1. Introduction
Drilling fluids such as drilling muds, drill-in fluids, fracturing fluids, spacers, wash fluids, and cement slurries are commonly used in the oil-drilling industry. The recognition of the phenomena occurring in the borehole during the flow of technological fluids makes it possible to avoid or reduce drilling failures and complications, such as the loss of circulation in the borehole, eruptions of reservoir fluids, tightening, caving of the borehole wall, and the sticking of drilling tools, drill pipes, or casings installed in the borehole. The flow of drilling fluids is limited by pressure losses in the circulation system. By correctly identifying and adjusting the rheological model, it is possible to reduce the total pressure loss throughout the entire system, thus reducing the cost of the drilling process [
1,
2]. Studies conducted at the Drilling Oil and Gas Faculty Department of Drilling and Geoengineering for cement slurries and drilling muds confirm that three-parameter models most accurately describe the rheological properties of actual drilling fluids. The American Petroleum Institute API RP 13D recommends using one of the three models: Bingham, Ostwald–de Waele (power law), or Herschel–Bulkley (yield power law) [
3,
4,
5,
6]. A proper selection of the physical parameters, rheological properties, and technologies of drilling fluid application has a considerable impact on the costs of making boreholes and the safety of drilling works [
1,
2,
7,
8].
A primary challenge that needs to be resolved in order to understand the phenomena occurring during the circulation flow of drilling fluids is to determine the effective relationship between the flow rate of the fluid that is pumped and the flow resistances that occur during pumping. Depending on the adopted rheological model applied for the description of physical phenomena occurring during drilling fluid flow, different calculation formulae are used and different results are obtained [
8]. A rheological model is only an approximated description of the properties of real drilling fluid, whereas different calculation results stem from the precision of determining the rheological parameters of the model concerned. Therefore, it seems appropriate to apply such a rheological model that will describe the rheological properties of real drilling fluid in the most precise way. The three-parameter Vom Berg and Hahn–Eyring models were used in the research laboratory tests. These rheological models were used to describe the rheological parameters of other fluids [
9] and have been described in detail [
9,
10]. In the research study, a high correlation between the proposed rheological models and the drilling cement was noted. Laboratory tests carried out by other scientists also support this [
11,
12]. As a result and according to API standards [
3,
7,
8,
13,
14,
15], samples of fresh cement slurries were prepared. The water–cement ratio of the prepared cement slurries ranged between 0.38 and 0.56 depending on the depth of application. Viscosity measurements were performed by the use of a Chan model 3500 (
Section 5) and Fann model 35A/SR-12 (
Section 6) viscometer in accordance with the API specification [
15].
2. Drilling Fluid Rheological Models
Technological fluids used in engineering practice can be described by different rheological models.
Real fields subject to external forces are deformed, whereby such deformation results from a change in the mutual location of particular field elements. Rheology is the science concerning the deformation and flow of matter [
16]. It relates to the mechanics of real fields, subject to deformation under the influence of external forces. Deformations can be divided into elastic, plastic, and flow. Elastic deformation occurs when it is spontaneously reversible, i.e., it disappears when force stops operating. Plastic deformation is irreversible, i.e., it does not disappear when force stops operating. Flow is also an irreversible deformation, which increases continuously with time under the influence of force operation.
Fluids used for the needs of the drilling sector, including drilling muds, cement slurries, and fracturing fluids, can be divided into [
8]:
Generalized Newtonian fluids are fluids for which the dependence between stress and the shear rate has the form of τ = μ(−dv/dr)n. A special case of this kind of fluid is classical Newtonian fluid, for which a flow curve is a straight line passing through the origin of the coordinates.
Non-Newtonian fluids are fluids for which a flow curve is straight or curvilinear and does not pass through the origin of the coordinates. They include Bingham plastic fluids and fluids showing both Bingham plastic and pseudoplastic properties.
The majority of fluids used in the drilling industry are Newtonian, Bingham plastic, and pseudoplastic fluids [
5,
6,
7,
8]. The application of chemical agents enabling the modification of the physical properties and rheological parameters of drilling muds causes muds to possibly demonstrate both the features of Bingham plastic fluids and pseudoplastic fluids.
The API RP 13D standard, with recommendations concerning the rheological studies and hydraulic calculations of drilling fluids, recommends applying one of the following three models: Bingham, Ostwald–de Waele (power law), or Herschel–Bulkley (yield power law) [
1].
The studies on drilling fluids (drilling muds, drill-in fluids, spacers and washes, cement slurries, fracturing fluids) performed at the Faculty of Drilling Oil and Gas, AGH University of Science and Technology in Kraków, prove that in the vast majority of cases, the Heschel–Bulkley model can be assumed as the one most precise for describing the rheological properties of real drilling fluids [
5]. This model is a three-parameter model
, contrary to the two-parameter Bingham
and power law
models.
For drilling fluids, other three-parameter rheological models should also be considered [
9,
17,
18,
19].
One of the models able to be applied is the Vom Berg model, in the following form [
17,
19]:
Alternatively, the application of the Hahn–Eyring model is proposed [
3]:
3. Mathematical Foundations for Determining Rheological Parameters by Means of the Vom Berg and Hahn–Eyring Models
The rheological properties of drilling fluids are measured by means of rotational viscometers of the following types: Fann, Chan, Brookfield, Haake, and Ofite [
20,
21,
22,
23,
24]. A fluid test consists of determining shear stress relationships
as a function of shear rates
.
Drilling fluid rheological parameters are specified on the basis of standard [
8], as well as relationships that are developed and not accounted for in standards [
9,
25]. Standards [
8] and [
26] recommend the use of Fann viscometers (drilling muds, drill-in fluids, fracturing fluids) and Chan viscometers (spacers and washes, cement slurries). In those viscometers, fluid fills the space between two cylinders: external (rotor) and internal (bob). Tests are carried out to record the dependence of a torsion angle of an internal cylinder on the rotational speed of an external cylinder. The shear stresses being determined are proportionate to a torsion angle of the internal cylinder (bob) towards the external cylinder (rotor), rotating with constant rotational speed [
8,
20].
Shear stress depends on a torsion spring angle (
), spring constant (
Ks), and stresses on one degree of spring torsion (
τ1). They are determined from the following formula:
Laboratory testing of the cement slurries and drilling muds described in this paper was carried out using Fann and Chan viscometers. The shear stress per degree of torsion angle of the installed F1 spring was 0.511 (Pa/gradian) [
20].
The shear rate of fluid
is directly proportionate to the set rotational speed of the external cylinder (
ni). It is determined from the formula:
A measure of proportionality is the shear rate value acquired at rotational speed (RPM)1 = 1 RPM.
The shear rate values obtained at rotational speed (RPM)
1 = 1 RPM for Fann and Chan viscometers, depending on the applied arrangement of cylinders R1-B1, were indicated [
20].
Shear rates depend on the rotational speeds of the external cylinder and shear stresses on the torsion angle of the external cylinder [
20].
The literature gives dependencies enabling the determination of rheological parameters by means of the Bingham, Ostwald–de Waele, and Herschel–Bulkley models [
3,
8,
26].
The calculated values are assumed to be constant, regardless of the actual shear rates occurring during drilling fluid pumping in a circulatory system. Shear rates
∈ (511 s
−1 ÷ 1022 s
−1) are assumed to be the basic conditions of drilling fluid flow [
8,
13,
26]. They are obtained from measurements by means of a Fann or Chan viscometer (in the arrangement of cylinders R1-B1 and a spring F1), with the application of rotational speeds: 300 RPM and 600 RPM [
3,
20]
In the case of two-parameter models (Bingham, Ostwald–de Waele), in order to determine rheological parameters, it is enough to know the tension values in relation to the shear rates for two measurements (
τ600 for
and
τ300 for
). In the case of the three-parameter Herschel–Bulkley model, it is necessary to know the tension values in relation to shear rates at three measurement points (
for
,
for
, and
for
) [
5,
25].
In order to determine drilling fluid rheological parameters, described by the Vom Berg or Hahn–Eyring models, it is also necessary to make measurements for three shear rates.
For the Vom Berg model, rheological parameters
τy,
C, and
D should be determined by solving the system of equations:
The value of the
C parameter is acquired from a numerical solution of the equation:
In order to solve Equation (9), it is assumed that
x =
C and function
g(
x) is constructed:
Next, its zero is designated.
It is proposed to solve the relationship
g(
x) = 0 by means of numerical methods (the bisection method, the Newton–Raphson method, the secant method, combined methods, etc.) [
27,
28,
29,
30].
Due to the above, the Department of Drilling and Geoengineering, AGH University of Science and Technology in Kraków has developed a numerical program using the bisection method.
The algorithm for solving Equation (10), using the bisection method, is presented in
Figure 1.
Given a determined value of the
C parameter, other rheological parameters within the Vom Berg model can be specified from dependencies (11) and (12):
In the case of the Hahn–Eyring model, rheological parameters
C,
D, and
E are determined by solving the system of equations:
The value of the
C parameter is acquired from a numerical solution of the equation:
To this end, assuming that
x =
C, the following function is constructed:
Next, its zero is designated.
It is possible to use the algorithm presented formerly in
Figure 1. Substituting, in the place of the
g(
x) function, a dependency (15), the value of parameter
x =
C is determined.
Given a calculated value of the C parameter, other rheological parameters within the Hahn–Eyring model should be specified from dependencies (16) and (17):
4. Determination of the Conditions of Shear Rate Measurements
Shear rates
∈ (511 s
−1 ÷ 1022 s
−1) are recognized as the basic conditions of a drilling fluid flow [
3,
8,
26], which sometimes do not correspond to actual hydraulic conditions, since shear rates in the annular space of a borehole are lower. Thus, the application of the constant values of rheological parameters, determined for high shear rates, cannot be justified, from the practical point of view, in the case of flow characterized by low shear rates.
The need to take into account the influence of different flow conditions upon the value of drilling fluid rheological parameters makes it necessary to determine the rheological parameters of a given model separately for low shear rates and high shear rates [
31].
In order to determine rheological parameters, it is not necessary to know the precise value of the shear rate occurring during a real fluid flow. The precise values of real shear rates of fluid can be determined only after establishing fluid rheological parameters. Apart from its rheological parameters, flow conditions such as a stream of flow volume and the geometry of an element in which flow takes place also have an impact on the real values of the shear rates of flowing drilling fluid. For a laminar flow of a Newtonian fluid through a pipe, the shear rate is determined as follows [
8]:
This value is proposed to be assumed as the starting point for establishing the actual scope of shear rates for a non-Newtonian fluid. For drilling fluid flow rates and the geometry of drill pipes and drill collars used in the drilling practice, the shear rate determined from the Formula (18) is in the range ∈ (511 s−1 ÷ 1022 s−1) recommended by standard API 13 D. However, in case of flow through annular space (e.g., drill pipes—cased annular space) these values are much lower.
Therefore, it is suggested, before starting calculations, to determine shear rates from Formula (18) and take the value
mostly approximated to it from the dependence of shear rates on rotational speeds of the external cylinder and shear stresses on the torsion angle of the external cylinder [
20]. That value will define the range of shear rates, which should be considered when calculating drilling fluid rheological parameters
∈ (
÷
).
is a little smaller than the
shear rate recorded on a viscometer.
is a little larger than the shear rate recorded on a viscometer.
When applying the abovementioned methodology, one can calculate fluid rheological parameters for any shear rate. It is then necessary to use dependencies (8) to (17) with the following substitutions, = , = , = , and respective measurement results, , , .
The values of rheological parameters are then determined from the following dependencies:
5. Calculation of Correlations for Rheological Models of Reference Cement Slurry Samples According to API Standards
For the purposes of this article, laboratory tests were carried out in accordance with API standards [
3,
7,
8,
13,
14,
15] for unmodified fresh cement slurries. The water–cement ratio of the prepared cement slurries ranged from 0.38 to 0.56, depending on the depth of their application [
13]. Viscosity measurements were performed with a Chan model 3500 viscometer according to API specifications [
15]. The author’s Rheosolution methodology, described in detail [
10], was used to compare the reference rheological models used in drilling practice and those recommended by API. In the laboratory tests, Class G cement was used [
32]. The results are shown in
Table 1 and
Table 2. The rheograms of selected rheological models are shown in
Figure 2,
Figure 3,
Figure 4 and
Figure 5.
The determined rheological parameters, using a methodology called Rheosolution, are summarized in
Table 3 and
Table 4.
Table 5 and
Table 6 summarize the correlation coefficients and Fischer–Snedecor statistical coefficients for the cement slurries tested. The best-fit model for a particular drilling cement sample is indicated.
From the above studies, it can be seen that the Vom Berg and especially the Hahn–Eyring rheological models show a very high correlation for the reference cement slurries. The Hahn–Eyring model shows the highest correlation for samples prepared at water/cement ratios of 0.44, 0.46, and 0.56. The differences from the Herschel–Bulkley model are not large and it can be concluded that these models for these cement slurry samples are comparable for practical applications in flow resistance calculations.
6. Practical Application of Calculated Dependencies for the Vom Berg and Hahn–Eyring Models
In order to exemplify the developed dependencies, rheological models for drilling mud pumped to drill pipes and pumped out to the annular space were developed, with a stream of flow volume Q = 0.03 m3/s. Rheological models were determined for mud flowing:
Through drill pipes with the external diameter of 31/2″ (internal diameter: dI_PIPE = 0.0702 mm, external diameter: dE_PIPE = 0.0889 mm);
Between 31/2″ drill pipes and 95/8″ casings (internal diameter: dI_CAS = 0.2244 mm, external diameter: dE_CAS = 0.2445 mm).
By means of a rotational viscometer, type Fann model 35A/SR-12 (in the arrangement R1-B1 and the applied spring F1), the rheological properties of the cement slurry to be used in a borehole were measured. The measurement results of torsion angles of the external cylinder (Φ), read for the setpoint rotational speeds (n), are presented in
Table 5. By means of dependencies (6) and (7), the shear stresses (
τ) and shear rates
occurring during measurements were calculated. The calculation results have been also provided in
Table 5.
Next, on the basis of the developed methodology, the rheological parameters of the tested fluid were determined, taking the Vom Berg and Hahn–Eyring models as the rheological models of that fluid.
For this purpose, approximated shear rate inside a 3
1/
2″ drill pipe (
) and in the annular space between 3
1/
2″ drill pipes and 9
5/
8″ casings (
) were estimated by means of Equation (18). Those values were used to estimate values
,
, and
for each space being analyzed. The results of laboratory tests and calculations have been also presented in
Table 7 and
Table 8.
Assuming the Vom Berg model, a rheological equation of drilling fluid is obtained:
Taking the Hahn–Eyring model, a rheological equation for drilling fluid is obtained:
7. Conclusions
Various process fluids are used in drilling practice, such as drilling muds with various additives, affecting a change in rheological parameters [
33], drill-in fluids, fracturing fluids, spacers, washes, and cement slurries. They are an important element of drilling technology and accurate knowledge of their flow parameters results in better control of the entire drilling process.
Technological fluids used in drilling are non-Newtonian fluids, described by rheological models: Bingham plastic, power law, or yield power law. These rheological models recommended by the API for some technological drilling fluids show much less correlation, and consequently, the flow resistance calculations can have large errors. This can have consequences related to the safety of drilling operations and economic aspects, such as the overestimation of mud pumps or cementing units.
The behavior of the actual drilling fluid is most accurately approximated by three-parameter models, therefore it is proposed to use the Vom Berg and Hahn–Eyring three-parameter models, which have not yet been used in the drilling industry, in addition to the Herschel–Bulkley model. The strong correlation of these models with real drilling fluids means that the calculated flow resistances will be close to the real ones and decisions related to the selection of appropriate pumps for drilling investments will be close to optimal. The author’s methodology for selecting the optimum rheological model, called Rheosolution, described in detail in paper [
10], makes it possible to effectively determine the parameters of these rheological models for drilling fluids.
The selection of a rheological model for drilling fluids should be closely related to the application conditions of the drilling fluid (flow geometry and hydraulic parameters used).
The rheological parameters of drilling muds and cement slurries for the Vom Berg and Hahn Eyring models should be determined from the equations derived and presented in this paper. To simplify this, the software Rheosolution v 4.0 [
10] was developed to support engineering decisions in this field, reducing to a minimum the time needed to determine the rheological parameters of three-parameter models, which is important in industrial practice. The above methodology can be integrated with real-time rheological parameter measurement systems [
34] and the rheological models in question can be used to accurately determine the flow parameters of polymer-modified deepwater drilling fluids [
35] or drilling muds with solid contents [
36].