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Article

An Experimental Study on Mud Adhesion Performance of a PDC Drill Bit Based on a Biomimetic Non-Smooth Surface

by
Ming Chen
1,* and
Qingchao Li
2
1
Drilling Technology Research Institute, Sinopec Oilfield Service Shengli Corporation, Dongying 257000, China
2
School of Energy Science and Engineering, Henan Polytechnic University, Jiaozuo 454000, China
*
Author to whom correspondence should be addressed.
Processes 2025, 13(5), 1464; https://doi.org/10.3390/pr13051464
Submission received: 23 April 2025 / Revised: 8 May 2025 / Accepted: 9 May 2025 / Published: 10 May 2025
(This article belongs to the Special Issue Oil and Gas Well Engineering: Experimental and Numerical Investigation)
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Abstract

:
In recent years, polycrystalline diamond compact (PDC) drill bits have seen significant advancements. They have replaced over 90% of the workload traditionally handled by roller cone bits and have become the predominant choice in energy drilling due to their superior efficiency and durability. However, PDC drill bits are susceptible to adhesion of rock cuttings during drilling in muddy formations, leading to mud accumulation on the bit surface. This phenomenon can cause drill bit failure and may contribute to downhole complications, including tool failure and borehole instability. The adhesion issue between PDC drill bits and mud rock cuttings underground is primarily influenced by the normal adhesion force between the drill bit surface and the mud rock cuttings. Therefore, biological non-smooth surface technology is applied to the prevention and control of drill bit balling. It is an optimal selection of biomimetic non-smooth surface structures with reduced adhesion and detachment properties. A non-smooth surface model for the PDC drill bit body is established through the analysis of the morphological characteristics of natural biological non-smooth surfaces. An experimental platform is designed and manufactured to evaluate the adhesion performance of non-smooth surface specimens. Indoor experiments are conducted to test the normal adhesion force of non-smooth surface specimens under varying morphologies, sizes, and contact times with clay. Finally, the anti-adhesion performance of the non-smooth surface unit structures is then analyzed. The normal adhesion force with a contact time of 12 h is as follows: 340 Pa of big square raised, 250 Pa of middle square raised, 190 Pa of small square raised, 315 Pa of big circular groove, 280 Pa of middle circular groove, 200 Pa of small circular groove, 225 Pa of big dot pit, 205 Pa of middle dot pit, and 130 Pa of small dot pit. Compared with the normal adhesion force of 550 Pa for smooth surface specimens with a contact time of 12 h, the anti-adhesion properties of the three non-smooth surface unit structure specimens designed in this paper were verified. We analyzed the anti-adhesion performance of non-smooth surface unit structures. At the critical contact time when the adhesion force tends to stabilize, the adhesion forces of different specimens are as follows: 330 Pa of big square raised, 237.5 Pa of middle square raised, 175 Pa of small square raised, 290 Pa of big circular groove, 250 Pa of middle circular groove, 160 Pa of small circular groove, 210 Pa of big dot pit, 185 Pa of middle dot pit, and 115 Pa of small dot pit. The results indicate that the anti-adhesion effect of small dot pit structures is the most effective, while the anti-adhesion effect of large square convex structures is the least effective. As the size of the unit structure decreases, it becomes more similar to the surface size of the organism. Additionally, a shorter contact time with clay leads to a better anti-adhesion effect. These findings provide new insights and research directions for the effective prevention and control of mud wrapping on PDC drill bits.

1. Introduction

Due to the high drilling speed, efficiency, and long service life, PDC drill bits have replaced over 90% of the workload of traditional cone bits, establishing themselves as the primary choice in energy drilling operations. However, in soft formations, PDC drill bits are prone to significant mud wrapping, which can adversely affect drilling performance. This is primarily attributed to the high drilling speed of PDC drill bits in soft formations, which leads to the production of excessive rock cuttings. If rock cuttings are not removed from the well bottom on time, they accumulate in the confined space, increasing the normal adhesion force between the drill bit surface and the cuttings. This leads to nozzle and flow channel blockage, reduces the rock-breaking efficiency of the cutting teeth, and ultimately prevents effective rock cutting, resulting in drill bit mud accumulation (bit balling) [1,2,3]. The bit balling of the drill bit greatly reduces the drilling ability of the drill bit, causes the cutting teeth to lose their cooling effect, accelerates the wear rate of the drill teeth, reduces the drilling speed, and shortens the service life of the drill bit [4,5,6,7]. When the bit balling problem is severe, the drill bit completely loses its drilling ability and needs to be replaced, which will significantly reduce drilling efficiency and increase drilling costs. Scholars have conducted research on the problem of PDC drill bit balling. The Houston Company has set up debris eyebrows on the side of the front end of the blade and developed a bit balling prevention drill bit that can solve the problem of nascent mud bags. In addition, nitriding treatment was also carried out on the surface material of the drill bit, where the positive potential was converted into a strong negative potential, making the drill bit effective in preventing mud entrapment [8]. The dual potassium salt polymer drilling fluid has been developed in the Changqing Oilfield and successfully tested on site in wells GP 12-6 and SHT2, solving the problem of PDC bit mud pack [9,10]. But, the above research solutions are temporary, and the problem of bit balling remains the main problem faced by PDC drill bits.
Biomimetics is a new branch of science, and the theory of bionic non-smooth surfaces is applicable to various relative motion interfaces. In the process of long-term evolution and natural selection, organisms retain and develop excellent morphological structures and surface properties, providing a natural blueprint for humans as biomimetic objects. Non-smooth surfaces have the function of reducing adhesion, detachment, and resistance under sticky and wet conditions [11,12]. When seeking methods to prevent adhesion and reduce friction, scholars have found that many flying organisms, aquatic organisms, and some organisms living in soil have the lowest resistance and adhesion force on non-smooth surfaces, rather than smooth surfaces [13,14,15]. Scholars at home and abroad have conducted preliminary research on the application of biomimetic drill bits in bit balling prevention and control and have achieved some results. The former Soviet Union officially applied bionics to drilling and developed a double drill bit that imitated the teeth of ancient dinosaurs, increasing drilling speed by nearly twice [16]. Jilin University has developed PDC biomimetic drill bits based on biomimetic non-smooth surfaces. Compared with ordinary drill bits [17], biomimetic non-smooth surface morphology drill bits have the characteristics of high efficiency, wear resistance, and better drilling effect during rock breaking. However, the lifespan of the newly developed drill bits mentioned above is not long, which limits their practical application in production.
This article focuses on the prevention and control of drill bit balling and applies the non-smooth geometric surface morphology from bionics to the design of PDC drill bit surface structure. A non-smooth surface anti-adhesion performance experimental bench is designed and processed. Through indoor experimental methods, the normal adhesion force between specimens and clay under different non-smooth surface morphologies, sizes, and contact time states is measured to study the anti-adhesion performance of non-smooth surface unit structure, providing a certain foundation for the research of PDC drill bit mud pocket prevention and control.

2. Materials and Methods

There are two types of surfaces for living organisms: non-smooth and smooth. From a biomimetic perspective, the adaptability of biological surfaces to the natural environment is the best result obtained through long-term natural selection in the natural environment [4,18]. For example, a biomimetic plow mimics the non-smooth surface of animal dots and pits in the soil, using the back plate of the beetle’s chest as a template, as shown in Figure 1. A non-smooth surface with circular pits can change the direction of force at the front end of the soil, generate normal micro vibrations, reduce tangential adhesion force, reduce water film tension, and exhibit excellent non-clay properties in practical applications, greatly reducing resistance on the plow wall and improving the lifespan of the plow [19,20].
The non-smooth surface shapes of organisms include grooves, pits, protrusions, wavy plates, and scales [21,22]. The complete system related to biomimetics in drilling has not yet been formed, and the application of biomimetics to the field of drilling is still in the exploratory stage. This article mainly focuses on the study of the non-smooth surface morphology of PDC drill bits for the prevention and control of bit balling [23,24,25]. Taking several typical animal body surfaces on land and in the sea as examples, we analyze their non-smooth surface morphology and size. Table 1 shows several typical non-smooth surfaces with anti-adhesion properties.
The non-smooth surface morphology design of PDC drill bits should be based on objective conditions, such as the strength and hardness of the drill bit material itself, the difference between the strength and hardness of the biological prototype material, and the difficulty of industrial processing, combined with the size [26], shape [27], and density of the biological prototype [28,29,30]. Therefore, the design principle of the non-smooth surface unit structure is that the shape and size of the specimen are close to or similar to the biological prototype specimen, and the distribution is uniform [31,32,33]. All specimens have a uniform outer dimension, with a diameter of 80 mm and a height of 12 mm. At present, mechanical processing is difficult to meet the requirements at the micrometer level. Considering the process parameters of the PDC drill bit body, mechanical processing conditions, and the morphological similarity of protrusions, grooves, and pits, the structural parameters of the non-smooth surface unit body are finally selected, as shown in Table 2.
According to the parameters of the specimens in Table 2, a total of 10 specimens were processed, and the actual objects are shown in Figure 2.

3. Results

3.1. Experimental Bench

The experimental bench includes a clay container, a structural fixing bench, a tension sensor, and a tension display instrument [34,35]. Its main function is to measure the adhesion force between the specimen and the clay. To reduce the influence of boundary effects, it is required that the area of the clay container be more than 10 times the plane area of the specimen [36]. To ensure consistency in the depth of the specimen sinking into the clay during the experiment, a certain length of the support rod is fixed in the center of the clay container to support the specimen, preventing it from sinking too deep and avoiding excessive adhesion of clay to the periphery of the specimen, which may affect the experimental results. The structural fixing platform requires the platform to be fixed together with the clay container, ensuring that the suspension point of the tension sensor is on the same vertical line as the center of the container [37,38,39]. At the same time, the platform must have a certain strength and height to ensure the strength and space for the tension sensor to be lifted up and down. The tension sensor and tension display instrument should be sensitive enough to accurately record the maximum tension generated during the measurement process, including the maximum adhesion force between the specimen and clay [40]. The schematic diagram and physical object of the experimental bench design are shown in Figure 3.
During the experiment, fix the bench on a horizontal plane. The tension sensor has the function of storing peak values. The platform and tension sensor are used together to ensure that the normal tension is always present [41,42,43]. To restore the mud environment of downhole drill bits, the container should have the function of holding saturated clay. Through this experimental platform, different normal adhesion forces can be measured.

3.2. Anti-Adhesion Experiment

According to the parameters in Table 2, non-smooth surface unit structures of different sizes and shapes are uniformly distributed on the surface of the formed 45# steel metal specimens. Contact different specimens with saturated clay, measure the adhesion force between specimens and clay under different contact time states, and then analyze the influence of the morphology, size, and contact time with clay of biomimetic non-smooth surface units on the adhesion force [44,45,46]. To ensure the accuracy of the experiment, the clay was air dried, ground, and then placed separately in a container. The composition of clay is shown in Table 3. To simulate the working state of the downhole drill bit and saturate the clay, let it stand for 72 h to ensure uniform contact between water and soil particles. Put the processed saturated clay into a container and compact the surface of the clay to make it smooth. Adjust the tension sensor to ensure a good fit with the platform, connect the tension sensor to the specimen, and lift the specimen to a certain height above the clay using the tension sensor [47,48,49]. When lowering, ensure that the contact surface between the specimen and the clay is a horizontal plane so that the measurement result is the normal adhesion force between the clay and the specimen interface. The displacement speed is controlled to increase to 0.005 m/s, and the displacement speed is lowered to 0.01 m/s. The contact time between each specimen and clay is 20 min, 40 min, 1 h, 1.5 h, 2 h, 2.5 h, 3 h, 3.5 h, 4 h, 4.5 h, 5 h, 5.5 h, 6 h, 6.5 h, 7 h, 7.5 h, 8 h, 8.5 h, 9 h, 9.5 h, 10 h, 10.5 h, 11 h, 11.5 h, and 12 h.
Under identical experimental steps and conditions, 10 specimens were tested sequentially. First, perform the lowering action to ensure that the load is applied without damaging the saturated clay. The specimen is in horizontal contact with the central support rod of the container under its own gravity [49]. Conduct the experiment according to the set contact time. Once the set contact time is reached, immediately perform the lifting action, paying attention to maintaining a slow and constant speed [50,51]. After the instrument completes the lifting action, read the tension F between the specimen and the clay from the tension display and calculate the adhesion force through the equation P = F/A, where A denotes the projected area of the specimen in the vertical direction of the applied tensile force. Each specimen needs to be measured at different contact times; so, for each measurement, the specimen needs to be wiped clean, sun dried, and the saturated clay needs to be re-leveled [52,53,54]. Measure the normal adhesion force between specimens and clay under different non-smooth surface morphologies, sizes, and contact times. To reduce errors, three experiments were conducted at each contact time, and the average value was taken as the normal adhesion force experiment value for that contact time.

4. Analysis

The factors affecting the adhesion of biomimetic non-smooth surface specimens include the morphology, size, and contact time with clay of the non-smooth surface unit [55,56,57]. Select non-smooth surface specimens as the research object, test the normal adhesion force of non-smooth surface specimens under different shapes, sizes, and contact times, and analyze the effect of three factors on the normal adhesion force at the interface between clay and specimens [58]. The experimental results are shown in Figure 4, Figure 5 and Figure 6.
To increase contrast, the normal adhesion force of smooth surface specimens was tested. By comparing the normal adhesion forces of the 12 h specimens in Table 4, the normal adhesion forces of the circular groove specimen, square convex specimen, and circular concave specimen are generally smaller than those of the smooth plane specimen, indicating that the three non-smooth surface unit structures established through biomimetic analysis have anti-adhesion functions [59,60].
(1)
The influence of the morphology of non-smooth surface unit structures on adhesion performance is compared. The adhesion force generated by three types of non-smooth surface unit structures is the smallest in the normal direction for small dot pit specimens and the largest in the normal direction for big square raised specimens [61]. Therefore, it can be concluded that the anti-adhesion effect of the three types of non-smooth surface unit structures is the best for small dot pit specimens, while the anti-adhesion effect is the worst for big square raised specimens.
(2)
The influence of non-smooth surface unit size on adhesion performance is examined. The normal adhesion force generated by three types of non-smooth surface unit structures increases with the increase in unit size, and the smaller the unit structure size, the closer it is to the surface size of the organism, and the better the anti-adhesion effect. Under the allowable processing conditions and material properties, the structural dimensions of non-smooth surface units should be as close as possible to the surface dimensions of the organism.
(3)
The influence of contact time between specimens and clay on adhesion performance is examined. The normal adhesion force between specimens and clay in three types of non-smooth surface unit structure specimens increases with increasing contact time. When the contact time reaches the critical contact time, as shown in Table 5, the adhesion force tends to stabilize. The critical contact time of smooth surface specimens is 9 h, and the adhesion force is 540 Pa. All non-smooth surface specimens did not reach this adhesion force value during the test contact time, further verifying that non-smooth surfaces have anti-adhesion performance.

5. Conclusions

This article conducted research on the prevention and control of PDC drill bit mud bags based on non-smooth surfaces. Through experiments, it was preliminarily verified that the application of non-smooth surfaces, such as circular dots and pits, to the surface design of PDC drill bits has anti-adhesion properties. This study did not consider the influence of complex underground environments, such as cutting teeth and nozzles. Further in-depth research will be conducted, and the research results will open up new research directions for the prevention and control of PDC drill bit mud bags. The specific conclusions obtained are as follows:
(1)
In response to the problem of bit balling easily formed by PDC drill bits during drilling in muddy formations, the non-smooth surface morphology in biomimetics is applied to the surface structure design of PDC drill bits. The morphology, size, and arrangement of the non-smooth surface unit units of living organisms are analyzed, and a non-smooth surface unit structure specimen with a certain anti-adhesion function is designed.
(2)
Design an experimental bench and use indoor experimental methods to test the normal adhesion force of non-smooth surface specimens under different morphologies, sizes, and contact times. The normal adhesion force with a contact time of 12 h is as follows: 340 Pa of big square raised, 250 Pa of middle square raised, 190 Pa of small square raised, 315 Pa of big circular groove, 280 Pa of middle circular groove, 200 Pa of small circular groove, 225 Pa of big dot pit, 205 Pa of middle dot pit, and 130 Pa of small dot pit. Compared with the normal adhesion force of 550 Pa for smooth surface specimens with a contact time of 12 h, the anti-adhesion properties of the three non-smooth surface unit structure specimens designed in this paper were verified to have anti-adhesion properties.
(3)
Analyze the influence of three factors: non-smooth surface morphology, size, and contact time with clay on the magnitude of adhesion force. At the critical contact time when the adhesion force tends to stabilize, the adhesion forces of different specimens are as follows: 330 Pa of big square raised, 237.5 Pa of middle square raised, 175 Pa of small square raised, 290 Pa of big circular groove, 250 Pa of middle circular groove, 160 Pa of small circular groove, 210 Pa of big dot pit, 185 Pa of middle dot pit, and 115 Pa of small dot pit. The results show that the anti-adhesion effect of small dot pit structures is the best, while the anti-adhesion effect of big square raised structures is the worst. The smaller the size of the unit structure, the closer it is to the surface size of the organism, and the shorter the contact time with clay, the better the anti-adhesion effect.

Author Contributions

Conceptualization, M.C. and Q.L.; methodology, M.C.; software, M.C.; validation, M.C. and Q.L.; formal analysis, Q.L.; investigation, M.C.; resources, M.C.; data curation, M.C.; writing—original draft preparation, M.C.; writing—review and editing, M.C.; visualization, M.C.; supervision, M.C.; project administration, M.C.; funding acquisition, Q.L. All authors have read and agreed to the published version of the manuscript.

Funding

The current paper was sponsored by the National Key R&D Program Project (Government Key Special Project) (2021YFE0111400), the Key Research Platform Fund Special Project of National Engineering Laboratory for Marine Geophysical Exploration and Exploration Equipment (20CX02319A), and the Ministry of Education Industry University Cooperation Collaborative Education Project (220506517103435).

Data Availability Statement

The original contributions presented in this study are included in the article. Further inquiries can be directed to the corresponding authors.

Acknowledgments

The authors would like to express their deep gratitude for the invaluable support of these institutions. Likewise, the authors express their appreciation for the comments of the anonymous reviewers and the editor, who have considerably improved this article.

Conflicts of Interest

Author Chen Ming was employed by the Drilling Technology Research Institute. The remaining authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

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Processes 13 01464 g001
Figure 1. Biomimetic plow using the dung beetle’s front chest back plate as a template.
Figure 1. Biomimetic plow using the dung beetle’s front chest back plate as a template.
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Figure 2. Physical object of the experimental specimen.
Figure 2. Physical object of the experimental specimen.
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Figure 3. Experimental bench design diagram and physical object.
Figure 3. Experimental bench design diagram and physical object.
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Figure 4. Adhesion force of the square raised specimens.
Figure 4. Adhesion force of the square raised specimens.
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Figure 5. Adhesion force of the circular groove specimens.
Figure 5. Adhesion force of the circular groove specimens.
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Figure 6. Adhesion force of the dot pit specimens.
Figure 6. Adhesion force of the dot pit specimens.
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Table 1. Typical anti-adhesion properties of non-smooth surfaces.
Table 1. Typical anti-adhesion properties of non-smooth surfaces.
Biological NameConch with Convex PlateToothOystersDung Beetle Chest and Back PlateTurbo CornulusSpiny Snail
Surface morphologyProtrusionProtrusionPitPitUnevennessGroove
Distribution statusApproximately sphericalUniformly distributedRandomly
distributed		Uniformly distributedRandomly distributedUniformly distributed
Table 2. Structural parameters of non-smooth surface specimens.
Table 2. Structural parameters of non-smooth surface specimens.
MorphologySpecimen NameUnit Structure Dimensions/mm
Square RaisedSmall Square Raised (SSR)Side length 1, height 0.5, spacing 1
Middle Square Raised (MSR)Side length 2, height 1, spacing 2
Big Square Raised (BSR)Side length 3, height 1.5, spacing 3
Circular GrooveSmall Circular Groove (SCG)Slot depth 0.5, width 1, spacing 1
Middle Circular Groove (MCG)Slot depth 1, width 2, spacing 2
Big Circular Groove (BCG)Slot depth 1.5, width 3, spacing 3
Dot PitSmall Dot Pit (SDP)Diameter 1, depth 0.5, spacing 1
Middle Dot Pit (MDP)Diameter 2, depth 1, spacing 2
Big Dot Pit (BDP)Diameter 3, depth 1.5, spacing 3
Smoothness SurfaceSS/
Table 3. Composition of clay.
Table 3. Composition of clay.
CompositionQuartzCalcitePyriteKaoliniteMontmorilloniteIlliteOthers
Content (%)9.391.550.836.5234.3117.130.3
Table 4. Normal adhesion force with a contact time of 12 h.
Table 4. Normal adhesion force with a contact time of 12 h.
Specimen NameBSRMSRSMRBCGMCGSCGBDPMDPSDP
Normal adhesion force/Pa340250190315280200225205130
Table 5. Critical contact time for the adhesion force to stabilize.
Table 5. Critical contact time for the adhesion force to stabilize.
Specimen NameBSRMSRSMRBCGMCGSCGBDPMDPSDP
Critical time6 h5.5 h5 h5 h4.5 h4 h4 h3.5 h3 h
Adhesion force/Pa330237.5175290250160210185115
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Chen, M.; Li, Q. An Experimental Study on Mud Adhesion Performance of a PDC Drill Bit Based on a Biomimetic Non-Smooth Surface. Processes 2025, 13, 1464. https://doi.org/10.3390/pr13051464

AMA Style

Chen M, Li Q. An Experimental Study on Mud Adhesion Performance of a PDC Drill Bit Based on a Biomimetic Non-Smooth Surface. Processes. 2025; 13(5):1464. https://doi.org/10.3390/pr13051464

Chicago/Turabian Style

Chen, Ming, and Qingchao Li. 2025. "An Experimental Study on Mud Adhesion Performance of a PDC Drill Bit Based on a Biomimetic Non-Smooth Surface" Processes 13, no. 5: 1464. https://doi.org/10.3390/pr13051464

APA Style

Chen, M., & Li, Q. (2025). An Experimental Study on Mud Adhesion Performance of a PDC Drill Bit Based on a Biomimetic Non-Smooth Surface. Processes, 13(5), 1464. https://doi.org/10.3390/pr13051464

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