4.1. Force and Torque Coefficients
Let us consider the effect of rheology and the Reynolds number on the free-stream velocity on a particle center over a rough surface. In the case of a smooth wall, the velocity is given as follows:
. In the case of a rough wall, this value is distorted by the particle bed. The ratio of the free-stream velocity in front of the particle over a rough surface to the velocity over a smooth surface is denoted by
as shown in
Figure 3. It is quite obvious that the particle bedding reduces the velocity of the free stream; thus, the value
is always less than one. The
value tends toward one with increases in the Reynolds number, Bingham number, and decreases in the power law index. The decrease in the power law index and increase in the Reynolds number decrease the apparent viscosity; hence, this results in the decreasing influence of the particle bedding. It may seem that increasing the Bingham number
should lead to an increase in the yield stress
and apparent viscosity. However, since the Bingham number
is included in the denominator of the shear Reynolds number
, the opposite effect is observed. An increase in the Bingham number
leads not only to a nominal increase in the yield stress
but also to an increase in the shear rate
G of the free stream. Of course, increasing the yield stress while fixing other parameters would lead to an increase in the apparent viscosity, but the introduced dimensionless parameters make the analysis slightly more complex. Thus, the effect of the Bingham number is inverted by the introduced dimensionless parameters.
It was shown in [
9] that as the Bingham number
increases and the power law index
n decreases, the drag coefficient
decreases for a smooth wall. The same behavior is true for a rough wall (
Figure 4a). A decrease in the power law index
n decreases the fluid viscosity; thus, the drag force
decreases. As noted above, the effect of the Bingham
number’s influence is inverted, so the drag force
decreases as the Bingham number increases. Nevertheless, taking into account the decreasing
coefficient, we can preliminarily conclude that roughness for pseudoplastic fluids with significant yield stress prevents particle motion at the surface.
Let us consider the effect of roughness depending on the rheological properties of the fluid on the drag force. Since there are three variables in the problem, for simplicity of presentation we averaged the ratio of the drag force on a rough wall to the force on a smooth wall over the Reynolds number, thereby leaving the influence of the rheological properties only. The same was performed for the lifting force and the torque acting on the particle. As shown earlier in [
13] for a Newtonian fluid, a rough surface increases the resistance in comparison with a smooth wall by up to 10%. This conclusion was confirmed by our simulations; we found that, on average, the drag force was 6% higher over a rough wall (
Figure 4b). As the non-Newtonian properties of the fluid increase, the drag force coefficient decreases over the rough surface compared to the smooth wall. Thus, the effect of the rough wall on the drag force is opposite to that of the non-Newtonian fluid rheology. Apparently, this is due to the large velocity gradients caused by the particle bed, which reduce viscosity and drag. It should be noted that applying correlations for smooth walls will overestimate the drag force.
The deviation analysis for determining the drag force over a rough surface using the simulations for smooth walls is given below. The correlation for a spherical particle at a distance from the wall as a function of the Reynolds number and distance to the wall was developed by Zeng et al. [
8]. The reduced expression when the particle touches the wall is shown below:
where the particle Reynolds number is
. Using Formula (
4) gives the average absolute error
, and the total error range is from −53% to 48%. In [
9], data on the drag force for the case of the Herschel–Bulkley fluid and smooth wall are presented. The average absolute error when using this result is
, while the relative error varies from −3% to 62%. As an example,
Table 3 compares the drag coefficient obtained in this work for a rough wall to that in [
9] and from Zeng’s correlation for the case of
, with
as the case with the highest expression. As expected, both correlations noticeably overestimate the drag force.
The characteristic of the rheology dependence of the lifting force coefficient
is the same as that of the drag force
, i.e., it decreases with the increase in the Bingham number
and decrease in the power law index
n (
Figure 5a). The lifting force coefficient
also decreases with the increase in the Reynolds number
but not as fast as the drag coefficient. It is interesting that at Reynolds numbers of
, the dependence on rheology becomes noticeably smaller, and the curves become close to each other.
As well as the drag force, we analyzed the effect of roughness on the lift force. As can be seen, the lifting force for the Newtonian fluid is on average up to 30% higher in the case of the rough wall (
Figure 5b). For the non-Newtonian fluid, as well as in the case of drag force, decreasing the power law index
n and increasing the Bingham number
leads to a decrease in the effect of the rough wall. The lift force coefficient
for almost all of the considered cases is greater than the
obtained for the particle on a smooth wall. This effect is connected, in particular, to the increase in hydrodynamic pressure value
p and its redistribution. The visualization in
Figure 6 is made in such a way that the bottom point of the sphere can be taken as zero pressure. In both cases, the negative pressure region occupies a slightly larger area; thus, there is a deflection region above the upper point of the particle. In the case of the rough wall, the negative pressure region increases, thus spreading slightly upstream on the sphere. As a result, the lift force acting on the sphere over the sedimentation layer increases compared to the particle on the smooth wall. To visually estimate the change in pressure distribution during the transition to a rough surface,
Figure 6 shows the isolines corresponding to
in the frontal zone of the particle and
in the rarefaction region behind the sphere.
In a study by Zeng et al. [
8], the formula for describing the lift force coefficient
for a particle over a smooth surface is given. In the case of a particle touching the surface, it can be written as follows:
where the Reynolds number
is determined from the flow velocity at the center of the particle. Let us apply it for the case of the rough wall and assess the difference. Using Formula (
5) gives an average difference of
, with the whole difference ranging from
to
. An estimation of the lifting force
for a smooth wall and a Herschel–Bulkley fluid from [
9] gives an average difference of
and a full difference range from
to
. As an example of the largest deviation of the estimates of
for a smooth wall from a rough wall, we give this example for
and
(
Table 3). If for most regimes the estimates for a smooth wall give an underestimated value of
, i.e., the deviation is negative; then here, both Zeng’s Formula (
5) and the simulation in [
9] can give errors of different signs.
As for the drag and lift coefficients,
decreases with the decrease in the power law index
n, thereby increasing the Bingham
and Reynolds numbers
. It should be noted that
decreases very rapidly with the increase in the Reynolds number, so that at
, the value of
becomes close to zero and even negative (
Figure 7a). This can be explained by the observation that with the increase in yield stress, the torque on the particle decreases due to the velocity magnitude growth at the front of the sphere, with the velocity vector directed downward to the lacuna between the three hemispheres. As a result, a torque opposite to the clockwise rotation of the particle is created. When the Bingham number reaches 5–10 and
n is decreased to 0.8–0.6, the contribution of this torque becomes so significant that negative values of the integral torque
M acting on the sphere are recorded.
Comparing the Bingham fluid flow visualization around the particle on the rough surface at
and different
values, it was observed that at a low value of
(
;
Figure 8a), there were streamlines behind the particle passing from the front through the lacuna between the three hemispheres. As a result, on the lower back side of the particle for
, we have an upward velocity, thus creating a reverse torque
. When the particle was located in the shear flow with
(
Figure 8b), a stagnation zone was formed in the lacuna, through which a small volume of liquid passes; as a result, the velocity on the back side of the particle was entirely directed toward the surface. It might seem that the torque
should decrease the total parameter
M for
compared to
, but this does not happen due to the fact that the magnitude of the velocity behind the particle near the surface is two orders of magnitude lower than the velocity induced at the sphere front.
The torque coefficient
of a particle on a rough surface in all considered simulation cases was less than that for a particle on a smooth wall. The fluid that flowed over the particle created a positive torque acting on the particle. Correspondingly, the fluid flowing under the particle created a negative torque acting on the particle. In the case of a rough surface, the lacuna under the particle reduced the total torque compared to a smooth surface, because more fluid is able to flow under the particle. The smooth wall torque was 10% greater than the torque on the rough wall in the case of the Newtonian fluid, and this difference increased with the increase in the Bingham number
and decrease in the power law index
n (
Figure 7b). The average difference between the torques on the rough wall and smooth wall was around 51%.
4.3. Particle Incipient Motion Conditions
Let us first consider the incipient motion condition of the spherical particle. In the three-dimensional case, when the particle is located above the lacuna at the minimum distance, it touches the three lower hemispheres at points
A,
B, and
C (
Figure 10a). We place the center of the coordinates at the point where the hemispheres touch, as shown in
Figure 10a. Since the flow is directed along the x axis, it makes sense to consider only the rolling condition at points
A and
B. For this, we need to write down the equation for the torque with respect to the contact points. Let us denote
D as the center of the particle and
E as the center of the circle of radius
R passing through the centers of the hemispheres (
Figure 10b). Consider that the integral forces
and
are applied at the point
D, and the torque
has the components
, of which only
is relevant. In addition, there is a gravity force
applied at point
D, where
is the particle volume,
is the particle material density, and the buoyancy force is
. From geometrical considerations,
,
, and
. Point
A has coordinates
, where
,
, and
. Point
. Let us denote the torque of forces
of the particle with respect to point
A:
where
,
is the force acting on the particle perpendicular to the fluid flow, and
. Since we are interested in a particle rolling out of the lacuna in the flow direction, we consider the condition for the y component of the torque
, which, after the appropriate calculations, has the form
Then, using representation (
3), Formula (
2), and considering
, we obtain
The dimension of the right- and left-hand sides of the inequality is stress. The characteristic local shear stress on the wall in the vicinity of the particle can be estimated as follows:
Inequality (
17) can be transformed to a dimensionless form by dividing each part of it by
:
Here, we denote by
the Reynolds number, which is constructed based on the local undisturbed flow velocity
:
Note that in inequality (
19), the left-hand side is the Shields number for the particle, and
. The critical value of
, at which the particle begins to roll out of the lacuna, is reached when the inequality turns into the equality
where we denote by
the critical rolling Shields number.
Let us consider next the torque
in relation to the point
B:
where
. The condition for the particle’s rotation around the axis passing through
B parallel to the y axis is
and is always satisfied in the range of parameters under study. Thus, for the beginning of the particle rolling out of the lacuna, it is only necessary to fulfill the condition (
19).
The condition of complete detachment of the particle from the substrate and entrainment into the flow has a similar form for points
A and
B in terms of forces:
Using transformations similar to those performed with torque, we obtain
Thus, particle detachment is achieved when the Shields number reaches the critical value .
It is undoubtedly important to separately determine the drag force, lift force, and torque coefficients, but in an actual simulation, similar to the mechanistic approach, these quantities are included together in the final expressions of particle motion. The critical shear stresses
and
have the same behavior as in the case of the smooth wall. The critical stresses decrease with the Reynolds number
and increase with the increase in non-Newtonian properties. Furthermore, it should be noted that the critical stresses strongly depend on the rheological parameters
n and
with small Reynolds numbers
, but with an increase in
, the dependence on rheology significantly decreases or becomes negligible (
Figure 11). The more non-Newtonian properties a fluid has, the greater the stress that must be applied to initiate movement or lift a particle off from other settled particles.
The increasing level of non-Newtonian properties leads to decreases in the drag force coefficient
, lift force
, and torque
, which in turn increase the critical stresses for particle motion initiation and detachment from the sediment bed. Thus, in a non-Newtonian fluid, a higher local Reynolds number and shear rate are required to initiate particle motion and detachment in horizontal flow. Let us discuss the difference in critical shear stresses between smooth and rough walls. The average difference (underestimation) in the critical wall stress
for the incipient motion between smooth and rough walls was
, while the maximum difference reached
. To detach a particle from a rough wall, an average of
more stress
is required but not more than
. The difference can be either positive or negative. The differences in
and
between the smooth and rough wall were noticeably smaller than the differences in the coefficients
,
, and
, since the latter were included in the expressions as a combination of each other and of the
together. Zeng et al.’s [
8] correlations (Equations (
4) and (
5)) can also be applied to calculate the critical stresses
(Equation (
21)) and
(Equation (
25)) for the incipient motion and detachment. Unfortunately, the deviation in this case was significantly higher compared to the data [
9] for a smooth wall with a Herschel–Bulkley fluid. For motion initiation, the average deviation was
, and for detachment, it was
.
Table 7 summarizes the values of the
and
coefficients for the smooth and rough surfaces for
as one of the regions of highest deviation.