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The AAPG/Datapages Combined Publications Database
AAPG Special Volumes
Abstract
Chapter 7: Experimentally Evaluating Shale Dilation Behavior
Abstract
It is well known that shale exhibits highly anisotropic behavior due to the sedimentation process during deposition. Anisotropy affects the deformation, plasticity, and strength of shale. In the present study, the dilation and yielding characteristics of shale were investigated. The outcome of this study can be useful in various geomechanical applications, including borehole stability modeling and analysis and hydraulic fracturing models for gas shale.
To evaluate shale dilatancy, both drained and undrained stress paths and hardening and softening behavior were analyzed. In reality, the effective stress path during an undrained triaxial test will not be completely vertical, and there will always be changes in the mean effective stress and the observed changes in volume due to shearing. The observed behavior is referred to as dilatancy and may significantly impact the postfailure borehole instability process and hydraulic fracturing models for gas shale. Therefore, the main objective of this work was to evaluate and quantify the stress-dependent dilatancy of shale material through a laboratory investigation.
The experimental results show that shale has a significant dilatancy tendency due to the confinement pressure and sample’s geometry. The dilatancy effect should not be ignored in time-delayed rock failure analysis or in other geomechanical applications, particularly when the plasticity effect is significant.
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