Real-time Active Clay Monitoring via Phase Angle Titration

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Solution Overview

Problem

The hydration of clays in water-based drilling fluids leads to wellbore instability and equipment issues during drilling, as existing methods for monitoring clay inhibitors are time-consuming and prone to systematic errors.

Innovation Solution

An electric method using phase angle measurements during methylene blue titration to determine the endpoint, allowing for real-time monitoring of active clay content and automated addition of clay inhibitors to the drilling fluid.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional methylene blue titration methods are used to monitor active clay content, then clay concentration can be measured, but the process is time-consuming and requires complex sample preparation with washing and drying steps

Engineering Contradiction:
Improveactive clay concentration measurementVSAvoidsample preparation time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent extracts only the essential measurement function from the traditional titration process by using dielectric constant measurements to directly characterize shale content without requiring the time-consuming washing and drying sample preparation steps. This allows real-time monitoring of active clay content while maintaining measurement accuracy.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the mechanical/chemical titration process with an electrical measurement system that uses dielectric constant measurements to detect and characterize shale content. This substitution eliminates the need for manual sample preparation and titration operations, enabling automated real-time monitoring.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If traditional titration methods are used, then clay inhibitor efficacy can be monitored, but systematic errors occur and manual operation is required

Engineering Contradiction:
Improveclay inhibitor efficacy monitoringVSAvoidmeasurement error susceptibility
Core Design Contradiction:
Measurement precisionVSReliability

Solution Approach 1:

The patent replaces manual titration operations with an automated electrical measurement system that uses dielectric constant measurements to monitor clay inhibitor efficacy. This automation eliminates systematic errors associated with manual operations and provides more reliable, consistent measurements.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent implements a feedback system where dielectric constant measurements are continuously monitored and used to automatically control the addition of clay inhibitors. This closed-loop feedback mechanism improves measurement reliability by continuously adjusting inhibitor levels based on real-time clay content detection.

Inventive Principle:
Principle #23Feedback

3Productivity

If real-time monitoring is implemented, then drilling efficiency improves, but automated systems and equipment are required

Engineering Contradiction:
Improvedrilling efficiencyVSAvoidmonitoring system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent implements real-time monitoring using electrical dielectric constant measurements instead of complex mechanical titration systems. This electrical measurement approach enables automated control of clay inhibitor addition, improving drilling efficiency while the system complexity is managed through the use of well-established electrical measurement technology.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This approach reduces the time and error associated with traditional methods, enabling effective clay stabilization and improving drilling efficiency by ensuring optimal clay inhibitor levels in real-time.

Implementation Method 1

an impedance meter to measure a phase angle of the drilling fluid sample

Methodology Applied
Scientific EffectPhase angle measurement: Electrical Impedance Tomography

Data Source

PatentUS11466566B2Real-time monitor and control of active clay in water-based drilling fluids
Publication Date: 2022.10.11 HALLIBURTON ENERGY SERVICES INC
  • US11466566B2 patent drawing
  • US11466566B2 patent drawing
  • US11466566B2 patent drawing

AI summary

Systems and methods for this disclosure describe systems and methods that are directed to monitoring active clay in water-based drilling fluid may be provided. A method for monitoring active clay concentration while drilling may be provided. The method may include providing a sample of water-based drilling fluid. The method may further include adding methylene blue to the sample in a methylene blue titration. The method may further include performing an impedance measurement on the sample during the methylene blue titration. The method may further include determining an endpoint of the methylene blue titration using a phase angle measurement from the impedance measurement. The method may further include correlating the endpoint to the active clay concentration of the sample. The method may further include determining a treatment for the water-based drilling fluid based on the active clay concentration.