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Foundations for a Geological Career
What do I need to know after graduation
14 - 16 August 2019
Glenhove Conference Centre
FOUNDATIONS FOR A GEOLOGICAL CAREER
14-16 August 2019
Day 1 (14 August 2019) Glenhove Conference Centre
7:00 7:45 Registration
7:45 8:00 Welcome & Introduction Sifiso Siwela GSSA President
8:00 8:30
State of Geology in SA and outlook for the
future
Bill McKechnie Snowden Consulting
8:30 9:30 Professionalism in the Geosciences Tania Marshall GSSA
9:30 10:00 Statutory Registration (SACNASP) Sarah van Aardt SACNASP
10:00 10:30 Tea
10:30 11:30 Compiling your CV
Briony Liber
Briony Liber Coaching
and Consulting11:30 12:30 Cracking that interview
12:30 13:15 Lunch
13:15 14:15 SAMCODES Steven Rupprecht SSC Chairperson
14:15 14:45
The role of geoscientists in a large mining
company
Pete Roberts Anglo American Corp
14:45 15:15
The role of geoscientists in a junior
exploration company
James Campbell Botswana Diamonds
15:15 15:30 Tea
15:30 16:00
The role of geoscientists in a consulting
company
Sifiso Siwela Deloitte
16:00 16:30
The role of geoscientists at the Council for
Geosciences
David Khoza CGS
16:30 17:00 Panel Discussion / Q&A Session
Tania Marshall (& panellists: Pete Roberts, James
Campbell, Sifiso Siwela & David Khoza)
17:00 Networking
Day 2 (15 August 2019) Glenhove Conference Centre
7:00 8:00 Registration
8:00 9:00 Writing as thinking Pamela Nichols Wits Writing Centre
9:00 10:00 Time management; Mari Laas Career Counsel
10:00 10:30 Tea
10:30 11:30
What geologists need to know; about ….
South African Mining Law, the MPRDA and
the Mining Charter
Lloyd Christie ENSAfrica
11:30 12:30
What geologists need to know; about ….
Mining (Surface & Underground) and MHS
Alex Holder Petra Diamonds
12:30 13:00
What geologists need to know; about ….
Minerals Processing & Metallurgy
Jeremy Clarke PPM
13:00 13:45 Lunch
13:45 14:15
What geologists need to know; about ….
Survey
Leon Koorsse
Institute of Mine
Surveyors of South Africa
(IMSSA)
14:15 14:45
What geologists need to know; about ….
Environmental, Social & Governance (ESG)
Issues
Anneli Botha Independent Consulting
14:45 15:15
What geologists need to know; about ….
Remote Sensing/GIS
Prevlan Chetty
Digby Wells
Environmental
15:15 15:30 Tea
15:30 16:30
What geologists need to know; about ….
Engineering Geology & Hydrogeology
Matthys Dippenaar University of Pretoria
16:30 17:00
The Marketability of the Modern
Mineralogist
Igor Tonžetić MINSA
17:00 Networking
Day 3 (16 August 2019) Glenhove Conference Centre
8:00 10:00
What geologists need to know; about ….
Drilling
Colin Rice
Colin Rice Exploration &
Training
10:00 10:30 Tea
10:30 12:30 Structural Logging
Colin Rice
Kevin Peyper
Masibulele Zintwana
Colin Rice Exploration &
Training
Reflex
Kumba Iron Ore
12:30 13:30 Lunch
13:30 16:30 Borehole logging Rod Tucker Lone Tree Exploration
Speaker CV’s
Sifiso Siwela
Sifiso Siwela is a Manager at Deloitte Technical Mining Advisory and specialises in exploration strategy
design, mineral project valuations, Mineral Resource estimation and reviews as well as due diligence
reviews. He has some 15 years’ consulting experience in various commodities including base metals,
precious metals, precious stones and industrial minerals. He has conducted work in various countries
including those in southern, west and east Africa, as well as Saudi Arabia, Turkey and Afghanistan. He is
the current President of the Geological Society of South Africa and is the GSSA representative on the
SAMCODES Standards Committee.
Bill McKechnie
Bill is the Regional Manager and a Director of Snowden Mining industry Consultants based in
Johannesburg and responsible for the Company’s business throughout Europe, the Middle East and
Africa. He is an exploration geologist with 44 years’ experience in the mining business, including 10 years
with Snowden and 32 years with Anglo American and De Beers which includes eight years as head of De
Beers global exploration activities. Bill was directly involved in the discovery and development of four
new diamond mines in southern Africa. He is a registered Professional with SACNASP, a Fellow of the
GSSA and a member of the SAIMM.
Tania Marshall
Tania R Marshall has been involved in the alluvial/marine diamond and precious stone exploration and
mining industry since 1985 and has worked in many countries throughout Africa, both as an operator
and as a consultant. She is a Fellow of the GSSA, a Member of the SAIMM, a life Member of the GSAf
and is registered with SACNASP. In addition, she is an active member of both the SAMREC and SAMVAL
Committees, chairs the SAMREC Diamond Working Group and is the immediate past-Chairperson of the
SAMCODE Standards Committee (SSC) as well as the Vice-President (Professional Affairs) of the GSSA.
Sarah van Aardt
Operations Manager at SACNASP previously Customer Service Director for INTEL UK. She has an
honours degree in Economics, an Editing diploma from University of Pretoria and a Science
Communication qualification from Stellenbosch University.
Briony Liber
Briony has had a few changes in career direction in her life moving from town and regional planning,
into environmental management in the mining industry, to road construction, back to mining and now
into career development and leadership coaching. One of the reasons for her latest career pivot was
her observation of young professionals’ struggle to advocate for themselves. Over the last three years
she has built a business around helping professionals in the mining industry manage themselves and
their careers as a business. Part of that includes helping people tell their career story through their CV
and LinkedIn profiles in a way that not only connects with human beings, but also passes the application
tracking systems (in other words AI). She is here today to take us through some of the basics of writing
a good CV and preparing for interviews.
Steven Rupprecht
Steven is a Mining Engineer with +32 years mining experience in various mining companies,
consultancies and, most recently, as a professor at the University of Johannesburg. Steven is a Fellow
of the South African Institute of Mining and Metallurgy (SAIMM), a member of the SAIMM Council,
member of the SAIMM Technical Programme Committee, member of the SAIMM Diversity and Inclusion
Committee, and observer on the SAIMM Young Professional Council. Steven has been Vice Chairperson
of the SAMREC working group since 2012 and is currently the Chair of the SAMCODES Standards
Committee.
Pete Roberts
Wits graduate from the previous century. Over 30 years industry experience: research, exploration
(greenfields to incline shaft development), production and management across various commodities
(base metals, oil and gas, diamonds, gold and coal). Amongst other things, currently responsible for the
Professional-in-Training programme at Anglo American Coal SA.
James Campbell
James Campbell has spent over 30-years in the diamond industry in a variety of leadership roles both in
major and junior companies. He is currently Managing Director of Botswana Diamonds plc and also a
Non-Executive Director of Shefa Gems ATM. Previously he held leadership roles at Rockwell Diamonds,
Stellar Diamonds, Lucara Diamond, African Diamonds, West African Diamonds and De Beers where he
spent over 20-years with notable appointments including General Manager Exploration and Nicky
Oppenheimer's Personal Assistant. James is also Chairman of the leadership development Non-Profit
Organisation Common Purpose SA. James holds a degree in Mining & Exploration Geology from the
Royal School of Mines (Imperial College, London) and an MBA with distinction from Durham University.
James is a Fellow of the IOM3, SAIMM and IODSA. He is also a C.Eng (UK), C.Sci (UK) and Pr.Sci.Nat.
David Khoza
David Khoza is geophysicist who’s worked in minerals exploration, mining and geoscience research.
After completing university, David joined BHP Billiton’s mineral exploration division, conducting
geophysical surveys primarily in Africa. David took a break and then back into academia to complete his
PhD, which focussed on understanding the tectonic evolution of the Southern African lithosphere using
magnetotelluric data. Following that, he joined Anglo American’s Technical Solution department
supporting several business units in mining, green and brownfield exploration and research efforts
within Anglo American. He then joined SPECTREM AIR, primarily focused on airborne data processing,
modelling, interpretation and research. He holds a BSc (Geology and Physics), BSc Honours (Geophysics)
and a PhD (Geophysics) from the University of the Witwatersrand, specialising in EM methods. David
Khoza is currently the Executive Manager: Applied Geoscience, at the Council for Geoscience
Pamela Nichols
Pamela Nichols came to South Africa in 1995, originally to the WITS English Department. Nichols helped
to found and has been since 1998 the Director of Wits Writing Centre. Since its inception the WWC has
produced 17 award winning fiction writers and part-organised 6 literary festivals as well as promoting
successful academic writing and writing intensive teaching. Nichols took her first degree at Sussex
University, taught and studied at the American University of Beirut, completed a teaching degree at the
Institute of Education in London, before attending New York University where she completed a
doctorate in Comparative Literature guided by the work of, and personal engagement with, Edward
Said. Her recent published work focuses on writing centres, writing intensive teaching, writing
programmes, new African writing, and on strategies to enhance democracy through the development
of citizen scholars.
Mari Laas
Mari is a devoted trainer - She has been in Training for nearly 30 years. She has two Magister degrees
in Education and Functional Therapy and has a Doctorate in Education – Program Development. She
runs a private practise for 15 years where she does Career counselling. She is married to a pastor and
has two children and stays in Pretoria. Mari enjoys soft skills training and has developed several course
whiles being at the University as well as Training manager at Lanseria International Airport. Skills
upliftment is her passion.
Lloyd Christie
Lloyd Christie is a director at ENSafrica and Head of the Natural Resources and Environment
Department. He specialises in natural resources law. He has been recognised as a leading lawyer by the
following reputable rating agencies: Chambers and Partners Global Guide to the World’s Leading Layers;
The International Who’s Who of Mining Lawyers; and The Legal 500 Guide to Outstanding Lawyers.
Alex Holder
Alex is a mining engineer with a degree from UP. He started working life as a graduate student working
for De Beers. After completing his studies, he received his introduction to mining on the Kimberley,
Finsch and Koffiefontein operations to the level of Section Manager. In 2001 he joined the 1st C-Cut
Study at Cullinan as a Senior Mining Engineer. When the project was halted, he was transferred to
Venetia, where he was involved with systems, planning and production. Alex consulted for Petra in the
Koffiefontein Mine acquisition, before joining them as a Mine Manager where he re-opened the
Koffiefontein mine. He was also involved in technical assessment of new acquisitions including
Kimberley Underground, Cullinan, Williamson and Finsch from De Beers. As Group Technical Services
Manager for Petra, Alex’s role includes Governance on Planning, LOM Planning, Production Information
systems, Technical assessments and Feasibility studies.
Jeremy Clarke
Jeremy Clarke started his career in the mining industry with the Anglo-American Corporation group of
companies as a trainee metallurgist. He spent twenty years with the company gaining experience in
gold, uranium, copper, and diamonds and rose to the position of Consulting Metallurgist for De Beers.
He left De Beers to start his own mining companies and successfully started four new ventures in the
gold, diamonds, copper and emerald industries which were all subsequently listed on the TSE and AIM
exchanges. In 1999 Jeremy founded Metcon, a metallurgical consulting business that concentrated
mainly in the diamond mining arena and eventually merged with Paradigm Project Management (Pty)
Ltd (PPM) in 2008, where he is now a Director and owner.
Leon Koorsse
Leon Koorsse is currently Group Surveyor for Sibanye-Stillwater Marikana Operations where he is
Responsible for all Survey and Draughting functions as well as for Mine Technical Services Systems. He
has been involved in the Survey and Mining Technical Services and Mining Projects Environment for
more than 30 years. He has a National Higher Diploma Mine Surveying, Graduate Diploma Engineering
– Mining and Mine Surveyors Certificate of Competency and is registered with the Institute of Mine
Surveyors of South African.
Anneli Botha
Anneli holds a BSc in Geology and Geography and a Hons in Environmental Management. She has 19
years’ experience mainly in the mining industry assisting clients around the world to develop, implement
and improve their occupational health, safety, environmental management, community and corporate
governance management systems and practices. She has worked in 25 countries across the globe and
her passion is to make a difference to people and the environment wherever she goes.
Prevlan Chetty
Prevlan is a GIS and Remote Sensing Specialist with 9 years of experience across a variety of geospatial
platforms that includes cartographic, remote sensing and various geospatial reporting applications.
Prevlan graduated from UJ with a BSc in Geology and Geography. Prevlan is currently enrolled for his
MSc in Geography with a Remote Sensing application theme. Prevlan currently works for Digby Wells
Environmental, as a GIS & Remote Sensing Specialist. Prevlan is also currently registered with SACNASP.
In addition to this, Prevlan is an ambassador for GIS through the Geographical Information Society of
South Africa (GISSA) where he heads up the education portfolio which aims to expose students and
industry role-players to GIS & Remote Sensing.
Matthys Dippenaar
Matthys Dippenaar holds an MSc in Engineering Geology and PhD in Hydrogeology from the University
of Pretoria. He is presently a senior lecturer there, teaching in these fields while working on his research
focus of variable water saturation and its impacts on engineering infrastructure. He is the present
national chair of the Ground Water Division and a member of the Institute for Engineering Geologists
and the GSSA.
Igor Zeljko Tonžetić
Igor currently works as a senior lecturer in the Metallurgical Department of the University of Pretoria
whilst furthering his postgraduate studies. Previously, he has been the principal consulting mineralogist
for companies in Australia and South Africa. His specialities involve the operation of semi-automated
instrumentation. He has also variously worked as a consulting technical specialist in Brazil, India,
England, South Africa and New Zealand. He is currently a fellow of the GSSA, the Chair of the
Mineralogical Association of South Africa (MINSA), a visiting researcher at the University of the
Witwatersrand and a member of the SAIMM.
Colin Rice
He was a founder partner in SA Mud Services (Pty) Ltd and he was Managing Director of Professional
Diamond Drilling Equipment (Pty) Ltd for eleven years when the company was acquired by Atlas Copco
AB. In 1995, Colin and his business partner launched Borehole Survey (Pty) Ltd and imported the very
first electronic borehole survey tools into the country. Colin Rice established Colin Rice Exploration and
Training in September 2009 with the purpose of offering consulting and training services to the
exploration drilling industry – was responsible for setting up the National Diploma, Drilling Practice
Course at Technikon SA. He has been delivering drilling and exploration related courses at a number of
institutions and in a number of other Southern African countries for the past twenty years. Colin is the
Chairman of the newly launched Drilling Industry Certification Authority of South Africa (DICASA) and
President of the Borehole Water Association of Southern Africa.
Rod Tucker
Rodney Tucker graduated from Wits University in 1970 with a BSc (Eng) degree in Mining Geology. In
1980 he completed an MSc on the Sedimentology and Mineralogy of the Composite Reef on
Randfontein Estate Gold Mine. Rod is a Registered Professional Natural Scientist and a Fellow of the
GSSA. He served as President of the GSSA in 1997. He is also a Fellow of the SAIMM and Society for
Economic Geology. He was the Africa Representative of the IAS (International Association of
Sedimentologists) and a Member of the SEPM. His career has spanned 50 years, working for JCI and the
Anglovaal Group. After an early “retirement” he joined Snowden Mining Consultants as Divisional
Manager Exploration and was General Manager for Africa in his last year there. As Group Sedimentogist
and Exploration Manager in the Anglovaal Group, he was an originator of the SABLE borehole logging
system and has resented several courses on a “Paradigm Shift in Borehole Logging in Exploration”.
Foundations for a Geological Career 8/16/2019
Geological Society of South Africa 1
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What geologists need to know about drilling? 
Foundations for a Geological Career
14 – 16 August
Glenhove Conferencing
What geologist need to know about drilling 2 © Colin Rice Exploration and Training (Pty) Ltd     
What geologists need to know about drilling
• All geological information has its’ foundation in the examination and analysis of rocks.
• Rock samples at depth can only be obtained by drilling boreholes in the Earth’s surface.
• Therefore, an understanding of “drilling” is central to the core competence of a geologist. 
(pardon the pun !!!)
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What geologist need to know about drilling 3 © Colin Rice Exploration and Training (Pty) Ltd     
What geologists need to know about drilling
• Rock samples can be obtained using several different drilling methods and techniques.
• Rock samples can be either chip samples or core samples.
What geologist need to know about drilling 4 © Colin Rice Exploration and Training (Pty) Ltd     
What geologists need to know about drilling
• The selection of drilling method will depend primarily upon the stage of the project and the 
sampling requirements.
• In early stage projects chip samples will suffice but in late stage projects a core sample will be 
necessary.
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What geologist need to know about drilling 5 © Colin Rice Exploration and Training (Pty) Ltd     
The purpose of a exploration drilling operation
“the purpose of an exploration borehole is to obtain a representative sample of 
the formation as safely and efficiently as possible”. 
• If the sample is a core sample, then the sample (core) must be  totally representative of the composition 
and structure of the formation. 
• However, we often encounter fractured core, ground core or core losses that reduce the quality and 
value of the sample. 
• These issues multiply many times when we use a drilling method that produces a chip sample instead of 
a core sample. 
• can lose part of the sample through poor drilling practices, 
• can lose sample through inefficient splitting or,
• through poor sample bagging procedures.
What geologist need to know about drilling 6 © Colin Rice Exploration and Training (Pty) Ltd     
What a geologist needs to know about drilling
Drilling is an incredibly complex operation involving high powered machinery operated in 
challenging environments requiring a great deal of manual handling of heavy equipment.
The geologist needs to have a detailed knowledge and understanding of many different aspects of 
drilling.
1. Different methods of drilling
2. Factors that can affect the representivity and quality of samples 
3. Safety aspects of drilling
4. Legal responsibilities and legal liability
5. Factors that can affect the cost of drilling
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What geologist need to know about drilling 7 © Colin Rice Exploration and Training (Pty) Ltd     
You need to know about……
1. Different methods of drilling
2. Factors that can affect the representivity and quality of samples 
3. Safety aspects of drilling
4. Legal responsibilities and liability
5. Factors that can affect the cost of drilling
TECHNICAL ASPECTS
SAFETY ASPECTS
ECONOMIC ASPECTS
Edit Master text styles
What geologists need to know about drilling? 
Technical aspects of drilling
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What geologist need to know about drilling 9 © Colin Rice Exploration and Training (Pty) Ltd     
Technical aspects of drilling
• The components  of a rock drilling operation
• The features common to all rock drilling operations
• Rock breaking mechanisms
• A classification of drilling methods
• Diamond core drilling
• Dual‐tube reverse circulation drilling
What geologist need to know about drilling 10 © Colin Rice Exploration and Training (Pty) Ltd     
Components of a rock drilling operation
• All drilling operations involve a drill bit that is 
connected to a series of drill rods – called the 
drillstring.
• All drill rods are tubular with pin and box (male and 
female) threaded ends to allow them to be 
connected together.
• The function of the drill bit is to fragment the rock 
being drilled and the function of the drillstring is to 
convey rotation and thrust forces to the bit.
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What geologist need to know about drilling 11 © Colin Rice Exploration and Training (Pty) Ltd     
Components of a rock drilling operation
• In every drilling operation, the drillstring is connected to 
the drilling machine, the drill bit is put in contact with the 
formation and then rotated. 
• While the drill bit is rotated, a downward force is 
simultaneously applied to the drill bit and the 
combination of rotation and down force causes 
fragmentation (failure) of the rock and advance of the 
drill bit into the formation. 
Rotation
Bit thrust
What geologist need to know about drilling 12 © Colin Rice Exploration and Training (Pty) Ltd     
Components of a rock drilling operation
• As the drill bit fragments the rock, cuttings (pieces of rock) are 
created that have to be removed from the borehole.
• This is done by pumping a flushing medium (normally water 
or air) downwards through the drillstring, across the face of 
the drill bit and back up the annulus to surface. 
• As the flushing medium flows upwards through the annulus, it 
carries the drilled cuttings to surface.
The annulus is the space between the borehole wall and the drill rod
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What geologist need to know about drilling 13 © Colin Rice Exploration and Training (Pty) Ltd     
Components of a rock drilling operation
Each of the drill bits shown below use different types of cutting element to fragment rock. 
Bit Type of bit Cutting element
A Drag bit  Tungsten carbide inserts
B Diamond core bit Synthetic diamond
C Diamond core bit Natural diamond
D Tricone bit Tungsten carbide inserts
E
Drag bit Polycrystalline diamond 
compacts
Bits A, D and E are called “full‐face” bits and they 
will produce a chip or sludge sample while the 
diamond core bits, B and C produce a cylindrical 
core sample.
What geologist need to know about drilling 14 © Colin Rice Exploration and Training (Pty) Ltd     
The features common to all drilling operations
There are five features that are common to every drilling method or drilling technique:
1. Rotation of the drill bit
2. Load or weight on the drill bit
3. A bit weight control system
4. A hoisting system
5. A flushing system
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What geologist need to know about drilling 15 © Colin Rice Exploration and Training (Pty) Ltd     
1. Rotation of the drill bit
In every drilling method it is necessary that the drill bit is 
rotated ‐ and in all cases, the rotational energy is provided by 
the rotation head of the drilling machine.
Rotation
What geologist need to know about drilling 16 © Colin Rice Exploration and Training (Pty) Ltd     
1. Rotation of the drill bit
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What geologist need to know about drilling 17 © Colin Rice Exploration and Training (Pty) Ltd     
2. Weight (load) on the drill bit 
• Mere rotation of the drill bit will not allow the drill bit to 
fragment the rock and advance the borehole, it is essential 
also that sufficient load is placed on the drill bit to force 
the cutting elements against the rock being drilled. 
• The load (force) applied to the drill bit is called ”bit load” or 
”weight on bit” or “bit thrust” – all of these terms mean 
the same thing.
• The load necessary to make a drill bit cut rock depends 
upon many different factors but primarily it depends upon:
i. the type of drill bit that is being used and,
ii. the hardness of the formation being drilled
Bit thrust
Rotation
What geologist need to know about drilling 18 © Colin Rice Exploration and Training (Pty) Ltd     
2. Weight (load) on the drill bit 
• In every drilling operation, lengths of drill rod are added to the drillstring as the borehole 
deepens. 
• Since every piece of drill rod has mass (and therefore weight), the addition of drill rods to the 
drillstring results in an ever increasing weight on bit due entirely to the weight of the 
drillstring.
• When a borehole is shallow, the weight of the drillstring will supply only a part of the 
necessary bit thrust and so the drill rig will have to provide the rest of the required thrust by its 
hydraulic cylinders pushing down on the drill bit. 
• As the borehole deepens, the drillstring weight will increase and so will supply an increasing 
amount of the required bit load and the drill rig will have to supply less and less of the 
required bit load.
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3. Bit weight control system
• Different types of drill rig hold back excess rod weight in different ways ‐ this is called the bit 
weight control system and it is an extremely important feature of all drilling machines. 
• If formation conditions require a reduction in bit load and bit load is not reduced, then a host 
of problems can occur which can very seriously affect the efficiency of the operation and the 
integrity of the borehole.
• It is extremely important therefore that the drilling machine allows the Driller to alter the 
weight on bit as formation conditions change. 
What geologist need to know about drilling 20 © Colin Rice Exploration and Training (Pty) Ltd     
4. Hoisting system
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4. Hoisting system
• Drilling machines can hoist drill rods in two ways, depending upon the design of the drill rig:
i. with a hoist and wire rope or, 
ii. using the main hydraulic cylinder together with the rotation head of the drill rig. 
• Hoisting operations are extremely hazardous and time consuming and it is important that you 
have a good understanding of the different ways in which different types of drilling machine 
hoist drill rods. 
What geologist need to know about drilling 22 © Colin Rice Exploration and Training (Pty) Ltd     
5. Flushing system
• Drilling involves fragmenting rock and it is essential that the fragmented rock (drilled cutting) is 
removed from the borehole as efficiently as possible. 
• If the drilled cuttings are not removed from the borehole then a number of serious problems 
will occur ‐ hole cleaning is therefore the most important function of the drilling fluid system. 
• In drilling operations we use either water or air as a flushing medium – we call this the drilling 
fluid.
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5. Flushing system
What geologist need to know about drilling 24 © Colin Rice Exploration and Training (Pty) Ltd     
5. Flushing system
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5. Flushing system
• The heart of the flushing system is the circulation pump or the compressor, both of which 
must be able to deliver sufficient volume of fluid at adequate pressure to ensure efficient hole 
cleaning. 
• Based on my experience, I believe that most “in‐hole” problems are a direct consequence of 
inefficient hole cleaning and so, in this course, we devote a complete module to this important 
topic.
What geologist need to know about drilling 26 © Colin Rice Exploration and Training (Pty) Ltd     
The 5 features common to all drilling operations
• Rotation of the drill bit
• Thrust on the drill bit
• A bit weight control system
• A hoisting system
• A flushing system
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Rock breaking mechanisms
There are three distinct rock breaking mechanisms that we need to consider:
1. Crushing
2. Shearing
3. Abrading
What geologist need to know about drilling 28 © Colin Rice Exploration and Training (Pty) Ltd     
1. Crushing
• A tricone bit (also called a rock bit), makes hole by crushing rock. 
• Require very high load (typically 1,5 to 2 MT per centimetre of bit diameter) is applied to the 
bit and the cutting elements of the drill bit penetrate and literally crush the rock as the bit 
rotates.
• Require very low rotational speeds (typically 40 to 80 rpm) to cut efficiently.
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1. Crushing
What geologist need to know about drilling 30 © Colin Rice Exploration and Training (Pty) Ltd     
1. Crushing
• In a down‐hole hammer, high‐pressure compressed 
air is blown down the drillstring and as the air 
enters the hammer it causes the piston inside the 
hammer cylinder to reciprocate very rapidly. 
• Each time the piston moves downwards it strikes 
the top of the drill bit and transfers an energy wave 
through the drill bit into the rock. This energy 
causes the rock to fracture and fragment and so the 
bit is made to advance.
• The drilled chips or cuttings are then blown up the 
annulus to surface by the high pressure compressed 
air as it escapes upwards to surface.
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2. Shearing / cutting
• Drag bits break rock by a shearing action. The cutting 
elements used in these bits can be:
• tungsten carbide or,
• polycrystalline diamond compacts (PDC) 
• Cutting elements are relatively large with a sharp edge 
to maximise the rate of penetration. 
What geologist need to know about drilling 32 © Colin Rice Exploration and Training (Pty) Ltd     
2. Shearing / cutting
• Because drag bits shear rock rather than crush rock, they require much lower weight on bit 
than a tricone drill bit requires.
• Typically, a drag bit will require only 0,5 to 0,75 MT per centimetre of bit diameter to penetrate 
efficiently.
• Drag bits however require higher rotational speeds to cut than tricone drill bits require –
somewhere in the range of 100 – 250 rpm. 
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Relationship between rotational speed and rate of penetration 
for a drag bit
What geologist need to know about drilling 34 © Colin Rice Exploration and Training (Pty) Ltd     
3. Abrasion/Grinding
• Diamond core bits, for example, cut rock through this mechanism. 
• Diamond bits contain either synthetic or natural diamond as cutting elements – these cutting 
elements are very small and require very high rotational speed to make them abrade or grind 
away the rock.
Natural stone diamond bit
Natural diamonds Synthetic diamonds
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Summary
CRUSHING SHEARING ABRADING
LOW RPM
40‐100
MEDIUM RPM
100 ‐ 250
HIGH RPM
>1000
HIGH BIT WEIGHT MODERATE BIT WEIGHT LOW BIT WEIGHT
What geologist need to know about drilling 36 © Colin Rice Exploration and Training (Pty) Ltd     
Classification of drilling methods
PERCUSSION DRILLING 
METHOD
ROTARY DRILLING 
METHOD
ROTARY PERCUSSION 
DRILLING METHOD
Rock is broken through a purely 
percussive action
Rock is broken by rotation coupled 
with bit load
Rock is broken by a combination of 
percussion and rotation
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Drilling methods and drilling techniques
PERCUSSION DRILLING 
METHOD
CABLE TOOL
ROTARY DRILLING METHOD
FULL‐HOLE ROTARY
DIAMOND CORE 
DRILLING
ROTARY PERCUSSION 
DRILLING METHOD
TOP HOLE HAMMER
DOWN HOLE HAMMER
SONIC DRILLING
METHOD
What geologist need to know about drilling 38 © Colin Rice Exploration and Training (Pty) Ltd     
Drilling methods and drilling techniques
PERCUSSION DRILLING 
METHOD
CABLE TOOL
ROTARY DRILLING METHOD
FULL‐HOLE ROTARY
DIAMOND CORE 
DRILLING
ROTARY PERCUSSION 
DRILLING METHOD
TOP HOLE HAMMER
DOWN HOLE HAMMER
SONIC DRILLING
METHOD
Dual tube reverse circulation 
techniques
DRILLING TECHNIQUES
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Drilling methods
“the purpose of an exploration borehole is to obtain a representative sample of 
the formation as safely and efficiently as possible”. 
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Rotary drilling method
We can identify several different rotary drilling techniques but we will consider only two of these techniques:
1. Full‐hole rotary drilling and,
2. Diamond core drilling
PERCUSSION DRILLING 
METHOD
CABLE TOOL
ROTARY DRILLING METHOD
FULL‐HOLE ROTARY
DIAMOND CORE DRILLING
ROTARY PERCUSSION 
DRILLING METHOD
TOP HOLE HAMMER
DOWN HOLE HAMMER
SONIC DRILLING
METHOD
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Rotary drilling method – full‐hole rotary drilling
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Rotary drilling method – diamond core drilling
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Full‐hole rotary drilling – blasthole drilling
Rotary drill rigs drilling 305 mm blastholes in a surface 
mine. 
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Diamond core drilling
Diamond core drilling obtains a continuous cylindrical core sample from the entire length of the borehole 
and so diamond core drilling is extensively used in mineral exploration and geotechnical investigation 
projects.
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Diamond core drilling – general principles
• Bottom most part of the coring drillstring is the corebarrel that acts 
as the receptacle for the core as the drill bit advances into the rock. 
• Corebarrels vary in terms of their size, design and complexity.
• The capacity of a corebarrel is always a multiple of the length of the 
drill rods that are being used. 
• Drill rods are typically 3 meters or 6 meters in length and so 
corebarrels will have a capacity of 3 meters or 6 meters of core 
respectively. However, corebarrels of 1 meter or 1,5 meter lengths 
are also commonly used. 
Corebarrel
Drill rods
Diamond bit
Reaming shell
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Diamond core drilling – general principles
• With the drillstring “on bottom”, drilling will begin and as the bit 
advances the core “feeds” into the corebarrel. 
• Once the corebarrel is “full” it will be necessary to retrieve the 
corebarrel, remove the core and then reinsert the corebarrel so that 
the borehole can be further advanced.
• The borehole is therefore advanced in stages equal to the capacity 
of the corebarrel.
Corebarrel
Drill rods
Diamond bit
Reaming shell
The corebarrel is the most important component of the 
drillstring ‐ it determines the size of the core and, to a large 
extent, the quality of the core sample.
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Diamond core drilling – general principles
We are able to retrieve core from the borehole in 2 different ways:
1. using a conventional system,
2. using a wireline system and,
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1. Conventional core retrieval system
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2. Wireline core retrieval system
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Conventional corebarrels ‐ single‐tube corebarrel
• Simplest of all corebarrels and consists of a corebarrel 
head, an outer‐tube, a reaming shell and a drill bit. 
• The corebarrel head connects the outer tube to the drill 
rods and so will be threaded with the same thread as the 
thread on the conventional drill rods being used. 
Corebarrel head
Outer-tube
Reaming shell
Drill bit
Corelifter
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Conventional corebarrels ‐ single‐tube corebarrel
Single‐tube corebarrels are very simple and rugged but they have 
some significant disadvantages: 
1. Drilling fluid is pumped down the drillstring and as the drill 
fluid flows through the corebarrel it has to flow over the 
core to the drill bit. The core is therefore continuously 
exposed to the washing effect of the drilling fluid. If the 
core sample is at all friable then it will be eroded and a poor 
quality core sample will result. 
2. It is also important to note that as the corebarrel rotates, 
there will be a tendency for the core to also rotate and this 
can cause severe core grinding  and again, a poor quality 
core sample.
Drilling fluid flows
directly over the core as
it passes through the
corebarrel
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Conventional corebarrels ‐ double‐tube corebarrel
• Overcomes the problem of water washing and core grinding.
Corebarrel head
Outer-tube
Core cage
Corelifter
Inner--tube
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Conventional corebarrels ‐ double‐tube corebarrel
Drilling fluid flows through the 
drillstring and then through a series of 
holes drilled in the corebarrel head, 
and then downwards between the 
inner and outer‐tubes. 
As the borehole advances, the core 
feeds into the inner‐tube and so is 
protected from the washing of the 
drilling fluid.
Drilling fluid flows past the inside of 
the drill bit, across the face of the drill 
bit and then up the annulus to surface.
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Conventional corebarrels ‐ double‐tube corebarrel
The inner‐tube is connected to the 
corebarrel head via a set of bearings.
The bearings allow the inner‐tube to 
remain “stationary” while the outer‐
tube, reaming shell and drill bit are 
rotated by the drillstring.
These corebarrels are therefore called 
“stationary inner‐tube corebarrels”.
It is important that the bearings in the 
corebarrel head are properly lubricated 
and maintained.
If the bearings are not properly 
lubricated or if they are worn, the inner‐
tube will spin with the outer‐tube and 
core grinding can occur.
Since the inner‐tube is “stationary”, core 
quality and therefore core recovery will 
be significantly better than would be 
possible with a single‐tube corebarrel. 
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Conventional corebarrels ‐ triple‐tube corebarrel
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Conventional corebarrels ‐ triple‐tube corebarrel
Outer-tube
Plastic linerInner-tubeReaming shell
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Wireline corebarrels
• A wireline corebarrel is a 
double‐tube corebarrel and 
consists of an outer‐tube 
assembly and a retrievable 
inner‐tube assembly.
• As the drill bit advances, the 
core feeds into the inner‐
tube and when the inner‐
tube has been filled, the 
entire inner‐tube assembly 
is retrieved to surface 
through the drillstring. 
Outer‐tube assembly
Inner-tube
head
assembly
Inner-tube
Stop ring
Corelifter
Core cage
Locking coupling
Landing ring
Outer-tube
Stabiliser
Adaptor coupling
Inner‐tube assembly
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Wireline corebarrels
The outer‐tube assembly consists of 5 major components:
Locking coupling: this is the upper‐most component and it 
connects the drill rods to the outer‐tube assembly. The thread at 
the top of the locking coupling will be selected to match the 
thread of the wireline drill rods being used.
Adaptor coupling: connects the locking coupling to the outer‐
tube. The adaptor coupling is internally recessed to allow the 
inner‐tube be be latched into position.
Landing ring: the landing ring seats inside the upper thread of 
the outer ‐tube and acts as a seat for the inner‐tube.
Outer‐tube: thick walled tube to house the inner‐tube.
Stabiliser: fits inside the reaming shell and is designed to 
provide stability to the inner‐tube while drilling.
Outer‐tube assembly
Locking coupling
Landing ring
Outer-tube
Stabiliser
Adaptor coupling
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Wireline corebarrels
The inner‐tube assembly consists of 5 major 
components:
Inner‐tube head assembly: this provides a means of 
latching the inner‐tube into position in the outer‐tube 
so that the core can feed into the inner‐tube and it 
provides a means of releasing the latches when the 
inner‐tube assembly is retrieved to surface.
Inner‐tube: this is a thin walled steel tube into which 
the core feeds as the drill bit advances.
Corecage, corelifter and stop ring : the inside of the 
core cage is tapered – the outside of the corelifter is 
similarly tapered and grips and holds the core when 
the drillstring is lifted to break the core.
Inner-tube
head
assembly
Inner-tube
Stop ring
Corelifter
Core cage
Inner‐tube assembly
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Wireline corebarrels
Latches – when in position in the outer‐tube assembly, the latches open outwards into a recess in the 
adaptor coupling. The latches then rest against the underside of the locking coupling and this prevents the 
inner‐tube assembly from being pushed upwards into the drill rods while drilling.
Latches in the open and
latched position.
Note that the latches rest
against the underside of
the locking coupling .
Locking coupling
Adaptor coupling
Recess machined 
into the adaptor 
coupling
Inner-tube assembly
descending through the
drillstring. Note the latches
about to open into the
machined recess
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Wireline overshot assembly
• The overshot assembly is lowered through the 
drillstring on the end of a wire cable.
• The bottom‐most part of the overshot houses 
a pair of lifting dogs. The lifting dogs have a 
square shoulder that latch under the 
spearhead point and allow the inner‐tube to 
be pulled to surface.
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Wireline overshot assembly
Lifting Dogs – note the square shoulder
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Edit Master text stylesRotary percussion drilling method
The term “rotary percussion” describes a drilling method where 
percussive energy is used to crush the rock while the drill bit is being 
rotated. 
In this method, there is therefore both percussion and rotation, 
hence the name “rotary percussion”.
Two rotary percussion drilling techniques:
• top‐hole hammer techniques and
• downhole hammer techniques.
Downhole
Hammer
Top-hole
Hammer
Edit Master text stylesRotary percussion drilling method
• In both techniques, the percussive energy is created by a piston that 
is made to reciprocate very rapidly.
• On every down‐stroke of the piston it strikes either the drill bit 
(downhole hammer) or the drillsteel (top‐hole hammer) and so 
transfers percussive energy through the drill bit or the drillsteel,  into 
the rock.
• In both cases, the drill bit crushes the rock and so makes hole.
Downhole
Hammer
Top-hole
Hammer
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• Since the percussive energy has to travel all the way through the drillsteel to the drill bit, a great deal of 
the energy is lost as the energy wave travels along the drillsteel. If the drillsteels are coupled together, 
up to 6% of the energy can be lost at each coupling and so this drilling technique is limited to relatively 
short, small diameter boreholes.
• Top‐hole hammer drilling techniques are therefore used mainly to drill small diameter blastholes in 
mines and quarries – this technique is not used as an exploration method.
The piston of the rockdrill strikes the top of the shank adaptor and transmits an energy wave
through the drillstring to the drill bit and the rock.
As the energy wave travels through the drillstring, energy is lost.
Top‐hole hammer drilling
Edit Master text stylesDownhole hammer – general principles
• Essentially a downhole hammer consists of an outer cylinder inside 
of which a piston is made to reciprocate.
• High pressure compressed air is blown down the drillstring and into 
the hammer. As the air passes through the hammer the piston is 
made to reciprocate repeatedly and on every down stroke it strikes 
the top of the drill bit. The energy of the piston is transferred 
through the drill bit to the rock and causes rock breakage. 
• Since the hammering action is directly onto the drill bit the 
efficiency of energy transfer is much greater than in a top‐hole 
hammer. 
• Downhole hammers are therefore able to drill much larger 
diameter and deeper boreholes than are possible with a top‐hole 
hammer. 
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Edit Master text stylesDownhole hammer – general principles
High pressure compressed air is blown through the 
hammer. The air causes the piston to reciprocate 
very rapidly and then the air is blown through the 
centre of the drill bit and out through flushing holes 
in the face of the drill bit.
The air then blows the drilled cuttings to surface.
Edit Master text stylesDownhole hammer drilling ‐ limitations
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Edit Master text stylesDual‐tube reverse circulation drilling techniques
PERCUSSION DRILLING 
METHOD
CABLE TOOL
ROTARY DRILLING METHOD
FULL‐HOLE ROTARY
DIAMOND CORE 
DRILLING
ROTARY PERCUSSION 
DRILLING METHOD
TOP HOLE HAMMER
DOWN HOLE HAMMER
SONIC DRILLING
METHOD
Dual‐tube reverse circulation 
techniques
Edit Master text stylesCirculation systems
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Edit Master text stylesCirculation systems
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• Air has to be introduced into the annular space 
between the inner and the outer tubes of the 
drill rods. This is achieved through the use of an 
air swivel that is mounted below the rotation 
head. 
• Cuttings generated travel upwards through the 
inner‐tube and they have to travel through the 
rotation head into the sample hose (discharge 
hose) to the sample collection system. 
• Rotation head must therefore have a hollow 
spindle and is therefore somewhat more 
complex than a standard top drive rotation head
Sample flow path
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• High pressure compressed air travels downwards 
in the annular space between the inner and 
outer tubes. The air enters the hammer and 
causes the piston to reciprocate and so the drill 
bit makes hole. 
• The air exhausts through a series of ports above 
the head of the drill bit, it then flows inwards, 
across the face of the bit and into a series of 
sample holes in the face of the drill bit. 
• The air then travels upwards through the inner‐
tube to surface. 
Face  sampling hammers
Edit Master text stylesFace sampling hammers
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Edit Master text stylesFace sampling hammers
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• The use of face sampling hammers ensures the 
cuttings are removed from the bottom of the 
hole very rapidly thereby reducing secondary 
grinding and improving rates of penetration. 
• Many of these “face sampling” hammers are 
extremely efficient and produce production rates 
similar to those of a conventional downhole 
hammer. 
• This also ensures that large chip samples are 
obtained. 
Face sampling hammers
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Edit Master text stylesFace sampling hammers
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• All face sampling hammers are fitted with a “shroud” that fits immediately above the drill bit. The 
shroud is slightly smaller in diameter than the drill bit and effectively provides an annular seal to force 
cutting inwards and upwards into the sample tube of the hammer.
• Reverse circulation systems are designed so that the drill rod is only slightly smaller in diameter than the 
hole being drilled. The drill rod therefore acts like a rotating casing to aid hole stability and creates a 
backpressure in the annulus between the drill rod and the borehole wall to assist in forcing the sample 
to be blown up the inner‐tube rather than up the annulus. 
Face sampling hammers
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• The mass of sample generated when drilling a full hole is very great ‐ a 114mm borehole for example 
generates approximately 30 kilograms of cutting per meter (depending upon the density of the 
formation) and so it is impossible for the geologist to manage the total mass of sample collected. 
• A sample splitter must therefore be used to “split” the sample into a smaller mass that is economical to 
transport and assay. It is obviously essential however, that the split sample produced is representative of 
the total sample.
• Several different types of sample splitter are used and in all cases it is essential that the splitter is exactly 
vertical and that it is kept free of any clogging or blocking. 
Sampling systems
Edit Master text stylesSampling systems
A Riffle splitter A rotary cone splitter
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• The earliest sample splitting system that was used was the riffle 
splitter. that consists of a series of matching chutes (riffles) 
arranged opposite to one another. 
• In theory, when a batch of sample is dropped onto the chutes 
exactly half of the sample will flow through one set of chutes and 
the other half will flow through the other chutes. One half can 
then be discarded and the retained sample again split by passing 
through a second set of chutes.
• In this way, the sample would have been split in half and then in 
half again – the retained sample will therefore be 25 % of the 
mass of the original sample.
• If the sample is again split through a third tier of chutes, then the 
retained sample will be 12 ½ % of the original and if again split the 
retained sample will be 6 ¼ % of the original sample.
• This smaller sample can then be sent to the laboratory for assay.
Sampling systems
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• The cone splitter works by dropping sample through a 120mm 
hole over the point of a cone in an ‘hourglass effect’. This 
provides an even flow of sample over the cone. 
• Beneath the bottom of the cone are 2 segment shaped chutes 
that direct a percentage of the sample to the assay bags. 
• These chutes are adjustable to take between 3 and 12 percent 
of the total sample. One is used as the assay sample, the other 
for a duplicate sample. 
• The waste material falls through a central chute to be 
discarded.
Sampling systems
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What geologists need to know about drilling? 
Safety aspects of drilling 
What geologist need to know about drilling 84 © Colin Rice Exploration and Training (Pty) Ltd     
Legal aspects of drilling
• The legal hierarchy
• Laws applicable to exploration drilling
• The Mine Health and Safety Act
• Legal liability
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The legal hierarchy
The Constitution 
The Bill of Rights
Statutory Law
National Laws (Acts of Parliament)
Provincial
Legally Required Standards (SANS)
Mandatory COP's
Municipal By Laws
Common Law
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• The supreme and most important statute is the 
Constitution of South Africa as it provides the legal 
foundation upon which the country operates and it 
forms the basis of all public life.
• No other law may conflict with the Constitution, nor 
may the Government or any Government official do 
anything to violate the Constitution.
• Our current constitution is South Africa's fifth and it 
was drawn up by the Parliament that was elected in 
1994 and was promulgated by President Nelson 
Mandela on 10th December 1996.
The Constitution of the Republic of South Africa
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The Constitution of the Republic of South Africa
Chapter 2 of the Constitution of South Africa is 
the “Bill of Rights” that details all of the 
fundamental human rights to which every 
South African must be afforded, for example:
• The right to life 
• The right to human dignity 
• The right to equality before the law 
and,
• The right to be treated without 
discrimination
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• Exploration drilling activities are regulated by many different statutory instruments.
• Some of these Acts are:
• The Minerals & Petroleum Resources Development Act (MPRDA)
• The Mine Health & Safety Act 29 of 1996 (MHSA)
• The Employment Equity Act 55 of 1998
• The Basic Conditions of Employment Act 75 of 1997
• The Compensation for Occupational Injuries & Diseases Act 130 of 1993 (COIDA)
• The National Environmental Management Act 107 of 1998 (NEMA)
• The National Environmental Management: Water Act 59 of 2008
The legal hierarchy
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Our legal system is based on two types of law:
Statutory law
Written law, made by the government of the country or some body with the authority to pass laws. These 
are Acts of Parliament, provincial by‐laws or municipal by‐laws.
Common law 
Based on decisions made by judges or the courts ‐ these decisions create a precedent that can be used to 
guide future decisions in similar cases.
Employers therefore have both a common law duty to ensure that their employees are safe but also 
responsibilities imposed by statutory law.
Common law and statutory law 
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• Employers therefore must be aware not only of their duties and responsibilities under statutory law but 
also under common law.
• Every person has the expectation that he or she will be able to carry out his or her work and then 
return home safe and healthy every day.  It is therefore the fundamental duty of every employer to 
ensure that his employees are able to work in a safe environment and in a manner that does not 
endanger their health – this is a common law right and obligation. 
• Similarly, it is the duty of every employee to take care of himself and his fellow workers when in the 
workplace.
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In many industries employers do not provide a safe and healthy workplace and so trade unions and other 
non‐governmental organizations (NGO’s) lobby Government to enact new laws or to change existing laws 
to better regulate activities in these industries, particularly with regard to health and safety. 
The South African mining industry is an excellent example of how external pressure forced changes in 
legislation. Faced with incredibly high fatality rates, the National Union of Mineworkers (NUM) began to 
pressurise Government in the late 1980’s to improve the health and safety of mineworkers. 
This pressure ultimately resulted in the Leon Commission of Enquiry which in turn resulted in the 
promulgation of the new Mine Health and Safety Act 29 of 1996 (MHSA). 
The legal hierarchy
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All work and work related activities that are carried out in South Africa have to comply with the 
Occupational Health and Safety Act 85 of 1993 (OHSA).
OHSA has as its objective the following:
1. To provide for the health and safety of persons at work and for the health and safety of persons in 
connection with the use of plant and machinery;
2. The protection of persons other than persons at work against hazards to health and safety arising 
out of or in connection with the activities of persons at work;
3. To establish an advisory council for occupational health and safety.
The Occupational Health and Safety Act 85 of 1993 is written to regulate work undertaken in shops, offices, 
factories, warehouses and construction sites – it does not directly regulate mining or drilling activities there 
are parts of the Act however that have an implication on drilling and mining activities.
Occpational Health and Safety Act
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The MPRDA regulates how exploration, prospecting and mining activities are managed from a permitting 
perspective. i.e. how prospecting permits are issued, how mining authorisations are issued etc.
The Minerals & Petroleum Resources Development Act 
(MPRDA)
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The MPRDA is of great importance to exploration drilling activities because the Act defines what 
“prospecting” is………….
The MPRDA defines “prospecting” as follows:
PROSPECTING is intentionally searching for any mineral by means of any method –
• which disturbs the surface or subsurface of the earth, including any portion of the earth that is 
under the sea or under other water; or
• in or on any residue stockpile or residue deposit, in order to establish the existence of any mineral 
and to determine the extent and economic value thereof; or
• in the sea or other water on land.
The Minerals & Petroleum Resources Development Act 
(MPRDA)
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The MPRDA goes further and defines a “mineral” as follows:
A MINERAL is, 
any substance, excluding water, but including sand, stone, rock, gravel and clay, as well as soil, other than 
top soil –
whether that substance is in solid, liquid or gaseous form;
that occurs naturally in or on the earth, in or under water or in tailings; and,
that has been formed by or subjected to a geological process. 
The Minerals & Petroleum Resources Development Act 
(MPRDA)
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From these 2 definitions it is very clear that any activity aimed at finding a mineral that disturbs the surface 
of the earth is “prospecting” and so requires a permit to be issued by the Department of Mineral Resources 
(DMR).
The Minerals & Petroleum Resources Development Act 
(MPRDA)
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• In order to get a full appreciation of the origins of the Mine Health and Safety Act, we must go back a 
little bit in our history to 1911 when the Mines and Works Act No 12 was promulgated. 
• This Act was promulgated to regulate mining activities and it formalised the racial segregation of 
responsibility in mines. The Act distinguished between white and black workers ‐ black workers had no 
representation in matters of safety and they had no right to leave a dangerous place unless given 
permission by a miner.
• This legislation remained in force in South Africa until 1956 when it was repealed and replaced by the 
Mines and Works Act 27 of 1956. This new legislation did little to reduce the fatality rate in the mines 
and so a number of organisations but primarily the National Union of Mineworkers (NUM) began 
campaigning in the 1980’s for increased health and safety awareness in mines.
• As a result of this pressure on Government, the Mines and Works Act of 1956 was repealed and 
replaced by the Minerals act of 1991. 
Origins of the Mine Health and Safety Act
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• There was still no meaningful reduction in the number of fatalities and in an effort to address the 
problem, the Leon Commission of Inquiry was set up in 1994 to investigate health and safety on mines 
and to make recommendations to improve health and safety. 
• The Commission estimated that more than 1 million mine workers were killed or seriously injured in 
South African mines between 1900 and 1993 and the work of the commission resulted in the 
promulgation of the Mine Health and Safety Act that was enacted in 1996.
• The Act has received worldwide praise and support.
Origins of the Mine Health and Safety Act
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Structure of the Mine Health and Safety Act
Mine Health and Safety Act 29 of 1996
Chapter 1
Section
1
Chapter 2
Section 
2‐24
Chapter 3
Section 
25‐40
Chapter 4
Section
41‐46
Chapter 5
Section 
47‐74
Chapter 6
Section
75‐81
Chapter 7
Section 
82‐95
Chapter 8
Section 
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The Act is composed of 8 chapters and a total of 106 sections, each chapter is devoted to a particular 
aspect of health and safety on mines:
Structure of the Mine Health and Safety Act
Chapter Title Sections
1 Objects of the Act 1
2 Health and safety at mines 2 - 24
3 Health and safety representatives and committee 25 – 40
4 Tripartite institutions 41 – 46
5 Inspectorate of mine health and safety 47 – 74
6 Minister’s powers 75 – 81
7 Legal proceedings and offences 82 – 95
8 General provisions 96 - 106
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Edit Master text stylesSection 102: Definitions – “mine”
From this definition it is very 
clear that any exploration 
borehole is deemed to be  “a 
mine” and so this means that 
all exploration drilling 
activities fall within the Mine 
Health and Safety Act and so 
have to fully comply with the 
Act.
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• It is very clear also that since water is not defined as a mineral that waterwell drilling operations are not 
regulated by the MHSA but rather by OHSA. 
• A person drilling a waterwell on private property therefore has only to comply with OHSA.
• If however, the waterwell is drilled on land that is covered by a prospecting permit or a mining 
authorisation then, that waterwell is considered to be “a mine” and so the drilling and waterwell 
construction operations must comply fully with the requirements of the MHSA. 
The Mine Health and Safety Act 29 of 1996
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Edit Master text stylesSection 102: Definitions – “owner”
The Act recognises three 
distinct conditions, the first 
condition is pretty logical, the 
“owner” is the holder of the 
prospecting permit or mining 
authorisation. 
Typically, but not always, this is 
a mining company such as;  
Anglo American, Rio Tinto or 
South 32 for example.  
Edit Master text stylesSection 102: Definitions – “owner”
The second condition takes 
account of situations where the 
prospecting or mining is being 
done “illegally” i.e. no 
prospecting permit or mining 
authorisation has been issued 
but prospecting or mining 
activities are being carried out. 
In this case the owner is 
deemed to be the person for 
whom the drilling or mining is 
being done.
It is important to note that a 
contractor working on the 
project escapes responsibility.
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Edit Master text stylesSection 102: Definitions – “owner”
The third condition takes 
account of situations where the 
mine is no longer being worked 
or where the “owner” has died. 
This provision ensures that no 
one escapes their 
responsibilities – even if the 
mine is no longer being 
operated, the last person who 
operated the mine is deemed 
the owner and so is responsible 
for ensuring that all the 
requirements of the Act are 
met. 
Even if the “last person who 
operated the mine” has passed 
on, then the person who 
inherits the mine (the successor 
in title), becomes the “owner” 
and so assumes full 
responsibility in terms of the
Edit Master text stylesSection 102: Definitions – “owner”
Even if the “last person who 
operated the mine” has passed 
on, then the person who 
inherits the mine (the successor 
in title), becomes the “owner” 
and so assumes full 
responsibility for the “owner” in 
terms of the Act. 
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Edit Master text stylesSection 102: Definitions – “owner”
This provision ensures that no one escapes their responsibilities – even if the mine is no longer being 
operated, the last person who operated the mine is deemed the owner and so is responsible for ensuring 
that all the requirements of the Act are met. 
Even if the “last person who operated the mine” has passed on, then the person who inherits the mine 
(the successor in title), becomes the “owner” and so assumes full responsibility in terms of the Act. 
Abandoned and unrehabilitated 
mines are an extremely serious 
environmental and safety 
problem in South Africa (and 
other parts of the world also) ‐
many mines were worked for 
many years, huge value was 
derived from them but when 
they became uneconomical to 
mine, the “owners” merely 
walked away and left an 
environmental disaster for the 
current generation to manage.
Edit Master text stylesSection 102: Definitions – “employer”
Essentially this definition tells 
us that the “owner” and the 
“employer” are one and the 
same.
As we progress through our examination of the Ac ,you will see why this definition is so important – for 
now, all I want you to do is to remember that whenever you see the words “owner” or “employer”, that 
they mean the same thing. 
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Edit Master text stylesSection 102: Definitions – “employee”
This definition recognises two conditions; the first is people who are directly employed by the mining 
company and so receive salaries or wages from the mining company.
The second condition covers indirect employees; contractors, consultants or other people who “work” at 
the mine but who are not directly employed by the mine.
In an exploration drilling operation, a survey technician who conducts a directional survey of a borehole is 
deemed to be an “employee” of the mine.
Why is this so important? 
We will see shortly that the Act requires that the “employer” must ensure the health and safety of all 
employees – this means direct and indirect employees.
Edit Master text stylesSection 86: Negligent act or omission
This section states that a 
person who, through 
negligence, endangers the 
health of safety or causes 
serious injury or serious 
illness to a person at a mine is 
guilty of an offence. 
It is important that we have a 
good understanding of what 
“negligence” is.
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Edit Master text stylesSection 86: Negligent act or omission
Two conditions are specified; firstly “any person” whether an employee, visitor or community member 
who causes illness of injury to anyone at a mine through his / her negligence, is guilty of an offence and 
so that person may be liable to prosecution in terms of the Act.
The second condition stipulates that any person, other than an employee or the employer, who 
endangers the health or safety of a person at a through his / her negligence, is guilty of an offence and so 
that person may be liable to prosecution in terms of the Act.
Edit Master text stylesSection 91: Failure to comply with this Act
This section is all encompassing 
– it says that anyone, including 
an employer, who contravenes 
any aspect of the Act is guilty of 
an offence.
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• The Mine Health and Safety Act places very great responsibility for health and safety on certain people; 
the CEO, Managers, and persons to assist all have very onerous responsibilities to ensure that people 
on mines work in conditions that promote health and safety.
• These three positions are what are termed “legal appointments” and there are many other positions to 
which people are legally appointed.
Legal appointments
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Legal Appointments required by the MHSA
Appointment Reference
Person to assist the CEO MHSA Section 2A (1)
Manager MHSA Section 3 .1.a
Assistant person MHSA Section 4.1
Subordinate Manager Minerals Act Reg 2.6.1
Safety Officer Minerals Act Reg 2.17.1
Person to assist Minerals Act Reg 2.9.2
Safety Officer - acting Minerals Act Reg 2.17.6
Chief Safety Officer Minerals Act Reg 2.17.4
Health and Safety Representative
Minerals Act Reg 2.18.1
MHSA Reg 6.9
SHE Committee Members
MHSA Reg 6.10
MHSA Section 34
Legal appointments
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The MHSA provides for three levels of responsibility:
1. The employer: he is ultimately responsible for the health and safety of employees and for ensuring that 
the MHSA is complied with.
2. Legal appointees: the employer cannot perform all of the duties imposed on it by the Act and so the 
Act allows the employer to legally appoint certain persons to be responsible for certain duties, eg.
• CEO Section 2A(1)
• Manager 3. 1 (a)
3. Employees: every employee is responsible for his own health and safety and for the health and safety 
of persons who may be affected by his activities.
Responsibility for health and safety
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The Mine Health and Safety Act requires that all employees are competent, especially people who carry a 
legal appointment.
Competency as defined in Chapter 1, Section(4B) of the Minerals Act Regulations (Page 256)
“competent person” means a person who—
(i)  is qualified by virtue of his knowledge, training, skills and experience to organise work and its 
performance;
(ii)  is familiar with the provisions of the Act and the regulations which apply to the work to be 
performed; and
(iii) has been trained to recognise any potential or actual danger to  health or safety in the 
performance of the work; or
(b) is in possession of the appropriate certificate of competency where such certificate is required by these 
regulations;
Competency
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Criminal liability 
A person who fails to comply with provisions of either a statute or common law duty.
Important elements of criminal liability are: 
• It is always the State versus a person (or company). 
• The trial is about whether the accused is guilty of the charges against him. 
• The purpose of the trial is to punish the guilty person. Criminal liability comes from 2 sources: 
• Legislation (statutes) e.g. Mine Health and Safety Act 
• Common law eg. murder, culpable homicide 
Liability
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Schedule 8 details the Maximum fines or period of imprisonment that can be imposed for offences. 
Penalties
Section under which convicted Maximum fine and term of 
imprisonment
2, 2A, 3, 5, 6, 7(1), 10, 11 R 1 Million or 5 years
15, 16, 21 (1), (3) or (4), 24 R 500 000 or 5 years
22, 52, 53, 62, 66(3), 70, 71, 84, 85 R 200 000 or 2 years
87, 88, 89, 90  R 50 000 or 6 months
55B R 1 Million
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Civil liability 
If the person's negligence causes loss or injury to another person that other person could sue for 
compensation in a civil court. 
Important elements of civil liability are: 
• It is always one private person versus another. 
• The trial is about whether the defendant is liable (for negligence). 
• The purpose of the trial is compensation to the plaintiff. 
• Civil liability essentially has one source i.e. common law. There are endless different types of civil 
common law liability.
Liability
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Vicarious liability 
Important legal concept for the supervisor!  This principle is sometimes known as the Master ‐ Servant 
principle. 
In summary, this principle involves the following: 
• The supervisor would have people under his control. 
• The supervisor must use that power of control to ensure that his sub‐ordinates act as reasonable 
people. 
• If a sub‐ordinate commits a wrongdoing, it is because the supervisor failed to exercise his control as a 
reasonable supervisor would. 
• This failure of exercising control is as serious a wrongdoing as that committed by the sub‐ordinate, 
and on this basis the supervisor would be punished by being held responsible for the sub‐ordinate's 
wrongdoing. 
Liability
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Vicarious liability continued
Vicarious Liability applies to both the civil and criminal law spheres.
Thus: 
•  if an employee violates any provision of a statute, or commits a criminal common law offence, the 
supervisor could be held criminally liable; and/or 
•  if a third party suffered loss or damage due to the employee's negligence, he could lodge a civil claim 
against the supervisor. 
Liability
Edit Master text styles
What geologists need to know about drilling? 
Economic aspects of drilling
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Economic aspects of drilling
• The relationship between the geologist and the contractor
• How a contractor makes profit
• Types of contracts
• What can the geologist do to allow the contractor to make profit
All exploration drilling is based on a contract, therefore you need to know about…..
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The relationship between the mining company and the drilling 
contractor
CONTRACT
CONTRACTORMINING COMPANY
• HAS A FIXED BUDGET
• WANTS TO MAXIMISE METRES
• WOULD LIKE LOWEST COST PER METRE
• HAS HIGH CAPITAL INVESTMENT
• WANTS TO MAXIMISE PROFIT
• WOULD LIKE HIGHEST PRICE PER METRE
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The relationship between the mining company and the drilling 
contractor
• Often the drilling contract does not allow both parties to achieve their objectives:
• the scope of the contract changes as the project progresses
• drilling costs are higher than budgeted
• Both of these situations are avoidable if the project requirements are fully understood and all of these 
requirements are fully specified in the tender specification. If the tender specification (or scope of 
work) does not include all possible elements of cost then there will be situations where work has to be 
done but there are no rates for the work. This will make management of the contract very difficult for 
the geologist. 
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Two principles of business
Principle 1
“If a contractor is not making a profit, he cannot perform on site”
Principle 2
“Profit is the reward for risk”
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Characteristics of a good contract
The drilling contract must be equitable. 
This is the most important characteristic of a good drilling contract – the contract must be fair.
• There is risk involved in any drilling operation and so the tender specification (scope of work) must fully 
identify all of the risks associated with the project. If geological conditions are expected to be 
particularly bad or if it is expected the the boreholes will deviate significantly, or if artesian water is 
expected or if community issues are expected to disrupt operations for example, then all of these risks 
must be identified and made clear in the tender document so that the contractor can take them into 
account when he calculates his costs to drill. 
• If risks are not identified, there will be conflict when the contractor claims for the additional costs that 
he has to incur.
• The drilling contract must then clearly address how the risks identified are to be shared between the 
contractor and the mine. 
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Characteristics of a good contract
The drilling contract must be as simple and unambiguous as possible.
• Tender documents and contracts are unfortunately sometimes very lengthy and complex documents 
and this can lead to confusion and conflict.
• Even if the drilling contract is large and complex every effort should be made to keep the technical 
terminology as simple as possible and where necessary, the terminology used must be clearly defined.
• If this is done then the application of different rates to different operations will be easy to understand 
and there will be no ambiguity or conflict.
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Characteristics of a good contract
The drilling contract must reward the contractor for drilling and specified services only. 
• While it is important that the contractor is fairly rewarded for his work and risk, it is equally as 
important that the contractor is not unfairly rewarded. 
• Drilling contractors are employed to drill and so it is important that the contractor only makes profit 
when he is doing what he was contracted to do ‐ in other words, he should only make profit when he is 
drilling or providing other services specified in the contract. 
• The contract should therefore be structured so that the contractor is unable to make abnormal profit 
while standing or while performing operations peripheral to making hole unless these operations are 
specified in the contract or if circumstances are abnormal.
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How does a contractor make profit
• A tender document will require that the contractor submit a “schedule of rates” for the work specified 
in the scope of work and in order for the contractor to be able to prepare a schedules of rates, he will 
need to calculate what his costs are. 
• Irrespective of the structure of the contract, all contractors will use similar processes to determine their 
cost of drilling and what they will charge for their work.
• Contractors have two different types of cost: Fixed Costs and Variable Costs.
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How does a contractor make profit
FIXED COSTS are costs that the contractor will incur whether he is drilling or not – we can think of 
these as his “standing costs” and they will include:
• Salaries and wages: he has to pay his staff whether they are working or not
• Rentals and office costs: he has to pay rentals and water and power bills
• Insurance costs: he must pay for insurance for his equipment and people 
• Equipment finance costs, insurance costs etc.
Course 6: Economic aspects of exploration drilling V4.190619 132 © Colin Rice Exploration and Training (Pty) Ltd     
How does a contractor make profit
Variable costs will vary with the size of the borehole and with the drilling method being used – for example,  
HQ drill rods, corebarrels, bits and reaming shells are more costly than similar NQ equipment and so we 
would expect the cost to drill a metre of HQ core will be greater than the cost to drill a metre of NQ core.
VARIABLE COSTS are costs that the contractor will incur only when he is actually drilling and will 
include:
• Drill rig and equipment maintenance
• Fuels & oils
• Bits and reaming shells
• Corebarrels and corebarrel consumables
• Drill rods
• Drilling fluids
131
132
Foundations for a Geological Career 8/16/2019
Geological Society of South Africa 67
Course 6: Economic aspects of exploration drilling V4.190619 133 © Colin Rice Exploration and Training (Pty) Ltd     
Fixed cost per metre
• Once the contractor has determined his fixed costs per month, he will then estimate how many metres 
he will drill per month and he will divide the fixed cost by the number of metres to determine his “fixed 
cost per metre”.
• In arriving at the number of metres that he expects to drill in a month he will take into account the size 
of the boreholes, he will consider the rock hardness and the available hours to drill and any other 
factors that will affect his productivity.
Course 6: Economic aspects of exploration drilling V4.190619 134 © Colin Rice Exploration and Training (Pty) Ltd     
Variable costs per metre
• Costs per metre will for each of the holes sizes that the contractor will drill. 
133
134
Foundations for a Geological Career Day 3
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Foundations for a Geological Career Day 3
Foundations for a Geological Career Day 3
Foundations for a Geological Career Day 3
Foundations for a Geological Career Day 3
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Foundations for a Geological Career Day 3

  • 1. Foundations for a Geological Career What do I need to know after graduation 14 - 16 August 2019 Glenhove Conference Centre
  • 2. FOUNDATIONS FOR A GEOLOGICAL CAREER 14-16 August 2019 Day 1 (14 August 2019) Glenhove Conference Centre 7:00 7:45 Registration 7:45 8:00 Welcome & Introduction Sifiso Siwela GSSA President 8:00 8:30 State of Geology in SA and outlook for the future Bill McKechnie Snowden Consulting 8:30 9:30 Professionalism in the Geosciences Tania Marshall GSSA 9:30 10:00 Statutory Registration (SACNASP) Sarah van Aardt SACNASP 10:00 10:30 Tea 10:30 11:30 Compiling your CV Briony Liber Briony Liber Coaching and Consulting11:30 12:30 Cracking that interview 12:30 13:15 Lunch 13:15 14:15 SAMCODES Steven Rupprecht SSC Chairperson 14:15 14:45 The role of geoscientists in a large mining company Pete Roberts Anglo American Corp 14:45 15:15 The role of geoscientists in a junior exploration company James Campbell Botswana Diamonds 15:15 15:30 Tea 15:30 16:00 The role of geoscientists in a consulting company Sifiso Siwela Deloitte 16:00 16:30 The role of geoscientists at the Council for Geosciences David Khoza CGS 16:30 17:00 Panel Discussion / Q&A Session Tania Marshall (& panellists: Pete Roberts, James Campbell, Sifiso Siwela & David Khoza) 17:00 Networking
  • 3. Day 2 (15 August 2019) Glenhove Conference Centre 7:00 8:00 Registration 8:00 9:00 Writing as thinking Pamela Nichols Wits Writing Centre 9:00 10:00 Time management; Mari Laas Career Counsel 10:00 10:30 Tea 10:30 11:30 What geologists need to know; about …. South African Mining Law, the MPRDA and the Mining Charter Lloyd Christie ENSAfrica 11:30 12:30 What geologists need to know; about …. Mining (Surface & Underground) and MHS Alex Holder Petra Diamonds 12:30 13:00 What geologists need to know; about …. Minerals Processing & Metallurgy Jeremy Clarke PPM 13:00 13:45 Lunch 13:45 14:15 What geologists need to know; about …. Survey Leon Koorsse Institute of Mine Surveyors of South Africa (IMSSA) 14:15 14:45 What geologists need to know; about …. Environmental, Social & Governance (ESG) Issues Anneli Botha Independent Consulting 14:45 15:15 What geologists need to know; about …. Remote Sensing/GIS Prevlan Chetty Digby Wells Environmental 15:15 15:30 Tea 15:30 16:30 What geologists need to know; about …. Engineering Geology & Hydrogeology Matthys Dippenaar University of Pretoria 16:30 17:00 The Marketability of the Modern Mineralogist Igor Tonžetić MINSA 17:00 Networking Day 3 (16 August 2019) Glenhove Conference Centre 8:00 10:00 What geologists need to know; about …. Drilling Colin Rice Colin Rice Exploration & Training 10:00 10:30 Tea 10:30 12:30 Structural Logging Colin Rice Kevin Peyper Masibulele Zintwana Colin Rice Exploration & Training Reflex Kumba Iron Ore 12:30 13:30 Lunch 13:30 16:30 Borehole logging Rod Tucker Lone Tree Exploration
  • 4. Speaker CV’s Sifiso Siwela Sifiso Siwela is a Manager at Deloitte Technical Mining Advisory and specialises in exploration strategy design, mineral project valuations, Mineral Resource estimation and reviews as well as due diligence reviews. He has some 15 years’ consulting experience in various commodities including base metals, precious metals, precious stones and industrial minerals. He has conducted work in various countries including those in southern, west and east Africa, as well as Saudi Arabia, Turkey and Afghanistan. He is the current President of the Geological Society of South Africa and is the GSSA representative on the SAMCODES Standards Committee. Bill McKechnie Bill is the Regional Manager and a Director of Snowden Mining industry Consultants based in Johannesburg and responsible for the Company’s business throughout Europe, the Middle East and Africa. He is an exploration geologist with 44 years’ experience in the mining business, including 10 years with Snowden and 32 years with Anglo American and De Beers which includes eight years as head of De Beers global exploration activities. Bill was directly involved in the discovery and development of four new diamond mines in southern Africa. He is a registered Professional with SACNASP, a Fellow of the GSSA and a member of the SAIMM. Tania Marshall Tania R Marshall has been involved in the alluvial/marine diamond and precious stone exploration and mining industry since 1985 and has worked in many countries throughout Africa, both as an operator and as a consultant. She is a Fellow of the GSSA, a Member of the SAIMM, a life Member of the GSAf and is registered with SACNASP. In addition, she is an active member of both the SAMREC and SAMVAL Committees, chairs the SAMREC Diamond Working Group and is the immediate past-Chairperson of the SAMCODE Standards Committee (SSC) as well as the Vice-President (Professional Affairs) of the GSSA. Sarah van Aardt Operations Manager at SACNASP previously Customer Service Director for INTEL UK. She has an honours degree in Economics, an Editing diploma from University of Pretoria and a Science Communication qualification from Stellenbosch University. Briony Liber Briony has had a few changes in career direction in her life moving from town and regional planning, into environmental management in the mining industry, to road construction, back to mining and now into career development and leadership coaching. One of the reasons for her latest career pivot was her observation of young professionals’ struggle to advocate for themselves. Over the last three years she has built a business around helping professionals in the mining industry manage themselves and their careers as a business. Part of that includes helping people tell their career story through their CV and LinkedIn profiles in a way that not only connects with human beings, but also passes the application tracking systems (in other words AI). She is here today to take us through some of the basics of writing a good CV and preparing for interviews.
  • 5. Steven Rupprecht Steven is a Mining Engineer with +32 years mining experience in various mining companies, consultancies and, most recently, as a professor at the University of Johannesburg. Steven is a Fellow of the South African Institute of Mining and Metallurgy (SAIMM), a member of the SAIMM Council, member of the SAIMM Technical Programme Committee, member of the SAIMM Diversity and Inclusion Committee, and observer on the SAIMM Young Professional Council. Steven has been Vice Chairperson of the SAMREC working group since 2012 and is currently the Chair of the SAMCODES Standards Committee. Pete Roberts Wits graduate from the previous century. Over 30 years industry experience: research, exploration (greenfields to incline shaft development), production and management across various commodities (base metals, oil and gas, diamonds, gold and coal). Amongst other things, currently responsible for the Professional-in-Training programme at Anglo American Coal SA. James Campbell James Campbell has spent over 30-years in the diamond industry in a variety of leadership roles both in major and junior companies. He is currently Managing Director of Botswana Diamonds plc and also a Non-Executive Director of Shefa Gems ATM. Previously he held leadership roles at Rockwell Diamonds, Stellar Diamonds, Lucara Diamond, African Diamonds, West African Diamonds and De Beers where he spent over 20-years with notable appointments including General Manager Exploration and Nicky Oppenheimer's Personal Assistant. James is also Chairman of the leadership development Non-Profit Organisation Common Purpose SA. James holds a degree in Mining & Exploration Geology from the Royal School of Mines (Imperial College, London) and an MBA with distinction from Durham University. James is a Fellow of the IOM3, SAIMM and IODSA. He is also a C.Eng (UK), C.Sci (UK) and Pr.Sci.Nat. David Khoza David Khoza is geophysicist who’s worked in minerals exploration, mining and geoscience research. After completing university, David joined BHP Billiton’s mineral exploration division, conducting geophysical surveys primarily in Africa. David took a break and then back into academia to complete his PhD, which focussed on understanding the tectonic evolution of the Southern African lithosphere using magnetotelluric data. Following that, he joined Anglo American’s Technical Solution department supporting several business units in mining, green and brownfield exploration and research efforts within Anglo American. He then joined SPECTREM AIR, primarily focused on airborne data processing, modelling, interpretation and research. He holds a BSc (Geology and Physics), BSc Honours (Geophysics) and a PhD (Geophysics) from the University of the Witwatersrand, specialising in EM methods. David Khoza is currently the Executive Manager: Applied Geoscience, at the Council for Geoscience Pamela Nichols Pamela Nichols came to South Africa in 1995, originally to the WITS English Department. Nichols helped to found and has been since 1998 the Director of Wits Writing Centre. Since its inception the WWC has produced 17 award winning fiction writers and part-organised 6 literary festivals as well as promoting successful academic writing and writing intensive teaching. Nichols took her first degree at Sussex University, taught and studied at the American University of Beirut, completed a teaching degree at the Institute of Education in London, before attending New York University where she completed a doctorate in Comparative Literature guided by the work of, and personal engagement with, Edward Said. Her recent published work focuses on writing centres, writing intensive teaching, writing programmes, new African writing, and on strategies to enhance democracy through the development of citizen scholars.
  • 6. Mari Laas Mari is a devoted trainer - She has been in Training for nearly 30 years. She has two Magister degrees in Education and Functional Therapy and has a Doctorate in Education – Program Development. She runs a private practise for 15 years where she does Career counselling. She is married to a pastor and has two children and stays in Pretoria. Mari enjoys soft skills training and has developed several course whiles being at the University as well as Training manager at Lanseria International Airport. Skills upliftment is her passion. Lloyd Christie Lloyd Christie is a director at ENSafrica and Head of the Natural Resources and Environment Department. He specialises in natural resources law. He has been recognised as a leading lawyer by the following reputable rating agencies: Chambers and Partners Global Guide to the World’s Leading Layers; The International Who’s Who of Mining Lawyers; and The Legal 500 Guide to Outstanding Lawyers. Alex Holder Alex is a mining engineer with a degree from UP. He started working life as a graduate student working for De Beers. After completing his studies, he received his introduction to mining on the Kimberley, Finsch and Koffiefontein operations to the level of Section Manager. In 2001 he joined the 1st C-Cut Study at Cullinan as a Senior Mining Engineer. When the project was halted, he was transferred to Venetia, where he was involved with systems, planning and production. Alex consulted for Petra in the Koffiefontein Mine acquisition, before joining them as a Mine Manager where he re-opened the Koffiefontein mine. He was also involved in technical assessment of new acquisitions including Kimberley Underground, Cullinan, Williamson and Finsch from De Beers. As Group Technical Services Manager for Petra, Alex’s role includes Governance on Planning, LOM Planning, Production Information systems, Technical assessments and Feasibility studies. Jeremy Clarke Jeremy Clarke started his career in the mining industry with the Anglo-American Corporation group of companies as a trainee metallurgist. He spent twenty years with the company gaining experience in gold, uranium, copper, and diamonds and rose to the position of Consulting Metallurgist for De Beers. He left De Beers to start his own mining companies and successfully started four new ventures in the gold, diamonds, copper and emerald industries which were all subsequently listed on the TSE and AIM exchanges. In 1999 Jeremy founded Metcon, a metallurgical consulting business that concentrated mainly in the diamond mining arena and eventually merged with Paradigm Project Management (Pty) Ltd (PPM) in 2008, where he is now a Director and owner. Leon Koorsse Leon Koorsse is currently Group Surveyor for Sibanye-Stillwater Marikana Operations where he is Responsible for all Survey and Draughting functions as well as for Mine Technical Services Systems. He has been involved in the Survey and Mining Technical Services and Mining Projects Environment for more than 30 years. He has a National Higher Diploma Mine Surveying, Graduate Diploma Engineering – Mining and Mine Surveyors Certificate of Competency and is registered with the Institute of Mine Surveyors of South African. Anneli Botha Anneli holds a BSc in Geology and Geography and a Hons in Environmental Management. She has 19 years’ experience mainly in the mining industry assisting clients around the world to develop, implement and improve their occupational health, safety, environmental management, community and corporate governance management systems and practices. She has worked in 25 countries across the globe and her passion is to make a difference to people and the environment wherever she goes.
  • 7. Prevlan Chetty Prevlan is a GIS and Remote Sensing Specialist with 9 years of experience across a variety of geospatial platforms that includes cartographic, remote sensing and various geospatial reporting applications. Prevlan graduated from UJ with a BSc in Geology and Geography. Prevlan is currently enrolled for his MSc in Geography with a Remote Sensing application theme. Prevlan currently works for Digby Wells Environmental, as a GIS & Remote Sensing Specialist. Prevlan is also currently registered with SACNASP. In addition to this, Prevlan is an ambassador for GIS through the Geographical Information Society of South Africa (GISSA) where he heads up the education portfolio which aims to expose students and industry role-players to GIS & Remote Sensing. Matthys Dippenaar Matthys Dippenaar holds an MSc in Engineering Geology and PhD in Hydrogeology from the University of Pretoria. He is presently a senior lecturer there, teaching in these fields while working on his research focus of variable water saturation and its impacts on engineering infrastructure. He is the present national chair of the Ground Water Division and a member of the Institute for Engineering Geologists and the GSSA. Igor Zeljko Tonžetić Igor currently works as a senior lecturer in the Metallurgical Department of the University of Pretoria whilst furthering his postgraduate studies. Previously, he has been the principal consulting mineralogist for companies in Australia and South Africa. His specialities involve the operation of semi-automated instrumentation. He has also variously worked as a consulting technical specialist in Brazil, India, England, South Africa and New Zealand. He is currently a fellow of the GSSA, the Chair of the Mineralogical Association of South Africa (MINSA), a visiting researcher at the University of the Witwatersrand and a member of the SAIMM. Colin Rice He was a founder partner in SA Mud Services (Pty) Ltd and he was Managing Director of Professional Diamond Drilling Equipment (Pty) Ltd for eleven years when the company was acquired by Atlas Copco AB. In 1995, Colin and his business partner launched Borehole Survey (Pty) Ltd and imported the very first electronic borehole survey tools into the country. Colin Rice established Colin Rice Exploration and Training in September 2009 with the purpose of offering consulting and training services to the exploration drilling industry – was responsible for setting up the National Diploma, Drilling Practice Course at Technikon SA. He has been delivering drilling and exploration related courses at a number of institutions and in a number of other Southern African countries for the past twenty years. Colin is the Chairman of the newly launched Drilling Industry Certification Authority of South Africa (DICASA) and President of the Borehole Water Association of Southern Africa. Rod Tucker Rodney Tucker graduated from Wits University in 1970 with a BSc (Eng) degree in Mining Geology. In 1980 he completed an MSc on the Sedimentology and Mineralogy of the Composite Reef on Randfontein Estate Gold Mine. Rod is a Registered Professional Natural Scientist and a Fellow of the GSSA. He served as President of the GSSA in 1997. He is also a Fellow of the SAIMM and Society for Economic Geology. He was the Africa Representative of the IAS (International Association of Sedimentologists) and a Member of the SEPM. His career has spanned 50 years, working for JCI and the Anglovaal Group. After an early “retirement” he joined Snowden Mining Consultants as Divisional Manager Exploration and was General Manager for Africa in his last year there. As Group Sedimentogist and Exploration Manager in the Anglovaal Group, he was an originator of the SABLE borehole logging system and has resented several courses on a “Paradigm Shift in Borehole Logging in Exploration”.
  • 8. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 1 Edit Master text styles What geologists need to know about drilling?  Foundations for a Geological Career 14 – 16 August Glenhove Conferencing What geologist need to know about drilling 2 © Colin Rice Exploration and Training (Pty) Ltd      What geologists need to know about drilling • All geological information has its’ foundation in the examination and analysis of rocks. • Rock samples at depth can only be obtained by drilling boreholes in the Earth’s surface. • Therefore, an understanding of “drilling” is central to the core competence of a geologist.  (pardon the pun !!!) 1 2
  • 9. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 2 What geologist need to know about drilling 3 © Colin Rice Exploration and Training (Pty) Ltd      What geologists need to know about drilling • Rock samples can be obtained using several different drilling methods and techniques. • Rock samples can be either chip samples or core samples. What geologist need to know about drilling 4 © Colin Rice Exploration and Training (Pty) Ltd      What geologists need to know about drilling • The selection of drilling method will depend primarily upon the stage of the project and the  sampling requirements. • In early stage projects chip samples will suffice but in late stage projects a core sample will be  necessary. 3 4
  • 10. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 3 What geologist need to know about drilling 5 © Colin Rice Exploration and Training (Pty) Ltd      The purpose of a exploration drilling operation “the purpose of an exploration borehole is to obtain a representative sample of  the formation as safely and efficiently as possible”.  • If the sample is a core sample, then the sample (core) must be  totally representative of the composition  and structure of the formation.  • However, we often encounter fractured core, ground core or core losses that reduce the quality and  value of the sample.  • These issues multiply many times when we use a drilling method that produces a chip sample instead of  a core sample.  • can lose part of the sample through poor drilling practices,  • can lose sample through inefficient splitting or, • through poor sample bagging procedures. What geologist need to know about drilling 6 © Colin Rice Exploration and Training (Pty) Ltd      What a geologist needs to know about drilling Drilling is an incredibly complex operation involving high powered machinery operated in  challenging environments requiring a great deal of manual handling of heavy equipment. The geologist needs to have a detailed knowledge and understanding of many different aspects of  drilling. 1. Different methods of drilling 2. Factors that can affect the representivity and quality of samples  3. Safety aspects of drilling 4. Legal responsibilities and legal liability 5. Factors that can affect the cost of drilling 5 6
  • 11. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 4 What geologist need to know about drilling 7 © Colin Rice Exploration and Training (Pty) Ltd      You need to know about…… 1. Different methods of drilling 2. Factors that can affect the representivity and quality of samples  3. Safety aspects of drilling 4. Legal responsibilities and liability 5. Factors that can affect the cost of drilling TECHNICAL ASPECTS SAFETY ASPECTS ECONOMIC ASPECTS Edit Master text styles What geologists need to know about drilling?  Technical aspects of drilling 7 8
  • 12. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 5 What geologist need to know about drilling 9 © Colin Rice Exploration and Training (Pty) Ltd      Technical aspects of drilling • The components  of a rock drilling operation • The features common to all rock drilling operations • Rock breaking mechanisms • A classification of drilling methods • Diamond core drilling • Dual‐tube reverse circulation drilling What geologist need to know about drilling 10 © Colin Rice Exploration and Training (Pty) Ltd      Components of a rock drilling operation • All drilling operations involve a drill bit that is  connected to a series of drill rods – called the  drillstring. • All drill rods are tubular with pin and box (male and  female) threaded ends to allow them to be  connected together. • The function of the drill bit is to fragment the rock  being drilled and the function of the drillstring is to  convey rotation and thrust forces to the bit. 9 10
  • 13. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 6 What geologist need to know about drilling 11 © Colin Rice Exploration and Training (Pty) Ltd      Components of a rock drilling operation • In every drilling operation, the drillstring is connected to  the drilling machine, the drill bit is put in contact with the  formation and then rotated.  • While the drill bit is rotated, a downward force is  simultaneously applied to the drill bit and the  combination of rotation and down force causes  fragmentation (failure) of the rock and advance of the  drill bit into the formation.  Rotation Bit thrust What geologist need to know about drilling 12 © Colin Rice Exploration and Training (Pty) Ltd      Components of a rock drilling operation • As the drill bit fragments the rock, cuttings (pieces of rock) are  created that have to be removed from the borehole. • This is done by pumping a flushing medium (normally water  or air) downwards through the drillstring, across the face of  the drill bit and back up the annulus to surface.  • As the flushing medium flows upwards through the annulus, it  carries the drilled cuttings to surface. The annulus is the space between the borehole wall and the drill rod 11 12
  • 14. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 7 What geologist need to know about drilling 13 © Colin Rice Exploration and Training (Pty) Ltd      Components of a rock drilling operation Each of the drill bits shown below use different types of cutting element to fragment rock.  Bit Type of bit Cutting element A Drag bit  Tungsten carbide inserts B Diamond core bit Synthetic diamond C Diamond core bit Natural diamond D Tricone bit Tungsten carbide inserts E Drag bit Polycrystalline diamond  compacts Bits A, D and E are called “full‐face” bits and they  will produce a chip or sludge sample while the  diamond core bits, B and C produce a cylindrical  core sample. What geologist need to know about drilling 14 © Colin Rice Exploration and Training (Pty) Ltd      The features common to all drilling operations There are five features that are common to every drilling method or drilling technique: 1. Rotation of the drill bit 2. Load or weight on the drill bit 3. A bit weight control system 4. A hoisting system 5. A flushing system 13 14
  • 15. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 8 What geologist need to know about drilling 15 © Colin Rice Exploration and Training (Pty) Ltd      1. Rotation of the drill bit In every drilling method it is necessary that the drill bit is  rotated ‐ and in all cases, the rotational energy is provided by  the rotation head of the drilling machine. Rotation What geologist need to know about drilling 16 © Colin Rice Exploration and Training (Pty) Ltd      1. Rotation of the drill bit 15 16
  • 16. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 9 What geologist need to know about drilling 17 © Colin Rice Exploration and Training (Pty) Ltd      2. Weight (load) on the drill bit  • Mere rotation of the drill bit will not allow the drill bit to  fragment the rock and advance the borehole, it is essential  also that sufficient load is placed on the drill bit to force  the cutting elements against the rock being drilled.  • The load (force) applied to the drill bit is called ”bit load” or  ”weight on bit” or “bit thrust” – all of these terms mean  the same thing. • The load necessary to make a drill bit cut rock depends  upon many different factors but primarily it depends upon: i. the type of drill bit that is being used and, ii. the hardness of the formation being drilled Bit thrust Rotation What geologist need to know about drilling 18 © Colin Rice Exploration and Training (Pty) Ltd      2. Weight (load) on the drill bit  • In every drilling operation, lengths of drill rod are added to the drillstring as the borehole  deepens.  • Since every piece of drill rod has mass (and therefore weight), the addition of drill rods to the  drillstring results in an ever increasing weight on bit due entirely to the weight of the  drillstring. • When a borehole is shallow, the weight of the drillstring will supply only a part of the  necessary bit thrust and so the drill rig will have to provide the rest of the required thrust by its  hydraulic cylinders pushing down on the drill bit.  • As the borehole deepens, the drillstring weight will increase and so will supply an increasing  amount of the required bit load and the drill rig will have to supply less and less of the  required bit load. 17 18
  • 17. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 10 What geologist need to know about drilling 19 © Colin Rice Exploration and Training (Pty) Ltd      3. Bit weight control system • Different types of drill rig hold back excess rod weight in different ways ‐ this is called the bit  weight control system and it is an extremely important feature of all drilling machines.  • If formation conditions require a reduction in bit load and bit load is not reduced, then a host  of problems can occur which can very seriously affect the efficiency of the operation and the  integrity of the borehole. • It is extremely important therefore that the drilling machine allows the Driller to alter the  weight on bit as formation conditions change.  What geologist need to know about drilling 20 © Colin Rice Exploration and Training (Pty) Ltd      4. Hoisting system 19 20
  • 18. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 11 What geologist need to know about drilling 21 © Colin Rice Exploration and Training (Pty) Ltd      4. Hoisting system • Drilling machines can hoist drill rods in two ways, depending upon the design of the drill rig: i. with a hoist and wire rope or,  ii. using the main hydraulic cylinder together with the rotation head of the drill rig.  • Hoisting operations are extremely hazardous and time consuming and it is important that you  have a good understanding of the different ways in which different types of drilling machine  hoist drill rods.  What geologist need to know about drilling 22 © Colin Rice Exploration and Training (Pty) Ltd      5. Flushing system • Drilling involves fragmenting rock and it is essential that the fragmented rock (drilled cutting) is  removed from the borehole as efficiently as possible.  • If the drilled cuttings are not removed from the borehole then a number of serious problems  will occur ‐ hole cleaning is therefore the most important function of the drilling fluid system.  • In drilling operations we use either water or air as a flushing medium – we call this the drilling  fluid. 21 22
  • 19. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 12 What geologist need to know about drilling 23 © Colin Rice Exploration and Training (Pty) Ltd      5. Flushing system What geologist need to know about drilling 24 © Colin Rice Exploration and Training (Pty) Ltd      5. Flushing system 23 24
  • 20. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 13 What geologist need to know about drilling 25 © Colin Rice Exploration and Training (Pty) Ltd      5. Flushing system • The heart of the flushing system is the circulation pump or the compressor, both of which  must be able to deliver sufficient volume of fluid at adequate pressure to ensure efficient hole  cleaning.  • Based on my experience, I believe that most “in‐hole” problems are a direct consequence of  inefficient hole cleaning and so, in this course, we devote a complete module to this important  topic. What geologist need to know about drilling 26 © Colin Rice Exploration and Training (Pty) Ltd      The 5 features common to all drilling operations • Rotation of the drill bit • Thrust on the drill bit • A bit weight control system • A hoisting system • A flushing system 25 26
  • 21. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 14 What geologist need to know about drilling 27 © Colin Rice Exploration and Training (Pty) Ltd      Rock breaking mechanisms There are three distinct rock breaking mechanisms that we need to consider: 1. Crushing 2. Shearing 3. Abrading What geologist need to know about drilling 28 © Colin Rice Exploration and Training (Pty) Ltd      1. Crushing • A tricone bit (also called a rock bit), makes hole by crushing rock.  • Require very high load (typically 1,5 to 2 MT per centimetre of bit diameter) is applied to the  bit and the cutting elements of the drill bit penetrate and literally crush the rock as the bit  rotates. • Require very low rotational speeds (typically 40 to 80 rpm) to cut efficiently. 27 28
  • 22. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 15 What geologist need to know about drilling 29 © Colin Rice Exploration and Training (Pty) Ltd      1. Crushing What geologist need to know about drilling 30 © Colin Rice Exploration and Training (Pty) Ltd      1. Crushing • In a down‐hole hammer, high‐pressure compressed  air is blown down the drillstring and as the air  enters the hammer it causes the piston inside the  hammer cylinder to reciprocate very rapidly.  • Each time the piston moves downwards it strikes  the top of the drill bit and transfers an energy wave  through the drill bit into the rock. This energy  causes the rock to fracture and fragment and so the  bit is made to advance. • The drilled chips or cuttings are then blown up the  annulus to surface by the high pressure compressed  air as it escapes upwards to surface. 29 30
  • 23. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 16 What geologist need to know about drilling 31 © Colin Rice Exploration and Training (Pty) Ltd      2. Shearing / cutting • Drag bits break rock by a shearing action. The cutting  elements used in these bits can be: • tungsten carbide or, • polycrystalline diamond compacts (PDC)  • Cutting elements are relatively large with a sharp edge  to maximise the rate of penetration.  What geologist need to know about drilling 32 © Colin Rice Exploration and Training (Pty) Ltd      2. Shearing / cutting • Because drag bits shear rock rather than crush rock, they require much lower weight on bit  than a tricone drill bit requires. • Typically, a drag bit will require only 0,5 to 0,75 MT per centimetre of bit diameter to penetrate  efficiently. • Drag bits however require higher rotational speeds to cut than tricone drill bits require – somewhere in the range of 100 – 250 rpm.  31 32
  • 24. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 17 What geologist need to know about drilling 33 © Colin Rice Exploration and Training (Pty) Ltd      Relationship between rotational speed and rate of penetration  for a drag bit What geologist need to know about drilling 34 © Colin Rice Exploration and Training (Pty) Ltd      3. Abrasion/Grinding • Diamond core bits, for example, cut rock through this mechanism.  • Diamond bits contain either synthetic or natural diamond as cutting elements – these cutting  elements are very small and require very high rotational speed to make them abrade or grind  away the rock. Natural stone diamond bit Natural diamonds Synthetic diamonds 33 34
  • 25. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 18 What geologist need to know about drilling 35 © Colin Rice Exploration and Training (Pty) Ltd      Summary CRUSHING SHEARING ABRADING LOW RPM 40‐100 MEDIUM RPM 100 ‐ 250 HIGH RPM >1000 HIGH BIT WEIGHT MODERATE BIT WEIGHT LOW BIT WEIGHT What geologist need to know about drilling 36 © Colin Rice Exploration and Training (Pty) Ltd      Classification of drilling methods PERCUSSION DRILLING  METHOD ROTARY DRILLING  METHOD ROTARY PERCUSSION  DRILLING METHOD Rock is broken through a purely  percussive action Rock is broken by rotation coupled  with bit load Rock is broken by a combination of  percussion and rotation 35 36
  • 26. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 19 What geologist need to know about drilling 37 © Colin Rice Exploration and Training (Pty) Ltd      Drilling methods and drilling techniques PERCUSSION DRILLING  METHOD CABLE TOOL ROTARY DRILLING METHOD FULL‐HOLE ROTARY DIAMOND CORE  DRILLING ROTARY PERCUSSION  DRILLING METHOD TOP HOLE HAMMER DOWN HOLE HAMMER SONIC DRILLING METHOD What geologist need to know about drilling 38 © Colin Rice Exploration and Training (Pty) Ltd      Drilling methods and drilling techniques PERCUSSION DRILLING  METHOD CABLE TOOL ROTARY DRILLING METHOD FULL‐HOLE ROTARY DIAMOND CORE  DRILLING ROTARY PERCUSSION  DRILLING METHOD TOP HOLE HAMMER DOWN HOLE HAMMER SONIC DRILLING METHOD Dual tube reverse circulation  techniques DRILLING TECHNIQUES 37 38
  • 27. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 20 What geologist need to know about drilling 39 © Colin Rice Exploration and Training (Pty) Ltd      Drilling methods “the purpose of an exploration borehole is to obtain a representative sample of  the formation as safely and efficiently as possible”.  Edit Master text styles What geologist need to know about drilling 40 © Colin Rice Exploration and Training (Pty) Ltd      Rotary drilling method We can identify several different rotary drilling techniques but we will consider only two of these techniques: 1. Full‐hole rotary drilling and, 2. Diamond core drilling PERCUSSION DRILLING  METHOD CABLE TOOL ROTARY DRILLING METHOD FULL‐HOLE ROTARY DIAMOND CORE DRILLING ROTARY PERCUSSION  DRILLING METHOD TOP HOLE HAMMER DOWN HOLE HAMMER SONIC DRILLING METHOD 39 40
  • 28. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 21 Edit Master text styles What geologist need to know about drilling 41 © Colin Rice Exploration and Training (Pty) Ltd      Rotary drilling method – full‐hole rotary drilling Edit Master text styles What geologist need to know about drilling 42 © Colin Rice Exploration and Training (Pty) Ltd      Rotary drilling method – diamond core drilling 41 42
  • 29. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 22 Edit Master text styles What geologist need to know about drilling 43 © Colin Rice Exploration and Training (Pty) Ltd      Full‐hole rotary drilling – blasthole drilling Rotary drill rigs drilling 305 mm blastholes in a surface  mine.  Edit Master text styles What geologist need to know about drilling 44 © Colin Rice Exploration and Training (Pty) Ltd      Diamond core drilling Diamond core drilling obtains a continuous cylindrical core sample from the entire length of the borehole  and so diamond core drilling is extensively used in mineral exploration and geotechnical investigation  projects. 43 44
  • 30. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 23 Edit Master text styles What geologist need to know about drilling 45 © Colin Rice Exploration and Training (Pty) Ltd      Diamond core drilling – general principles • Bottom most part of the coring drillstring is the corebarrel that acts  as the receptacle for the core as the drill bit advances into the rock.  • Corebarrels vary in terms of their size, design and complexity. • The capacity of a corebarrel is always a multiple of the length of the  drill rods that are being used.  • Drill rods are typically 3 meters or 6 meters in length and so  corebarrels will have a capacity of 3 meters or 6 meters of core  respectively. However, corebarrels of 1 meter or 1,5 meter lengths  are also commonly used.  Corebarrel Drill rods Diamond bit Reaming shell Edit Master text styles What geologist need to know about drilling 46 © Colin Rice Exploration and Training (Pty) Ltd      Diamond core drilling – general principles • With the drillstring “on bottom”, drilling will begin and as the bit  advances the core “feeds” into the corebarrel.  • Once the corebarrel is “full” it will be necessary to retrieve the  corebarrel, remove the core and then reinsert the corebarrel so that  the borehole can be further advanced. • The borehole is therefore advanced in stages equal to the capacity  of the corebarrel. Corebarrel Drill rods Diamond bit Reaming shell The corebarrel is the most important component of the  drillstring ‐ it determines the size of the core and, to a large  extent, the quality of the core sample. 45 46
  • 31. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 24 Edit Master text styles What geologist need to know about drilling 47 © Colin Rice Exploration and Training (Pty) Ltd      Diamond core drilling – general principles We are able to retrieve core from the borehole in 2 different ways: 1. using a conventional system, 2. using a wireline system and, Edit Master text styles What geologist need to know about drilling 48 © Colin Rice Exploration and Training (Pty) Ltd      1. Conventional core retrieval system 47 48
  • 32. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 25 Edit Master text styles What geologist need to know about drilling 49 © Colin Rice Exploration and Training (Pty) Ltd      2. Wireline core retrieval system Edit Master text styles What geologist need to know about drilling 50 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ single‐tube corebarrel • Simplest of all corebarrels and consists of a corebarrel  head, an outer‐tube, a reaming shell and a drill bit.  • The corebarrel head connects the outer tube to the drill  rods and so will be threaded with the same thread as the  thread on the conventional drill rods being used.  Corebarrel head Outer-tube Reaming shell Drill bit Corelifter 49 50
  • 33. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 26 Edit Master text styles What geologist need to know about drilling 51 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ single‐tube corebarrel Single‐tube corebarrels are very simple and rugged but they have  some significant disadvantages:  1. Drilling fluid is pumped down the drillstring and as the drill  fluid flows through the corebarrel it has to flow over the  core to the drill bit. The core is therefore continuously  exposed to the washing effect of the drilling fluid. If the  core sample is at all friable then it will be eroded and a poor  quality core sample will result.  2. It is also important to note that as the corebarrel rotates,  there will be a tendency for the core to also rotate and this  can cause severe core grinding  and again, a poor quality  core sample. Drilling fluid flows directly over the core as it passes through the corebarrel Edit Master text styles What geologist need to know about drilling 52 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ double‐tube corebarrel • Overcomes the problem of water washing and core grinding. Corebarrel head Outer-tube Core cage Corelifter Inner--tube 51 52
  • 34. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 27 Edit Master text styles What geologist need to know about drilling 53 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ double‐tube corebarrel Drilling fluid flows through the  drillstring and then through a series of  holes drilled in the corebarrel head,  and then downwards between the  inner and outer‐tubes.  As the borehole advances, the core  feeds into the inner‐tube and so is  protected from the washing of the  drilling fluid. Drilling fluid flows past the inside of  the drill bit, across the face of the drill  bit and then up the annulus to surface. Edit Master text styles What geologist need to know about drilling 54 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ double‐tube corebarrel The inner‐tube is connected to the  corebarrel head via a set of bearings. The bearings allow the inner‐tube to  remain “stationary” while the outer‐ tube, reaming shell and drill bit are  rotated by the drillstring. These corebarrels are therefore called  “stationary inner‐tube corebarrels”. It is important that the bearings in the  corebarrel head are properly lubricated  and maintained. If the bearings are not properly  lubricated or if they are worn, the inner‐ tube will spin with the outer‐tube and  core grinding can occur. Since the inner‐tube is “stationary”, core  quality and therefore core recovery will  be significantly better than would be  possible with a single‐tube corebarrel.  53 54
  • 35. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 28 Edit Master text styles What geologist need to know about drilling 55 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ triple‐tube corebarrel Edit Master text styles What geologist need to know about drilling 56 © Colin Rice Exploration and Training (Pty) Ltd      Conventional corebarrels ‐ triple‐tube corebarrel Outer-tube Plastic linerInner-tubeReaming shell 55 56
  • 36. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 29 Edit Master text styles What geologist need to know about drilling 57 © Colin Rice Exploration and Training (Pty) Ltd      Wireline corebarrels • A wireline corebarrel is a  double‐tube corebarrel and  consists of an outer‐tube  assembly and a retrievable  inner‐tube assembly. • As the drill bit advances, the  core feeds into the inner‐ tube and when the inner‐ tube has been filled, the  entire inner‐tube assembly  is retrieved to surface  through the drillstring.  Outer‐tube assembly Inner-tube head assembly Inner-tube Stop ring Corelifter Core cage Locking coupling Landing ring Outer-tube Stabiliser Adaptor coupling Inner‐tube assembly Edit Master text styles What geologist need to know about drilling 58 © Colin Rice Exploration and Training (Pty) Ltd      Wireline corebarrels The outer‐tube assembly consists of 5 major components: Locking coupling: this is the upper‐most component and it  connects the drill rods to the outer‐tube assembly. The thread at  the top of the locking coupling will be selected to match the  thread of the wireline drill rods being used. Adaptor coupling: connects the locking coupling to the outer‐ tube. The adaptor coupling is internally recessed to allow the  inner‐tube be be latched into position. Landing ring: the landing ring seats inside the upper thread of  the outer ‐tube and acts as a seat for the inner‐tube. Outer‐tube: thick walled tube to house the inner‐tube. Stabiliser: fits inside the reaming shell and is designed to  provide stability to the inner‐tube while drilling. Outer‐tube assembly Locking coupling Landing ring Outer-tube Stabiliser Adaptor coupling 57 58
  • 37. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 30 Edit Master text styles What geologist need to know about drilling 59 © Colin Rice Exploration and Training (Pty) Ltd      Wireline corebarrels The inner‐tube assembly consists of 5 major  components: Inner‐tube head assembly: this provides a means of  latching the inner‐tube into position in the outer‐tube  so that the core can feed into the inner‐tube and it  provides a means of releasing the latches when the  inner‐tube assembly is retrieved to surface. Inner‐tube: this is a thin walled steel tube into which  the core feeds as the drill bit advances. Corecage, corelifter and stop ring : the inside of the  core cage is tapered – the outside of the corelifter is  similarly tapered and grips and holds the core when  the drillstring is lifted to break the core. Inner-tube head assembly Inner-tube Stop ring Corelifter Core cage Inner‐tube assembly Edit Master text styles What geologist need to know about drilling 60 © Colin Rice Exploration and Training (Pty) Ltd      Wireline corebarrels Latches – when in position in the outer‐tube assembly, the latches open outwards into a recess in the  adaptor coupling. The latches then rest against the underside of the locking coupling and this prevents the  inner‐tube assembly from being pushed upwards into the drill rods while drilling. Latches in the open and latched position. Note that the latches rest against the underside of the locking coupling . Locking coupling Adaptor coupling Recess machined  into the adaptor  coupling Inner-tube assembly descending through the drillstring. Note the latches about to open into the machined recess 59 60
  • 38. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 31 Edit Master text styles What geologist need to know about drilling 61 © Colin Rice Exploration and Training (Pty) Ltd      Wireline overshot assembly • The overshot assembly is lowered through the  drillstring on the end of a wire cable. • The bottom‐most part of the overshot houses  a pair of lifting dogs. The lifting dogs have a  square shoulder that latch under the  spearhead point and allow the inner‐tube to  be pulled to surface. Edit Master text styles What geologist need to know about drilling 62 © Colin Rice Exploration and Training (Pty) Ltd      Wireline overshot assembly Lifting Dogs – note the square shoulder 61 62
  • 39. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 32 Edit Master text stylesRotary percussion drilling method The term “rotary percussion” describes a drilling method where  percussive energy is used to crush the rock while the drill bit is being  rotated.  In this method, there is therefore both percussion and rotation,  hence the name “rotary percussion”. Two rotary percussion drilling techniques: • top‐hole hammer techniques and • downhole hammer techniques. Downhole Hammer Top-hole Hammer Edit Master text stylesRotary percussion drilling method • In both techniques, the percussive energy is created by a piston that  is made to reciprocate very rapidly. • On every down‐stroke of the piston it strikes either the drill bit  (downhole hammer) or the drillsteel (top‐hole hammer) and so  transfers percussive energy through the drill bit or the drillsteel,  into  the rock. • In both cases, the drill bit crushes the rock and so makes hole. Downhole Hammer Top-hole Hammer 63 64
  • 40. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 33 Edit Master text styles • Since the percussive energy has to travel all the way through the drillsteel to the drill bit, a great deal of  the energy is lost as the energy wave travels along the drillsteel. If the drillsteels are coupled together,  up to 6% of the energy can be lost at each coupling and so this drilling technique is limited to relatively  short, small diameter boreholes. • Top‐hole hammer drilling techniques are therefore used mainly to drill small diameter blastholes in  mines and quarries – this technique is not used as an exploration method. The piston of the rockdrill strikes the top of the shank adaptor and transmits an energy wave through the drillstring to the drill bit and the rock. As the energy wave travels through the drillstring, energy is lost. Top‐hole hammer drilling Edit Master text stylesDownhole hammer – general principles • Essentially a downhole hammer consists of an outer cylinder inside  of which a piston is made to reciprocate. • High pressure compressed air is blown down the drillstring and into  the hammer. As the air passes through the hammer the piston is  made to reciprocate repeatedly and on every down stroke it strikes  the top of the drill bit. The energy of the piston is transferred  through the drill bit to the rock and causes rock breakage.  • Since the hammering action is directly onto the drill bit the  efficiency of energy transfer is much greater than in a top‐hole  hammer.  • Downhole hammers are therefore able to drill much larger  diameter and deeper boreholes than are possible with a top‐hole  hammer.  65 66
  • 41. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 34 Edit Master text stylesDownhole hammer – general principles High pressure compressed air is blown through the  hammer. The air causes the piston to reciprocate  very rapidly and then the air is blown through the  centre of the drill bit and out through flushing holes  in the face of the drill bit. The air then blows the drilled cuttings to surface. Edit Master text stylesDownhole hammer drilling ‐ limitations 67 68
  • 43. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 36 Edit Master text stylesCirculation systems Edit Master text styles • Air has to be introduced into the annular space  between the inner and the outer tubes of the  drill rods. This is achieved through the use of an  air swivel that is mounted below the rotation  head.  • Cuttings generated travel upwards through the  inner‐tube and they have to travel through the  rotation head into the sample hose (discharge  hose) to the sample collection system.  • Rotation head must therefore have a hollow  spindle and is therefore somewhat more  complex than a standard top drive rotation head Sample flow path 71 72
  • 44. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 37 Edit Master text styles • High pressure compressed air travels downwards  in the annular space between the inner and  outer tubes. The air enters the hammer and  causes the piston to reciprocate and so the drill  bit makes hole.  • The air exhausts through a series of ports above  the head of the drill bit, it then flows inwards,  across the face of the bit and into a series of  sample holes in the face of the drill bit.  • The air then travels upwards through the inner‐ tube to surface.  Face  sampling hammers Edit Master text stylesFace sampling hammers 73 74
  • 45. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 38 Edit Master text stylesFace sampling hammers Edit Master text styles • The use of face sampling hammers ensures the  cuttings are removed from the bottom of the  hole very rapidly thereby reducing secondary  grinding and improving rates of penetration.  • Many of these “face sampling” hammers are  extremely efficient and produce production rates  similar to those of a conventional downhole  hammer.  • This also ensures that large chip samples are  obtained.  Face sampling hammers 75 76
  • 46. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 39 Edit Master text stylesFace sampling hammers Edit Master text styles • All face sampling hammers are fitted with a “shroud” that fits immediately above the drill bit. The  shroud is slightly smaller in diameter than the drill bit and effectively provides an annular seal to force  cutting inwards and upwards into the sample tube of the hammer. • Reverse circulation systems are designed so that the drill rod is only slightly smaller in diameter than the  hole being drilled. The drill rod therefore acts like a rotating casing to aid hole stability and creates a  backpressure in the annulus between the drill rod and the borehole wall to assist in forcing the sample  to be blown up the inner‐tube rather than up the annulus.  Face sampling hammers 77 78
  • 47. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 40 Edit Master text styles • The mass of sample generated when drilling a full hole is very great ‐ a 114mm borehole for example  generates approximately 30 kilograms of cutting per meter (depending upon the density of the  formation) and so it is impossible for the geologist to manage the total mass of sample collected.  • A sample splitter must therefore be used to “split” the sample into a smaller mass that is economical to  transport and assay. It is obviously essential however, that the split sample produced is representative of  the total sample. • Several different types of sample splitter are used and in all cases it is essential that the splitter is exactly  vertical and that it is kept free of any clogging or blocking.  Sampling systems Edit Master text stylesSampling systems A Riffle splitter A rotary cone splitter 79 80
  • 48. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 41 Edit Master text styles • The earliest sample splitting system that was used was the riffle  splitter. that consists of a series of matching chutes (riffles)  arranged opposite to one another.  • In theory, when a batch of sample is dropped onto the chutes  exactly half of the sample will flow through one set of chutes and  the other half will flow through the other chutes. One half can  then be discarded and the retained sample again split by passing  through a second set of chutes. • In this way, the sample would have been split in half and then in  half again – the retained sample will therefore be 25 % of the  mass of the original sample. • If the sample is again split through a third tier of chutes, then the  retained sample will be 12 ½ % of the original and if again split the  retained sample will be 6 ¼ % of the original sample. • This smaller sample can then be sent to the laboratory for assay. Sampling systems Edit Master text styles • The cone splitter works by dropping sample through a 120mm  hole over the point of a cone in an ‘hourglass effect’. This  provides an even flow of sample over the cone.  • Beneath the bottom of the cone are 2 segment shaped chutes  that direct a percentage of the sample to the assay bags.  • These chutes are adjustable to take between 3 and 12 percent  of the total sample. One is used as the assay sample, the other  for a duplicate sample.  • The waste material falls through a central chute to be  discarded. Sampling systems 81 82
  • 49. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 42 Edit Master text styles What geologists need to know about drilling?  Safety aspects of drilling  What geologist need to know about drilling 84 © Colin Rice Exploration and Training (Pty) Ltd      Legal aspects of drilling • The legal hierarchy • Laws applicable to exploration drilling • The Mine Health and Safety Act • Legal liability 83 84
  • 50. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 43 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 85 The legal hierarchy The Constitution  The Bill of Rights Statutory Law National Laws (Acts of Parliament) Provincial Legally Required Standards (SANS) Mandatory COP's Municipal By Laws Common Law Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 86 • The supreme and most important statute is the  Constitution of South Africa as it provides the legal  foundation upon which the country operates and it  forms the basis of all public life. • No other law may conflict with the Constitution, nor  may the Government or any Government official do  anything to violate the Constitution. • Our current constitution is South Africa's fifth and it  was drawn up by the Parliament that was elected in  1994 and was promulgated by President Nelson  Mandela on 10th December 1996. The Constitution of the Republic of South Africa 85 86
  • 51. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 44 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 87 The Constitution of the Republic of South Africa Chapter 2 of the Constitution of South Africa is  the “Bill of Rights” that details all of the  fundamental human rights to which every  South African must be afforded, for example: • The right to life  • The right to human dignity  • The right to equality before the law  and, • The right to be treated without  discrimination Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 88 • Exploration drilling activities are regulated by many different statutory instruments. • Some of these Acts are: • The Minerals & Petroleum Resources Development Act (MPRDA) • The Mine Health & Safety Act 29 of 1996 (MHSA) • The Employment Equity Act 55 of 1998 • The Basic Conditions of Employment Act 75 of 1997 • The Compensation for Occupational Injuries & Diseases Act 130 of 1993 (COIDA) • The National Environmental Management Act 107 of 1998 (NEMA) • The National Environmental Management: Water Act 59 of 2008 The legal hierarchy 87 88
  • 52. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 45 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 89 Our legal system is based on two types of law: Statutory law Written law, made by the government of the country or some body with the authority to pass laws. These  are Acts of Parliament, provincial by‐laws or municipal by‐laws. Common law  Based on decisions made by judges or the courts ‐ these decisions create a precedent that can be used to  guide future decisions in similar cases. Employers therefore have both a common law duty to ensure that their employees are safe but also  responsibilities imposed by statutory law. Common law and statutory law  Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 90 • Employers therefore must be aware not only of their duties and responsibilities under statutory law but  also under common law. • Every person has the expectation that he or she will be able to carry out his or her work and then  return home safe and healthy every day.  It is therefore the fundamental duty of every employer to  ensure that his employees are able to work in a safe environment and in a manner that does not  endanger their health – this is a common law right and obligation.  • Similarly, it is the duty of every employee to take care of himself and his fellow workers when in the  workplace. The legal hierarchy 89 90
  • 53. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 46 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 91 In many industries employers do not provide a safe and healthy workplace and so trade unions and other  non‐governmental organizations (NGO’s) lobby Government to enact new laws or to change existing laws  to better regulate activities in these industries, particularly with regard to health and safety.  The South African mining industry is an excellent example of how external pressure forced changes in  legislation. Faced with incredibly high fatality rates, the National Union of Mineworkers (NUM) began to  pressurise Government in the late 1980’s to improve the health and safety of mineworkers.  This pressure ultimately resulted in the Leon Commission of Enquiry which in turn resulted in the  promulgation of the new Mine Health and Safety Act 29 of 1996 (MHSA).  The legal hierarchy Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 92 All work and work related activities that are carried out in South Africa have to comply with the  Occupational Health and Safety Act 85 of 1993 (OHSA). OHSA has as its objective the following: 1. To provide for the health and safety of persons at work and for the health and safety of persons in  connection with the use of plant and machinery; 2. The protection of persons other than persons at work against hazards to health and safety arising  out of or in connection with the activities of persons at work; 3. To establish an advisory council for occupational health and safety. The Occupational Health and Safety Act 85 of 1993 is written to regulate work undertaken in shops, offices,  factories, warehouses and construction sites – it does not directly regulate mining or drilling activities there  are parts of the Act however that have an implication on drilling and mining activities. Occpational Health and Safety Act 91 92
  • 54. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 47 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 93 The MPRDA regulates how exploration, prospecting and mining activities are managed from a permitting  perspective. i.e. how prospecting permits are issued, how mining authorisations are issued etc. The Minerals & Petroleum Resources Development Act  (MPRDA) Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 94 The MPRDA is of great importance to exploration drilling activities because the Act defines what  “prospecting” is…………. The MPRDA defines “prospecting” as follows: PROSPECTING is intentionally searching for any mineral by means of any method – • which disturbs the surface or subsurface of the earth, including any portion of the earth that is  under the sea or under other water; or • in or on any residue stockpile or residue deposit, in order to establish the existence of any mineral  and to determine the extent and economic value thereof; or • in the sea or other water on land. The Minerals & Petroleum Resources Development Act  (MPRDA) 93 94
  • 55. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 48 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 95 The MPRDA goes further and defines a “mineral” as follows: A MINERAL is,  any substance, excluding water, but including sand, stone, rock, gravel and clay, as well as soil, other than  top soil – whether that substance is in solid, liquid or gaseous form; that occurs naturally in or on the earth, in or under water or in tailings; and, that has been formed by or subjected to a geological process.  The Minerals & Petroleum Resources Development Act  (MPRDA) Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 96 From these 2 definitions it is very clear that any activity aimed at finding a mineral that disturbs the surface  of the earth is “prospecting” and so requires a permit to be issued by the Department of Mineral Resources  (DMR). The Minerals & Petroleum Resources Development Act  (MPRDA) 95 96
  • 56. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 49 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 97 • In order to get a full appreciation of the origins of the Mine Health and Safety Act, we must go back a  little bit in our history to 1911 when the Mines and Works Act No 12 was promulgated.  • This Act was promulgated to regulate mining activities and it formalised the racial segregation of  responsibility in mines. The Act distinguished between white and black workers ‐ black workers had no  representation in matters of safety and they had no right to leave a dangerous place unless given  permission by a miner. • This legislation remained in force in South Africa until 1956 when it was repealed and replaced by the  Mines and Works Act 27 of 1956. This new legislation did little to reduce the fatality rate in the mines  and so a number of organisations but primarily the National Union of Mineworkers (NUM) began  campaigning in the 1980’s for increased health and safety awareness in mines. • As a result of this pressure on Government, the Mines and Works Act of 1956 was repealed and  replaced by the Minerals act of 1991.  Origins of the Mine Health and Safety Act Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 98 • There was still no meaningful reduction in the number of fatalities and in an effort to address the  problem, the Leon Commission of Inquiry was set up in 1994 to investigate health and safety on mines  and to make recommendations to improve health and safety.  • The Commission estimated that more than 1 million mine workers were killed or seriously injured in  South African mines between 1900 and 1993 and the work of the commission resulted in the  promulgation of the Mine Health and Safety Act that was enacted in 1996. • The Act has received worldwide praise and support. Origins of the Mine Health and Safety Act 97 98
  • 57. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 50 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 99 Structure of the Mine Health and Safety Act Mine Health and Safety Act 29 of 1996 Chapter 1 Section 1 Chapter 2 Section  2‐24 Chapter 3 Section  25‐40 Chapter 4 Section 41‐46 Chapter 5 Section  47‐74 Chapter 6 Section 75‐81 Chapter 7 Section  82‐95 Chapter 8 Section  96‐106 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 100 The Act is composed of 8 chapters and a total of 106 sections, each chapter is devoted to a particular  aspect of health and safety on mines: Structure of the Mine Health and Safety Act Chapter Title Sections 1 Objects of the Act 1 2 Health and safety at mines 2 - 24 3 Health and safety representatives and committee 25 – 40 4 Tripartite institutions 41 – 46 5 Inspectorate of mine health and safety 47 – 74 6 Minister’s powers 75 – 81 7 Legal proceedings and offences 82 – 95 8 General provisions 96 - 106 99 100
  • 58. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 51 Edit Master text stylesSection 102: Definitions – “mine” From this definition it is very  clear that any exploration  borehole is deemed to be  “a  mine” and so this means that  all exploration drilling  activities fall within the Mine  Health and Safety Act and so  have to fully comply with the  Act. Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 102 • It is very clear also that since water is not defined as a mineral that waterwell drilling operations are not  regulated by the MHSA but rather by OHSA.  • A person drilling a waterwell on private property therefore has only to comply with OHSA. • If however, the waterwell is drilled on land that is covered by a prospecting permit or a mining  authorisation then, that waterwell is considered to be “a mine” and so the drilling and waterwell  construction operations must comply fully with the requirements of the MHSA.  The Mine Health and Safety Act 29 of 1996 101 102
  • 59. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 52 Edit Master text stylesSection 102: Definitions – “owner” The Act recognises three  distinct conditions, the first  condition is pretty logical, the  “owner” is the holder of the  prospecting permit or mining  authorisation.  Typically, but not always, this is  a mining company such as;   Anglo American, Rio Tinto or  South 32 for example.   Edit Master text stylesSection 102: Definitions – “owner” The second condition takes  account of situations where the  prospecting or mining is being  done “illegally” i.e. no  prospecting permit or mining  authorisation has been issued  but prospecting or mining  activities are being carried out.  In this case the owner is  deemed to be the person for  whom the drilling or mining is  being done. It is important to note that a  contractor working on the  project escapes responsibility. 103 104
  • 60. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 53 Edit Master text stylesSection 102: Definitions – “owner” The third condition takes  account of situations where the  mine is no longer being worked  or where the “owner” has died.  This provision ensures that no  one escapes their  responsibilities – even if the  mine is no longer being  operated, the last person who  operated the mine is deemed  the owner and so is responsible  for ensuring that all the  requirements of the Act are  met.  Even if the “last person who  operated the mine” has passed  on, then the person who  inherits the mine (the successor  in title), becomes the “owner”  and so assumes full  responsibility in terms of the Edit Master text stylesSection 102: Definitions – “owner” Even if the “last person who  operated the mine” has passed  on, then the person who  inherits the mine (the successor  in title), becomes the “owner”  and so assumes full  responsibility for the “owner” in  terms of the Act.  105 106
  • 61. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 54 Edit Master text stylesSection 102: Definitions – “owner” This provision ensures that no one escapes their responsibilities – even if the mine is no longer being  operated, the last person who operated the mine is deemed the owner and so is responsible for ensuring  that all the requirements of the Act are met.  Even if the “last person who operated the mine” has passed on, then the person who inherits the mine  (the successor in title), becomes the “owner” and so assumes full responsibility in terms of the Act.  Abandoned and unrehabilitated  mines are an extremely serious  environmental and safety  problem in South Africa (and  other parts of the world also) ‐ many mines were worked for  many years, huge value was  derived from them but when  they became uneconomical to  mine, the “owners” merely  walked away and left an  environmental disaster for the  current generation to manage. Edit Master text stylesSection 102: Definitions – “employer” Essentially this definition tells  us that the “owner” and the  “employer” are one and the  same. As we progress through our examination of the Ac ,you will see why this definition is so important – for  now, all I want you to do is to remember that whenever you see the words “owner” or “employer”, that  they mean the same thing.  107 108
  • 62. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 55 Edit Master text stylesSection 102: Definitions – “employee” This definition recognises two conditions; the first is people who are directly employed by the mining  company and so receive salaries or wages from the mining company. The second condition covers indirect employees; contractors, consultants or other people who “work” at  the mine but who are not directly employed by the mine. In an exploration drilling operation, a survey technician who conducts a directional survey of a borehole is  deemed to be an “employee” of the mine. Why is this so important?  We will see shortly that the Act requires that the “employer” must ensure the health and safety of all  employees – this means direct and indirect employees. Edit Master text stylesSection 86: Negligent act or omission This section states that a  person who, through  negligence, endangers the  health of safety or causes  serious injury or serious  illness to a person at a mine is  guilty of an offence.  It is important that we have a  good understanding of what  “negligence” is. 109 110
  • 63. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 56 Edit Master text stylesSection 86: Negligent act or omission Two conditions are specified; firstly “any person” whether an employee, visitor or community member  who causes illness of injury to anyone at a mine through his / her negligence, is guilty of an offence and  so that person may be liable to prosecution in terms of the Act. The second condition stipulates that any person, other than an employee or the employer, who  endangers the health or safety of a person at a through his / her negligence, is guilty of an offence and so  that person may be liable to prosecution in terms of the Act. Edit Master text stylesSection 91: Failure to comply with this Act This section is all encompassing  – it says that anyone, including  an employer, who contravenes  any aspect of the Act is guilty of  an offence. 111 112
  • 64. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 57 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 113 • The Mine Health and Safety Act places very great responsibility for health and safety on certain people;  the CEO, Managers, and persons to assist all have very onerous responsibilities to ensure that people  on mines work in conditions that promote health and safety. • These three positions are what are termed “legal appointments” and there are many other positions to  which people are legally appointed. Legal appointments Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 114 Legal Appointments required by the MHSA Appointment Reference Person to assist the CEO MHSA Section 2A (1) Manager MHSA Section 3 .1.a Assistant person MHSA Section 4.1 Subordinate Manager Minerals Act Reg 2.6.1 Safety Officer Minerals Act Reg 2.17.1 Person to assist Minerals Act Reg 2.9.2 Safety Officer - acting Minerals Act Reg 2.17.6 Chief Safety Officer Minerals Act Reg 2.17.4 Health and Safety Representative Minerals Act Reg 2.18.1 MHSA Reg 6.9 SHE Committee Members MHSA Reg 6.10 MHSA Section 34 Legal appointments 113 114
  • 65. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 58 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 115 The MHSA provides for three levels of responsibility: 1. The employer: he is ultimately responsible for the health and safety of employees and for ensuring that  the MHSA is complied with. 2. Legal appointees: the employer cannot perform all of the duties imposed on it by the Act and so the  Act allows the employer to legally appoint certain persons to be responsible for certain duties, eg. • CEO Section 2A(1) • Manager 3. 1 (a) 3. Employees: every employee is responsible for his own health and safety and for the health and safety  of persons who may be affected by his activities. Responsibility for health and safety Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 116 The Mine Health and Safety Act requires that all employees are competent, especially people who carry a  legal appointment. Competency as defined in Chapter 1, Section(4B) of the Minerals Act Regulations (Page 256) “competent person” means a person who— (i)  is qualified by virtue of his knowledge, training, skills and experience to organise work and its  performance; (ii)  is familiar with the provisions of the Act and the regulations which apply to the work to be  performed; and (iii) has been trained to recognise any potential or actual danger to  health or safety in the  performance of the work; or (b) is in possession of the appropriate certificate of competency where such certificate is required by these  regulations; Competency 115 116
  • 66. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 59 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 117 Criminal liability  A person who fails to comply with provisions of either a statute or common law duty. Important elements of criminal liability are:  • It is always the State versus a person (or company).  • The trial is about whether the accused is guilty of the charges against him.  • The purpose of the trial is to punish the guilty person. Criminal liability comes from 2 sources:  • Legislation (statutes) e.g. Mine Health and Safety Act  • Common law eg. murder, culpable homicide  Liability Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 118 Schedule 8 details the Maximum fines or period of imprisonment that can be imposed for offences.  Penalties Section under which convicted Maximum fine and term of  imprisonment 2, 2A, 3, 5, 6, 7(1), 10, 11 R 1 Million or 5 years 15, 16, 21 (1), (3) or (4), 24 R 500 000 or 5 years 22, 52, 53, 62, 66(3), 70, 71, 84, 85 R 200 000 or 2 years 87, 88, 89, 90  R 50 000 or 6 months 55B R 1 Million 117 118
  • 67. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 60 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 119 Civil liability  If the person's negligence causes loss or injury to another person that other person could sue for  compensation in a civil court.  Important elements of civil liability are:  • It is always one private person versus another.  • The trial is about whether the defendant is liable (for negligence).  • The purpose of the trial is compensation to the plaintiff.  • Civil liability essentially has one source i.e. common law. There are endless different types of civil  common law liability. Liability Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 120 Vicarious liability  Important legal concept for the supervisor!  This principle is sometimes known as the Master ‐ Servant  principle.  In summary, this principle involves the following:  • The supervisor would have people under his control.  • The supervisor must use that power of control to ensure that his sub‐ordinates act as reasonable  people.  • If a sub‐ordinate commits a wrongdoing, it is because the supervisor failed to exercise his control as a  reasonable supervisor would.  • This failure of exercising control is as serious a wrongdoing as that committed by the sub‐ordinate,  and on this basis the supervisor would be punished by being held responsible for the sub‐ordinate's  wrongdoing.  Liability 119 120
  • 68. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 61 Course 9: Legal aspects of exploration drilling (SA Law) V4.040918 121 Vicarious liability continued Vicarious Liability applies to both the civil and criminal law spheres. Thus:  •  if an employee violates any provision of a statute, or commits a criminal common law offence, the  supervisor could be held criminally liable; and/or  •  if a third party suffered loss or damage due to the employee's negligence, he could lodge a civil claim  against the supervisor.  Liability Edit Master text styles What geologists need to know about drilling?  Economic aspects of drilling 121 122
  • 69. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 62 What geologist need to know about drilling 123 © Colin Rice Exploration and Training (Pty) Ltd      Economic aspects of drilling • The relationship between the geologist and the contractor • How a contractor makes profit • Types of contracts • What can the geologist do to allow the contractor to make profit All exploration drilling is based on a contract, therefore you need to know about….. Course 6: Economic aspects of exploration drilling V4.190619 124 © Colin Rice Exploration and Training (Pty) Ltd      The relationship between the mining company and the drilling  contractor CONTRACT CONTRACTORMINING COMPANY • HAS A FIXED BUDGET • WANTS TO MAXIMISE METRES • WOULD LIKE LOWEST COST PER METRE • HAS HIGH CAPITAL INVESTMENT • WANTS TO MAXIMISE PROFIT • WOULD LIKE HIGHEST PRICE PER METRE 123 124
  • 70. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 63 Course 6: Economic aspects of exploration drilling V4.190619 125 © Colin Rice Exploration and Training (Pty) Ltd      The relationship between the mining company and the drilling  contractor • Often the drilling contract does not allow both parties to achieve their objectives: • the scope of the contract changes as the project progresses • drilling costs are higher than budgeted • Both of these situations are avoidable if the project requirements are fully understood and all of these  requirements are fully specified in the tender specification. If the tender specification (or scope of  work) does not include all possible elements of cost then there will be situations where work has to be  done but there are no rates for the work. This will make management of the contract very difficult for  the geologist.  Course 6: Economic aspects of exploration drilling V4.190619 126 © Colin Rice Exploration and Training (Pty) Ltd      Two principles of business Principle 1 “If a contractor is not making a profit, he cannot perform on site” Principle 2 “Profit is the reward for risk” 125 126
  • 71. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 64 Course 6: Economic aspects of exploration drilling V4.190619 127 © Colin Rice Exploration and Training (Pty) Ltd      Characteristics of a good contract The drilling contract must be equitable.  This is the most important characteristic of a good drilling contract – the contract must be fair. • There is risk involved in any drilling operation and so the tender specification (scope of work) must fully  identify all of the risks associated with the project. If geological conditions are expected to be  particularly bad or if it is expected the the boreholes will deviate significantly, or if artesian water is  expected or if community issues are expected to disrupt operations for example, then all of these risks  must be identified and made clear in the tender document so that the contractor can take them into  account when he calculates his costs to drill.  • If risks are not identified, there will be conflict when the contractor claims for the additional costs that  he has to incur. • The drilling contract must then clearly address how the risks identified are to be shared between the  contractor and the mine.  Course 6: Economic aspects of exploration drilling V4.190619 128 © Colin Rice Exploration and Training (Pty) Ltd      Characteristics of a good contract The drilling contract must be as simple and unambiguous as possible. • Tender documents and contracts are unfortunately sometimes very lengthy and complex documents  and this can lead to confusion and conflict. • Even if the drilling contract is large and complex every effort should be made to keep the technical  terminology as simple as possible and where necessary, the terminology used must be clearly defined. • If this is done then the application of different rates to different operations will be easy to understand  and there will be no ambiguity or conflict. 127 128
  • 72. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 65 Course 6: Economic aspects of exploration drilling V4.190619 129 © Colin Rice Exploration and Training (Pty) Ltd      Characteristics of a good contract The drilling contract must reward the contractor for drilling and specified services only.  • While it is important that the contractor is fairly rewarded for his work and risk, it is equally as  important that the contractor is not unfairly rewarded.  • Drilling contractors are employed to drill and so it is important that the contractor only makes profit  when he is doing what he was contracted to do ‐ in other words, he should only make profit when he is  drilling or providing other services specified in the contract.  • The contract should therefore be structured so that the contractor is unable to make abnormal profit  while standing or while performing operations peripheral to making hole unless these operations are  specified in the contract or if circumstances are abnormal. Course 6: Economic aspects of exploration drilling V4.190619 130 © Colin Rice Exploration and Training (Pty) Ltd      How does a contractor make profit • A tender document will require that the contractor submit a “schedule of rates” for the work specified  in the scope of work and in order for the contractor to be able to prepare a schedules of rates, he will  need to calculate what his costs are.  • Irrespective of the structure of the contract, all contractors will use similar processes to determine their  cost of drilling and what they will charge for their work. • Contractors have two different types of cost: Fixed Costs and Variable Costs. 129 130
  • 73. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 66 Course 6: Economic aspects of exploration drilling V4.190619 131 © Colin Rice Exploration and Training (Pty) Ltd      How does a contractor make profit FIXED COSTS are costs that the contractor will incur whether he is drilling or not – we can think of  these as his “standing costs” and they will include: • Salaries and wages: he has to pay his staff whether they are working or not • Rentals and office costs: he has to pay rentals and water and power bills • Insurance costs: he must pay for insurance for his equipment and people  • Equipment finance costs, insurance costs etc. Course 6: Economic aspects of exploration drilling V4.190619 132 © Colin Rice Exploration and Training (Pty) Ltd      How does a contractor make profit Variable costs will vary with the size of the borehole and with the drilling method being used – for example,   HQ drill rods, corebarrels, bits and reaming shells are more costly than similar NQ equipment and so we  would expect the cost to drill a metre of HQ core will be greater than the cost to drill a metre of NQ core. VARIABLE COSTS are costs that the contractor will incur only when he is actually drilling and will  include: • Drill rig and equipment maintenance • Fuels & oils • Bits and reaming shells • Corebarrels and corebarrel consumables • Drill rods • Drilling fluids 131 132
  • 74. Foundations for a Geological Career 8/16/2019 Geological Society of South Africa 67 Course 6: Economic aspects of exploration drilling V4.190619 133 © Colin Rice Exploration and Training (Pty) Ltd      Fixed cost per metre • Once the contractor has determined his fixed costs per month, he will then estimate how many metres  he will drill per month and he will divide the fixed cost by the number of metres to determine his “fixed  cost per metre”. • In arriving at the number of metres that he expects to drill in a month he will take into account the size  of the boreholes, he will consider the rock hardness and the available hours to drill and any other  factors that will affect his productivity. Course 6: Economic aspects of exploration drilling V4.190619 134 © Colin Rice Exploration and Training (Pty) Ltd      Variable costs per metre • Costs per metre will for each of the holes sizes that the contractor will drill.  133 134