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CRAIN'S PETROPHYSICAL HANDBOOK
c. 1978 - 2008 E. R. (Ross) Crain, P.Eng.
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Updated 15 March 2008

CHAPTER EIGHTEEN: PHYSICAL PROPERTIES OF ROCKS AND FLUIDS

Table of Contents
18.00 Introduction to This Chapter
18.01 Basic Physics and Chemistry
18.02 Resistance, Resistivity and Conductivity
18.04 The Concept of Formation Factor and Resistivity Index
18.05 Resistivity and Water Saturation
18.06 Resistivity in Shaly Sands
18.07 Density of Gases
18.08 Density of Liquids
18.09 Density of Solids
18.10 Density of Mixtures
18.11 Sound Velocity in Gases
18.12 Sound Velocity in Liquids
18.13 Sound Velocity in Solids
Elastic Constants

18.14 Sound Velocity of Mixtures
Gassmann Example

18.15 Hydrogen Content of Gases
18.16 Hydrogen Content of Liquids
18.17 Hydrogen Content of Solids
18.18 Apparent Neutron Log Porosity from Hydrogen Content
18.19 Neutron Response From Diffusion Length
18.20 Neutron Response of Real Logging Tools
18.21 Gamma Ray Response
18.22 Thermal Neutron Decay Time Response
18.23 Photo Electric Effect
18.24 Tabulations of Physical Properties of Rock
18.25 In Conclusion
18.26 Exercises For Chapter Eighteen
18.27 Bibliography For Chapter Eighteen

TABLE 18.01 Physical Properties of Rock

Continue to Chapter Nineteen

Publication History: This Chapter formed Appendix Three of The Log Analysis Handbook, Pennwell, 1986. The sections on resistivity concepts in this Chapter are patterned after material in "Basic Concepts of Well Log Interpretation", published by Welex in 1980. The sections on photo electric effect, thermal neutron decay time, gamma ray response, and the response of real neutron logs is abridged from "Radioactive Logging Parameters for Common Minerals", by H. Edmundson, L. L. Raymer, CWLS and SPWLA, 1979. The balance of the Chapter is from a research project undertaken while employed by J. C. Sproule and Associates Ltd in 1969 for Riley’s DataShare International and subsequent technical paper, "Prediction of Log Interpretation Parameters - An Independent Study", by E. R. Crain, published in 1971 by CWLS. Secion 18.01 updated March 2008.

CHAPTER EIGHTEEN: PHYSICAL PROPERTIES OF ROCKS AND FLUIDS

18.00 Introduction to This Chapter
The "Physics of Petrophysics" is the dominant theme of this Chapter, which covers most of the underlying principles. Here we provide the basic physical concepts required to predict log analysis parameters for gases, liquids, solids, and mixtures.
Much of this material was covered in high-school and university level courses in Physics, but the application to rocks containing economic minerals might have been overlooked. A few iniyial definitions are in order.

The object is to provide methods for estimating some basic rock properties, as well as to give methods for combining known data to obtain values for mixtures. Methods covered include resistivity, density, acoustic velocity, gamma ray, neutron, photoelectric effect, and thermal decay time response in rocks. A few initial definitions are in order.

A law can be proved, using the most primitive of physical or mathematical rules, whereas a theory cannot be proved. For example, the Law of Conservation of Energy can be proved by invoking more primitive physical laws. The Theory of Relativity cannot yet be proved, and alternate theories exist, although they are not widely held.

A good theory explains all the known data, and may even predict as yet unobserved data, as the Theory of Relativity has done. A poor theory may still be widely believed, even if it fails to account for all observed facts. Some believers may discount the data that does not fit, assuming it is in error, or will predict that improvements to the theory will allow all data to fit. The controversy over Creation (now known as Intelligent Design) versus Evolution falls into this category.

An empirical relationship differs from both a law and a theory. The empirical relationship is a mathematical "best fit" between two or more observed sets of data. Many individual data sets will not follow the empirical relationship well. For example, it is often true that a larger object weighs more than a smaller item, but there are many exceptions to that rule.

These relationships are often termed rules of thumb, and frequently apply only in limited areas or under very restrictive circumstances. Some relationships used in log analysis are actually laws, such as those dealing with the summation of densities in mixtures. Many, if not most, are empirical relationships, such as the Wyllie time-average formula, or the Archie formation factor concept.
 

18.01 Basic Physics and Chemistry
For more than a century, we were taught that the elementary particles of matter were positively charged protons, neutral neutrons, and negatively charged electrons. All matter in the universe was thought to be made up of stable, and some unstable, combinations of these three particles, forming larger particles called atoms. The particles are held together to form elements by forces of attraction between the basic particles.


For comparison, the Universe is 10^28, the Milky Way is 10^23, the Solar
System is 10^15, and Earth is 10^9 cm in diameter

More recently, nuclear physicists have proposed the "Standard Model", showning that these so-called "basic particles" are actually made of even smaller basic particles, called naturally enough, sub-atomc particles. Below is the current list:

QUARKS    Abbrev   Elec Charge    Mass
     Up            u           +2/3               2 MeV    Stable
     Down       d            -1/3               5 MeV    Stable
Two Up quarks and 1 Down quark make a Proton with net charge of +1.
Two Down quarks and 1 Up quark make a Neutron with net charge of  0.
     Charm     C             +2/3            1.25 GeV   Unstable
     Strange   S             - 1/3              95  MeV   Unstable
     Top          t             +2/3              171 GeV   Unstable
     Bottom    b              -1/3              4.2 GeV   Unstable
The unstable quarks make up short-lived particles, seen only in very high energy physics labs and cosmic rays.

 

LEPTONS   Abbrev   Elec Charge    Mass
  Electron       e             -1                0.511 MeV    Stable
  Muon           u             -1                 105 MeV      Unstable
  Tau              T             -1                 1.78 GeV     Unstable e . 
There are three neutrinos corresponding to each of the three leptons. Neutrinos have no charge and rarely interact with ordinary matter.

 

There are antiparticle equivalents to the quarks and leptons. Antiparticles are subatomic particles, such as positrons, antiprotons, or antineutrons, having the same mass, average lifetime, spin, magnitude of magnetic moment, and magnitude of electric charge as the particle to which they correspond, but having the opposite sign of electric charge, opposite intrinsic parity, and opposite direction of magnetic moment. They exist today only in high energy particle accelerators but were abundant, in theory, in the early moments of the Big Bang .

The forces that act to bind or attract particles are transmitted by other particles, called Bosons. The most obvious boson is the photon, the carrier of electromagnetic radiation (eg: light, radio, television, gamma rays, X-rays). Photons can have an effect over huge distances. Photons can behave as partcles or waves, leading to a duality that underlies much of quantum physics.

The Z boson, W- boson, and W+ boson operate over very tiny inter-atomic distances (10^-18 meters), carrying the weak force.

Gluons come in eight different species. They carry the strong force that binds quarks into other particles.

All the particles mentioned so far have been discovered or proven to exist in the laboratory. The Higgs particle (graviton) is postulated but as yet not proven to exist. It could account for the "missing mass" or "dark matter" problem haunting current cosmological theories.

A hadron is any strongly interacting composite subatomic particle. All hadrons are composed of quarks. Hadrons are divided into two classes. Baryons are strongly interacting fermions such as neutrons and protons, made up of three quarks. Mesons are strongly interacting bosons consisting of a quark and an antiquark.

An atom consists of at least one proton and one electron (hydrogen) The nucleus of all other atoms consists of protons and neutrons, surrounded by electrons.

An element is made of one or more atoms with the same number of protons. An element cannot be broken into smaller elements by ordinary chemical processes. Helium, oxygen, sodium or chlorine are elements. There are 117 elements known to date, the heaviest being unstable and very short-lived. Unstable elements are said to be radioactive, decaying in time to some lighter, more stable element.

The atomic number (Z) represents the number of protons in an atom and uniquely identifies a chemical element. The number of electrons surrounding the nucleus equals the number of protons.

The atomic weight (A), or mass number, is the number of protons plus neutrons in the nucleus of an atom.

Isotopes of an element have the same number of protons and electrons, but different numbers of neutrons. Some isotopes are stable, some are radioactive. About 339 isotopes occur naturally on Earth, of which about 79% are stable. Counting the radioactive isotopes not found in nature that have been created artificially, more than 3100 are currently known

For example, 93% of potassium atoms have 19 protons with 20 neutron and are stable, giving an atomic number of 19 and an atomic weight of 39. One particular isotope has 21 neutrons, giving an atomic weight of 40. It is unstable and comprises only 0.012% of all Potassium atoms. Other isotopes, some stable, some not, make up the remaining 7% of the atoms.

The common forms of radioactive decay are by emitting Alpha,  Beta, or Gamma particles (or rays),

Alpha decay is a type of radioactive decay in which two protons and two neutrons are emitted. They are bound together into a particle identical to a helium nucleus. The original atom transforms into an atom with a mass number 4 less and atomic number 2 less. A common example is the decay of Uranium-238 into Thorium-234. Two electrons are also stripped from the original atom. Excess energy is released as one or more gamma rays. Alpha particles are heavy and cannot travel any significant distance.

Beta emission is a process in which an electron and an antineutrino (or a positron and a neutrino) are emitted. In the case of electron emission, a neutron is converted to a proton and is referred to as "beta minus", while in the case of a positron emission a proton is converted into a neutron and is called "beta plus". For Potasium-40, beta-minus ewsults in Calcium-40 and Beta-plus in Argon-40. Both daughter products are stable.

A third form of Beta decay, called Inverse Beta, or Electron Capture, converts a proton to a neutron by capturing an inner shell electron, and emitting the excess energy as a low energy gamma ray (X-ray). For Potassium-40, this mode of decay also results in stable Argon-40. Since K-40 has a half-life of more than a billion years, gamma rays are constantly being produced and can be detected by conventional instrumentation. Beta particles cannot travel far and are not particularly dangerous unless ingested.

 
Gamma rays are high energy photons, a form of electromagnetic radiationof frequencies produced by sub-atomic particle interactions, such as electron-positron annihilation or radioactive decay. Gamma rays are generally characterized as having the highest frequency and energy, and also the shortest wavelength (below about 10 picometers).

Hard X-rays overlap the range of long-wavelength (lower energy) gamma rays, however the distinction between the two terms depends on the source of the radiation, not its wavelength; X-ray photons are generated by energetic electron processes, gamma rays by transitions within atomic nuclei. Due to their high energy content, gamma rays can cause serious damage when absorbed by living cells.


Figure 18.00: Energy and frequency of major sub-atomic particles (click image for larger view)

 

Elements are sorted into ascending order of atomic number, in a structured table called the Periodic Table. The table is arranged so that elements with similar chemical properties (same number of valence electrons in their outer shell) are aligned vertically. Vertical columns are called Groups or Families. Horixontal rows represent the number of electron shells filled or partially filled.

For handy reference, a periodic table of the elements is presented below, taken from Wikipedia. Click on element symbol to see detailed description, atomic weight, and other important details.

Standard periodic table

Group → 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
↓ Period
 
1 1
H

 
2
He
2 3
Li
4
Be

 
5
B
6
C
7
N
8
O
9
F
10
Ne
3 11
Na
12
Mg

 
13
Al
14
Si
15
P
16
S
17
Cl
18
Ar
4 19
K
20
Ca
21
Sc
22
Ti
23
V
24
Cr
25
Mn
26
Fe
27
Co
28
Ni
29
Cu
30
Zn
31
Ga
32
Ge
33
As
34
Se
35
Br
36
Kr
5 37
Rb
38
Sr
39
Y
40
Zr
41
Nb
42
Mo
43
Tc
44
Ru
45
Rh
46
Pd
47
Ag
48
Cd
49
In
50
Sn
51
Sb
52
Te
53
I
54
Xe
6 55
Cs
56
Ba
*
72
Hf
73
Ta
74
W
75
Re
76
Os
77
Ir
78
Pt
79
Au
80
Hg
81
Tl
82
Pb
83
Bi
84
Po
85
At
86
Rn
7 87
Fr
88
Ra
**
104
Rf
105
Db
106
Sg
107
Bh
108
Hs
109
Mt
110
Ds
111
Rg
112
Uub
113
Uut
114
Uuq
115
Uup
116
Uuh
117
Uus
118
Uuo

 
* Lanthanides 57
La
58
Ce
59
Pr
60
Nd
61
Pm
62
Sm
63
Eu
64
Gd
65
Tb
66
Dy
67
Ho
68
Er
69
Tm
70
Yb
71
Lu
** Actinides 89
Ac
90
Th
91
Pa
92
U
93
Np
94
Pu
95
Am
96
Cm
97
Bk
98
Cf
99
Es
100
Fm
101
Md
102
No
103
Lr
Atomic number colors show state at standard temperature and pressure (0 °C and 1 atm)
Solids Liquids Gases
Borders show natural occurrence
Primordial From decay Synthetic Undiscovered

A molecule is a sufficiently stable, electrically neutral, assemblage of two or more atoms held together by strong chemical bonds.

A chemical compound is a combination of two or more elements or molecules, such as quartz, a combination of silicon and oxygen, or dolomite, a compound of calcium, magnesium, sulphur, and oxygen. Water is a compound of hydrogen and oxygen.

There are two basic kinds of compounds: ionic and covalent. Ionic compounds are held together by electrostatic attraction between positive and negative ions, for example NaCl (sodium chloride, halite, rock salt) or CaCO3 (calcium, carbonate, calcite, limestone).

Covalent compounds are held together by sharing electrons, such as H2 (hydrogen), O3 (ozone), CH4 (methane), H2O (water).

The sharing of free electrons in metals, called metallic bonding, is similar in concept to ionic bonding. Many compounds have bonding that is a combination of covalent and ionic.

A mixture is a physical combination of a minimum of two elements or compounds. No chemical reactions take place between the mixed components. For example, sandstone is a mixture of quartz, water and/or oil and/or gas, and/or other constituents such as clay, silt, or any other rock mixtures. Salt dissolved in water is also a mixture.

When a compound is formed from two or more elements, the volume of the resulting molecule may be more or less than the original components. However, the total weight or mass, will not change, providing all gases formed, if any, are retained.

When a physical mixture is created, such as sand grains and water, the volume of the resulting mixture is the sum of the volumes of the original components, provided any gases involved, such as air between sand grains, are retained, and held at a constant temperature and pressure. The mass again will remain the sum of the masses of the individual components.


18.02 Resistance, Resistivity, and Conductivity
Electrical resistance is the property of a material to resist the passage of electric current through the material. If a voltage, sometimes called a potential or electromotive force, is applied to two sides of a chunk of material, such as wire, a piece of rock, or an electrical appliance, electric current flows through the material. The resistance is defined as the ratio of the voltage applied to the current that flows:
     1: R = E / I

WHERE:
  E = voltage (volts)
  I = current (amperes)
  R = resistance (ohms)

The unit of resistance is the Ohm, named after an early pioneer in the electrical field.

Resistivity is the resistance of a unit volume of a material. In the metric system, the unit of length is the meter, and area is the square meter. Thus, resistivity is measured in units of Ohm - meters squared per meter (Ohm-m2/m), often abbreviated as Ohm-m. Resistivity also equals the ratio of voltage to current, if the length and area are unity. This point is illustrated in Figure 18.01.

Thus:
     2: RES = E / I * L / A

WHERE:
  A = area (square meters)
  E = voltage (volts)
  I = current (amperes)
  L = length (meters)
  RES = resistivity (ohm-m 2/m)


FIGURE 18.01: RES = E / I * L / A

Conductance is the inverse of resistance:
     3: C = 1 / R

WHERE:
  C = conductance (siemens)
  R = resistance (ohms)

Units of conductance are measured in Siemens, and are also named after an early electrical pioneer. The previous name of the unit of conductance was mho, the reverse spelling of Ohm.

Conductivity is the inverse of resistivity:
     4: COND = 1 / RES

WHERE:
  COND = conductivity (mS/m)
  RES = resistivity (ohm-m)

The units of conductivity are Siemens-meters per square meter, or Siemens/meter (abbreviated S/m). The old name was mho/meter. In well logging, conductivity is usually given in milli-mho/m or milli-Siemens/m (mS/m), where milli stands for 1/1000.

Many people neglect to write or say the "per meter" part of the units when referring to conductivity and the "meter" part of resistivity. Do not confuse resistivity with resistance just because the units have been incorrectly or inadvertently abbreviated.

When combining the effects of two or more resistances or resistivities, one must distinguish between series and parallel circuits, as shown in Figure 18.02. The total resistance or resistivity of items connected in series, is the sum of their resistances or resistivities:
      6: RTOTAL = R1 + R2 + ..... + Rn = Sum (Ri)


FIGURE 18.02: Series and Parallel resistance

The total resistance of resistances connected in parallel is the inverse of the sum of the inverse of each resistance.
      7: RTOTAL = 1 / (1 / R1 + 1 / R2 + .... + 1 / Rn) = 1 / Sum (1 / Ri)

This is more easily seen as the inverse of the sum of the conductance.
      8: RTOTAL = 1 / (C1 + C2 + .... + Cn) = 1 / Sum (Ci)

These relationships are laws of physics within the pressure and temperature domain of interest to log analysts. Superconductivity does not occur in our realm.

Resistivity is summed in the same manner as resistance - that is, the laws for series and parallel circuits must be obeyed.

Example:
1. Series Circuit:
R1 = 1 ohm
R2 = 10 ohm

RTOTAL = 1 + 10 = 11 ohm

C = 1/R = 0.9 siemens

RES1 = 1 ohm-m
RES2 = 10 ohm-m

RESTOTAL = 1 + 10 = 11 ohm-m

COND = 1 / RES = 0.9 siemens/m


2. Parallel Circuit:
R1 = 1 ohm
R2 = 10 ohm

RTOTAL = 1 / (1 / 1 + 1 / 10) = 0.9 ohm

C = 1 / R = 1.1 siemens

RES1 = 1 ohm-m
RES2 = 10 ohm-m

RESTOTAL = 0.90 ohm-m

COND = 1.1 siemens/m


18.03 Electric Current Flow in Rocks
Since most sedimentary rock minerals are very poor conductors (or good insulators), how does electric current flow through a rock? Many investigations have shown that most of the current flows through the water in the pores and not through the rock material. Therefore, the manner in which currents flow through water must be examined.

Pure water is also a very poor conductor. However, if salt is added to water, the solution becomes more conductive. Current is conducted through water by ions formed from the salt in solution in the water. The more ions present in the solution, the more conductive the solution will be. Since most natural waters in rocks contain salts of various kinds, the majority of natural waters are conductive.

To develop an understanding of how logging systems respond to various types of rocks the manner in which pores are interconnected must be visualized. The simplest system to imagine is an unconsolidated sand as shown in Figure 18.03. In such a rock, the sand grains are piled on top of each other and the pore system is the space remaining between grains.


FIGURE 18.03: Various pore geometries have different effective path length

The grains may or may not be of uniform shape and size and packing. Cementing material may bind the particles together. All of these conditions would affect the pore system. Some other types of pores are also shown in Figure 18.03.

Thus, the distribution of pores in various rock types are not uniform, but dependent upon the genetic origin of the rock and the subsequent geologic changes to which it has been subjected.

Using the methods already developed, the equation for the resistance of a one meter cube to current flow through two parallel faces can be written.
Resistance of cube of water = resistivity of water * length / area

If length and area both equal 1, then:
1: Resistance (ohm) = RW (ohm - meter)

WHERE:
RW = resistivity of water (ohm-m)

The resistance, in ohms, of a one meter cube of water is numerically equal to the resistivity of the water in ohm-meters. This is true for any material or combination of materials and is not restricted only to water. See Figure 18.04.


FIGURE 18.04: Effective path length

Now consider a one meter cube of rock that is 100% water saturated, that is, all the pores are filled with water. Resistivity of the cube may be written in terms of the current path length, area and resistivity.

The resistivity of the current path is RW and the path length (Le1) is at least one meter, but probably longer. The area is proportional to porosity. Thus:
2: Ro = RW * Le1 / PHIe

WHERE:
Le1 = effective path length (meters)
PHIe = porosity (fractional)
Ro = resistivity of rock filled with water (ohm-m)
RW = resistivity of water (ohm-m)

This relationship will be developed further in the following section.


18.04 The Concept of Formation Factor and Resistivity Index
The concept of formation resistivity factor is one of the most important in log interpretation. It can be described by the expressions just developed. Formation resistivity factor is the ratio of the resistivity of a100% water saturated rock to the resistivity of the water with which it is saturated.
1: F = Ro / RW

In terms of the cubes developed, F becomes:
2: F = Ro / RW = RW * Le1 / PHIe * 1 / RW = Le1 / PHIe

WHERE:
F = formation factor (fractional)
Le1 = effective path length (meters)
PHIe = porosity (fractional)
Ro = resistivity of rock filled with water (ohm-m)
RW = resistivity of water (ohm-m)

From laboratory measurements made on rock samples it has been found that formation factor remains constant for a wide range of water resistivity values, as shown in the top half of Figure 18.05.


FIGURE 18.05: Formation Factor (top) Resistivity Index (bottom)

Consider a cube of rock containing water and a hydrocarbon. Then:
3: Rt = RW * Le2 / (PHIe / Sw)

WHERE:
Le2 = effective path length (meters)
PHIe = porosity (fractional)
Rt = resistivity of the rock filled with water and oil (ohm-m)
Rw = resistivity of water (ohm-m)
Sw = water saturation (fractional)

Resistivity index is the ratio of true resistivity of the rock, to the resistivity of 100% water saturated rock , which was derived in the previous section. Thus:
4: RI = Rt / Ro

Using the cubes already defined, the resistivity index becomes:
5: RI = RW * Le2 / (PHIe * Sw) * PHIe / (RW * Le1) = Le2 / (Sw * Le1)

WHERE:
Le1 = effective path length of water saturated rock (meters)
Le2 = effective path length of oil and water saturated rock (meters)
PHIe = porosity (fractional)
RI = resistivity index (ohm-m)
RW = resistivity of water (ohm-m)
Sw = water saturation (fractional)

This indicates that the resistivity index varies with a number of rock properties. The graphical representation of this is shown in the bottom of Figure 18.05.


18.05 Resistivity and Water Saturation
Relationships just developed for cubes are not practical working equations. It is impossible to measure or assign a value to Le1 and Le2, the effective current path lengths for the two different saturation conditions.

Much work has been done to develop empirical relationships between water resistivity, porosity and water saturation. G.E. Archie published a paper in the 1942 transactions of AIME entitled "The Electrical Resistivity Log as an Aid in Determining Some Reservoir Characteristics". The empirical relationships which he presented are still the most widely used today and are referred to as the Archie Equations.

First, he showed with core samples, as we have previously defined, that formation resistivity factor, water resistivity and rock resistivity are related by the following expression over wide ranges of porosity:
1: F = Ro / RW

WHERE:
F = formation factor (unitless)
Ro = resistivity of rock filled with water (ohm-m)
RW = resistivity of water (ohm-m)

Second, he showed that measured formation factor and porosity are related by the general expression:
2: F = 1 / (PHIe ^ M)

WHERE:
F = formation factor (unitless)
M = cementation exponent (unitless)
PHIe = porosity (fractional)

The formula applies for wide ranges of porosity of the same rock type. The exponent is referred to as the cementation factor or the cementation exponent. Depending on the rock type, the value for M varies from approximately 1.3 to 2.3. The exponent M seems to be a function of the degree of cementation in clastic rocks.

Finally, Archie stated that water saturation is related to the rock resistivity by the expression:
3: Sw = (Ro / Rt) ^ (1 / N)

WHERE:
N = saturation exponent (unitless)
Ro = resistivity of rock filled with water (ohm-m)
Rt = resistivity of rock filled with water and oil (ohm-m)
Sw = water saturation (fractional)

The exponent N is referred to as the saturation exponent, and is generally considered to have a value near 2.0. These empirical relationships eliminate the need to know the effective path lengths described earlier. Note that Ro / Rt in the above equation is the inverse of the resistivity index (RI).

Archie's equations are summarized as follows:
4: F = Ro / RW
5: F = 1 / (PHIe ^ M)
6: Sw = (Ro / Rt) ^ (1 / N) = (F * RW / Rt) ^ (1 / N)

WHERE:
F = formation factor (unitless)
M = cementation exponent (unitless)
N = saturation exponent (unitless)
PHIe = porosity (fractional)
Ro = resistivity of a rock filled with water (ohm-m)
Rt = resistivity of a rock filled with water and oil (ohm-m)
RW = resistivity of water (ohm-m)
Sw = water saturation (fractional)

These equations are the basis for most resistivity log interpretation methods in use today, with the exception of very shaly sandstones.

The Winsauer porosity equation was developed as a result of a study on the formation factor porosity relationship of many different sandstones by W.O. Winsauer, H.M. Shearin, Jr., P.H. Masson, and M. Williams. It was published in 1952 in the Bulletin of the AAPG, in a paper entitled "Resistivity of Brine Saturated Sands in Relation of Pore Geometry". They concluded that, for the rocks studied, an expression of the following form described their experimental data:
7: F = A / (PHIe ^ M)

WHERE:
A = tortuosity exponent (unitless)
F = formation factor (unitless)
M = cementation exponent (unitless)
PHIe = porosity (fractional)

They evaluated A and M in terms of their data with the following result:
8: F = 0.62 / (PHIe ^ 2.15)

WHERE:
F = formation factor (unitless)
PHIe = porosity (fractional)

The Winsauer equation is widely used today for the evaluation of sandstones from resistivity logs. The unmodified Archie formula with A = 1.0 and M = 2.0 is often used in carbonates. Most analysts prefer to find values of A and M for the particular rocks they are evaluating. This is described more fully within in this book.

It is often necessary to compute porosity from the formation factor, by inverting the Archie or Winsauer equation:
8: PHIe = (A / F) ^ (1 / M)

WHERE:
A = tortuosity exponent (unitless)
F = formation factor (unitless)
M = cementation exponent (unitless)
PHIe = porosity (fractional)

These formulae pervade the porosity - water saturation literature, as well as previous Chapters of this book.

Example:
1. Formation Factor from Resistivity:
Ro = 10 ohm-m
RW = 0.1 ohm-m
F = 10 / 0.1 = 100

2. Formation Factor from Porosity (Archie):
PHIe = 0.20
M = 2.0
F = 1 / (0.20 ^ 2) = 25

3. Porosity from Formation Factor (Archie):
F = 100
M = 2.0
PHIe = (1 / 100) ^ (1 / 2) = 0.10

4. Water Saturation (Archie):
Ro = 10 ohm-m
Rt = 100 ohm-m
RW = 0.1 ohm-m
N = 2.0
Sw = (10 / 100) ^ (1 / 2) = 0.32

OR F = 10 / 0.1 = 100
Sw = (100 * 0.1 / 100) ^ (1 / 2) = 0.32


5. Formation Factor from Porosity (Winsauer):
PHIe = 0.20
M = 2.15
A = 0.62
F = 0.62 / (0.20 ^ 2.15) = 18.7

6. Porosity from Formation Factor (Winsauer):
F = 18.7
M = 2.15
A = 0.62
PHIe = (0.62 / 18.7) ^ (1 / 2.15) = 0.198


18.06 Resistivity in Shaly Sands
The extensions of the Archie resistivity equations for formation factor and water saturation to the case of shaly sands has been undertaken by many investigators over the last 35 years. More than 30 different water saturation models have been proposed over that period, of which three or four are more popular than the others.

The following material, which summarizes the scene very effectively, has been condensed from "The Evaluation of Shaly-Sand Concepts in Reservoir Evaluation", by P. E. Worthington, published by SPWLA in the Log Analyst for Jan-Feb, 1985.

"The emergence of the shaly-sand problem as it affects resistivity data can be more readily traced by considering only conditions of full water saturation in the first instance. A convenient starting point is the definition of formation factor F which was first of three equations proposed by Archie, namely:
1: F = Ro / RW = CW / Co

WHERE:
F = formation factor (unitless)
Ro = resistivity of a rock filled with water (ohm-m)
RW = resistivity of water (fractional)
Co = conductivity of a rock filled with water (ohm-m)
CW = conductivity of water (fractional)

A plot of Co vs CW for a given sample should furnish a straight line of gradient 1/F provided that Archie's experimental conditions of a clean reservoir rock fully saturated with brine are completely satisfied. Subject to these conditions the formation factor is precisely what the name implies; it is a parameter of the formation, more specifically one that describes the pore geometry. It is independent of CW so that a plot of CW/Co vs CW for a given sample should furnish a straight line parallel to the CW axis, as in Figure 18.06A.


FIGURES 18.06A and 18.06B: Effect of conductive minerals on resistivity

However, around 1950 there was increasing evidence from various formations to suggest that the ratio CW/Co is not always a constant for a given sample but can actually decrease as CW decreases. The relative decrease in CW/Co at a given level of CW appeared to be more pronounced for shalier specimens. Since CW was presumed to be known, the only possible explanation for this phenomenon lay in the effect of the shale component of the reservoir rock upon Co. This effect was essentially to under reduce Co as CW decreased or, to put it another way, to impart an extra conductivity to the system at lower values of CW. For this reason the electrical manifestation of shale effects has been described in terms of an "excess of conductivity." It became advisable to regard the ratio CW/Co as an apparent formation factor Fa which is equal to the intrinsic formation factor F only when Archie's assumptions are satisfied.

Since the Archie equation was not found to be valid for all formations, a more general relationship between Co and Cw was sought in order to accommodate the excess conductivity. By rewriting the Archie equation and incorporating the excess conductivity within a composite shale-conductivity term X, it was proposed that an expression of the following form is valid for all granular reservoirs that are fully water saturated.
2: Co = CW / F + X

WHERE:
Co = conductivity of a rock filled with water (mS/m)
CW = conductivity of water (mS/m)
F = formation factor (unitless)
X = excess conductivity term (mS/m)

For a clean sand, X approaches 0.0 and the equation reduces to Archie's. If CW is very large, X has comparatively little influence on Co and again it effectively reduces to the Archie definition. Conversely, the ratio CW/Co is effectively equal to the intrinsic formation factor F only if X is sufficiently small and/or CW is sufficiently large. Thus, although the absolute value of X can be seen as an electrical parameter of shaliness, the manifestation of shale effects from an electrical standpoint is also controlled by the value of X relative to the term CW/F.

During the period 1950-1955 evidence began to accumulate that the absolute value of the quantity X is not always a constant for a given sample over the experimentally attainable range of CW but can vary with electrolyte conductivity. The most widely accepted behavioral pattern, which has continued to be supported, was that for a given sample, the absolute value of X increases with CW to some plateau level and then remains constant as CW is increased still further. This pattern is illustrated for hypothetical data in Figure 18.06B. Here the terms "non-linear zone" and "linear zone" have been adopted for the regions of variable X and constant X, respectively.

It was often the practice to estimate porosity from the ratio CW/Co using a standard version of Archie's second equation in conjunction with resistivity logging data from nearby water zones. In so doing it was essential to have sufficiently clean conditions for there to be a well defined relationship between porosity and CW/Co. Where this condition was satisfied it was still possible to proceed even if the ratio CW/Co actually represented an apparent formation factor Fa instead of the intrinsic formation factor F. In the former case A and M would be pseudo-parameters which would compensate