Drilling and Producing – Equipment, Methods and Materials - A Test for Degree of Dispersion in Drilling Muds

Particles of montmorillonite-type clays consist of plate-like clay crystals stacked face to face. Under certain conditions in a suspension, these particles disperse to individual platelets with the formation of diffuse double layers round each platelet. This action has a profound influence on the rheo-logical and other properties of the suspension. This paper describes a test for degree of dispersion and uses this test to correlate changes in dispersion with changes in viscosity and gel strength. The test is of practical value in determining and controlling dispersion in drilling muds. INTRODUCTION It has long been recognized that the hydration and dispersion of clays, particularly those of the montmoril-loilite type, strongly influences the rheological and other properties of drilling muds, but little has been done to measure either of these phenomena under conditions that exist in drilling muds. The hydration of clays as such has been extensively studied by those interested in clay mineralogy, but in drilling muds it is to be expected that dispersion is at least as important a factor as hydration because of the much higher water-to-clay ratios and the very high degree of mechanical agitation. The term dispersion as generally applied to colloidal systems means the subdivision of large particles to small. Particles of montmorillonitic clays, however, consist of plate-like particles stacked face to face. Dispersion of these aggregates to individual platelets may be expected to have an unusually large influence on the properties of the suspension because of the shape factor, the enormous increase in specific surface, and the pronounced surface phenomena exhibited by the crystal surfaces. It is this form of dispersion that is particularly considered in this paper, -and the term degree of dispersion is used to imply the number of platelets per particle. The term aggregation is used to denote the opposite of dispersion, the association of individual platelets face to face to form stacks. It is important, as Garrison' has pointed out, to distinguish between the deflocculation-flocculation phenomenon and the dispersion-aggregation phenomenon. Flocculation of clay suspensions is characterized by the formation of voluminous sediments that are stable under quite high centrifugal fields. This indicates an edge to plate association of particles to form an open network type of structure, which obviously will have quite a different influence on the properties of the suspension than aggregation of the platelets face to face. The work described in this paper was primarily concerned with developing a test for degree of dispersion in clay suspensions and by means of this test to follow changes of dispersion brought about by addition of electrolytes and to show the influence of dispersion on the rheological properties. The Clay-Volume Test This test is based on the assumption that the greater the number of particles per unit weight of clay in a suspension the greater will be the volume of sediment when it is flocculated under standard conditions and centrifuged. After considerable experimentation the following procedure was established: 1 cc of the test mud vigorously shaken with 100 cc of 1-N NaCl in an ASTM oil centrifuge tube and centrifuged for five minutes in an International No. 2 centrifuge at 2,000 rpm. When drilling fluids of different solids content are being compared, the clay volume is expressed in cc per gram of clay solids, but generally changes in dispersion in a given mud are being compared and it is more convenient to report as cc of sediment. The test is strictly a comparative test, so that it is not necessary to adhere to the conditions specified above, e.g., with field muds a stronger flocculant such as Al2(SO4)3 may be preferable to NaCl.