1 Introduction

Owing to its scientific and industrial importance, modeling of deep bed filtration (DBF) in porous media has been intensively studied in the recent years (Herzig et al. 1970; Tien and Ramarao 1995; Elimelech et al. 1995). During waterflooding in oil reservoirs, for example, suspended particles can plug pores causing formation damage and permeability decline. Predicting the influence of different particle retention mechanisms on retention profile is essential for understanding injectivity decline. During DBF, particles are retained in porous media by mechanisms like straining and attachment (Elimelech et al. 1995; Israelachvili 2007; Sharma and Yortsos 1987). The effectiveness of each particle retention mechanism depends on the suspended particle’s concentration, particle and pore size distributions, particle–pore and particle–particle interactions, composition of the suspensions, velocity, etc.

Straining occurs when a pore throat is reached by a suspended particle larger than itself. On the other hand, small particles can be retained because of diffusion, and electric and gravitational forces. In this case, particles are retained because they are deviated (toward pore walls) from the trajectory suggested by flow-lines.

In the classical model (CM) (Iwasaki 1937; Herzig et al. 1970; Tien and Ramarao 1995), all retention mechanisms are represented by a unique “effective filtration coefficient,” which is assumed to be equal to the summation of filter coefficients related to each operative retention mechanism. The CM and its analytic solutions have been widely applied for studying DBF. However, significant discrepancies between the experimental data and the CM predictions have been reported by various authors (Bradford et al. 2002, 2003; Bradford and Bettahar 2006; Tufenkji et al. 2004). These discrepancies have been attributed to grain surface roughness (Bradford et al. 2002; Redman et al. 2001) and charge heterogeneity across the porous medium (Bradford et al. 2004). Furthermore, some discrepancies between the theory and experimental data may also be because CM does not take straining into account (Bradford et al. 2002).

Recently, Santos and Barros (2010) proposed a discrete micro model taking multiple particle retention mechanisms into account. Their model showed a very good agreement with the studied experimental data and allowed explaining discrepancies observed in CM predictions. However, the above mentioned model can be applied if, and only if, filter coefficients are constant.

In this article, a continuum scale model for DBF under multiple particle retention mechanisms is proposed. Contrary to the Santos and Barros (2010) model, the continuum proposed model (PM) allows considering variable filter coefficients.

The CM and PM parameters were determined by fitting experimental data available in the literature. Comparison of the results allowed concluding that the PM showed a significantly better agreement with the studied experimental data. In addition, the obtained filter coefficients were compared to those obtained by means of empirical correlations available in the literature, and a good agreement was observed.

2 Analytic Model for DBF

In this section, the PM for DBF is discussed, and analytic solutions are derived. The PM was developed considering incompressible flow in a porous media with constant porosity (\(\varphi \)). In addition, DBF occurs if, and only if, retention probabilities tend to zero (Santos and Barros 2010). Therefore, the probability of a particle to be simultaneously captured by two or more mechanisms can be neglected, and DBF of each particle population (subjected to a specific retention mechanism) is governed by the following equations:

$$\begin{aligned} \left\{ {\begin{array}{l} \displaystyle \frac{\partial c_i }{\partial T}+\displaystyle \frac{\partial c_i }{\partial X}=-\displaystyle \frac{\partial \sigma _i }{\partial T} \\ \displaystyle \frac{\partial \sigma _i }{\partial T}=\lambda _i Lc_i \\ \end{array}} \right. \end{aligned}$$
(1)

where

$$\begin{aligned} X=\frac{x}{L}\quad \text{ and}\quad T=\frac{1}{L\varphi }\int \limits _0^t {U\left( {t^{\prime }} \right)\mathrm{d}t^{\prime }} \end{aligned}$$
(2)

In the above equations, \(U(t)\) is the Darcy velocity (volumetric flow rate per unit of area), and \(L\) is the porous media length. In addition, \(\sigma _{i}\) is the particle concentration retained because of the \(i\)th mechanism, \(c_{i}\) represents the suspended particle concentration subjected to the \(i\)th mechanism, and \(\lambda _{i}\) is the filter coefficient (retention probability per unit of length) due to the \(i\)th mechanism.

Assuming that initially there are no particles in porous medium and that the injected particle concentration subjected to the \(i\)th mechanism (\(c_{0,i}\)) is constant, it follows that

$$\begin{aligned} \left\{ {\begin{array}{l} T=0; c_i \left( {X,0} \right)=\sigma _i \left( {X,0} \right)=0 \\ X=0; c_i \left( {0,T} \right)=c_{0,i} \\ \end{array}} \right. \end{aligned}$$
(3)

Owing to changes on porous media retention efficiency, the filter coefficients (\(\lambda _{i}\)) are generally functions of retained particle concentrations \(\lambda _{i} = \lambda _{i} (\sigma _{1}, \sigma _{2}, {\ldots }, \sigma _{n})\).

The model (13) tends to CM if, and only if, a single mechanism is operative. However, the CM has been widely applied in cases where multiple particle retention mechanisms are operative. In this case, it is assumed that an effective filtration coefficient equals the summation of all individual filter coefficients, i.e., \(\lambda = \Sigma \lambda _{i}.\) Many authors (Herzig et al. 1970; Maroudas 1961; Maroudas and Eisenklam 1965; Maroudas 1966; Ives and Pienvichitr 1965; Alvarez 2004) have proposed analytic solutions for the CM assuming a variety of effective filtration coefficients. Unfortunately, significant discrepancies between experimental data and CM predictions have been reported in the literature (Bradford et al. 2003; Tufenkji and Elimelech 2004; Santos and Barros 2010).

It is important to highlight that if \(\lambda _{i} = \lambda _{i} (\sigma _{i}),\) then the system (1) can be solved independently for the \(i\)th particle populations (\(c_{i}\) and \(\sigma _{i}).\) In this case, the classical analytic solutions can be rewritten to obtain analytic solutions for a specific retention mechanism.

During transport of monosized particles in porous media, straining and deposition (gravity, interception, diffusion, etc.) occur in pores smaller and larger than the particle size, respectively. Considering that deposition in large pores results in a linear filter coefficient function

$$\begin{aligned} \lambda _i \left( {\sigma _i} \right)=\lambda _{0,i} -b_i \sigma _i \end{aligned}$$
(4)

The analytic solution for the Eq. (1), subjected to the initial and boundary conditions (3), is given by

$$\begin{aligned}&c_i \left( {X,T} \right)=\left\{ {\begin{array}{l} \dfrac{c_{0,i} }{1+\exp \left[ {-b_i Lc_{0,i} \left( {T-X} \right)} \right]\left[ {\exp \left( {\lambda _{0,i} LX} \right)-1} \right]},\quad X\le T \\ 0, X>T \\ \end{array}} \right.\end{aligned}$$
(5)
$$\begin{aligned}&\sigma _i \left( {X,T} \right)=\left\{ {\begin{array}{l} \dfrac{\lambda _{0,i} }{b_i }\left[ {1+\frac{\text{ exp}\left[ {\lambda _{0,i} LX} \right]}{\text{ exp}\left( {b_i Lc_{0,i} \left( {T-X} \right)} \right)-1}} \right]^{-1},\quad X\le T \\ 0,X>T \\ \end{array}} \right. \end{aligned}$$
(6)

where \(\lambda _{0,i }\) (the initial filter coefficient) and \(b_{i}\) are constants. In addition, particle retention can cause favorable (\(b_{i} <0\) ) or unfavorable (\(b_{i} >0\) ) interactions for further deposition.

In Appendix, it is shown that, during DBF of monosized particles, the filter coefficient for straining mechanism is a decreasing function of the retained particle concentration (see Appendix, Eq. (24)). Moreover, it is shown that the filter coefficient can be approximated by a linearly decreasing function of retained particle concentration (see Eq. (28)). Finally, if the concentration of pores smaller than the injected particle is much larger than the concentration of particles retained by straining, then the filter coefficient related to straining can be considered constant (see Eq. (28)). In this case, when \(b_{i}\) tends to zero in Eqs. (5) and (6), it follows that

$$\begin{aligned}&c_i \left( {X,T} \right)=\left\{ {\begin{array}{l} c_{0,i} \mathrm{e}^{-\lambda _{0,i} LX}, \quad X\le T \\ 0, X>T \\ \end{array}} \right. \end{aligned}$$
(7)
$$\begin{aligned}&\sigma _i \left( {X,T} \right)=\left\{ {\begin{array}{l} \lambda _{0,i} Lc_{0,i} \left( {T-X} \right)\mathrm{e}^{-\lambda _{0,i} LX}, \quad X\le T \\ 0, X>T \\ \end{array}} \right. \end{aligned}$$
(8)

If \(n\) distinct retention mechanisms are operative, then the global suspended and retained particle concentrations (\(c\) and \(\sigma \), respectively) can be obtained by adding the populations’ concentrations as follows:

$$\begin{aligned}&c\left( {X,T} \right)=\frac{\sum _{i=1}^n {c_i \left( {X,T} \right)} }{\sum _{i=1}^n {\alpha _i } }\end{aligned}$$
(9)
$$\begin{aligned}&\sigma \left( {X,T} \right)=\frac{\sum _{i=1}^n {\sigma _i \left( {X,T} \right)} }{\sum _{i=1}^n {\alpha _i } } \end{aligned}$$
(10)

where \(\alpha _{i}\) is the fraction of injected particle concentration subjected to the \(i\)th mechanism.

Considering that a fraction “\(\alpha _{1}\)” (\(\alpha _{1}=c_{0,1}/c_{0})\) of injected particles is subjected only to straining (mechanism 1) and a fraction “\(\alpha _{2}\)” (\(\alpha _{2}=c_{0,2}/c_{0})\) of injected particles is subjected only to deposition (mechanism 2), it follows that \(\alpha _{1} + \alpha _{2}=1.\) Finally, substitution of Eqs. (58) into Eqs. (9) and (10) allows obtaining analytic solutions for global concentrations \(c\) and \(\sigma .\)

3 Experimental Section

In this section, the experiments conducted by Bradford et al. (2002) are briefly discussed. In these experiments, fluorescent monosized latex particles were injected in a variety of porous media. The injected particle concentration was particle size dependent; for particles 0.45, 1, and 3.2 \(\upmu \)m, the injected concentrations were \(4.24\times 10^{11}, 3.86\times 10^{10},\) and \(1.18\times 10^{9}\) particles/l, respectively. These concentrations were selected to minimize any permeability reduction.

The porous media consist of Ottawa sand packs with a variety of grain sizes. The porous media were named 2030, 3550, MIX, and 70110 with medium grain sizes of 0.71, 0.36, 0.15, and 0.24 mm, respectively. Ottawa sands consisting of 99.8 % SiO\(_{2}\) (quartz) and trace amounts of metal oxides are spheroidal in shape, and may have rough surfaces. The soil columns were 15 cm in length and 4.8 cm in diameter. In addition, Bradford and Abriola (2001) reported that 2, 6.5, 16, and 30 % of the pore spaces contain pores less than 10 \(\upmu \mathrm{m}\) in diameter for the 2030, 3550, MIX, and 70110 sands, respectively. In contrast, glass beads (GBs) are relatively chemically homogeneous, spherical, and smooth with an average grain diameter of 0.26 mm.

Before suspensions injection, porous media were flushed with several pore volumes (PVs) of eluant solution to remove natural colloids particles from the porous media.

During suspension injection, samples were gathered during each 5-min time interval and then capped. The effluent colloid concentration (\(c_\mathrm{{eff}})\) was then determined on these samples, and the results are shown in Figs. 1a and 3a. Following completion of the colloid transport experiments, the spatial distribution of colloids in a soil column was determined (see Figs. 1b, 2, 3b, 4).

Fig. 1
figure 1

Experimental data and modeling for injection of colloids (0.45 and 3.2 \(\upmu \mathrm{m}\) diameters) across porous media 3550: a Breakthrough curves and b retained particle profile

Fig. 2
figure 2

Retained particle profile for injection of colloids (sizes 0.45 and 3.2 \(\upmu \mathrm{m}\)) across porous media 70110

Fig. 3
figure 3

Experimental data and modeling for injection of colloids (1.0 \(\upmu \mathrm{m}\) diameter) across porous media 70110: a breakthrough curve; b spatial distribution of retained particles

Fig. 4
figure 4

Spatial distribution of retained 0.45 \(\upmu \mathrm{m}\) colloids

4 Results and Discussion

In this section, the experimental data presented by Bradford et al. (2002) were fitted considering both the PM and CM. The models parameters, see Table 1, were obtained by least squares method.

Table 1 PM parameters: \(\alpha _{1}, \lambda _{0,1},\lambda _{0,2},\) and \(b_{2};\) classical filtration coefficient (\(\lambda _\mathrm{{CL}}\)); and filtration coefficients obtained by using Tufenkji & Elimelech (\(\lambda _\mathrm{{TE}}\)) and Yao & Habibian \(( \lambda _\mathrm{{YH}})\) empirical correlations

Based on Bradford et al. (2003), we assumed that straining was the dominant mechanism especially for large particles (3.2 \(\upmu \mathrm{m}\)). Therefore, the filter coefficient \(\lambda _{0,1 }\) (which is always significantly larger than \(\lambda _{0,2},\) see Table 1), is attributed to the straining mechanism. In addition, considering a constant filter coefficient for straining, a very good agreement between experimental data and the PM predictions was verified (see Figs. 1, 2, 3, 4). It suggests that, in the studied experiments, the concentration of pores smaller than the injected particles is much larger than the retained particle concentration (see Eq. 28).

In addition, notice that \(\lambda _{0,2}\) has the same order of magnitude of empirical correlations proposed by Tufenkji and Elimelech (2004) and Yao et al. (1971); see Table 1. These correlations were obtained from experiments where straining was not operative. Therefore, \(\lambda _{2}\) is attributed to other mechanisms (diffusion, interception, and gravity).

It is important to highlight that the larger the particle size, the larger the filter coefficient (\(\lambda _{0,1})\) and the larger the fraction of particles subjected to straining (\(\alpha _{1}),\) see Table 1. Notice that straining was very intensive (\(\lambda _{0,1}{\,\gg \,}\lambda _{0,2})\) in all the studied cases. Furthermore, Table 1shows the mean squared error (Draper and Smith 1967) for the PMs and CMs (MSEp and MSE\(_\mathrm{{CL}},\) respectively). Notice that MSEp valus are significantly smaller than those of MSE\(_\mathrm{{CL}},\) especially for large particles (3.2 \(\upmu \mathrm{m}\)), where straining was the dominant particle retention mechanism. Finally, the PM and CM were compared using an F test (Draper and Smith 1967). Comparison of the obtained p values (see Table 1) allows concluding that the larger the particle size, the more intensive is the straining mechanism and the more appropriate is the PM when compared with the CM predictions. Therefore, the PM should be preferred especially when straining plays an important role.

It is also important to highlight that pores are smaller in porous media 3550 (medium grain size equals 0.36 mm) than in porous media 2030 (medium grain size equals 0.71 mm). The obtained results for these porous media suggest that the larger the amount of small pores, the larger the fraction of particles subjected to straining (\(\alpha _{1})\) and the more intensive is the straining mechanism (i.e., larger \(\lambda _{0,1},\) see Table 1 and Eq. (25)).

The CM (constant filtration coefficient) and the PM predictions are shown in Figs. 1, 2, 3, and 4. Figure 1a shows that CM and PM predictions for effluent concentration (\(c_\mathrm{{eff}})\) are very similar only for large particles (3.2 \(\upmu \mathrm{m}\)). However, notice that 3.2 \(\upmu \mathrm{m}\) retained particle concentrations predicted by CM significantly deviate from the studied experimental data (see Fig. 1b). On the other hand, the PM showed a good agreement with the experimental data for both effluent and retained concentrations (see Figs. 1, 2). In addition, Figs. 1b and 2 show that the larger the particle size, the more intensive is the particle retention that occurred near to the porous media entrance. Bradford and Abriola (2001) suggested this occurred because straining was the dominant mechanism in the experiments they conducted.

Figure 3a shows the CM and the PM predictions for effluent concentration (\(c_\mathrm{{eff}}).\) Green line represents CM prediction considering constant filtration coefficient (CMcfc). However, because \(c_\mathrm{{eff}}\) is a monotonically increasing function in this case, a monotonically decreasing filtration function (e.g., \(\lambda (\sigma ) = \lambda _\mathrm{{CL}}-b\sigma \)) is more appropriate (Tien and Ramarao 1995). Dashed black line in Fig. 3a represents the CM fitting considering linear decreasing filtration coefficient function (CMlfc). Furthermore, blue line represents the PM fitting. The CMlfc showed a good agreement with the experimental data for effluent concentration (see Fig. 3a). However, a significant discrepancy between experimental data and CM prediction (CMlfc) for particle retention was noticed (see Fig. 3b). On the other hand, the PM predictions for both effluent and retained particle concentrations are in good agreement with the experimental data (see Fig. 3).

Figure 4 shows spatial distribution (experimental data and model predictions) of retained colloids in various porous media (2030, 3550, 70110 and GB). It is important to highlight that CM and PM predictions for retention of 0.45 \(\upmu \mathrm{m}\) into porous media 2030 and 3550 are very similar. In addition, notice that the smaller the pore size, the more intensive is the retention occurring near to the porous media entrance. It suggests that the smaller the ratio of pore to particle size, the more intensive the straining mechanism.

A very good agreement between experimental data and PM predictions was obtained (see Figs. 1, 2, 3, 4). Furthermore, the obtained results allowed interpreting experimental data and identifying the operative retention mechanisms (straining, interception, gravity, and diffusion). In general, the larger the ratio of the particle to pore sizes, the more intensive the straining mechanism and the larger the discrepancies between experimental data and CM predictions (see Figs. 1b, 2, 3b, 4). Therefore, the PM should be preferred especially when straining plays an important role (see p values in Table 1).