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Reading Room :: Theses 1995

Ali Mese's dissertation Effects of Fluid Saturation and Stress State on the Mechanical and Chemical Properties of Shale

by
Ali Ihsan Mese, Ph.D.

University of Texas at Austin, 1995
Supervisors: Robert Schechter
Eric P. Fahrenthold

An experimental and theoretical investigation of water content and stress effect on mechanical, chemical and failure properties has been conducted using core samples from Barnett shale formation. Samples showed plastic deformation almost immediately with the initiation of loading. Therefore, in addition to the elastic static moduli, components of the plastic tangential compliance tensor were also obtained from triaxial stress cycling measurements for dry, partially saturated and fully saturated shale samples. Simultaneous measurements of compressional and shear wave velocities were carried out using pulse transmission technique in order to obtain the corresponding dynamic moduli. Static and dynamic Young's moduli decreased greatly in all Barnett shales tested with an increase in saturation and increased with increasing [sic] at failure. The comparison of the experimental results with various failure surfaces indicated that partially and fully saturated shale samples are best represented by the Drager-Prager equation as compared to the von Mises, Mohr-Coulomb and Cap failure surfaces.

A new saturation device was designed based on chemical potential theory in order to control saturation in the shale samples used. The method also helps to conduct measurements with strain-gauged shale samples which has not been successful prior to this work.

A modified intermolecular force model is presented that provides a quantitative analysis of how intermolecular forces influence the expansion of clays and shales. Determination of electrostatic repulsion parameters from cation exchange capacity and specific surface area is described. Equilibrium is considered determined by the van der Waals attraction and electrostatic repulsion. Initial and equilibrium separation distances are calculated. Relations obtained between salt concentration, plate thickness and swelling which is calculated from initial and equilibrium separation distances agree reasonably well with available experimental swelling and swelling pressure data.

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