engineering applications. As suggested by Marques et al. [41], in order to avoid or reduce geotechnical problems, one should appropriately understand complex weathering profiles. However, determining weathering grades is not always easy. The methods as regards understanding weathering profiles should be cheap and easy to evaluate [31]. For example, researchers [42,43] have evaluated Schmidt hammer rebound value and ultrasonic wave velocities to assess weathering profiles.

Weathering mechanisms in limestones and dolomite rocks have been studied by many researchers from the past to present. At the same time, some researchers have studied slope stability problems caused by weathering. In weathering studies of this type of rock, almost all rock mass and rock material properties have been examined. These rock material properties such as discontinuity properties, dissolution type, porosity type, technological, geological, geomechanical, mineralogical-petrographic, and chemical properties were examined, weathering definitions and profiles were determined, and the possible effects of weathering on all these rock properties were revealed in detail [44,45,46,47,48,49,50,51,52,53,54,55,56].

In addition to the studies that focus on either drillability or weathering only, there are some other studies [8,57,58,59,60,61] that investigate drillability on weathered rocks. In this context, Bhatawdekar et al. [58] suggested including information of geological features and degree of weathering in their information models for drilling and blasting operations. In addition, Bhatawdekar et al. and Da Fonseca et al. [58,61] have tried to estimate marble weathering in the context of drillability and drilling resistance. Researchers [60] have considered TBM performance in terms of weathering. Authors [59] have analyzed penetration rate in terms of multivariate regression and the model that they have suggested includes weathering grades of tuff samples. In this context, Thuro [8] emphasized that in studies on drillability, rock mass properties such as discontinuity and weathering degree should be taken into account as well as the mechanical properties of the rock. Hoseinie et al. [62] have taken into account the spacing, filling, and dip of discontinuities in the definition of the drillability of rock masses. On the other hand, Liang et al. [63] stated that the nature of weathered rock and weathering profiles are not considered sufficiently in the evaluation criteria in related studies.

This study aimed to investigate the effects of variations in DRI and physicomechanical and weathering properties of dolomite rocks. Initial observations, physicomechanical characteristics were carried out in order to understand weathering mechanism and the classification, respectively. This research’s novelty is to ensure the weathering grade of rocks was taken into account for DRI as well as the physicomechanical properties of the rock. Statistical analyses on the data obtained from experimental studies determined strong linear relationships between the weathering grade and physicomechanical properties and DRI. In addition, a drillability classification compatible with the weathering profiles of the rocks has been developed. In the light of this fact, the obtained information reveals the necessity of considering the weathering degrees of the rocks in the determination of drillability.

2 Study area

In this study, the dolomite quarry located in the Kocaeli–Gebze region in Turkey (east of İstanbul) was taken into consideration (Figure 2). Ballikaya formation is referred to by many researchers [64,65,66,67,68,69,70] in terms of the geological formation of the region including the study area of dolomites. The unit is deposited in a shallow-deep sea rift. Dolomitization, however, has developed at the end of the deposition [64]. In this study, samples taken to reveal the weathering classification of dolomites were obtained from aggregate quarries operated in Ballikaya formation (Figure 3).

Figure 2 
               Study area (adapted from the study by Bien [71]).
Figure 2

Study area (adapted from the study by Bien [71]).

Figure 3 
               General view of the quarry opened in Ballikaya formation.
Figure 3

General view of the quarry opened in Ballikaya formation.

The unit we observed in the study area consists of limestone, dolomite, and dolomitic limestones, usually of gray, dark gray, and blackish colors, with thin-medium crystalline, thin-thick layers. The thickness of the formation is 950 m [64]. According to Folk’s [72] classification, the unit consists of mostly sparitic limestone and dolomite, with relatively small amounts of crystallized-recrystallized, micritic, biomicritic, biosparitic, microsparitic, intramicrosparitic, biomicrosparitic, oosparitic, biooosparitic, microsparitic dolomitic, and intrasparitic dolomitic limestones in the study area. The stratigraphy is thin-medium thick at the base and thick-very thick toward the tops.

3 Methods

In the study area, it is very difficult to obtain block samples from highly and completely weathered levels in accordance with the standards and to prepare samples for experiments. This is because at these levels the rock mass property is lost, and converted to ground material form consisting of weathered products. Block samples of suitable size (30 × 30 × 30 cm) were taken to represent all degrees of weathering except the highly and completely weathered level (Figure 4). Laboratory experiments were conducted to determine many parameters in order to determine the drillability and physic-mechanical properties of weathered rocks. In this study, a total of 16 dolomite samples were studied (Table 2).

Figure 4 
               Representative sampling points on dolomite weathering profile (adapted from the study by Bilen [73]).
Figure 4

Representative sampling points on dolomite weathering profile (adapted from the study by Bilen [73]).

Table 2

The physicomechanical properties, drillability rate index, and weathering grades of dolomites

No DRI G s ɣ d (kN/m3) UCS (MPa) BTS (MPa) Is (50) S20 Sj
1 48 3.00 29.71 75.46 10.04 3.22 34 10.2
2 75 2.77 27.19 50.38 6.02 2.22 66 8.9
3 71 2.68 28.29 44.42 5.28 1.96 57 10.6
4 80 2.73 27.78 34.26 4.01 1.51 71 5.2
5 48 3.05 29.98 87.84 10.80 3.87 42 4.1
6 85 2.57 27.14 29.38 3.41 1.29 75 8.2
7 64 2.91 27.81 62.17 8.62 1.73 58 4.4
8 58 2.62 28.68 58.82 6.60 2.71 51 2.8
9 59 2.81 28.37 65.91 7.96 2.90 53 2.5
10 66 2.92 28.96 47.07 5.61 2.07 52 11.1
11 65 2.73 27.75 44.46 5.27 1.96 50 11.2
12 56 2.53 29.77 74.94 7.08 2.94 45 8.7
13 38 3.12 30.18 123.16 15.46 5.43 33 3.1
14 67 2.89 28.20 69.62 7.46 3.07 52 11
15 59 2.93 28.75 74.48 8.66 3.28 48 8.6
16 70 2.87 28.21 66.93 8.10 2.95 58 9.3

Uniaxial compressive strength, UCS; Brazilian Tensile Strength, BTS; Point Load Index, Is50; Specific Gravity, G s; Dry Unit Weight, ɣd, Brittleness Test, S20; Sievers Miniature Test, Sj; and Drilling Rate Index, DRI.

3.1 DRI

DRI is an index test method that is widely used in determining the drillability of rocks and gives a measure of rock drillability. The method is based on an evaluation of the results from two main experiments (brittleness and Sievers miniature drilling experiments). The S20 test method gives good a measure for rock brittleness or the ability of the rock to resist crushing by repeated impacts. The Sievers J-miniature drill test is used as a measure of surface hardness or indentation resistance of rocks. For this purpose, brittleness (Figure 5a) and Sievers miniature drilling (Figure 5b) tests of rock samples were performed. By evaluating the results obtained from both experiments in the chart given in Figure 6, DRI values were determined for each rock sample. The proposed drillability classification for DRI values is given in Table 1.

Figure 5 
                  DRI test methods. (a) S20 Brittleness test and (b) Sievers Miniature test [19].
Figure 5

DRI test methods. (a) S20 Brittleness test and (b) Sievers Miniature test [19].

Figure 6 
                  DRI Chart [19].
Figure 6

DRI Chart [19].

Table 1

DRI Classification [19]

Classification DRI
Extremely low ≤25
Very low 26–32
Low 33–42
Medium 43–57
High 58–69
Very high 70–82
Extremely high ≥83

4 Physicomechanical properties of studied rocks

The uniaxial compressive strength test was carried out on cylindrical core samples prepared with a height–diameter ratio of 2.5–3.0 according to ISRM [51]. The experiments were carried out in a hydraulic press and at an average loading speed of 0.5–1 MPa/s and were repeated five times for each rock. An indirect tensile strength test was applied on disc samples prepared with [51] with a height–diameter ratio of 0.5–1. Both the upper and lower surfaces of the prepared disc samples were roughly smoothed. For each sample, 10 experiments were performed as a standard. The point load strength test was performed on core samples with a length-to-diameter ratio of 1:2. The load was steadily increased such that failure occurred within 10–60 s. The tests were carried out according to ISRM [51] suggested methods and repeated at least ten times for each rock type, and the average value was recorded. Studies on the determination of physical properties (specific gravity) were carried out according to ISRM [51].

5 Results and discussion

Mean values of physicomechanical properties, drillability rate index, and weathering grades of the rocks are presented in Table 2. Value ranges of 16 dolomite rocks examined in this study, according to results Table 2, are as follows: Unaxial Compressive Strength (UCS), 29.38–1123.16 MPa; Brazilian Tensile Strength (BTS), 3.41–15.46 MPa; Point Load Index (Is50), 1.29–5.43 MPa; Specific Gravity (G s), 2.53–2.87; Dry Unit Weight (ɣ d), 24.77–28.51 (kN/m3); Drilling Rate Index (DRI), 38–85.

It is clear that a single rock property cannot be evaluated in engineering applications. Therefore, the physicomechanical, mineralogical, and mass properties of rocks should be investigated in detail and evaluated together in field applications such as drillability.

Within the scope of this study, linear regression analyses were performed using Microsoft Excel to obtain the relationship between the physicomechanical properties and DRI in Figure 7. The interval of values of determination coefficients (R 2) is 0.70–0.80. A strong relationship between DRI and UCS was found. DRI increases with the decrease of UCS. Similar results were obtained for other mechanical properties (Is50 and BTS; Figure 7). The relationship between UCS, BTS, and Is50 versus DRI obtained in this study was similar to those stated in previous studies [17,26,28,29].

Figure 7 
               The relationship between DRI and physicomechanical properties of the rock.
Figure 7

The relationship between DRI and physicomechanical properties of the rock.

When the relationships between the physical properties of the rock and the DRI were examined, high linear regression was also determined between specific gravity, dry unit weight, and DRI (Figure 7). In this study, better relationships were obtained between the DRI and the specific gravity parameter compared to the study by Shafique et al. and Yenice at al. [24,28].

In this study, the relationship between weathering grade and DRI was investigated as well as physicomechanical properties of the rock. The weathering grades of the rocks vary from fresh rock to moderately weathered. Within the scope of the study, a drillability classification compatible with the weathering profiles of dolomitic rocks has been developed (Figure 8). On the other hand, the results show that there is a positive relationship between weathering grades and DRI (Figure 9). In other words, DRI values increase with increasing weathering grades of the rock. The results obtained in this study are similar to those of Sugawara et al. and Rathinasamy et al. [57,59] in which the relationship between the rate of penetration and the weathering grades was investigated. Not only these above-mentioned studies [57,59] but also some other studies [60,74] have observed the same trends between drillability and weathering of rocks. Armaghani et al. [60] have investigated the penetration rates and TBM performance in fresh through weathered granites, and they have pointed out the fact that rock mass weathering is an important factor in terms of the TBM performance, i.e., drillability in this case. Many researchers [75,76,77,78,79,80] have highlighted the significance of weathering in terms of TBM performance which can be interpreted as “drillability.” Bhatawdekar et al. [58] have performed a study on tropically weathered rocks, and they have explained the humidity and temperature as fastening the weathering. Zhou et al. [74] have pointed out the significance of weathering during excavation and they have referred entire excavation process being performed on top soil layers [81,82].

Figure 8 
               Dominant weathering profile of dolomites in the study area (partly adapted from Bilen [73]).
Figure 8

Dominant weathering profile of dolomites in the study area (partly adapted from Bilen [73]).

Figure 9 
               Change in DRI values of different weathering grades of dolomites.
Figure 9

Change in DRI values of different weathering grades of dolomites.

The Drilling Rate Index (DRI) values of the rocks investigated at different weathering grades are presented in Figures 8 and 9. Considering dolomites, it is seen that there is an increase in DRI values along with weathering. On viewing Figures 8 and 9, we will be able to understand which weathering class a rock with a known drillability value belongs to.

Many researchers [83,84,85] have pointed out the significant relationships between drillability and weathering. For example, Hassan et al. [83] have claimed the fact that the degree of weathering of rocks is the main parameter that should be involved to predict rock drillability. Deal et al. [84] have referred to the degree of weathering which can act as a proxy for drilling, and the authors have combined the consideration of the theoretical concept of UCS and the practical limits defined by [86]. Furthermore, the authors [84] have claimed the fact that weathering can provide information about hard rock limitations when the quantitative measures of rock strength are not available. Besides the rock properties, Zhang et al. [85] have summarized the geological conditions including weathering grades as being important factors in terms of the performance (drilling) and wear. Last but not least, the authors [74] have demonstrated some graphical representations of rock mass drillability index versus five classified weathering groups (completely, highly, moderately, slightly, and unweathered).

Researchers have been interested in finding a method to predict the drillability of rocks using different rock properties. Multiple regression models are a method used to evaluate multiple variables in relation to each other. Within the scope of this study, equations were obtained by statistical analysis revealing the relationship between DRI and the geotechnical properties of dolomitic rocks. The relationship between DRI and rock properties was presented before in Figure 8 using linear simple regression analysis. In addition, multiple regression analysis was also performed in order to estimate DRI based on different rock properties, and the proposed equation is presented in the following (equation (1)):

(1) DRI = 175.908 4.08 γ d 1.42 BTS + 6.71 W .

In this context, the dependent variable is the drilling rate index of the rocks (DRI, unitless), and the independent variables are specific gravity (g/cm3), dry unit volume weight (kN/m3), uniaxial compressive strength (UCS, MPa), Brazilian tensile strength (BTS, MPa), point load strength index (I s), and weathering grade (W, unitless). Regression analysis was performed using Microsoft Excel software. The most appropriate model was obtained using the independent variables ɣd, BTS, and W. Calculations related to this analysis process are presented in Tables 3 and 4. Since the F-value is less than 0.05 at a 95% confidence interval, the model is considered significant. In addition, t-test ratios were also considered to determine the potential value of each of the independent variables in the regression model. According to the statistical results given in Table 4, it is seen that the multiple regression equation can be safely used to predict the DRI values of dolomitic rocks. As seen in Figure 10, it was determined that there was a significant statistical relationship between the measured and predicted DRI values with a regression coefficient (R 2) of 0.95.

Table 3

Variance analysis results for selected multiple regression model

Sum of squares Mean square F Ratio Significance F
Regression 2122.952 707.6506 71.97313 6.1 × 10−8
Residual 117.9858 9.832149
Total 2240.938
Table 4

Summary results of statistical model

Variables Coefficient Standard Error t Ratio P-Value F Ratio Significance F Coefficient of determination (R 2)
Constant 175.908 45.303 3.883 0.002
ɣd −4.078 1.517 −2.688 0.020 71.97313 6.1 × 10−8 0.95
BTS −1.420 0.457 −3.105 0.009
W 6.706 2.145 3.127 0.009
Figure 10 
               Relationship between predicted and measured DRI.
Figure 10

Relationship between predicted and measured DRI.

This study reveals that the weathering properties of rocks as well as rock material properties should be taken into account for DRI estimation. In the equation given above 1, the physicomechanical properties of rocks have different magnitudes of influence on DRI. It has been previously shown that DRI decreases as the physicomechanical properties of rocks increase, as shown in Figure 7. On the contrary, an increase in the degree of weathering has a positive effect on rock drillability. Therefore, this model is suitable for dolomite-type rocks. However, for a more reliable classification proposal and prediction model, the number of rocks examined should be increased and the rocks should be evaluated separately according to their origin.

Consequently, the drillability of rocks plays a major role in decision-making for engineers and is a very important property in terms of machine performance and costs in mining and tunneling processes. For this purpose, the parameters affecting the drillability of the rocks should be investigated in detail. Researchers are always interested in evaluating rock drillability from rock properties. In this present study, for weathered dolomite rocks, quantitative characterization has been established by using the physicomechanical parameters and DRI.

6 Conclusion

The aim of this study is to consider the mass properties of rocks such as the weathering grades as well as their physicomechanical properties in determining rock drillability. The obtained results are summarized as follows:

  • Specific gravity has a statistically meaningful relation with DRI, and DRI values increase with increasing specific gravity. According to the results obtained from this study, it is seen that dry unit weight is an important rock feature as well as UCS for rock drillability.

  • It is concluded that the most important properties of rock is UCS (R 2 of 0.80), and there is a strong relation with DRI. On the other hand, almost similar relations are obtained for other Is50 and BTS. That is, the mechanical properties of the rock increase with decreasing DRI.

  • A classification was developed between the drillability properties of the rocks and their weathering grades. Accordingly, DRI values increase with increasing weathering grades of the rock.

  • For weathered dolomites, quantitative characterization has been established in this study by using the physicomechanical parameters and drilling parameters.

In addition to the weathering grade, it is suggested that the mass properties of the rock such as discontinuities should be taken into consideration in future studies on drillability. Also, this study should be enhanced by adding other types of rocks and rock properties for a more reliable and scientific generalization.


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  1. Conflict of interest: Authors state no conflict of interest.

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Received: 2023-08-02
Revised: 2023-10-12
Accepted: 2023-10-21
Published Online: 2023-12-02

© 2023 the author(s), published by De Gruyter

This work is licensed under the Creative Commons Attribution 4.0 International License.

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