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Centrifuge Sizing by Sigma (Σ): The Equivalent Settling Area That Scales Up

By · Founder, SC DrillTech
Technical content updated:

Two decanters can run at the same RPM and give different separation results. Before asking for more speed, check what is entering the machine, how much is being fed, and what is leaving through both outlets. Sigma helps explain the machine's theoretical clarification capacity. It does not replace those checks.

Sigma is an equivalent settling area

Sigma (Σ) is a theoretical equivalent settling area, expressed in square metres. It represents the area of a gravity settling tank that would provide equivalent clarification under the assumptions of the selected centrifuge model.

The calculation brings together rotational speed and the geometry of the settling region. At a fixed geometry, Sigma increases with the square of bowl speed. Two machines running at the same RPM can therefore have different Sigma values.

The geometric Sigma value does not contain the mud properties. The separation result does: particle size, density difference, fluid viscosity, solids concentration and particle behaviour all matter. A Sigma number alone cannot tell you how much drilled solids will be removed or how much barite will be recovered.

The scale-up law: keep Q over sigma constant

Q/Σ is the volumetric feed rate divided by the equivalent settling area. Its units are velocity. In an ideal settling model, it relates the hydraulic loading to the gravity settling velocity of the particles at the model's stated capture criterion.

Conditional scale-up relationship

Q1 / Σ1 = Q2 / Σ2

Use this relationship with comparable feed, a consistent Sigma definition, similar machine geometry and comparable separation efficiency. It is a starting estimate to check against trials, not a guaranteed field capacity.

Within that model, reducing Q/Σ allows particles with a lower settling velocity to be captured. For particles of the same density in the same fluid, that can mean a finer separation. It does not establish the actual cut size in a drilling mud without measurements.

The formula, and the drilling caveat

There is no single Sigma expression that can be applied unchanged to every centrifuge. Check the machine type, the geometry included and the capture criterion before comparing numbers. A value based on complete capture is not automatically interchangeable with one based on a 50% cut.

For a decanter, use a documented calculation appropriate to its settling region and operating pool depth. Bowl diameter, overall length and RPM alone do not fully describe that region. The scroll, feed acceleration, liquid flow and accumulated solids also affect how closely the machine approaches an ideal model.

The equation

Ideal cylindrical settling region: complete-capture basis

Σ = π · L · ω2 · (ro2 − ri2) / [g · ln(ro / ri)]

  • L: effective axial settling length (m).
  • ro: outer radius of the modelled settling region (m).
  • ri: inner liquid-surface radius (m), with 0 < ri < ro.
  • ω: angular velocity (rad/s), calculated as RPM × 2π/60.
  • g: gravitational acceleration, approximately 9.81 m/s2.
  • ln: natural logarithm; use the same length units for both radii.

This expression assumes uniform axial flow, liquid rotating with the bowl, and dilute Stokes settling of spherical particles denser than a Newtonian liquid. It represents a particle travelling from the inner liquid surface to the outer boundary during its residence time. It is an ideal model, not a complete decanter performance calculation.

What “complete capture” means here: the ideal model captures all particles with the specified settling characteristics at or below the limiting flow rate. It does not mean that the centrifuge removes 100% of every solid in a real mud. Finer or slower-settling particles can still leave with the centrate.

Geometry used in the ideal cylindrical Sigma equation An end section shows a liquid annulus between outer radius ro and inner liquid-surface radius ri, both measured from the rotation axis. Pool depth is ro minus ri. A longitudinal section shows the same ideal liquid annulus and its effective axial settling length L. This is an ideal model, not a complete decanter drawing; scroll, cone, feed zone and sediment are omitted. 1. End section — looking along the axis ro ri Pool depthro − ri Rotation axis Outer boundary Liquid surface Shaded area = liquid annulus 2. Longitudinal section — through the axis L — effective axial settling length Rotation axis Ideal geometry · no sediment layer · not to scale
Geometry behind the equation. Both radii start at the rotation axis. The radial pool depth is ro − ri; ri is not the pool depth. L covers only the modelled axial settling region. Dashed end lines mark its limits, not physical end walls. The scroll, cone, feed zone and sediment layer are omitted. This is an original schematic of the ideal model, not a construction drawing of a decanter.

Real drilling mud can depart substantially from these assumptions. Non-Newtonian behaviour, hindered settling, flocculation, flow disturbances and solids accumulation can change the result. Do not replace the mud's behaviour with one convenient viscosity number and call the predicted cut size proven.

Worked example — theoretical scale-up only. Suppose two geometrically similar machines have documented Sigma values of 100 m2 and 200 m2, calculated on the same basis. A trial on the smaller machine achieves the required clarification at 20 US gpm. Keeping Q/Σ constant gives an initial estimate of 20 × 200 / 100 = 40 US gpm for the larger machine, provided the feed and effective separation efficiency remain comparable. This is a trial estimate. It does not prove that the larger machine can convey the solids, meet the required cake condition or sustain that duty.

What to check on the rig

Reading the result

Use Sigma to understand and compare theoretical clarification capacity. Use feed, centrate and cake measurements to judge the separation you are actually getting. A steady RPM reading answers neither question on its own.

Common questions

What is the sigma factor of a centrifuge?
Sigma is a theoretical equivalent gravity settling area, expressed in square metres. It combines rotational speed and the geometry of the settling region under a defined model. It does not by itself predict separation performance on a particular fluid.

How do I scale up a centrifuge with sigma?
Use Q1/Σ1 = Q2/Σ2 as an initial estimate for comparable feed, consistent Sigma definitions, similar geometry and comparable separation efficiency. Confirm the result with trials and check solids transport and product quality. Doubling Sigma does not guarantee twice the field throughput.

Is sigma exact for a decanter?
No. Ideal Sigma theory does not fully represent real flow, feed acceleration, solids accumulation, hindered settling or non-Newtonian mud behaviour. Use a documented geometry-specific calculation and verify performance using feed, centrate and cake measurements.

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