Horizontal Directional Drilling

Tuesday, February 16, 2016


Horizontal directional drilling or HDD, is a steerable trenchless method of installing underground pipe, conduit, or cable in a shallow arc along a prescribed bore path by using a surface-launched drilling rig, with minimal impact on the surrounding area. Directional boring is used when trenching or excavating is not practical. It is suitable for a variety of soil conditions and jobs including road, landscape and river crossings.

HDD process begins with boring a small, horizontal hole (pilot hole) under the crossing obstacle (e.g. a highway) with a continuous string of steel drill rod. When the bore head and rod emerge on the opposite side of the crossing, a special cutter, called a back reamer, is attached and pulled back through the pilot hole. The reamer bores out the pilot hole so that the pipe can be pulled through. The pipe is usually pulled through from the side of the crossing opposite the drill rig.

Pilot Hole


Pilot hole reaming is the key to a successful directional drilling project. It is as important to an HDD pipeline as backfill placement is to an open-cut pipeline. Drilling the pilot hole establishes the path of the drill rod (“drill-path”) and subsequently the location of the PE pipe. Typically, the bore-head is tracked electronically so as to guide the hole to a pre-designed configuration. One of the key considerations in the design of the drill-path is creating as large a radius of curvature as possible within the limits of the right-of-way, thus minimizing curvature.

Pilot Hole Reaming


The reaming operation consists of using an appropriate tool to open the pilot hole to a slightly larger diameter than the carrier pipeline. The percentage oversize depends on many variables including soil types, soil stability, depth, drilling mud, borehole hydrostatic pressure, etc. Normal over-sizing may be from 1.2 to 1.5 times the diameter of the carrier pipe.

Drilling Mud


Usually a “drilling mud” such as fluid bentonite clay is injected into the bore during cutting and reaming to stabilize the hole and remove soil cuttings. Drilling mud can be made from clay or polymers. The primary clay for drilling mud is sodium montmorillonite (bentonite). Properly ground and refined bentonite is added to fresh water to produce a “mud.” The mud reduces drilling torque, and gives stability and support to the bored hole.

Pullback


The pullback operation involves pulling the entire pipeline length in one segment (usually) back through the drilling mud along the reamed-hole pathway.

General Guidelines


Here are some general considerations that may help particularly in regard to site location for PE pipes:
  • Select the crossing route to keep it to the shortest reasonable distance.
  • Find routes and sites where the pipeline can be constructed in one continuous length; or at least in long multiple segments fused together during insertion.
  • Although compound curves have been done, try to use as straight a drill path as possible.
  • Avoid entry and exit elevation differences in excess of 50 feet; both points should be as close as possible to the same elevation.
  • Locate all buried structures and utilities within 10 feet of the drill-path for miniHDD applications and within 25 feet of the drill-path for maxi-HDD applications. Crossing lines are typically exposed for exact location.
  • Observe and avoid above-ground structures, such as power lines, which might limit the height available for construction equipment.
  • The HDD process takes very little working space versus other methods. However, actual site space varies somewhat depending upon the crossing distance, pipe diameter, and soil type.
  • Long crossings with large diameter pipe need bigger, more powerful equipment and drill rig.
  • As pipe diameter increases, large volumes of drilling fluids must be pumped, requiring more/larger pumps and mud-cleaning and storage equipment.
  • Space requirements for maxi-HDD rigs can range from a 100 feet wide by 150 feet long entry plot for a 1000 ft crossing up to 200 feet wide by 300 feet long area for a crossing of 3000 or more feet.
  • On the pipe side of the crossing, sufficient temporary space should be rented to allow fusing and joining the PE carrier pipe in a continuous string beginning about 75 feet beyond the exit point with a width of 35 to 50 feet, depending on the pipe diameter. Space requirements for coiled pipe are considerably less. Larger pipe sizes require larger and heavier construction equipment which needs more maneuvering room (though use of PE minimizes this). The initial pipe side “exit” location should be about 50’ W x 100’ L for most crossings, up to 100’ W x 150’ L for equipment needed in large diameter crossings.
  • Obtain “as-built” drawings based on the final course followed by the reamer and the installed pipeline. The gravity forces may have caused the reamer to go slightly deeper than the pilot hole, and the buoyant pipe may be resting on the crown of the reamed hole. The as-built drawings are essential to know the exact pipeline location and to avoid future third party damage.

To know how horizontal directional drilling works, watch the video below:


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