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SimulationUpscaling and petrophysics Advanced 30 min read

Special topics in upscaling

Special topics of upscaling are the cases in which the usual ways of transferring properties to a coarse grid lose accuracy or meaning, and the ways to recognise such cases. The usual ways are equivalent permeability and pseudo functions (relative permeability curves adjusted for a coarse cell). The special cases are: cells as large as the correlation length (the distance over which rock properties stay alike); thin but long barriers and conducting thin layers; structure finer than a cell of the geological model; anisotropy at an angle to the grid; the inflow to a well; flow in a direction other than the one the calculation assumed; and a change in the balance of viscous, capillary and gravity forces. Anisotropy at an angle to the grid (also called off-diagonal anisotropy) means that the permeability differs by direction and the preferred direction is tilted against the grid lines. The usual simulator scheme does not see it. The topic also includes checking the coarsened model in the conditions of the task.

Why it matters

Upscaling errors are not obvious. The coarse model looks plausible, keeps the volumes and even the single-phase rate. But it can still be wrong several times over in the well index and in the vertical communication between layers, and it can lose the fast paths of water. In the examples of the lesson, the well index (the factor that links the well rate to the pressure drop) in a channel has to be increased 5.3 times. And a grid of thin layers overestimates the vertical permeability of a unit (a group of neighbouring layers) with shale lenses by 5.0 times. Such errors are later “corrected” by multipliers during history matching (adjusting the model until it reproduces the past production), and the forecast shifts away from the truth. Engineers who know where upscaling is weak choose the size and shape of cells, the method and the boundary conditions for their own reservoir, and they check exactly what may be wrong.

Quick refresher

  • The equivalent permeability of a cell is well defined when the heterogeneity is much finer than the cell, and the flow changes over distances much larger than the cell (scale separation). For cells about as large as the correlation length, the answer depends most strongly on the boundary conditions. In the calculation of the lesson, at σln⁡k\sigma_{\ln k} = 1.5 (σln⁡k\sigma_{\ln k} is the standard deviation of the logarithm of permeability, a measure of how widely it varies), in 56% of the blocks the two kinds of conditions differ by more than 20%.
  • The most dangerous bodies are thin but long: shale lenses and thin layers, tight layers, conducting thin layers, fractures. Sealed side faces of a cell do not let the flow go round a lens through the neighbouring cell. A uniform pressure on the top and bottom faces acts as a conducting film, and lets the flow go round the lens too easily.
  • Heterogeneity finer than a cell of the geological model (laminae, cross-bedded sets, which are groups of inclined laminae) is transferred in a separate first step. At the scale of laminae the flow is almost everywhere capillary, and the capillary equilibrium limit is suitable for it. At the scale of a coarse cell the flow regime (which forces dominate) changes from viscous near wells to mixed between them.
  • The usual two-point scheme sees only the diagonal of the tensor. If the principal axes of permeability (the directions of the largest and the smallest permeability) are turned relative to the grid, the off-diagonal term is lost. With a turn of 45° the cell looks isotropic, whatever the anisotropy is.
  • Near a well the flow is radial (it converges on the well from all sides). If the rock at the wellbore is heterogeneous, a cell with a well needs a well index (the factor that links the well rate to the pressure drop) found by a local calculation on a fine grid. This index hardly depends on the size of the calculation region, while the ratio of the rates does depend on it. So we correct the index.
  • The single-phase rate checks only the total. The distribution of the flow over fast and slow paths is shown by the flow capacity – storage capacity curve and by the first arrival of a tracer. More layers do not mean more accuracy: what matters is which layers are combined.
Key relationships
λ≪Δ≪L\lambda \ll \Delta \ll L

scale separation: heterogeneity, then cell, then the scale of change of the flow

k(φ)=kxxcos⁡2φ+kyysin⁡2φ+2kxysin⁡φcos⁡φk(\varphi) = k_{xx}\cos^2\varphi + k_{yy}\sin^2\varphi + 2k_{xy}\sin\varphi\cos\varphi

directional permeability; a scheme without kxyk_{xy} loses the last term

u(r)=q2πrhu(r) = \dfrac{q}{2\pi r h}

Darcy velocity near an injection well: NcvN_{cv} and NgvN_{gv} (the ratios of capillary and of gravity forces to viscous forces) grow in proportion to the distance

WiD,1=ΔC1ΔF1W_{iD,1} = \dfrac{\Delta C_1}{\Delta F_1}

first arrival of the tracer through the fastest layer, in pore volumes

Common pitfalls
  • Taking the equivalent permeability of cells as large as the correlation length without comparing it for two kinds of boundary conditions.
  • Thinking that thinner layers of the coarse grid always give a more accurate vertical flow.
  • Giving a cell of the geological model the permeability and the relative permeability curves of samples, and skipping the step of laminae.
  • Dropping the off-diagonal term of the tensor with strong anisotropy and principal axes at 20–70° to the grid.
  • Correcting the rate of a well by a multiplier chosen during history matching, instead of the index from a local calculation.
  • Checking a coarsened model only in the conditions for which it was built.

After this lesson you can

  • explain the scale separation condition, and use the correlation length, the cell size and the distance between wells to estimate how reliable the equivalent permeability of a cell is
  • show by calculation why discontinuous shale layers and other thin, long bodies are the main source of errors of vertical permeability, and how the sign of the error depends on the shape of the coarse cell
  • describe stepwise upscaling (upscaling in several steps, from laminae, which are very thin layers, to a cell of the geological model), and choose a method for each step and each part of the reservoir by the balance of forces
  • explain what the two-point scheme (the usual scheme that finds the flow through a face from the pressures of two cells only) loses with anisotropy at an angle to the grid, and choose between aligning the grid, a multipoint scheme (one that uses more cells around a face) and neglecting the off-diagonal term
  • calculate the well index from a local calculation on a fine grid, and explain why the correction is put into the index and not into the rate
  • check a coarsened model by the flow capacity – storage capacity curve (a curve that shows how much of the flow goes through how much of the pore volume) and the first arrival of a tracer (a marker substance carried by the flow), and recognise the cases in which upscaling does not work

Scale separation: when a cell has a permeability of its own

Upscaling replaces a non-uniform block by a uniform one with the equivalent permeability k∗k^{*} (flow calculation in the block). The replacement makes sense under two conditions. First, the cell holds many independent patches of heterogeneity, and its k∗k^{*} depends neither on their random arrangement nor on what lies beyond its faces. Second, the flow inside the cell is almost uniform: the pressure and the saturation change over distances much larger than the cell itself. Together these conditions are called scale separation.

The condition of scale separation
λ  ≪  Δ  ≪  L\lambda \;\ll\; \Delta \;\ll\; L
where:
  • λ\lambdasize of the heterogeneity in the given direction: the correlation length of permeability, m
  • Δ\Deltasize of the cell in the same direction, m
  • LLdistance over which the flow changes noticeably: between wells, the width of the displacement front, the zone of radial inflow near a well, m

Units: any equal units of length

Holds when
  • The condition is checked separately for each direction: the correlation lengths in the horizontal and the vertical directions differ by tens or hundreds of times.
  • “Much less” means, in practice, a difference of a few times. When Δ\Delta is comparable to λ\lambda, the equivalent permeability of the cell depends on the boundary conditions of its calculation (the figure below).

The left inequality makes k∗k^{*} a property of the cell. The right one allows us to treat the flow in it as linear, as it is treated in the calculation. The smallest volume in which an averaged property stops depending on the size of the volume itself is called the representative elementary volume (REV). The same idea works at the pore scale (Pore-scale flow modelling).

In a reservoir model both conditions are rarely met. The correlation lengths of permeability are from tens of metres to kilometres horizontally, and from centimetres to metres vertically (correlation length). The cells are 50–200 m across horizontally and 1–10 m thick, which is the same order. Between neighbouring wells there are only a few cells. A calculation on synthetic fields shows how dangerous this is. Blocks of different sizes were cut from random lognormal fields (permeability whose logarithm has a normal distribution: a few high values and many low ones). For each block we found kx∗k^{*}_x with sealed side faces and with linear conditions (boundary conditions).

Median difference of the equivalent permeability of blocks under two kinds of boundary conditions0.10.20.5125100102030405060Block size / correlation length, Δ/λMedian difference, %σ = 1.0σ = 1.5σ = 2.0Share of the scatter of the logarithm of permeability that is kept between blocks0.10.20.5125100.000.250.500.751.00Block size / correlation length, Δ/λShare of ln k* scatter keptσ = 1.5

Two graphs, one above the other, with a common horizontal axis: the ratio of the block size to the correlation length, on a logarithmic scale from 0.1 to 10. Top: the median difference, in per cent. Three curves for sigma 1.0, 1.5 and 2.0 start at a ratio of 0.33 at 2, 6 and 10 per cent. They rise to a maximum near a ratio of 1.3, at about 9, 23 and 48 per cent, and fall again to 5, 14 and 29 per cent at a ratio of 5.3. Bottom: the share of the scatter that is kept falls from one for small blocks to about 0.4 at a ratio of 1.3, and to 0.1 at a ratio of 5.3.

CalculatedBlocks from 25 to 800 m cut from lognormal fields with a correlation length of 150 m (10 random versions, or realisations, of a field of 1.6 × 1.6 km on cells of 25 m). Top: the median difference of kx∗k^{*}_x between linear conditions and sealed side faces, for three values of σln⁡k\sigma_{\ln k}. Bottom: the share of the scatter of ln⁡k\ln k that is kept between blocks (at σln⁡k\sigma_{\ln k} = 1.5; at 1.0 and 2.0 the curves are almost the same). The difference is largest for blocks of about the correlation length, and it grows quickly with the heterogeneity.
  • A cell much smaller than the correlation length (Δ/λ\Delta/\lambda < 0.3). The rock inside the cell is almost uniform. The boundary conditions hardly matter, and the coarse cells keep almost all the scatter of properties. Upscaling changes the model little, and saves little.
  • A cell of the order of the correlation length (Δ/λ\Delta/\lambda from 0.5 to 3). The cell holds one or two bodies, which may or may not connect with the neighbouring ones, and k∗k^{*} depends on the assumption about the neighbours. At σln⁡k\sigma_{\ln k} = 1.5, for blocks of 1.3 correlation lengths, the median difference is 23%, and for 56% of the blocks it is more than 20%. This is the least reliable size, and the most common one.
  • A cell much larger than the correlation length (Δ/λ\Delta/\lambda > 5). The heterogeneity inside the cell averages out, k∗k^{*} settles, and the boundary conditions matter less and less. But the scatter between cells also almost disappears: at 5.3 correlation lengths, 9% of the original scatter of ln⁡k\ln k remains between the blocks. The heterogeneity of the scale λ\lambda has gone from the model into the cells. For single-phase flow this is right. For displacement it is not: water still goes along the best bodies inside the cell, and we put this back with pseudo functions (Two-phase upscaling: pseudo-functions).

The difference grows quickly with the heterogeneity. For blocks of 1.3 correlation lengths the median is 9% at σln⁡k\sigma_{\ln k} = 1.0, 23% at 1.5 and 48% at 2.0. The calculation is for an isotropic plane field. Elongated bodies and three-dimensional flow change the numbers but not the picture (see the advanced section).

Worked exampleIs there scale separation in a model of a river-deposit reservoir
Given (assumed data)
Correlation length of permeability
along the channel belts 1200 m, across them 300 m, vertically 1.5 m
Heterogeneity
σln⁡k\sigma_{\ln k} ≈ 1.5
Cells of the model
100 × 100 m, layers of 2 m
Distance between wells
500 m
Solution
  1. The ratio of the cell size to the correlation length: along the belts 100/1200=0.083100/1200 = 0.083, across them 100/300=0.33100/300 = 0.33, and vertically 2/1.5=1.332/1.5 = 1.33.
  2. From the figure, at σln⁡k\sigma_{\ln k} = 1.5: at the ratio 0.33 the median difference between the boundary conditions is 5.5%, and it is more than 20% for 21% of the blocks. At the ratio 1.33 it is 23%, and more than 20% for 56% of the blocks. Along the belts the difference is even smaller than across them.
  3. Between wells there are 500/100=5500/100 = 5 cells. Near a wellbore the pressure changes noticeably already from one cell to the next, and the right-hand inequality is violated.
  4. Layers of 0.5 m would give the vertical ratio 0.5/1.5=0.330.5/1.5 = 0.33, a difference of 5.5%, but there would be four times more layers.
Answer: Horizontally, the cells are smaller than the correlation length. The grid itself represents the heterogeneity of this scale, and the median difference between the boundary conditions is small. Vertically, the layers of 2 m are comparable with the correlation length. There is no scale separation, and the vertical permeability of the cells is the least reliable property of the model. Near wells the right-hand inequality is also violated.

What it means. The cell size is usually chosen for the horizontal plane and not checked vertically. Here we need either thinner layers where the vertical flow matters (near bottom water and a gas cap, and with gravity separation of the phases), or a check of the vertical transmissibility (how easily fluid flows up and down between two cells) by a calculation on a fine grid (next section). Near wells, a well index of its own is needed (the section on wells). The curves of the figure are for an isotropic plane field and serve as a guide, not as a norm. The data in this example are assumed for illustration.

Thin long bodies: lenses, thin layers, fractures

The correlation length and the histogram describe the heterogeneity, but they do not say the main thing for the flow: do the good patches join into continuous paths, and do the bad ones block the path of the flow? Models with the same histogram and variogram can be connected in quite different ways. Connectivity is set by the shape and the extent of the bodies (connectivity and percolation). The two-point statistics, the variogram (a curve that shows how fast the similarity of two values falls as the distance between them grows), do not determine it.

For upscaling the most dangerous bodies are thin but long: shale lenses and thin layers, tight carbonate layers, thin layers of coarse sandstone, open fractures, fault zones. They are thinner than a cell, so the cell averages them. And they are longer than a cell, so their action is not local: a flow stopped by a lens in one cell goes round it through the neighbouring cell. We take the most frequent case, vertical flow through sandstone with discontinuous shale lenses (baffles, bodies that obstruct the flow).

Cross-section of sandstone with shale lenses and the boundaries of coarse cellstop: pressure p = 0base: pressure p = 1100 m: width of a coarse cell10 mshalesandstone

A long narrow cross-section. The light background is sandstone. The dark horizontal strips are shale lenses, one grid row thick, mostly one tenth of the cross-section long (merged ones up to one fifth, those at the ends shorter), in fourteen of the twenty rows. Nine dashed vertical lines divide the cross-section into ten columns of 100 metres, and many lenses cross these lines. The labels are: top, pressure 0; base, pressure 1. The scale bars are 10 metres of thickness and 100 metres, the width of a coarse cell.

CalculatedOne random version of the cross-section of the example: sandstone of 100 mD, 1000 m long and 10 m thick (the vertical scale is exaggerated 25 times), with shale lenses 0.5 m thick and about 100 m long, making 10% of the volume. The vertical lines are the boundaries of coarse cells 100 m wide. Many lenses cross them, and the flow goes round a lens through the neighbouring cell.
Worked exampleShale lenses: the vertical permeability on the fine and the coarse grids
Given (assumed data)
Cross-section
1000 × 10 m; fine grid of 200 × 20 cells of 5 × 0.5 m; sandstone of 100 mD
Lenses
thickness 0.5 m, permeability 0.001 mD, about 10% of the volume; length ℓ\ell = 10, 100 or 400 m, random position; 12 realisations for each length
Coarse grids
columns of 100 m; one layer of 10 m, two layers of 5 m, or twenty of 0.5 m; in each cell, kz∗k^{*}_z and kx∗k^{*}_x come from a flow calculation with sealed side faces
Check
vertical flow through the whole cross-section: the base and the top at different constant pressures, the ends closed
Solution
  1. Fine grid, the average kvk_v of the cross-section: 24.2 mD at ℓ\ell = 10 m, 10.6 mD at 100 m, and 7.0 mD at 400 m. The rule “share of sandstone × its permeability” would give 90 mD for any length.
  2. Coarse grid of one layer, the median of the ratio of its kvk_v to the fine one: 0.98, 0.98, 0.93. At ℓ\ell = 400 m the single realisations range from 0.08 to 1.00.
  3. Two layers of 5 m: 1.53, 1.51, 1.07. At ℓ\ell = 400 m the range is from 0.14 to 11.7.
  4. Twenty layers of 0.5 m, that is, coarsening horizontally only: 3.7, 5.0, 1.9.
Answer: With almost the same share of shale, the kvk_v of the cross-section falls from 24.2 to 7.0 mD as the lenses get longer. The coarse grid of one layer is close to the fine one in the median, but when the lenses are longer than the cell it is wrong by several times in some realisations. The grids with inner faces overestimate kvk_v, by up to 5.0 times at ℓ\ell = 100 m.

What it means. The two opposite errors are set by the way the cell calculation itself is posed. Sealed side faces do not let the flow go round a lens through the neighbouring column. This underestimates kvk_v, and most strongly when a lens covers the column completely, which often happens with long lenses. A constant pressure on the top and bottom faces of a cell is equal to a thin conducting film over its whole width. A flow that has passed one gap between lenses spreads freely to any gap above it. This overestimates kvk_v, in the same way as conducting partitions give the upper Cardwell–Parsons bound (bounds). In one layer of 10 m there are no inner faces, and only the first error remains. In twenty layers there is a face above every row, and the result approaches the rule “share of sandstone × permeability”. Which error wins depends on the length and the share of lenses, on the shape of the cell, and on the random placement of the lenses. The data in this example are assumed for illustration.

Ratio of the vertical permeability of the coarse and the fine grid against the length of the lenses0.10.250.51240.1110100Lens length / cell width, ℓ/Δxkv coarse / kv fine1 layer2 layers20 layers

A graph with logarithmic scales on both axes. The horizontal axis is the ratio of the lens length to the cell width, from 0.1 to 4. The vertical axis is the ratio of the vertical permeabilities of the coarse and the fine grids, from 0.05 to 500. A horizontal line is drawn at the level of one. The medians of the one-layer grid lie a little below one, and its bars at long lenses go down to 0.1. The medians of the two-layer grid are about 1.5, and they fall towards one at a length of 4, while the bar stretches from 0.14 to 12. The medians of the twenty-layer grid are from 3.7 to 5.8, and about 2 at a length of 4, and its bar reaches 220.

CalculatedThe ratio of the vertical permeability of the coarse grid to that of the fine one, against the length of the lenses divided by the width of a coarse cell. The points are medians over 12 realisations, and the bars run from the smallest to the largest value. While the lenses are shorter than the cell, the one-layer grid is almost exact. The grids with inner faces overestimate kvk_v at any length. When the lenses are longer than the cell, the scatter between realisations reaches orders of magnitude.

Finer than a cell of the geological model: stepwise upscaling

A cell of the geological model, tens of metres across and a fraction of a metre thick, is also non-uniform. It holds laminae, cross-bedded sets, shale drapes (thin films of clay) and thin shale layers a centimetre thick (Primary sedimentary structures). The data about the rock come from an even smaller scale: a core plug is a few centimetres, and a probe permeameter (a small device that measures permeability at a point) on a cut face of the core reads millimetres. So before we transfer properties from the geological grid to the simulation grid, we must transfer them from the sample to a cell of the geological model. This is the first step of upscaling.

This step is often skipped, and the cell gets the permeability and the relative permeability curves of samples, as if it were uniform. There are two mistakes. For one phase, plugs are drilled from the strong laminae (the ones that survive drilling). So the vertical permeability of the cell comes out too high, sometimes by orders of magnitude (a missed thin layer). For two phases, capillary forces in a layered cell redistribute the water among the laminae. So the pseudo relative permeabilities along and across the laminae differ by several times (laminae at capillary equilibrium). Samples do not show this.

So we transfer the properties in several steps, by geologically meaningful scales. The approach is called stepwise upscaling, or the method of geopseudo functions (geopseudos). We build models of typical structures: ripples (small waves of sand), a cross-bedded set, a unit with thin layers. We give the laminae a permeability from point measurements, and relative permeability and capillary pressure curves from core experiments (Petrophysical input for simulation: relative permeability and capillary pressure). We calculate the flow, and we get the equivalent permeability and the pseudo functions for the next step.

Steps of upscaling
Step
Laminae → a layer or a set
Scale
mm → dm
What controls the flow
capillary forces
How it is calculated
the capillary equilibrium limit
Step
Layer → a cell of the geological model
Scale
dm → tens of m × fractions of m
What controls the flow
capillary and viscous forces
How it is calculated
flow calculation in a block, pseudo functions
Step
Cell of the geological model → simulation cell
Scale
→ hundreds of m × metres
What controls the flow
viscous forces, gravity, connectivity of bodies
How it is calculated
single-phase upscaling, non-uniform grid, dynamic pseudo functions

The boundaries of the steps and the regimes are a guide. We check the regime of each step by the balance of forces (the example below, and the section on the balance of forces).

Worked exampleLaminae at capillary equilibrium: up to what velocity
Given (assumed data)
Laminae
from the example of the lesson Two-phase upscaling: pseudo-functions: 400, 60 and 6 mD, thickness about 1 cm; the vertical permeability of the unit is 24.8 mD
Length over which the saturation equalises
0.3 m, a cell of the detailed model
Fluids
oil 3.0 mPa·s, kro′k_{ro}' = 0.85; capillary pressure difference between the laminae 0.04 MPa
Injection well
300 m³/d at reservoir conditions, reservoir thickness 16 m
Solution
  1. The ratio of capillary to viscous forces NcvN_{cv} (formula) is equal to one at a Darcy velocity u∗=0.0853⋅24.8⋅0.85⋅0.04⋅0.3/(3.0⋅0.012)=71.9u^{*} = 0.0853\cdot24.8\cdot0.85\cdot0.04\cdot0.3/(3.0\cdot0.01^2) = 71.9 m/d.
  2. Near an injection well, u=q/(2πrh)u = q/(2\pi rh) is larger than u∗u^{*} only at r<r∗=300/(2π⋅16⋅71.9)=0.042r < r^{*} = 300/(2\pi\cdot16\cdot71.9) = 0.042 m, that is, inside the wellbore.
  3. For laminae 5 cm thick, u∗u^{*} is 25 times smaller: 2.88 m/d, and r∗=300/(2π⋅16⋅2.88)=1.04r^{*} = 300/(2\pi\cdot16\cdot2.88) = 1.04 m.
Answer: Laminae a centimetre thick stay at capillary equilibrium everywhere in the reservoir. Laminae 5 cm thick leave it only within 1.04 m of the well.

What it means. At the first step, pseudo functions can be calculated in the capillary equilibrium limit, and they hardly depend on the injection rate. As the layers get thicker, the picture changes quickly. The time of capillary equalisation grows as the square of the thickness, and for units metres thick, capillary equilibrium is no longer reached at a field rate (laminae and the cross-section). There we need dynamic methods. The estimate gives an order of magnitude and not a boundary. The data in this example are assumed for illustration.

The first step is not needed everywhere. It is needed when:

  • immiscible phases (phases that do not mix) are displaced, by water or gas (for single-phase flow, averaging the permeability with a check of the vertical one is usually enough)
  • the laminae differ in permeability by several times or more, and so also in capillary pressure
  • the flow goes across the laminae: vertically, to bottom water and a gas cap, with gravity separation of the phases, or across inclined cross-bedded sets (cross-bedded set)
  • the fine layering is continuous over the whole reservoir, and its influence is not hidden by larger errors (if the reservoir is a set of disconnected bodies, we first deal with the connectivity of the bodies, and only then look at the small scale in more detail: types of architecture)

Anisotropy at an angle to the grid: what the two-point scheme loses

If the principal directions of permeability (the directions of the largest and the smallest permeability) do not coincide with the grid axes, the equivalent permeability of a cell is a full tensor. This happens with the inclined laminae of cross-bedded sets (derivation for inclined laminae), with beds that dip relative to a horizontal Cartesian grid (a grid of rectangular cells in straight rows and columns), and with channels that run at an angle to the grid lines in the horizontal plane. The block of the lesson on permeability upscaling is such a case: there the periodic conditions gave an off-diagonal term of 20.0 mD. The question of this section is what a simulator does with such a tensor.

The usual scheme of a simulator calculates the flow through a face from the pressures of two cells, with one transmissibility of the face (cell equation). This is the two-point flux approximation (TPFA). It is exact only if the grid is K-orthogonal: the vector Kn\mathbf{K}\mathbf{n}, where n\mathbf{n} is the normal to the face (the direction perpendicular to it), points along the line that joins the centres of the two cells. In plain words, the flow through the face then depends only on the pressures of those two cells. A Cartesian grid with a diagonal tensor is K-orthogonal. With a full tensor it is not. A corner-point grid (a grid whose cells are bent to follow the layers and faults) with skewed cells is not either, even with a diagonal tensor (corner-point geometry). Then the two-point scheme loses the flow that is driven by the component of the gradient along the face, and this error does not disappear when the cells are made smaller (see the advanced section).

Directional permeability of a tensor
k(φ)=nTK n=kxxcos⁡2φ+kyysin⁡2φ+2kxysin⁡φcos⁡φk(\varphi) = \mathbf{n}^{\mathsf{T}}\mathbf{K}\,\mathbf{n} = k_{xx}\cos^2\varphi + k_{yy}\sin^2\varphi + 2k_{xy}\sin\varphi\cos\varphi
where:
  • φ\varphidirection: the angle from the xx axis to the yy axis, °
  • n\mathbf{n}unit vector of this direction, (cos⁡φ,sin⁡φ)(\cos\varphi, \sin\varphi), —
  • kxx, kyy, kxyk_{xx},\ k_{yy},\ k_{xy}components of the equivalent permeability tensor in the axes of the grid, mD
  • k(φ)k(\varphi)component of the Darcy velocity along n\mathbf{n} at a unit pressure gradient along n\mathbf{n}, written as a permeability, mD

Units: permeabilities in any equal units

Holds when
  • The flow is in the xx–yy plane, and the tensor is symmetric.
  • The largest and smallest values, the principal permeabilities k1k_1 and k2k_2, are reached along the principal axes, turned by the angle α\alpha: tan⁡2α=2kxy/(kxx−kyy)\tan2\alpha = 2k_{xy}/(k_{xx} - k_{yy}).
  • A scheme that leaves out kxyk_{xy} sees kxxcos⁡2φ+kyysin⁡2φk_{xx}\cos^2\varphi + k_{yy}\sin^2\varphi. Along a principal axis it is wrong by −(1−k2/k1)sin⁡22α/2-(1 - k_2/k_1)\sin^2 2\alpha/2.

At kxyk_{xy} = 0 the principal axes coincide with the grid axes, and there is nothing to drop. With principal axes at 45° to the grid, kxx=kyy=(k1+k2)/2k_{xx} = k_{yy} = (k_1 + k_2)/2. Without the off-diagonal term, the cell looks isotropic, however strong the anisotropy is.

Worked exampleA block with a channel at an angle: what the grid sees without the off-diagonal term
Given (assumed data)
Tensor of the block (periodic conditions)
kxxk_{xx} = 62.4, kyyk_{yy} = 64.2, kxyk_{xy} = 20.0 mD, from the lesson Permeability upscaling for single-phase flow
Solution
  1. Principal axes: tan⁡2α=2⋅20.0/(62.4−64.2)=−22.22\tan2\alpha = 2\cdot20.0/(62.4 - 64.2) = -22.22. The numerator is positive and the denominator is negative, so 2α2\alpha is in the second quadrant: 2α=92.6°2\alpha = 92.6° and α=46.3°\alpha = 46.3°, along the channel.
  2. Principal permeabilities: (62.4+64.2)/2±0.92+20.02=63.3±20.0(62.4 + 64.2)/2 \pm \sqrt{0.9^2 + 20.0^2} = 63.3 \pm 20.0. That is, k1k_1 = 83.3 mD along the channel and k2k_2 = 43.3 mD across it.
  3. The grid without kxyk_{xy} sees, along the channel, 62.4⋅0.4773+64.2⋅0.5227=63.362.4\cdot0.4773 + 64.2\cdot0.5227 = 63.3 mD. Across the channel it sees 62.4⋅0.5227+64.2⋅0.4773=63.362.4\cdot0.5227 + 64.2\cdot0.4773 = 63.3 mD. Here cos⁡2α=0.4773\cos^2\alpha = 0.4773 and sin⁡2α=0.5227\sin^2\alpha = 0.5227.
  4. The error along the channel is 63.3/83.3−1=−2463.3/83.3 - 1 = -24%, and across it is 63.3/43.3−1=+4663.3/43.3 - 1 = +46%. The anisotropy k1/k2k_1/k_2 = 1.92 turns into 1.00.
Answer: Without the off-diagonal term the grid sees the block as almost isotropic, about 63.3 mD in all directions, instead of 83.3 mD along the channel and 43.3 mD across it.

What it means. The channel runs almost exactly along the diagonal. This is the worst case for the two-point scheme: kxxk_{xx} and kyyk_{yy} are almost equal, and all the anisotropy sits in kxyk_{xy}. If such bodies cross the model at an angle over hundreds of cells, the two-point model will underestimate the conductivity along them by a quarter, and overestimate it across them by almost a half. Water in the model will go wider and slower than in the reservoir. The data in this example are assumed for illustration.

Directional permeability of the block: the full tensor and the diagonal0306090120150180020406080100Direction from the x axis, degreesDirectional permeability, mDalong the channel 83.3 mDacross 43.3 mDno off-diagonal termfull tensor: solid line

Graph. The horizontal axis is the direction, from 0 to 180 degrees. The vertical axis is directional permeability, from 0 to 100 millidarcies. The solid curve is a wave with a maximum of about 83 millidarcies at 46 degrees and a minimum of about 43 millidarcies at 136 degrees. The dashed line is almost horizontal, between 62 and 64 millidarcies. The points of the maximum and the minimum are marked.

CalculatedDirectional permeability of the block of the example: the full tensor (solid line) and the same cell without the off-diagonal term (dashed line). The full tensor gives 83.3 mD along the channel and 43.3 mD across it. Without kxyk_{xy} the curve is almost flat.

What is done about this:

  • Align the grid with the structure. The axes of a Cartesian grid are set along the channel belts or along the dip of cross-bedded sets, and a corner-point grid is built along the layers. In the axes of the layer the tensor is almost diagonal. The price is skewed (slanted) cells of the corner-point grid, where the two-point formula also loses accuracy. So we avoid strong skew.
  • Use a multipoint scheme. The multipoint flux approximation (MPFA) finds the flow through a face from the pressures of several cells. In a plane problem the cell equation links the cell with eight neighbours, and in a three-dimensional one with up to twenty-six. It keeps the full tensor. The price is more coefficients in the equations and a slower solution. With very strong anisotropy or very skewed cells, the pressure may oscillate in a way that is not real (unphysical oscillations).
  • Check that the loss is small. By the formula above, the error along a principal axis at a turn of 10° and a tenfold anisotropy is about 5%, and at 45° and only a twofold anisotropy it is 25%. A simple check is to repeat the calculation on a grid rotated by 45° and compare (grid orientation effect).

Flow direction and wells

The equivalent permeability is calculated for linear flow along an axis of the cell, and under an assumption about the neighbours. In a reservoir the flow is not like that. Near wells it is radial. Between an injection well and a production well it spreads out and then converges. In an areal pattern element it is diagonal to the grid. When wells are converted to injection and new wells are drilled, the flow changes direction. Upscaling done for one picture of the flow can be wrong for another.

The methods differ in where they take the boundary conditions from. Local methods calculate each cell separately, with sealed, periodic or linear conditions, or with a buffer zone (boundary conditions). Global methods take the conditions from a single-phase calculation of the whole detailed model with wells. The coarse model then “knows” the flow paths for exactly this pattern of wells (global boundary conditions). Local–global methods alternate the two. The calculation of the coarse model sets the conditions at the boundaries of the local calculations, and the local calculations correct the transmissibilities. This goes on until the results stop changing. The closer the conditions are to the real flow, the more accurate the result. But the result is also more strongly tied to the pattern of wells for which it was found.

A cell with a well is a special case. The flow converges on the wellbore, the resistance of each zone is proportional to the logarithm of the ratio of its radii, and the rock at the wellbore matters far more than its share of the volume. An estimate from the skin factor of the zone around the wellbore is in the lesson on permeability upscaling. It works as long as the changed zone is round and lies inside the equivalent radius of the cell. Otherwise the well index is found by near-well upscaling, a local calculation on a fine grid.

Upscaling near a well
  1. 1
    Cut out the region

    Take the cell with the well and a ring of neighbouring cells, on the fine grid.

  2. 2
    Solve the inflow on the fine grid

    Solve single-phase steady flow. The well sits in its own fine cell, with the Peaceman index (the standard formula for the well index of a cell) for the permeability of that cell (Well model in a grid block). On the outer boundary set a constant pressure, or the pressure from a global calculation.

  3. 3
    Solve the same problem on the coarse grid

    Use the upscaled permeabilities and the same condition at the boundary. The well index is not known yet.

  4. 4
    Choose the index

    Find WI∗\mathrm{WI}^{*} at which the coarse model gives the same rate at the same pressures. If needed, correct in the same way the transmissibilities between the cell with the well and its neighbours.

  5. 5
    Check

    Repeat with a larger region. The index should hardly change.

Worked exampleA well in a channel: the index from a local calculation
Given (assumed data)
Cells
100 × 100 m; a vertical well in the centre of the cell, rwr_w = 0.1 m, wellbore skin 0; the calculation is per 1 m of thickness
Rock
a channel 20 m wide with a permeability of 300 mD passes through the well from west to east and continues in the neighbouring cells; around it the rock is 30 mD
Local region
3 × 3 coarse cells (300 × 300 m); the fine grid of 4-m cells has 5625 cells; the outer boundary is at constant pressure
Solution
  1. The permeability of the coarse cell with the well is exact for a strip. Along the channel kx∗=(20⋅300+80⋅30)/100=84.0k^{*}_x = (20\cdot300 + 80\cdot30)/100 = 84.0 mD, and across it ky∗=100/(20/300+80/30)=36.6k^{*}_y = 100/(20/300 + 80/30) = 36.6 mD.
  2. Peaceman index for an anisotropic cell (formula): r0r_0 = 20.2 m, and WI=2π84.0⋅36.6/ln⁡(20.2/0.1)=2π⋅55.4/5.308=65.6\mathrm{WI} = 2\pi\sqrt{84.0\cdot36.6}/\ln(20.2/0.1) = 2\pi\cdot55.4/5.308 = 65.6 mD·m.
  3. At the same pressure difference between the outer boundary and the bottom hole, the fine grid gives a rate 2.40 times larger than the coarse one.
  4. The index at which the coarse model gives the rate of the fine one is WI∗\mathrm{WI}^{*} = 345 mD·m. This is 5.3 times more than the Peaceman index.
  5. Control. For a uniform rock of 30 mD, the local calculation gives 35.3 mD·m against 35.6 mD·m by Peaceman's formula. For a region of 5 × 5 cells with the channel, WI∗\mathrm{WI}^{*} = 351 mD·m, and the ratio of the rates is 2.12 instead of 2.40.
Answer: The well index in the channel must be increased 5.3 times: 345 mD·m instead of 65.6 mD·m per metre of thickness.

What it means. The well is in rock of 300 mD, but the coarse cell knows about it only through the averages 84.0 and 36.6 mD, calculated for linear flow. The correction goes into the index and not into the rate. The index is a property of the neighbourhood of the well and hardly depends on the size of the region (345 and 351 mD·m). The ratio of the rates does depend on it, because it includes the resistance of the distant cells, which the coarse model passes on correctly. An estimate from the skin of a round zone does not suit this case: the strip is not round, and it goes far beyond the equivalent radius of 20.2 m. The uniform control shows that the method itself is wrong by about 1%. The data in this example are assumed for illustration.

Local region for the calculation of the well index in a channel30 mD30 mD30 mD30 mD30 mD30 mDkx 84.0ky 36.6kx 84.0ky 36.6well3 × 3 cells of 100 mchannel 300 mD, 20 m wideWell index,mD·m per 1 m:Peaceman with k*65.6local calculation3455.3 times larger

A square of three by three cells, each 100 metres across. Through the middle row of cells, from west to east, runs a shaded strip of the channel 20 metres wide, and the well is a dot in the centre. The cells of the middle row are labelled k x 84 and k y 36.6 millidarcies, and the others 30 millidarcies. On the right are the labels: the index by Peaceman's formula 65.6, and by the local calculation 345 millidarcy-metres per metre.

SchematicThe local region of the example: nine coarse cells of 100 m, a 300 mD channel 20 m wide through the well in the centre, and 30 mD around. The coarse grid sees the channel only as the anisotropy of the cells of the middle row (84.0 and 36.6 mD). The local calculation gives the well an index of 345 mD·m instead of 65.6 mD·m.
  • A layered cell, with the well opening all the layers. The index of a coarse layer is proportional to the sum kihik_ih_i of its fine layers. This is the same arithmetic mean as for linear flow along the layers, and permeability upscaling is right here (layers with radial inflow).
  • Part of a coarse layer is opened. The index is calculated from kihik_ih_i of the opened fine layers, and not from the share of the thickness. A perforation in the best layer, with the average for the coarse layer, underestimates the index. In the worst layer it overestimates it. The inflow from the layers that are not opened adds a skin of partial penetration (extra resistance, because the well opens only a part of the thickness; Partial penetration and well deviation).
  • A horizontal wellbore. Its index depends on the permeabilities in the plane perpendicular to the wellbore (index of a horizontal well), and on the fine layer in which the wellbore lies. In a coarse cell this knowledge is lost.
  • Two phases near a well. Cones of water and gas (the rise of water or gas towards the well in a cone) develop within metres of the wellbore (Water and gas coning). On a coarse grid they are represented by local grid refinement or by a radial grid near the well (local grid refinement). More rarely they are represented by pseudo functions calculated for the well from a cone calculation on a fine radial grid.

The balance of forces: from laminae to the cell, from the well to the middle between wells

Pseudo functions depend on where the water is in the cell, and this is set by the balance of viscous, capillary and gravity forces (steady-state methods). Two ratios of forces are already familiar: capillary to viscous, NcvN_{cv} (formula), and gravity to viscous, NgvN_{gv} (formula). Both are inversely proportional to the Darcy velocity and grow with the cell length. NcvN_{cv} is also inversely proportional to the square of the thickness over which the saturation equalises. So the regime changes both with the scale and with the distance from the well.

Darcy velocity near an injection well
u(r)=q2πrhu(r) = \frac{q}{2\pi r h}
where:
  • uuDarcy velocity (the rate per unit area) at the distance rr from the axis of the well, m/d
  • qqinjection rate of the well at reservoir conditions, m³/d
  • rrdistance from the axis of the well, m
  • hhthickness of the reservoir that takes the water, m

Units: m, d, m³ (any consistent units)

Holds when
  • Plane radial flow in a unit of constant thickness. The distribution of the inflow among the layers is not taken into account.
  • Near other wells the picture of the flow is more complex. For an estimate of the order of magnitude, the formula is applied up to the middle of the distance between wells.

The velocity at the wellbore is hundreds of times larger than in the middle between wells, and NcvN_{cv} and NgvN_{gv} change in the same proportion. A regime that is right for one part of the reservoir is wrong for another.

Worked exampleThe balance of forces along the path from an injection well
Given (assumed data)
Well
300 m³/d at reservoir conditions, thickness 16 m, 500 m to the production wells
Scale of laminae
the previous example: Ncv=u∗/u=71.9/uN_{cv} = u^{*}/u = 71.9/u, with uu in m/d
Scale of a coarse cell
length 100 m, thickness 16 m, kvk_v = 25.8 mD, the cross-section of the lesson Displacement in heterogeneous reservoirs without thin shale layers; oil 3.0 mPa·s, kro′k_{ro}' = 0.85, Δρ\Delta\rho = 0.24 g/cm³; capillary pressure difference 0.04 MPa
Solution
  1. Darcy velocity: u=300/(2πr⋅16)=2.984/ru = 300/(2\pi r\cdot16) = 2.984/r m/d. This is 2.984 at a distance of 1 m, 0.2984 at 10 m, 0.02984 at 100 m, and 0.01194 at 250 m, in the middle between wells.
  2. Laminae: NcvN_{cv} = 24.1, 241, 2410, 6022.
  3. Coarse cell: Ngv=0.0853⋅25.8⋅0.85⋅0.00981⋅0.24⋅100/(3.0⋅16⋅u)=0.009175/uN_{gv} = 0.0853\cdot25.8\cdot0.85\cdot0.00981\cdot0.24\cdot100/(3.0\cdot16\cdot u) = 0.009175/u. The values are 0.0031, 0.031, 0.31, 0.77.
  4. For the same cell Ncv/Ngv=0.04/(0.00981⋅0.24⋅16)=1.06N_{cv}/N_{gv} = 0.04/(0.00981\cdot0.24\cdot16) = 1.06: the capillary forces are of the same order as gravity.
Answer: The laminae are at capillary equilibrium along the whole path (NcvN_{cv} from 24.1 to 6022). The coarse cell is in the viscous regime near the well (NgvN_{gv} ≈ 0.031 at 10 m), and in the middle between wells all three forces are comparable (NgvN_{gv} ≈ 0.77).

What it means. Pseudo functions of coarse cells calculated at one rate are right only in part of the reservoir. Near wells the water goes ahead along the permeable layers, as in a viscous regime. Between wells it has time to sink to the base and to redistribute itself by capillary forces. So the tables of pseudo functions are split by zone, near wells and between them. Or we keep the resolution in thickness, so that gravity and capillary forces are calculated on the grid. The data in this example are assumed for illustration.

Ratios of forces along the path from the injection well0.31310301003000.00010.01110010,000Distance from the well r, mForce ratioforces equallaminae: capillary / viscouscell: gravity / viscous

A graph with logarithmic scales. The horizontal axis is the distance from the well, from 0.3 to 300 metres. The vertical axis is the force ratio, from 0.0001 to 100,000. Two parallel rising straight lines are drawn. The upper one is the laminae, from about 7 at 0.3 metres from the well to 7,000 at 300 metres, above one everywhere. The lower one is the coarse cell, from about 0.001 to 0.9, below one everywhere, but approaching it in the middle between wells. A horizontal line is drawn at the level of one.

CalculatedRatios of forces along the path from the injection well of the example (both axes are logarithmic): capillary to viscous at the scale of laminae, and gravity to viscous at the scale of a coarse cell. The capillary forces of the cell almost coincide with gravity and are not shown. The horizontal line shows equal forces.
Which pseudo functions where: steady-state or dynamic
Regime in the cell
capillary
Sign
NcvN_{cv} ≫ 1
Method
the capillary equilibrium limit
Regime in the cell
gravity
Sign
NgvN_{gv} ≫ 1, the layers communicate
Method
vertical equilibrium
Regime in the cell
viscous, the cell is uniform
Sign
NcvN_{cv} and NgvN_{gv} ≪ 1
Method
core curves with a correction for numerical dispersion
Regime in the cell
viscous, the cell is layered or a mosaic
Sign
the same
Method
dynamic pseudo functions or a non-uniform grid
Regime in the cell
intermediate
Sign
ratios of about one
Method
dynamic ones with gravity and capillary pressure, or a finer grid

The table is a guide to choosing the method, not a calculated result. Steady-state methods are cheap and stable, but right only in their own limit. Dynamic ones cover any regime, but only the one for which they were calculated (where pseudo functions stop working).

Checking: the distribution of the flow, not only its sum

Checks of single-phase flow, such as the rate through a sector and the productivity of wells (how to check a coarsened model), are necessary. But they look at the sum. Displacement depends on how the flow is distributed: what share of it goes along the fast paths, and what share of the pore volume these paths occupy. This picture is given by the flow capacity – storage capacity curve (F–Φ). We order the parts of the reservoir from the fastest to the slowest, and plot the cumulative share of the flow against the cumulative share of the pore volume. For a layered cross-section in single-phase flow this is the Lorenz curve of the layers, a curve that shows how unevenly the flow is shared among the layers (measures of heterogeneity). In the general case we build it from the travel time (see the advanced section).

First arrival of a tracer in a layered cross-section
WiD,1=ΔC1ΔF1=ϕ1h1/∑jϕjhjk1h1/∑jkjhjW_{iD,1} = \frac{\Delta C_1}{\Delta F_1} = \frac{\phi_1h_1\big/\sum_j\phi_jh_j}{k_1h_1\big/\sum_j k_jh_j}
where:
  • WiD,1W_{iD,1}the volume injected, in pore volumes of the cross-section, when the tracer arrives through the fastest layer, —
  • ΔC1, ΔF1\Delta C_1,\ \Delta F_1shares of the storage capacity and of the flow capacity of this layer: the first point of the F–Φ curve, —
  • ϕj, kj, hj\phi_j,\ k_j,\ h_jporosity, permeability and thickness of layer jj; layer 1 has the largest k/ϕk/\phi, fraction, mD, m

Units: dimensionless; kk and hh in any equal units

Holds when
  • The layers are continuous between the rows of wells, the flow in each is linear, and the pressure difference is the same. In single-phase flow there is then no crossflow between the layers.
  • The tracer moves with the water without lag and smearing. The rate of each layer is proportional to kjhjk_jh_j, and its pore volume to ϕjhj\phi_jh_j.

The steeper the beginning of the F–Φ curve, the earlier the water arrives. A uniform cross-section gives WiD,1W_{iD,1} = 1: the tracer arrives after one pore volume has been injected.

Worked exampleWhich layers to combine: a check by the F–Φ curve
Given (assumed data)
Cross-section
the eight layers of the lesson Reservoir heterogeneity and permeability averaging: 16 m, from 8 to 900 mD; the sum of ϕh\phi h is 2.95 m, and the sum of khkh is 2234 mD·m
Coarsening A
four layers, by pairs of layers: 1–2, 3–4, 5–6, 7–8
Coarsening B
three layers: 1–3, the 900 mD layer on its own, 5–8; the non-uniform grid of the lesson Two-phase upscaling: pseudo-functions
Properties of the coarse layers
kk and ϕ\phi are the averages weighted by thickness
Solution
  1. Coarsening A, the layers (thickness, kk, ϕ\phi): 3.5 m, 158.6 mD, 0.2014; 4.0 m, 315 mD, 0.22; 4.5 m, 43.3 mD, 0.1678; 4.0 m, 56 mD, 0.1525.
  2. In decreasing order of k/ϕk/\phi they are layers 2, 1, 4, 3. The cumulative shares of storage capacity CC are 0.298, 0.537, 0.744, 1, and the cumulative shares of flow capacity FF are 0.564, 0.812, 0.913, 1.
  3. The Lorenz coefficient (one number for how uneven the flow is) is twice the area between the broken line and the diagonal: 0.34. First arrival: 0.298/0.564=0.530.298/0.564 = 0.53 pore volumes.
  4. Coarsening B: CC = 0.085, 0.537, 1 and FF = 0.403, 0.812, 1. The Lorenz coefficient is 0.42, and the first arrival is 0.085/0.403=0.210.085/0.403 = 0.21.
  5. The fine model of eight layers has a Lorenz coefficient of 0.56 and the same first arrival as B. One layer gives 0 and 1.
Answer: The three layers of B kept 75% of the heterogeneity by the Lorenz coefficient, and the first arrival of the fine model. The four layers of A kept 61%, and their tracer arrives 2.5 times later.

What it means. More layers do not mean more accuracy: what matters is which layers are combined. In coarsening A the 900 mD layer merged with its neighbour of 120 mD, and the fast path disappeared. The check takes seconds, and it is done before the displacement calculations. Its conclusion is confirmed by the waterflood calculation in the lesson Two-phase upscaling: pseudo-functions, where grid B reduced the overestimate of production after one pore volume was injected from 16 to 6%. The single-phase F–Φ curve does not see gravity and capillary forces. We check those by a displacement calculation. The data in this example are assumed for illustration.

Flow capacity – storage capacity curves of the cross-section and its coarsenings0.00.20.40.60.81.00.00.20.40.60.81.0Cumulative share of storage capacity CCumulative share of flow capacity Feight layersB: three layersA: four layersone layer

Graph. The horizontal axis is the cumulative share of storage capacity, from 0 to 1. The vertical axis is the cumulative share of flow capacity, from 0 to 1. The broken line of the eight layers rises steeply to 0.40 already at a storage capacity share of 0.085, and then flattens. The broken line of coarsening B goes through the same first point, then through the point 0.54, 0.81. The broken line of coarsening A starts with a gentle segment up to the point 0.30, 0.56. The dashed diagonal is one layer.

CalculatedFlow capacity – storage capacity curves of the cross-section of the example: the eight layers, coarsening B (three layers) and A (four layers), and one layer, the diagonal. Curve B repeats the beginning of the fine model, and curve A cuts it off.

What else to check, besides the volumes and the single-phase rate:

  • the sensitivity of k∗k^{*} to the boundary conditions, a sign of cells as large as the correlation length (the first section)
  • the vertical communication, by calculating the vertical flow on the fine and the coarse grid for representative cross-sections (the section on lenses)
  • the loss of off-diagonal terms, by a calculation on a grid rotated by 45°
  • the well indexes, by a local calculation near typical wells
  • the displacement, by calculating a sector on the fine and the coarse grid at the field rate, and then at another rate and with another pattern of wells (checking pseudo functions)
  • the convergence with the grid, by comparison with a model whose cells are twice as small (how many cells are needed)

When there are many models, as in an uncertainty study, we count the upscaling error as one more source of uncertainty. We run a part of the cases on the fine and the coarse grid, and carry the difference found over to the rest (Geological and technical uncertainty of a project).

When upscaling does not work

Sometimes no choice of method and boundary conditions helps: a coarse cell cannot pass on what decides the flow. The signs of such cases, and what is done instead of upscaling, are in the table.

Cases in which a coarse cell does not pass on the flow
Case
No scale separation
Sign
a cell about as large as the correlation length; boundary conditions give different k∗k^{*}
What is done
smaller cells, a buffer zone, transmissibility upscaling, global conditions
Case
Thin long barriers and conducting thin layers
Sign
bodies longer than the cell; the kvk_v of the fine and the coarse grid differ
What is done
explicit barriers, transmissibility multipliers, separate layers
Case
Unstable displacement
Sign
the displacing agent is more mobile than the oil; tongues
What is done
fine grid, a check on a rotated grid
Case
A fractured reservoir
Sign
the fractures conduct, and the matrix stores
What is done
a dual porosity model
Case
Miscible (the fluids mix) or compositional (the composition of the fluids changes) displacement
Sign
the width of the mixing zone depends on the grid
What is done
fine grid, or corrections checked on it
Case
The pattern of wells changes
Sign
conversion to injection, infill drilling
What is done
recalculation for the new pattern, global methods
Case
Cones near wells
Sign
water or gas is drawn up to the wellbore
What is done
local grid refinement, a radial grid near the well

Unstable displacement and the grid orientation effect are in the lessons Numerical dispersion and Displacement of oil by gas. Fractured reservoirs are in Fractures and naturally fractured reservoirs.

The general way out is to spend cells where they are needed: local grid refinement near wells and at fronts; non-uniform grids along the flow paths; sector models with a fine grid for particular questions; and calculation along streamlines (the paths of the fluid) for a fast run through geological options. Multiscale methods are also being developed. The pressure is solved on a coarse grid, but with functions built from the fine one, and the flows are reconstructed on the fine grid. This is no longer upscaling of properties, but a way to solve the fine problem faster.

Terms and symbols

Scale separation
The condition λ≪Δ≪L\lambda \ll \Delta \ll L. The heterogeneity is much finer than the cell, and the flow changes over distances much larger than the cell.
Representative elementary volume (REV)
The smallest volume in which an averaged property stops depending on the size of the volume.
Boundary-condition difference
The difference between the values of k∗k^{*} that different boundary conditions give for one cell. It is a sign of cells as large as the correlation length.
Stepwise upscaling (geopseudo functions)
The transfer of properties from laminae to a cell of the geological model and onward, by geologically meaningful scales.
Two-point and multipoint flux approximation (TPFA, MPFA)
The flow through a face found from the pressures of two cells, or of several. The second kind passes on the full tensor.
K-orthogonal grid
A grid where the vector Kn\mathbf{K}\mathbf{n} of each face points along the line between the centres of the neighbouring cells. In plain words, the flow through each face then depends only on the pressures of the two cells beside it. Only on such a grid is the two-point scheme exact.
Directional permeability k(φ)k(\varphi)
The component of the velocity along a direction at a unit gradient along it: nTKn\mathbf{n}^{\mathsf{T}}\mathbf{K}\mathbf{n}.
Well index from a local calculation WI∗\mathrm{WI}^{*}
The index at which the coarse model gives the rate of the fine one at the same pressures.
Local, global and local–global upscaling
The boundary conditions of a cell calculation come from an assumption (local), from a calculation of the whole model with wells (global), or from an alternation of the two (local–global).
F–Φ curve, first arrival of a tracer
The cumulative share of the flow against the share of the pore volume, from fast paths to slow ones. Its first point gives the arrival of the tracer.

Common mistakes and misconceptions

Wrong

“Cells as large as the correlation length are a reasonable compromise: they are larger than the small ones and smaller than the large ones.”

In fact

It is exactly for them that the equivalent permeability depends most strongly on the boundary conditions. In the calculation of the lesson, at σln⁡k\sigma_{\ln k} = 1.5, for blocks of 1.3 correlation lengths the median difference is 23%. Such cells are checked with two kinds of conditions and with a calculation on a fine grid.

Wrong

“The thinner the layers of the coarse grid, the more accurate the vertical permeability.”

In fact

Each inner face works as a conducting film in the calculation of the kvk_v of a cell. In the example with lenses 100 m long, the grid of twenty layers of 0.5 m overestimated kvk_v by 5.0 times, and the one-layer grid was wrong in the median by 2%.

Wrong

“The off-diagonal terms of the tensor are small, so they can be dropped.”

In fact

They are small only if the principal axes are close to the grid axes. In the block of the lesson kxyk_{xy} = 20.0 mD with a diagonal of about 63 mD, but without it the grid loses all the anisotropy: about 63 mD in all directions instead of 83.3 and 43.3.

Wrong

“The well in the model gives less than in the field, so we will choose a rate multiplier in history matching.”

In fact

The correction goes into the well index, by a local calculation on a fine grid. In the example of the lesson the index of a well in a channel is 5.3 times larger than the Peaceman index with the permeability of the cell. A multiplier chosen during history matching hides the cause, and it carries the error into the forecast.

Wrong

“The single-phase rate of the coarse model agreed with the fine one, so the upscaling is right.”

In fact

The rate is a sum. Displacement depends on how the flow is distributed over fast and slow paths. The one-layer model of the eight layers of the lesson passes the same rate, but its tracer arrives after one pore volume, and in the fine model after 0.21.

In depth: advanced detail

Why boundary conditions matter most for cells as large as the correlation length

The boundary conditions influence the flow in a strip near the faces of the block, about one correlation length wide. Farther from a face, the flow is already decided by the rock itself. If the block is much smaller than the correlation length, the rock in it is almost uniform, and the conditions hardly matter. If the block is much larger, the strip takes a small share of its area, about λ/Δ\lambda/\Delta, and the difference falls roughly in inverse proportion to the size of the block. Between these limits the difference passes through a maximum, for blocks of the order of the correlation length (in the calculation of the lesson, the largest of the calculated values is for blocks of 1.3 correlation lengths).

The scatter of k∗k^{*} between blocks also falls with the size of the block. In a plane field, the variance of the average over a block falls roughly in inverse proportion to the number of independent patches in it, that is, as (λ/Δ)2(\lambda/\Delta)^2, and the standard deviation falls as λ/Δ\lambda/\Delta. In the figure, for blocks larger than the correlation length, the share of the scatter that is kept falls quickly: 0.40, 0.23, 0.09.

How the calculation was done. A field of 64 × 64 cells of 25 m is built by the generator of the lesson Reservoir heterogeneity and permeability averaging: a standard normal field with a correlation that falls off exponentially with distance and a decay scale of 2 cells (the correlation length is three scales, 150 m), with ln⁡k=ln⁡50+σz\ln k = \ln 50 + \sigma z. The same fields are used for the three values of σ\sigma. The field is cut into square blocks of 1, 2, 4, 8, 16 and 32 cells. In each block, kx∗k^{*}_x is calculated from the two-point cell equations (flow calculation in the block), with sealed side faces and with linear pressure on all the faces. The statistics are over all the blocks of ten realisations. For elongated bodies and three-dimensional flow the numbers will be different. We get them by the same calculation on fields of our own reservoir.

Two-point and multipoint flow through a face

By Darcy's law with a tensor, the flow through the east face of a cell, with the normal along xx, is ux=−(kxx ∂p/∂x+kxy ∂p/∂y)/μu_x = -(k_{xx}\,\partial p/\partial x + k_{xy}\,\partial p/\partial y)/\mu. The two-point scheme replaces the first derivative by the difference of the pressures of the neighbouring cells, divided by the distance between their centres. It has no term for the second derivative: the pressures of the two cells on either side of the face say nothing about the gradient along the face. If kxy≠0k_{xy} \neq 0, a term is lost that does not get smaller when the cells are made smaller, because the gradient along the face does not vanish. The same happens with a diagonal tensor on a skewed cell: the line between the centres is not perpendicular to the face, and the pressure difference along it contains a component along the face.

Multipoint schemes also restore the gradient along the face, from the pressures of the cells above and below on both sides of the face. In a plane problem the flow through a face then depends on six cells, and the cell equation on the cell itself and its eight neighbours. In three dimensions it is up to twenty-six neighbours. The coefficients are chosen so that the scheme is exact for any linear pressure field and any constant tensor. On a K-orthogonal grid it reduces to the two-point scheme.

Travel time and the F–Φ curve of a model

In the general case, with areal heterogeneity and wells, the F–Φ curve is built from the time of flight: the time in which a particle of fluid travels from the injection well to a given point along a streamline. From the single-phase velocity field we find the time of flight for each cell. We sort the cells by the increasing total travel time from the injection well to the production well. The cumulative share of their pore volume Φ\Phi is plotted against the cumulative share of the rate FF that passes through them. For continuous layers without crossflow the travel time of a layer is proportional to ϕ/k\phi/k, and the curve coincides with the Lorenz curve of the layers.

This diagnosis of the flow needs only one pressure calculation and one set of streamlines. So we do it on the fine and the coarse model, and we compare the curves, the Lorenz coefficient and the time of first arrival at each production well. The difference shows which fast paths the coarse grid has lost, even before the displacement calculations.

Connections to other topics

Check yourself

  1. 1

    A cell of 200 m, a correlation length of 150 m, σln⁡k\sigma_{\ln k} ≈ 2. The flow calculation in the cell gave 40 mD with sealed side faces and 70 mD with linear conditions. What does this mean?

    1. A.We should take the average, 55 mD, which is more accurate than either
    2. B.We should take 70 mD, because linear conditions are always more accurate
    3. C.A calculation error: the right conditions give one value
    4. D.The cell is about as large as the correlation length, and its equivalent permeability is not defined uniquely. We need a buffer zone, a different cell size or a check on a fine grid
    Show the answer

    Correct answer: D. The cell is about as large as the correlation length, and its equivalent permeability is not defined uniquely. We need a buffer zone, a different cell size or a check on a fine grid

    The ratio of the cell size to the correlation length is about 1.3, exactly where the difference between the boundary conditions is largest. At σln⁡k\sigma_{\ln k} ≈ 2 the median difference in the calculation of the lesson is about a half. The value depends on whether the bodies continue in the neighbouring cells, and the cell does not know this. The average is not more accurate: the true value may lie closer to either end. Linear conditions give the largest value, but not necessarily the right one.

  2. 2

    A unit with discontinuous shale lenses was coarsened horizontally, keeping layers of 0.5 m. The vertical permeability of the coarse model came out five times larger than that of the fine one. Why?

    1. A.The sealed side faces of the cells underestimate kvk_v
    2. B.In the calculation of the kvk_v of each cell, the pressure on its top and bottom faces is uniform, like a conducting film along which the flow freely goes round the lenses
    3. C.Numerical dispersion is to blame
    4. D.Thin layers pass the lenses better, so the fine model is wrong
    Show the answer

    Correct answer: B. In the calculation of the kvk_v of each cell, the pressure on its top and bottom faces is uniform, like a conducting film along which the flow freely goes round the lenses

    In the fine model a flow that has passed a gap in one lens must still reach the gap in the next one, and the path gets longer. In the coarse model the vertical permeability of each cell is calculated with the same pressure over the whole width of its faces, and the cells add up in series. There are no long detours, and the result approaches the rule “share of sandstone × permeability”. Sealed side faces act in the opposite direction and underestimate kvk_v, but in thin cells their role is small. Numerical dispersion belongs to the transport of saturation, not to single-phase permeability.

  3. 3

    The principal permeabilities of a cross-bedded set are 400 and 40 mD, and the principal axes are turned by 45° to the grid axes. Find kxxk_{xx}, kyyk_{yy}, kxyk_{xy} and the directional permeability along the laminae that the two-point scheme will see.

    Show the answer

    At 45° cos⁡2=sin⁡2=0.5\cos^2 = \sin^2 = 0.5 and sin⁡cos⁡=0.5\sin\cos = 0.5. So kxx=kyy=0.5⋅400+0.5⋅40=220k_{xx} = k_{yy} = 0.5\cdot400 + 0.5\cdot40 = 220 mD, and kxy=(400−40)⋅0.5=180k_{xy} = (400 - 40)\cdot0.5 = 180 mD. A scheme without kxyk_{xy} sees 220⋅0.5+220⋅0.5=220220\cdot0.5 + 220\cdot0.5 = 220 mD in any direction. Along the laminae it is 45% less than 400 mD, and across them 5.5 times more than 40 mD. The tenfold anisotropy disappears completely.

  4. 4

    A local calculation near a well on a region of 3 × 3 cells gave an index of 410 mD·m, and a ratio of the rates of the fine and the coarse models of 2.6. On a region of 5 × 5 it gave 418 mD·m and 2.2. What should be carried into the full model?

    1. A.An index of about 415 mD·m: it hardly depends on the region, while the ratio of the rates includes the resistance of the distant cells
    2. B.Nothing: the results for different regions contradict each other
    3. C.A rate multiplier of 2.2, because the region is larger
    4. D.A rate multiplier of 2.6, found on the smaller and more accurate region
    Show the answer

    Correct answer: A. An index of about 415 mD·m: it hardly depends on the region, while the ratio of the rates includes the resistance of the distant cells

    The index describes the neighbourhood of the well and changes by 2% with the region. The ratio of the rates depends on how much of the total resistance comes from the distant cells, which the coarse model passes on correctly. So it changes with the size of the region, and it is not carried into the full model.

  5. 5

    A unit of two continuous layers: 2 m, 500 mD, ϕ\phi = 0.25 and 6 m, 50 mD, ϕ\phi = 0.20. When will the tracer arrive in single-phase injection through the fast layer if the layers are not combined, and if they are combined into one layer of the coarse grid?

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    The sum ϕh=0.5+1.2=1.7\phi h = 0.5 + 1.2 = 1.7 m, and the sum kh=1000+300=1300kh = 1000 + 300 = 1300 mD·m. The fast layer is the first one (k/ϕk/\phi = 2000 against 250 mD): ΔC=0.5/1.7=0.294\Delta C = 0.5/1.7 = 0.294, ΔF=1000/1300=0.769\Delta F = 1000/1300 = 0.769, and the arrival is after 0.294/0.769≈0.380.294/0.769 \approx 0.38 pore volumes. In the combined layer the tracer arrives after 1 pore volume, which is 2.6 times later. The single-phase rate is the same: the kk of the combined layer is the arithmetic mean, 162.5 mD.

  6. 6

    An injection well takes 200 m³/d into a reservoir 10 m thick. At a Darcy velocity of 0.02 m/d the ratio of gravity to viscous forces of a coarse cell is 0.4. At what distance from the well will it reach one?

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    NgvN_{gv} is inversely proportional to the velocity. It is one at u=0.02⋅0.4=0.008u = 0.02\cdot0.4 = 0.008 m/d. By the formula u=q/(2πrh)u = q/(2\pi rh), r=200/(2π⋅10⋅0.008)≈398r = 200/(2\pi\cdot10\cdot0.008) \approx 398 m. Closer to the well the cell is in the viscous regime. Farther away gravity has time to separate the phases, and the pseudo functions of these zones must differ.

Updated: 19 October 2026