Characteristics of Rock Mechanics Response and Energy Evolution Regime of Deep Reservoirs in the Bozhong Sag,Bohai Bay Basin

Hydraulic fracturing is a mature and effectivemethod for deep oil and gas production,which provides a foundation for deep oil and gas production.One of the key aspects of implementing hydraulic fracturing technology lies in understanding mechanics response characteristics of rocks in deep reservoirs under complex stress conditions.In this work,based on outcrop core samples,high-stress triaxial compression tests were designed to simulate the rock mechanics behavior of deep reservoirs in Bozhong Sag.Additionally,this study analyzes the deformation and damage law for rock under different stress conditions.Wherein,with a particular focus on combining energy dissipation theory to further understand damage law for deep reservoirs.The experimental results show that regardless of stress conditions,the process of deformation/failure of deep-seated reservoirs goes through five stages:Fracture compaction,newfracture formation,stable fracture expansion,unstable fracture expansion,and post-peak residual deformation.Under different stress conditions,the energy change laws of specimens are similar.The energy dissipation process of rocks corresponds closely to the trend of deformation-failure curve,then displays distinctive stage characteristics.Wherein,in stage of rock fracture compaction,the input energy curve is approximately coincident with the elastic strain energy curve,while the dissipation energy curve remains near zero.With the increase of strain,the growth rate of elastic strain energy increases gradually,but with the deformation entering the crack propagation stage,the growth rate of elastic strain energy slows down and the dissipation energy increases gradually.Finally,in the post-peak stage,rock fracture releases a lot of energy,which leads to the sharp decline of elastic strain energy curve.In addition,the introduction of damage variable D quantifies the analysis of the extent of failure for rocks.During the process of increasing strain,rock damage exhibits nonlinear growth with increasing stress.

Porosity, permeability and rock mechanics of Lower Silurian Longmaxi Formation deep shale under temperature-pressure coupling in the Sichuan Basin, SW China

To investigate the porosity, permeability and rock mechanics of deep shale under temperature-pressure coupling, we selected the core samples of deep shale from the Lower Silurian Longmaxi Formation in the Weirong and Yongchuan areas of the Sichuan Basin for porosity and permeability experiments and a triaxial compression and sound wave integration experiment at the maximum temperature and pressure of 120 ℃ and 70 MPa. The results show that the microscopic porosity and permeability change and the macroscopic rock deformation are mutually constrained, both showing the trend of steep and then gentle variation. At the maximum temperature and pressure, the porosity reduces by 34%–71%, and the permeability decreases by 85%–97%. With the rising temperature and pressure, deep shale undergoes plastic deformation in which organic pores and clay mineral pores are compressed and microfractures are closed, and elastic deformation in which brittle mineral pores and rock skeleton particles are compacted. Compared with previous experiments under high confining pressure and normal temperature,the experiment under high temperature and high pressure coupling reveals the effect of high temperature on stress sensitivity of porosity and permeability. High temperature can increase the plasticity of the rock, intensify the compression of pores due to high confining pressure, and induce thermal stress between the rock skeleton particles, allowing the reopening of shale bedding or the creation of new fractures along weak planes such as bedding, which inhibits the decrease of permeability with the increase of temperature and confining pressure. Compared with the triaxial mechanical experiment at normal temperature, the triaxial compression experiment at high temperature and high pressure demonstrates that the compressive strength and peak strain of deep shale increase significantly due to the coupling of temperature and pressure. The compressive strength is up to 435 MPa and the peak strain exceeds 2%, indicating that high temperature is not conducive to fracture initiation and expansion by increasing rock plasticity. Lithofacies and mineral composition have great impacts on the porosity, permeability and rock mechanics of deep shale. Shales with different lithologies are different in the difficulty and extent of brittle failure. The stress-strain characteristics of rocks under actual geological conditions are key support to the optimization of reservoir stimulation program.

Application and prospects of 3D printing in physical experiments of rock mass mechanics and engineering:materials,methodologies and models

The existence of joints or other kinds of discontinuities has a dramatic efect on the stability of rock excavations and engineering.As a result,a great challenge in rock mass mechanics testing is to prepare rock or rock-like samples with defects.In recent years,3D printing technology has become a promising tool in the feld of rock mass mechanics and engineering.This study frst reviews and discusses the research status of traditional test methods in rock mass mechanics tests of making rock samples with defects.Then,based on the comprehensive analysis of previous research,the application of 3D printing technology in rock mass mechanics is expounded from the following three aspects.The frst is the printing material.Although there are many materials for 3D printing,it has been found that 3D printing materials that can be used for rock mass mechanics research are very limited.After research,we summarize and evaluate printing material that can be used for rock mass mechanics studies.The second is the printing methodology,which mainly introduces the current application forms of 3D printing technology in rock mass mechanics.This includes printed precise casting molds and one-time printed samples.The last one is the printing model,which includes small-scale samples for mechanical tests and large-scale physical models.Then,the benefts and drawbacks of using 3D printing samples in mechanical tests and the validity of their simulation of real rock are discussed.Compared with traditional rock samples collected in nature or synthetic rock-like samples,the samples made by 3D printing technology have unique advantages,such as higher test repeatability,visualization of rock internal structure and stress distribution.There is thus great potential for the use of 3D printing in the feld of rock mass mechanics.However,3D printing materials also have shortcomings,such as insufcient material strength and accuracy at this stage.Finally,the application prospect of 3D printing technology in rock mass mechanics research is proposed.

Micromechanical testing and property upscaling of planetary rocks:A critical review

Knowledge of the mechanical behavior of planetary rocks is indispensable for space explorations.The scarcity of pristine samples and the irregular shapes of planetary meteorites make it difficult to obtain representative samples for conventional macroscale rock mechanics experiments(macro-RMEs).This critical review discusses recent advances in microscale RMEs(micro-RMEs)techniques and the upscaling methods for extracting mechanical parameters.Methods of mineralogical and microstructural analyses,along with non-destructive mechanical techniques,have provided new opportunities for studying planetary rocks with unprecedented precision and capabilities.First,we summarize several mainstream methods for obtaining the mineralogy and microstructure of planetary rocks.Then,nondestructive micromechanical testing methods,nanoindentation and atomic force microscopy(AFM),are detailed reviewed,illustrating the principles,advantages,influencing factors,and available testing results from literature.Subsequently,several feasible upscaling methods that bridge the micro-measurements of meteorite pieces to the strength of the intact body are introduced.Finally,the potential applications of planetary rock mechanics research to guiding the design and execution of space missions are environed,ranging from sample return missions and planetary defense to extraterrestrial construction.These discussions are expected to broaden the understanding of the microscale mechanical properties of planetary rocks and their significant role in deep space exploration.

Predicting the probability distribution of Martian rocks mechanical property based on microscale rock mechanical experiments and accurate grain-based modeling

The exploration of Mars would heavily rely on Martian rocks mechanics and engineering technology.As the mechanical property of Martian rocks is uncertain,it is of utmost importance to predict the probability distribution of Martian rocks mechanical property for the success of Mars exploration.In this paper,a fast and accurate probability distribution method for predicting the macroscale elastic modulus of Martian rocks was proposed by integrating the microscale rock mechanical experiments(micro-RME),accurate grain-based modeling(AGBM)and upscaling methods based on reliability principles.Firstly,the microstructure of NWA12564 Martian sample and elastic modulus of each mineral were obtained by micro-RME with TESCAN integrated mineral analyzer(TIMA)and nanoindentation.The best probability distribution function of the minerals was determined by Kolmogorov-Smirnov(K-S)test.Secondly,based on best distribution function of each mineral,the Monte Carlo simulations(MCS)and upscaling methods were implemented to obtain the probability distribution of upscaled elastic modulus.Thirdly,the correlation between the upscaled elastic modulus and macroscale elastic modulus obtained by AGBM was established.The accurate probability distribution of the macroscale elastic modulus was obtained by this correlation relationship.The proposed method can predict the probability distribution of Martian rocks mechanical property with any size and shape samples.

Surface crack evolution patterns in freeze-thaw damage of fissured rock bodies

To explore the effects of freeze‒thaw cycles on the mechanical properties and crack evolution of fissured sandstone,biaxial compression experiments were carried out on sandstone subjected to freeze‒thaw cycles to characterize the changes in the physical and mechanical properties of fissured sandstone caused by freeze‒thaw cycles.The crack evolution and crack change process on the surface of the fissured sandstone were recorded and analysed in detail via digital image technology(DIC).Numerical simulation was used to reveal the expansion process and damage mode of fine-scale cracks under the action of freeze‒thaw cycles,and the simulation results were compared and analysed with the experimental data to verify the reliability of the numerical model.The results show that the mass loss,porosity,peak stress and elastic modulus all increase with increasing number of freeze‒thaw cycles.With an increase in the number of freeze‒thaw cycles,a substantial change in displacement occurs around the prefabricated cracks,and a stress concentration appears at the crack tip.As new cracks continue to sprout at the tips of the prefabricated cracks until the microcracks gradually penetrate into the main cracks,the displacement cloud becomes obviously discontinuous,and the contours of the displacement field in the crack fracture damage area simply intersect with the prefabricated cracks to form an obvious fracture.The damage patterns of the fractured sandstone after freeze‒thaw cycles clearly differ,forming a symmetrical"L"-shaped damage pattern at zero freeze‒thaw cycles,a symmetrical"V"-shaped damage pattern at 10 freeze‒thaw cycles,and a"V"-shaped damage pattern at 20 freeze‒thaw cycles.After 20 freeze‒thaw cycles,a"V"-shaped destruction pattern and"L"-shaped destruction pattern are formed;after 30 freeze‒thaw cycles,an"N"-shaped destruction pattern is formed.This shows that the failure mode of fractured sandstone gradually becomes more complicated with an increasing number of freeze‒thaw cycles.The effects of freeze‒thaw cycles on the direction and rate of crack propagation are revealed through a temperature‒load coupled model,which provides an important reference for an in-depth understanding of the freeze‒thaw failure mechanisms of fractured rock masses.

Development and applications of the quasi‐dynamic triaxial apparatus for deep rocks

The mechanical behaviors of deep rocks have always posed a challenge for the implementation and safe operation of major underground engineering projects.To this end,this study modified the existing mainstream rock mechanics instruments equipped with a dynamic disturbance loading system and developed a second‐generation TFD‐2000/D triaxial instrument.The first‐generation device is equipped with an independent disturbance system and an advanced EDC‐580 all‐digital servo controller,which can apply disturbing load independently,implement the function of cyclic disturbance,and combine dynamic and static disturbances.The instrument was found to be reliable for use in analyzing the damage process of rocks in the disturbance test of marbles.The second‐generation instrument tackles three limitations of the first‐generation instrument:(i)it upgrades the strain measurement system and uses extensometers with linear variable differential transformers to accurately measure deformation;(ii)it uses the self‐balanced chamber to replace the Hoek–Franklin triaxial cell and auto‐balancing triaxial pressure chamber;and(iii)the loading rod is independently equipped with an EDC‐580 all‐digital servo controller,which measures precise loads.The experimental findings confirmed that the second‐generation instrument can be used for rock mechanics testing under cyclic disturbance loading,the disturbance–stress relaxation cycle,and the creep–fatigue cycle.In this sense,the second‐generation instrument can be a useful addition to deep rock mechanical instruments and provide a valuable reference.

Innovation and future of mining rock mechanics

The 121 mining method of longwall mining first proposed in England has been widely used around the world.This method requires excavation of two mining roadways and reservation of one coal pillar to mine one working face.Due to considerable excavation of roadway,the mining roadway is generally destroyed during coal mining.The stress concentration in the coal pillar can cause large deformation of surrounding rocks,rockbursts and other disasters,and subsequently a large volume of coal pillar resources will be wasted.To improve the coal recovery rate and reduce excavation of the mining roadway,the 111 mining method of longwall mining was proposed in the former Soviet Union based on the 121 mining method.The 111 mining method requires excavation of one mining roadway and setting one filling body to replace the coal pillar while maintaining another mining roadway to mine one working face.However,because the stress transfer structure of roadway and working face roof has not changed,the problem of stress concentration in the surrounding rocks of roadway has not been well solved.To solve the above problems,the conventional concept utilizing high-strength support to resist the mining pressure for the 121 and 111 mining methods should be updated.The idea is to utilize mining pressure and expansion characteristics of the collapsed rock mass in the goaf to automatically form roadways,avoiding roadway excavation and waste of coal pillar.Based on the basic principles of mining rock mechanics,the“equilibrium mining”theory and the“short cantilever beam”mechanical model are proposed.Key technologies,such as roof directional presplitting technology,negative Poisson’s ratio(NPR)high-prestress constant-resistance support technology,and gangue blocking support technology,are developed following the“equilibrium mining”theory.Accordingly,the 110 and N00 mining methods of an automatically formed roadway(AFR)by roof cutting and pressure releasing without pillars are proposed.The mining methods have been applied to a large number of coal mines with different overburdens,coal seam thicknesses,roof types and gases in China,realizing the integrated mode of coal mining and roadway retaining.On this basis,in view of the complex geological conditions and intelligent mining demand of coal mines,an intelligent and unmanned development direction of the“equilibrium mining”method is prospected.

INTEGRATED ANALYSIS APPROACHES TO ROCK MECHANICS PROBLEMS

In order to effectively cope with exponent increase of the complexity faced to the rock mechanics analysis problems and the large incompatibility existing between the information level required to model the rock mass and engineering and our obtainable information level at hand,the integrated approaches with intelligent characters are proposed. Many previous standard methods,such as precedent type analysis,rock classification,analytic method stress-based,basic numerical methods (BEM,FEM,DEM,hybrid),and their extended numerical methods (fully coupled) to be developed,can be selected respectively or integrated accordingly. It is alternative to develop basic/fully integrated system,and internet-based approaches. These novel methods can also be selected or integrated each other or with the standard methods to perform rock mechanics analysis. Some key techniques to develop these alternative methods are discussed. It may focus in future on developing fully integrated systems and internet-based approaches. Developing an environmental,virtual facility/space shall be firstly done for this collaborative research on internet.

Application and prospective of 3D printing in rock mechanics: A review

This review aims to discuss the application and development of three-dimensional printing(3DP) technology in the field of rock mechanics and the mechanical behaviors of 3D-printed specimens on the basis of various available printing materials.This review begins with a brief description of the concepts and principles associated with 3DP, and then systematically elaborates the five major applications of 3DP technology in the field of rock mechanics, namely, the preparation of rock(including pre-flawed rock) specimens, preparation of joints, preparation of geophysical models, reconstruction of complex rock structures, and performance of bridging experimental testing and numerical simulation.Meanwhile, the mechanical performance of 3D-printed specimens created using six different printing materials, such as polymers, resin,gypsum, sand, ceramics, and rock-like geological materials, is reviewed in detail.Subsequently, some improvements that can make these 3D-printed specimens close to natural rocks and some limitations of 3DP technology in the application of rock mechanics are discussed.Some prospects that are required to be investigated in the future are also proposed.Finally, a brief summary is presented.This review suggests that 3DP technology, especially when integrated with other advanced technologies, such as computed tomography scanning and 3D scanning, has great potential in rock mechanics field.

Application of artificial intelligence to rock mechanics:An overview

Different artificial intelligence(AI)methods have been applied to various aspects of rock mechanics,but the fact that none of these methods have been used as a standard implies that doubt as to their generality and validity still exists.For this,a literature review of application of AI to the field of rock mechanics is presented.Comprehensive studies of the researches published in the top journals relative to the fields of rock mechanics,computer applications in engineering,and the textbooks were conducted.The performances of the AI methods that have been used in rock mechanics applications were evaluated.The literature review shows that AI methods have successfully been used to solve various problems in the rock mechanics field and they performed better than the traditional empirical,mathematical or statistical methods.However,their practical applicability is still an issue of concern as many of the existing AI models require some level of expertise before they can be used,because they are not in the form of tractable mathematical equations.Thus some advanced AI methods are still yet to be explored.The limited availability of dataset for the AI simulations is also identified as a major problem.The solutions to the identified problems and the possible future research focus were proposed in the study subsequently.

Advances in statistical mechanics of rock masses and its engineering applications

To efficiently link the continuum mechanics for rocks with the structural statistics of rock masses,a theoretical and methodological system called the statistical mechanics of rock masses(SMRM)was developed in the past three decades.In SMRM,equivalent continuum models of stressestrain relationship,strength and failure probability for jointed rock masses were established,which were based on the geometric probability models characterising the rock mass structure.This follows the statistical physics,the continuum mechanics,the fracture mechanics and the weakest link hypothesis.A general constitutive model and complete stressestrain models under compressive and shear conditions were also developed as the derivatives of the SMRM theory.An SMRM calculation system was then developed to provide fast and precise solutions for parameter estimations of rock masses,such as full-direction rock quality designation(RQD),elastic modulus,Coulomb compressive strength,rock mass quality rating,and Poisson’s ratio and shear strength.The constitutive equations involved in SMRM were integrated into a FLAC3D based numerical module to apply for engineering rock masses.It is also capable of analysing the complete deformation of rock masses and active reinforcement of engineering rock masses.Examples of engineering applications of SMRM were presented,including a rock mass at QBT hydropower station in northwestern China,a dam slope of Zongo II hydropower station in D.R.Congo,an open-pit mine in Dexing,China,an underground powerhouse of Jinping I hydropower station in southwestern China,and a typical circular tunnel in Lanzhou-Chongqing railway,China.These applications verified the reliability of the SMRM and demonstrated its applicability to broad engineering issues associated with jointed rock masses.

Key issues in rock mechanics of the Three Gorges Project in China

The Three Gorges Project is one of the essential key projects for flood controlling and water resources regulation in the Yangtze River. The project includes a river-crossing dam, underground powerhouses, and navigation structures. Because of the huge size and complicated construction technologies, the project faced a series of challenging engineering issues. In terms of rock mechanics, there are many key technical issues, including the sliding resistance and stability of the dam section along the foundations of powerhouses No.l-5, the ,,;lope stability of the double-line five-stage shiplock, excavation of large-scale underground powerhouses, and curtain grouting under the dam. With decades of scientific research and 16 years of practical construction experiences and reservoir operations, these key technical issues in construction of the Three Gorges Project are successfully resolved, which will attribute to the development of hydropower technology. On the basis of the monitoring data during construction and normal operation periods of the Three Gorges Project, this paper presents a systematic analysis of these key rock mechanical issues in terms of behaviors, solutions, dynamic controlling, monitoring arrangement and integrated assessment.

Geological conditions and key rock mechanics issues in the Western Route of South-to-North Water Transfer Project

In terms of special geological conditions of the Western Route of South-to-North Water Transfer Project, the classification method for surrounding rocks is discussed by combining with the construction method of tunnel boring machine （TBM）. The classification standard of surrounding rocks is put forward on the basis of physical simulations and engineering practices. Damage, deformation and evolution of surrounding rocks induced by TBM excavation are discussed. Meanwhile, the long-term deformation mechanisms and stability of surrounding rocks are also studied. On this basis, a three-dimensional constitutive model for interbedded sandstone slate and a fiat shell-joint element-foundation system for calculating internal forces of segment lining are established. The deformation features of surrounding rocks of deep and steep interbedded sandstone slate and their influences on internal forces of segment lining are presented. Finally, the design methods of segment lining constructed in deep and steep flysch are proposed.

Engineering rock mechanics practices in the underground powerhouse at JinpingⅠhydropower station

Based on the analyses of data obtained from the underground powerhouse at Jinping I hydropower station, a comprehensive review of engineering rock mechanics practice in the underground powerhouse is first conducted. The distribution of strata, lithology, and initial geo-stress, the excavation process and corresponding rock mass support measures, the deformation and failure characteristics of the surrounding rock mass, the stress characteristics of anchorage structures in the cavern complex, and numerical simulations of surrounding rock mass stability and anchor support performance are presented. The results indicate that the underground powerhouse of Jinping I hydropower station is characterized by high to extremely high geo-stresses during rock excavation. Excessive surrounding rock mass deformation and high stress of anchorage structures, surrounding rock mass unloading damage, and local cracking failure of surrounding rock masses, etc., are mainly caused by rock mass excavation. Deformations of surrounding rock masses and stresses in anchorage structures here are larger than those found elsewhere： 20% of extensometers in the main powerhouse record more than 50 mm with the maximum at around 250 mm observed in the downstream sidewall of the transformer hall. There are about 25% of the anchor bolts having recorded stresses of more than 200 MPa. Jinping I hydropower plant is the first to have an underground powerhouse construction conducted in host rocks under extremely high geo-stress conditions, with the ratio of rock mass strength to geo-stress of less than 2.0. The results can provide a reference to underground powerhouse construction in similar geological conditions.

Recent advances of digitization in rock mechanics and rock engineering

In recent years, there are growing demands of representing rock mechanics and rock engineering in a digital format that can be easily managed, manipulated, analyzed and shared. The objective of this paper is to give a comprehensive review of the status quo and future trends of digitization in rock mechanics and rock engineering. Research topics essential to the process of digitization are firstly discussed, including data acquisition, data standardization, geological modeling, visualization and digital-numerical integration. New techniques that will play an important role in digitization process but require further improvement are then briefly proposed. Finally, achievements of present methods and techniques for digitization in substantial rock mechanics and rock engineering are presented.

Determination of rock mass integrity coefficient using a non-invasive geophysical approach

Determination of rock mechanical parameters is the most important step in rock mass quality evaluation and has significant impacts on geotechnical engineering practice.Rock mass integrity coefficient(KV)is one of the most efficient parameters,which is conventionally determined from boreholes.Such approaches,however,are time-consuming and expensive,offer low data coverage of point measurements,require heavy equipment,and are hardly conducted in steep topographic sites.Hence,borehole approaches cannot assess the subsurface thoroughly for rock mass quality evaluation.Alternatively,use of geophysical methods is non-invasive,rapid and economical.The proposed geophysical approach makes useful empirical correlation between geophysical and geotechnical parameters.We evaluated the rock mass quality via integration between KV measured from the limited boreholes and inverted resistivity obtained from electrical resistivity tomography(ERT).The borehole-ERT correlation provided KV along various geophysical profiles for more detailed 2D/3D(two-/three-dimensional)mapping of rock mass quality.The subsurface was thoroughly evaluated for rock masses with different engineering qualities,including highly weathered rock,semi-weathered rock,and fresh rock.Furthermore,ERT was integrated with induced polarization(IP)to resolve the uncertainty caused by water/clay content.Our results show that the proposed method,compared with the conventional approaches,can reduce the ambiguities caused by inadequate data,and give more accurate insights into the subsurface for rock mass quality evaluation.

The application of microwave remote sensing technology in rock mechanics

During the process of rock compression up to failure, the microwave radiation of rocks was observed and studied by remote sensing. The microwave radiometers for wave lengths of 8 mm, 2 cm and 10 cm were used. The experiments show that the luminance temperature of microwave radiation of rocks increases with increasing stress during loading, and that the increase speeds up just before rock failure. This phenomenon can be considered as a new precursor of rock failure. The concept of remote sensing rock mechanics (or remote sensing rock physics) advanced on the experimental basis of infrared remote sensing observation during rock failure has been enriched by these new experimental results. Its contents have been extended from infrared remote sensing to microwave remote sensing, and the prospects of applying remote sensing rock mechanics in the study of earthquake and rock burst prediction have also been broadened.

Congratulatory Letter to the Journal of Rock Mechanics and Geotechnical Engineering

Over many years now, I have had the privilege to observe China＇s spectacular growth, not only in terms of the expansive construction of infrastructural facilities built on and in rock masses, but also in terms of the associated rock mechanics and rock engineering advances. Moreover, over the years, I have enjoyed looking through the issues of the existing Chinese Journal of Rock Mechanics and Engineering （CJRME）. The content of this Journal, initiated in 1982, is partially accessible to foreigners because the Contents, paper Abstracts and Figure captions are published in English. The number of rock mechanics articles in each monthly issue of the Journal is far more than any other country can produce. This activity is also reflected in the fact that China now has more ISRM members （502） than any other country -- and the number is no doubt continuing to grow! Furthermore, the Editor-in-Chief of the CJRME, Professor Feng Xiating, will be the next ISRM President for the period 2011-2015.

JOURNAL OF ROCK MECHANICS AND GEOTECHNICAL ENGINEERING Instructions to authors

Aims and scope Journal of Rock Mechanics and Geotechnical Engineering （JRMGE） is a quarterly journal focused on the latest research achievements in rock mechanics and geotechnical engineering, and provides an opportunity for colleagues from all over the world to understand the current developments in rock mechanics and geotechnical engineering.