In order to prevent an influx of formation fluids into the wellbore the hydrostatic mud pressure must be slightly greater than the formation (pore) pressure. This overbalance, or positive pressure differential, forces the liquid portion of the mud (filtrate) into the formation, leaving the solids to form a filter cake on the wall of the borehole. In porous formations this filter cake prevents any further entry of mud into the formation. This overbalance and filter cake also exists at the bottom of the hole where it affects the removal of cuttings. When a tooth penetrates the surface of the rock the compressive strength of the rock is exceeded and cracks develop, which loosen small fragments or chips from the formation (Figure 30). Between successive teeth the filter cake covers up the cracks and prevents mud pressure being exerted below the chip. The differential pressure on the chip tends to keep the chip against the formation. This is known as the static chip hold down effect, and leads to lower penetration rates. The amount of plastering which occurs depends on mud properties. To reduce the hold down effect:

Reduce the positive differential pressure by lowering the mud weight (i.e. reduce the overbalance to the minimum acceptable level to prevent a kick).
Reduce the solids content of the mud (both clay and drilled solids). Solids removal is essential to increase drilling efficiency.

In less porous formations the effect is not so significant since the filter cake is much thinner. However dynamic chip hold down may occur (Figure 30). This occurs because, when cracks form around the chip mud enters the cracks to equalise the pressure. In doing so, however, a pressure drop is created which tends to fix the chip against the bottom of the hole. The longer the tooth penetration, the greater the hold down pressure. Both static and dynamic hold down effects cause bit balling and bottom hole balling. This can be prevented by ensuring correct mud properties (e.g. mud weight and solids content).

dynamic hold down

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