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Abstract
A study of drilling fluid flow in the annular space and drill pipe by residence time distribution analysis using a tracer is
presented. This is a new method which can be used to assess the rate of removal of cuttings during the drilling process.
Two field trials were conducted to evaluate the technical feasibility and potential application. The results are analyzed using
the flow behavior, carrying capacity of the drilling fluid, and hole cleaning conditions. Analysis of tracer response indicates the
presence of anomalous flow in both trials, characterized by two fluid volume fractions traveling with different velocities. The
magnitude of these volume fractions is related directly to the carrying capacity of the drilling fluid (hence, the hole cleaning
conditions) which is explained. The dispersion coefficient, as well as other distribution functions, is suggested to measure the
overall behavior of fluid in a drill-hole.
This method is compared with empirical correlations employed in the industrial practice and potential advantages are
demonstrated using tracers.
D 2003 Published by Elsevier B.V.
functions of the drilling fluid circulating in the system mud flow rate, etc. Many investigations of cutting
is the removal of cuttings from the bottom of the well removal have been conducted. Williams and Bruce
as drilling progresses. The capacity of the drilling (1951) concluded that using low viscosity –low gel
fluid to transport cuttings from the bottom of the well muds enhances cutting removal and when the pipe is
to the surface is known as the carrying capacity of a rotated. They also found that turbulent flow in the
drilling mud. A high carrying capacity implies good well annulus has a positive effect in cutting removal,
cleaning conditions within the annulus. Hole cleaning however, this finding was in contradiction with the
is directly related to the residence time of the cuttings results obtained by Hall et al. (1950). Hopkin (1967)
within the annulus. The rate of penetration is also a found a relationship between the slip velocity of
function of hole cleaning, among other variables. The particles and mud viscosity, he concluded that the
efficiency of the drilling process depends on the rate slip velocity increases in low viscosity muds and that
of removal of cuttings. mud velocities up to 1.0162 m/s (200 ft/min) in excess
Cutting transport is affected by multiple factors of the maximum slip velocity of the particles are
such as density and viscosity of drilling muds, size required to keep the hole clean. Hopkin also indicated
and shape of cuttings, mud gel strength, gravity that good drilling conditions can be achieved if the
forces, size and geometry of the hole, pump capacity, concentration of cuttings in the annulus remains at
H.H. Rodrı́guez et al. / Journal of Petroleum Science and Engineering 41 (2004) 287–296 289
less than 5% (to prevent balled up drill collars and concept involves the introduction of tracers in the
stuck drill pipe). drilling mud and analysis of the residence time
A mathematical approach to predict the extent of distribution (RTD) of the tracer. The RTD leads to a
cleanliness during drilling operations has been used in physical explanation of the phenomena observed.
a limited number of investigations. Walker and
Mayers (1975) obtained a relationship between the
type of mud and its flow rate with the extent of 2. Application of RTD theory to annular flow
cleanliness. Iyoho et al. (1988) developed a compu- study and hole cleaning evaluation
tational method to analyze hole cleanliness based on
mass balances which requires one to measure the Cutting transport is conducted with the aid of a
amount of cuttings generated. Saeed (1988) developed liquid mud. An oil well is a system with one fluid
a mechanistic model for cuttings transport based on input and one fluid output (see Fig. 1). Danckwerts
the critical velocity of the drilling fluid. Ramadan et (1953) using tracing chemical compounds developed
al. (2001) also developed a mechanistic-erosion model the fundamental aspects describing the residence-time
and found that there is an optimum particle size that distributions of particles in a fluid. Since the early
has the highest rate of removal of cuttings for a given 1950s, this theory has been applied to the analysis of
set of conditions in the well (such as viscosity of the the behavior of the annular flow and cuttings during
fluid, angle of the hole, etc.). the drilling process. A tracer can be any material that
The previous methods (based either on mass bal- can be detected by chemical analysis and the flow
ances or mechanistic models) lead to corrective meas- pattern in which it is introduced should not be
ures rather than preventive ones; furthermore, the disturbed.
method related to the measurement of drilling cuts Experimentally, two techniques are used for tracer
requires continuous monitoring since the concentra- injection: (1) injection at a pre-determined time and
tion of cuttings changes during the drilling process. maintain the injection throughout the process (this
The method related to the measurement of mud veloc- technique is called ‘‘step input’’), and (2) the injection
ity posses some practical limitations because the outlet of a specific amount of tracer in a short period of time
velocity is the one which can be measured rather than (this technique is called ‘‘impulse input’’ or Dirac’s
the velocity within the annulus. In addition, due to delta function).
turbulence, the velocity profile changes along the hole. Using the step-input technique a larger amount of
Hall and Hughes (1993) conducted experiments tracer is required and affects the rheological properties
with tracers for monitoring drilling muds. Their work of the fluid; therefore the ‘‘impulse-input’’ technique
was primarily focused to develop a technique to was used. The output – response, where no dispersion
analyze tracer concentration by ion chromatography. occurs, should be a single signal representing the full
Tracer salts such as lithium bromide or sodium chloride concentration of the inlet tracer. In a real flow disper-
were selected because of their suitability for chemical sion occurs due to different trajectories and velocities
analysis with this analytical method. It was found that of each particle, resulting in an output – response
the recovery of anions is larger than 87% however there represented by a Gauss distribution curve.
was also evidence of strong interactions between the Levenspiel and Smith (1957) defined some equa-
cations and clay solids yielding small recoveries, in the tions to represent the case of non-ideal flow in a plug-
order of 60%. Their results provided experimental flow reactor. The equation that defines the process of
evidence of ideal flow, circulation is well mixed and dispersion is the non-steady state equation of diffusion
close to plug flow. The Peclet number computed was (Fick’s second law):
rather high, equal to 2034, therefore and for practical
purposes their work gives no indication of any hydro- BC B2 C
¼D 2 ð1Þ
dynamic dispersion during well-bore circulation. Bt Bx
In the present work a new method to asses hole
cleaning is proposed and data taken from field trials where, D is the longitudinal or axial coefficient of
are used to demonstrate its practical applications. The diffusion and C is the tracer concentration. This
290 H.H. Rodrı́guez et al. / Journal of Petroleum Science and Engineering 41 (2004) 287–296
Z l
equation is generalized by introducing dimensionless
t 2 Cdt
quantities: 2
r ¼ Z0 l t̄ 2 ð7Þ
x
z¼ ð2aÞ Cdt
L 0
X
i Z t
Vj 1
UðtÞ ¼ ¼ tEðtÞdt ð11Þ
j¼1
Vi t̄ 0
3. Laboratory trials
5. Discussion
Table 1
Conditions prevailing in the well during field trials
Variable Trial 1 Trial 2
Initial depth 658 m 1150 m
Drilling depth 20 m 20 m
Rock structure Shale Shale
Mud flow rate 710 gpm 815 gpm
(2.68 m3/min) (3.08 m3/min)
Average drilling rate 0.25 m/min 0.143 m/min
(4 min/m) (7 min/m)
Mud density 1.2 g/cm3 1.2 g/cm3
Bit diameter (Db) 0.4699 m (18.5 in.) Fig. 4. C-curve for the first trial.
H.H. Rodrı́guez et al. / Journal of Petroleum Science and Engineering 41 (2004) 287–296 293
under the curve from t̄ = 0 to t̄ = 2 and the rest of the sluggish-flow volume of particles. In Figs. 8 and 9
area corresponds to dead volume. This criterion is
the cumulative mass-fraction of tracer leaving the well
being employed in the drainage from several metal-
and the volume-fraction of fluid associated with it, are
lurgical vessels. In a similar way, in drilling opera-
shown. These fractions are expressed with respect to
tions, the relative rate of flow must be evaluated with
the total mass of tracer injected and the volume of the
respect to the dimensionless mean residence time,
well. The mass-fraction of drilling fluid outside the
shown in Figs. 6 and 7. At approximately the value system corresponding to the mean residence time in
of the mean residence time, there is a separation the first trial is 60% and 35% in the second one. These
between the two regions. The first peak indicates the values can be considered, in principle, as a measure of
normal or average flow rate of the mud. The second
the active volume, therefore, dead volume for the
peak, at approximately 1.5 times the mean residence
second trial is estimated to be larger than for the first
time in Fig. 6, represents arrival of the retarded
trial. In addition to this, the calculation of the reactor
dispersion number (RDN) using Eq. (5) indicates a
lower value for the first trial (0.058 vs. 0.067),
Table 3 6. Conclusions
Cutting’s transport ratio and cutting’s concentration based on Chien
and Moore empirical correlations
The application of RTD curves for description of
Trial Slip velocity Transport ratio Cuttings’s concentration
drilling fluid flow and its effect on the transport of
Chien Moore Chien Moore Chien Moore cuttings from the bottom of the well to the surface is an
1 42.71 22.5 0.0797 0.515 20.24 3.13 efficient technique for evaluation of carrying capacity
2 42.98 22.9 0.1932 0.57 4.15 1.40 of the drilling mud and a valuable tool for prediction of
cleanliness during drilling operations. It can be used
for making decisions to improve to improve the
in the trials. In any case, based on these results, the process. The principal results are listed below:
transport ratio is higher in both correlations for the
second trial. This result is in agreement with the 1. The smaller the well dispersion number (RDN) is,
basis of computation of both models, from the the better drilling fluid carrying capacity and
volumetric rate and the flow area, the mean fluid conditions of cleanliness.
velocity is higher in the second trial (0.3021 m/s) 2. The cumulative residence time distributions [ F(t)
compared to the first one (0.2632 m/s). In these and U(t)] in conjunction with the dimensionless
calculations, however, factors such as rotational time can be used to define active flow in the hole.
movement of the drill pipe, centrifugal effects of 3. This criteria based on the injection of tracers was
this movement on cuttings, changes in radial viscos- shown to be reliable and another option for
ity and the momentum transfer from the fluid to the analysis of annular fluid flow during drilling
cuttings are not taken into account. Moreover, cut- operations.
ting transport rates are strongly dependent on particle 4. Current results suggest that fluid flow in the
size and shape, which, in a field situation are both annular space involves the formation of stagnant
irregular and variable. The results obtained in this zones and strong hydrodynamic dispersion, char-
work indicate the presence of a distribution of fluid acterized by a bimodal tracer response.
velocities in the annulus rather than one velocity
profile as predicted using the conventional models. Nomenclature
The physical meaning of the distributions shown in Ca cuttings concentration in the annular space
Figs. 6 and 7 is that there are fluid volumes traveling (%V)
faster than others. The volume fraction of fluid with C tracer concentration (ppm)
low velocity will yield a smaller carrying capacity and D dispersion coefficient (m2/s2)
will affect the overall hole cleaning conditions. With Db bit diameter (m)
respect to relative velocities between drilling fluid and E(t) external residence time distribution ( –)
cuttings it is possible to conclude that the larger the F(t) external cumulative residence time distribu-
sluggish-volume fraction of fluid, the lower is the tion (– )
carrying capacity of a drilling mud. The last statement L length (m)
explains the conclusion obtained previously with Pe Peclet number
regard with to better performance of the first trial, Q mud flow rate (m3/s)
which are contrary to the predictions obtained from RDN reactor dispersion number (– )
Eq. (13) using the Moore and Chien correlations. ROP rate of penetration in a drilling operation
The principal advantage of the RTD methodology is (m/min)
that RTD curves represent the sum of all factors T transport ratio (– )
affecting the fluid flow and therefore, a more realistic t time (s)
explanation of macroscopic phenomena occurring in t̄ mean residence time (s)
drilling fluid flow. From this, it is possible to explain u mean fluid velocity (m/s)
the fact that the criteria based on the RDN provides a V volume
strong basis for prediction of possible disturbances due W(t) washout function ( –)
to drilling fluid performance during drilling operations. x length in the axial direction x (m)
296 H.H. Rodrı́guez et al. / Journal of Petroleum Science and Engineering 41 (2004) 287–296
z dimensionless length (– ) Hall, C.A, Hughes, T.L., 1993. Ion chromatography tracer experi-
u dimensionless time (– ) ments during drilling. Proc. SPE 25178, 281 – 289.
Hall, H.N., Thomson, H., Nuss, F., 1950. The ability of drilling
mf average velocity in the annulus mud to lift bit cuttings. Trans. AIME 189, 35 – 46.
mT transport velocity Himmelblau, D., Bischoff, K., 1987. Process Analysis and Simu-
msl slip velocity of the particles lation: Deterministic System. Wiley, pp. 59 – 88.
j2 variance Hopkin, E.A., 1967. Factors affecting cuttings removal during ro-
tary drilling. J. Pet. Technol., 807 – 814.
U(t) internal cumulative residence time distribu-
Iyoho, A.W., Horeth, J.M., Veenkant, R.L., 1988. A computer mod-
tion el for hole cleaning analysis. J. Pet. Technol., 1183 – 1192.
Levenspiel, O., 1972. Chemical Reaction Engineering, 2nd ed.
Wiley, New York, USA.
Levenspiel, O., Smith, W.K., 1957. Notes on the diffusion type
Acknowledgements model for the longitudinal mixing of fluids in flow. Chem.
Eng. Sci. 6, 227 – 233.
PEMEX. http://www.pemex.com/informes.
The authors acknowledge the support of the PEMEX, 1998. Statistical yearbook.
technicians of the drilling fluids laboratory at Instituto Maurer Engineering, 1996. Hidraulics Model, Version 3.1.
Mexicano del Petroleo (IMP). We appreciate the Moore, P.I., 1974. Drilling Practices Manual. Petroleum Publishing,
continued support for collection of industrial data Tulsa.
Ramadan, A., Skalle, P., Johansen, S.T., Svein, J., Saasen, A., 2001.
from Pemex Exploration and Production (PEP) –
Mechanistic model for cuttings removal from solid bed in in-
Drilling Engineering Division, especially to manager clined channels. J. Pet. Sci. Eng. 30, 129 – 141 (Sep.).
Humberto Castro. Robinson, B.A., Tester, J.W., 1986. Characterization of flow mal-
distribution using inlet – outlet tracer techniques: an application
of internal residence time distributions. Chem. Eng. Sci. 41,
469 – 483.
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