Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading

Shale is a common rock type that is associated with underground engineering projects, and several important factors, such as bedding structure, confining pressure, and the loading and unloading path, significantly influence the anisotropy of shale. Triaxial monotonic loading tests and triaxial incre...

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Main Authors: Yangbing Cao, Qiang Yan, Sui Zhang, Fuming Cai
Format: Article
Language:English
Published: MDPI AG 2024-03-01
Series:Applied Sciences
Subjects:
Online Access:https://www.mdpi.com/2076-3417/14/6/2602
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author Yangbing Cao
Qiang Yan
Sui Zhang
Fuming Cai
author_facet Yangbing Cao
Qiang Yan
Sui Zhang
Fuming Cai
author_sort Yangbing Cao
collection DOAJ
description Shale is a common rock type that is associated with underground engineering projects, and several important factors, such as bedding structure, confining pressure, and the loading and unloading path, significantly influence the anisotropy of shale. Triaxial monotonic loading tests and triaxial incremental cyclic loading and unloading tests of shale under three kinds of confining pressures and five types of bedding inclination angles (<i>θ</i>) were thus performed to investigate the anisotropy of shale in terms of mechanical behavior, acoustic emission (AE), and energy evolution, and reveal the mechanism by which shale anisotropy is weakened. The results show that (1) the compressive strength and elastic modulus of shale decrease and then increase as the <i>θ</i> increases, and that both <i>σ</i><sub>3</sub> and incremental cyclic loading and unloading reduce the anisotropy in terms of the compressive strength and elastic modulus of shale, with the ratio of plastic strain to total strain reaching its maximum at a <i>θ</i> of 60° during each loading and unloading cycle. (2) The failure modes of shale with <i>θ</i> of 0°, 30°, and 90° under triaxial monotonic loading are similar to the counterparts under triaxial incremental cyclic loading and unloading, while the failure modes of shale with <i>θ</i> of 45° and 60° differ significantly under the two loading conditions, and interestingly, the degree to which the bedding plane participates in shale crack evolution under incremental cyclic loading and unloading is considerably lower than that under triaxial monotonic loading. (3) The cumulative AE count and AE <i>b</i>-value of shale first decrease and then increase as the <i>θ</i> increases, while the Felicity ratio decreases as the number of cycles increases. (4) As the <i>θ</i> increases, the total energy density <i>U</i><sub>0</sub> and the parameter <i>m</i>, which reflects the accumulation rate of elastic energy, first decrease and then increase, with both reaching a minimum at a <i>θ</i> of 60°. (5) The mode by which cyclic loading and unloading leads to failure in shale with a <i>θ</i> of 60° is similar to that at a <i>θ</i> of 0° and is the main mechanism by which shale anisotropy weakening occurs as a result of cyclic loading and unloading. The results provide experimental support and a theoretical basis for safer and more efficient underground engineering projects that involve shale.
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spelling doaj.art-81daad14b391462d85f7d5ab1a7748362024-03-27T13:20:13ZengMDPI AGApplied Sciences2076-34172024-03-01146260210.3390/app14062602Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and UnloadingYangbing Cao0Qiang Yan1Sui Zhang2Fuming Cai3Zijin School of Geology and Mining, Fuzhou University, Fuzhou 350108, ChinaZijin School of Geology and Mining, Fuzhou University, Fuzhou 350108, ChinaEngineering Technology Innovation Center of Mineral Resources Explorations in Bedrock Zones, Ministry of Natural Resources, Guiyang 550081, ChinaZijin School of Geology and Mining, Fuzhou University, Fuzhou 350108, ChinaShale is a common rock type that is associated with underground engineering projects, and several important factors, such as bedding structure, confining pressure, and the loading and unloading path, significantly influence the anisotropy of shale. Triaxial monotonic loading tests and triaxial incremental cyclic loading and unloading tests of shale under three kinds of confining pressures and five types of bedding inclination angles (<i>θ</i>) were thus performed to investigate the anisotropy of shale in terms of mechanical behavior, acoustic emission (AE), and energy evolution, and reveal the mechanism by which shale anisotropy is weakened. The results show that (1) the compressive strength and elastic modulus of shale decrease and then increase as the <i>θ</i> increases, and that both <i>σ</i><sub>3</sub> and incremental cyclic loading and unloading reduce the anisotropy in terms of the compressive strength and elastic modulus of shale, with the ratio of plastic strain to total strain reaching its maximum at a <i>θ</i> of 60° during each loading and unloading cycle. (2) The failure modes of shale with <i>θ</i> of 0°, 30°, and 90° under triaxial monotonic loading are similar to the counterparts under triaxial incremental cyclic loading and unloading, while the failure modes of shale with <i>θ</i> of 45° and 60° differ significantly under the two loading conditions, and interestingly, the degree to which the bedding plane participates in shale crack evolution under incremental cyclic loading and unloading is considerably lower than that under triaxial monotonic loading. (3) The cumulative AE count and AE <i>b</i>-value of shale first decrease and then increase as the <i>θ</i> increases, while the Felicity ratio decreases as the number of cycles increases. (4) As the <i>θ</i> increases, the total energy density <i>U</i><sub>0</sub> and the parameter <i>m</i>, which reflects the accumulation rate of elastic energy, first decrease and then increase, with both reaching a minimum at a <i>θ</i> of 60°. (5) The mode by which cyclic loading and unloading leads to failure in shale with a <i>θ</i> of 60° is similar to that at a <i>θ</i> of 0° and is the main mechanism by which shale anisotropy weakening occurs as a result of cyclic loading and unloading. The results provide experimental support and a theoretical basis for safer and more efficient underground engineering projects that involve shale.https://www.mdpi.com/2076-3417/14/6/2602shaleanisotropyincremental cyclic loading and unloadingfailure modeacoustic emissionenergy evolution
spellingShingle Yangbing Cao
Qiang Yan
Sui Zhang
Fuming Cai
Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading
Applied Sciences
shale
anisotropy
incremental cyclic loading and unloading
failure mode
acoustic emission
energy evolution
title Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading
title_full Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading
title_fullStr Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading
title_full_unstemmed Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading
title_short Experimental Research on Anisotropy Characteristics of Shale under Triaxial Incremental Cyclic Loading and Unloading
title_sort experimental research on anisotropy characteristics of shale under triaxial incremental cyclic loading and unloading
topic shale
anisotropy
incremental cyclic loading and unloading
failure mode
acoustic emission
energy evolution
url https://www.mdpi.com/2076-3417/14/6/2602
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AT qiangyan experimentalresearchonanisotropycharacteristicsofshaleundertriaxialincrementalcyclicloadingandunloading
AT suizhang experimentalresearchonanisotropycharacteristicsofshaleundertriaxialincrementalcyclicloadingandunloading
AT fumingcai experimentalresearchonanisotropycharacteristicsofshaleundertriaxialincrementalcyclicloadingandunloading