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Formulas - Rock Mechanics

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BS”D
Reservoir Rock Mechanics – Formulas
1. Index Properties of Reservoir Rocks
Volume [π’ŽπŸ‘ ]
𝑉𝑔
𝑉𝑝
𝑉𝑓
𝑉𝑑
𝑉𝑠
Mass [π’Œπ’ˆ]
𝑀𝑓
𝑀𝑠
𝑀𝑑
Parameter
Formula
𝑉𝑝
𝑉𝑑
𝑉𝑝
𝑒=
𝑉𝑠
𝑉𝑓
𝑆=
𝑉𝑝
𝑀𝑓
π‘Š=
𝑀𝑠
𝑀𝑠
πœŒπ‘‘π‘Ÿπ‘¦ =
𝑉𝑑
(𝑀𝑠 + πœŒπ‘“ 𝑉𝑝 )
πœŒπ‘ π‘Žπ‘‘ =
𝑉𝑑
𝑀 π‘˜π‘”
𝜌=
[ 3]
𝑉 π‘š
𝑀𝑔 π‘˜π‘
𝛾 = πœŒπ‘” =
[ ]
𝑉 π‘š3
Porosity
𝑛=
Void ratio
Saturation
Water content
Dry density (S=0%)
Saturated density (S=100%)
Density
Unit weight
Unit weight if the rock is below the
ground water table
𝛾𝑏 = (πœŒπ‘‘ − πœŒπ‘€ )𝑔
𝐺=
Specific gravity of solid
πœŒπ‘ 
πœŒπ‘“
Useful values:
π‘˜π‘
𝛾𝑀 = 9.81 [ 3 ]
π‘š
π‘˜π‘”
πœŒπ‘€ = 1000 [ 3 ]
π‘š
If 𝑉𝑑 is not given, assume 𝑉𝑑 = 1π‘š3
𝑉
If the rock is composed of several minerals, 𝐺 = ∑ni=1 𝑉𝑖 ⋅ 𝐺𝑖
𝑠
π‘˜ 𝑑𝑝
Permeability (Darcy’s law): 𝑄 = πœ‡ 𝑑𝑙 𝐴 → π‘˜ =
π‘„πœ‡
𝐴
𝑑𝑝 −1
( 𝑑𝑙 )
[𝐿2 ]
5783
Matrix of direction cosines for a given dip and strike
x – east, y – north, z – upwards.
x’ – normal to the dip-strike plane. y’ –
upwards on the dip-strike plane. z’ – coalesces
with the strike. Directions are determined by
the right-hand rule.
𝑙 π‘₯ ′ π‘šπ‘₯ ′ 𝑛 π‘₯ ′
𝑙 = cos 𝛿 cos 𝛽
𝐿 = (𝑙𝑦′ π‘šπ‘¦′ 𝑛𝑦′ ) ,
π‘š = cos 𝛿 sin 𝛽
𝑙 𝑧 ′ π‘šπ‘§ ′ 𝑛 𝑧 ′
𝑛 = sin 𝛿
1. Find the 𝛽’s of the axes on the x-y plane.
For instance, if 𝛽π‘₯′ = −110°, then 𝛽𝑦′ = 70° and 𝛽𝑧′ = 160°:
Sound velocity measurement: 𝑉𝑑𝑝/𝑠 = 𝑑
𝐿
𝑝/𝑠
, 𝑑𝑝/𝑠 = π‘‘π‘šπ‘’π‘Žπ‘ π‘’π‘Ÿπ‘’π‘‘ − π‘‘π‘’π‘›π‘‘π‘π‘Žπ‘π‘ 
2. Stress Transformations – 2D
𝜎π‘₯π‘₯
𝜎 = (𝜏
𝑦π‘₯
𝜏π‘₯𝑦
πœŽπ‘¦π‘¦ ) ,
𝐿=(
cos πœƒ
− sin πœƒ
2. Find the 𝛿’s of the axes. For instance, if the dip magnitude is 70°,
then 𝛿(π‘₯) = 20° and 𝛿𝑦′ = 70°. z’ is parallel to the x-y plane (as it’s
completely horizontal), thus 𝛿𝑧′ = 0°.
𝑙
π‘š
𝑛
Line Bearing
𝛽
𝛿
= cos 𝛿 cos 𝛽 = cos 𝛿 sin 𝛽 = sin 𝛿
π‘₯′ East
−110° 20°
−0.321
−0.883
0.342
𝑦′ West
70° 70°
0.117
0.321
0.940
South
𝑧′
160° 0°
−0.939
0.342
0
Maximum shear stress on the x’ plane
Magnitude: 𝜏π‘₯′ ,π‘šπ‘Žπ‘₯ = √𝜏π‘₯2′ 𝑦′ + 𝜏π‘₯2′ 𝑧 ′
Direction (clockwise for the negative direction
𝜏 ′ ′
𝜎 ′ = πΏπœŽπΏπ‘‡
π‘₯′ 𝑦′
0
0
0
0
0
0
0
0
0
0
0
0
0
2(1 + 𝜈)
𝐸
0
0
0
0
0
2(1 + 𝜈)
𝐸
0
0
πœ†
πœ† + 2𝐺
πœ†
0
0
0
0
πœ†
πœ†
πœ† + 2𝐺
0
0
0
2(1 + 𝜈)
)
𝐸
0
0
0
0
𝐺
0
0
0
𝜎π‘₯
πœŽπ‘¦
πœŽπ‘§
𝜏π‘₯𝑦
πœπ‘¦π‘§
(πœπ‘§π‘₯ )
0
0
0
0
𝐺
0
πœ€π‘₯
0
πœ€π‘¦
0
πœ€π‘§
0
𝛾π‘₯𝑦
0
𝛾
𝑦𝑧
0
𝐺 ) (𝛾𝑧π‘₯ )
𝜎1 = (πœ† + 2𝐺)πœ€1 + πœ†πœ€2 + πœ†πœ€3
𝜎2 = πœ†πœ€1 + (πœ† + 2𝐺)πœ€2 + πœ†πœ€3
𝜎3 = πœ†πœ€1 + πœ†πœ€2 + (πœ† + 2𝐺)πœ€3
Δ𝑉
Volumetric Strain: Δ = πœ€1 + πœ€2 + πœ€3 = 𝑉
0
𝜎1 = πœ†Δ + 2πΊπœ€1
𝜎2 = πœ†Δ + 2πΊπœ€2
𝜎3 = πœ†Δ + 2πΊπœ€3
3πœŽπ‘š = 𝜎1 + 𝜎2 + 𝜎3 = (3πœ† + 2𝐺)Δ
2
1
πœŽπ‘š = 𝐾Δ, 𝐾
⏟ = πœ† + 𝐺,
⏟
3
𝐾
π‘π‘’π‘™π‘˜
π‘π‘’π‘™π‘˜
π‘π‘œπ‘šπ‘π‘Ÿπ‘œπ‘ π‘ π‘–π‘π‘–π‘™π‘–π‘‘π‘¦
1
πœ†+𝐺
πœ†
πœ†
(𝜎 − 𝜈(𝜎2 + 𝜎3 )) =
𝜎 −
𝜎 −
𝜎
𝐸 1
𝐺(3πœ† + 2𝐺) 1 2𝐺(3πœ† + 2𝐺) 2 2𝐺(3πœ† + 2𝐺) 3
1
πœ†
πœ†+𝐺
πœ†
πœ€2 = (𝜎2 − 𝜈(𝜎1 + 𝜎3 )) = −
𝜎1 +
𝜎2 −
𝜎
𝐸
2𝐺(3πœ† + 2𝐺)
𝐺(3πœ† + 2𝐺)
2𝐺(3πœ† + 2𝐺) 3
1
πœ†
πœ†
πœ†+𝐺
))
πœ€3 = (𝜎3 − 𝜈(𝜎1 + 𝜎2 = −
𝜎 −
𝜎 +
𝜎
𝐸
2𝐺(3πœ† + 2𝐺) 1 2𝐺(3πœ† + 2𝐺) 2 𝐺(3πœ† + 2𝐺) 3
πœ€1 =
4. Strain Analysis
2D: πœ€ = (
πœ€π‘₯
Γπ‘₯𝑦
Γπ‘₯𝑦
cos πœƒ sin πœƒ
), 𝐿 = (
)
πœ€π‘¦
− sin πœƒ cos πœƒ
1 πœ•π‘’π‘₯ πœ•π‘’π‘¦
1
1
1
= 2𝛾π‘₯𝑦 = 2𝛾𝑦π‘₯ = (
+
) = (tan πœ™1 + tan πœ™2 )
2 πœ•π‘¦
πœ•π‘₯
2
πœ€′ = πΏπœ€πΏπ‘‡
Δ𝐿
𝑙 −𝑙
πœ€ = 𝑙 = 0𝑙 (shortening is positive!)
0
0
𝐼1 = 𝜎π‘₯ + πœŽπ‘¦ = 𝜎π‘₯′ + πœŽπ‘¦′
The strains can be found with the following equations as well:
πœ€π‘₯′ = πœ€π‘₯ cos 2 πœƒ + πœ€π‘¦ sin2 πœƒ + Γπ‘₯𝑦 sin 2πœƒ
2
2
{πœ€π‘¦′ = πœ€π‘₯ sin πœƒ + πœ€π‘¦ cos πœƒ − Γπ‘₯𝑦 sin 2πœƒ
Γπ‘₯′𝑦′ = 2(πœ€π‘¦ − πœ€π‘₯ ) sin 2πœƒ + Γπ‘₯𝑦 cos 2πœƒ
2Γπ‘₯𝑦
Principal strains: tan 2πœƒ = πœ€
Γπ‘šπ‘Žπ‘₯
1
(πœ€
2 π‘₯
2 +
+ πœ€π‘¦ ) ± √𝛀π‘₯𝑦
πœ€1 − πœ€3
=
2
πœ€1,3 =
𝐼1 = 𝜎π‘₯ + πœŽπ‘¦ = 𝜎π‘₯′ + πœŽπ‘¦′
The stresses can be found with the following equations as well:
𝜎π‘₯′ = 𝜎π‘₯ cos 2 𝛼 + πœŽπ‘¦ sin2 𝛼 + 𝜏π‘₯𝑦 sin 2𝛼
2
2
{πœŽπ‘¦′ = 𝜎π‘₯ sin 𝛼 + πœŽπ‘¦ cos 𝛼 − 𝜏π‘₯𝑦 sin 2𝛼
𝜈
𝐸
𝜈
−
𝐸
1
𝐸
−
π‘šπ‘œπ‘‘π‘’π‘™π‘’π‘ 
of y’): πœƒ = tan−1 (𝜏 π‘₯ 𝑧 )
1
sin πœƒ
) β†Ί
cos πœƒ
𝜈
𝐸
1
𝐸
𝜈
−
𝐸
−
( 0
Γπ‘₯𝑦 = Γ𝑦π‘₯
Load at failure: 𝑃 = π΄π‘π‘–π‘ π‘‘π‘œπ‘› πœŽπ‘π‘–π‘ π‘‘π‘œπ‘›
UCS: πœŽπ‘ = 𝐹 ⋅ 𝐼𝑠 (F depends on lithology, assume 𝐹 = 24 if there’s no
info)
2𝑃
Brazilian tensile strength: πœŽπ‘‘ = πœ‹π·π‘‘
πœ€π‘₯
πœ€π‘¦
πœ€π‘§
𝛾π‘₯𝑦 =
𝛾𝑦𝑧
(𝛾𝑧π‘₯ )
1
𝐸
𝜈
−
𝐸
𝜈
−
𝐸
𝜎π‘₯
πœ† + 2𝐺
πœŽπ‘¦
πœ†
πœŽπ‘§
πœ†
𝜏π‘₯𝑦 =
0
πœπ‘¦π‘§
0
( πœπ‘§π‘₯ ) ( 0
𝑃
Point load index: 𝐼𝑠 = 𝐷2
The generalized Hooke’s law for an isotropic material (Same 𝐸 and 𝜈
for all directions):
−πœˆπœ€1 + πœˆπœ€2 = 0,Δ = πœ€1 + πœ€2 + πœ€3 = 0
Plane Stress: 𝜎1 ≠ 0, 𝜎2 ≠ 0, 𝜎3 = 0 → πœ€1 ≠ 0, πœ€2 ≠ 0, πœ€3 ≠ 0
Plane Strain: πœ€1 ≠ 0, πœ€2 ≠ 0, πœ€3 = 0 → 𝜎1 ≠ 0, 𝜎2 ≠ 0, 𝜎3 ≠ 0
6. Friction on Rock Surfaces
π‘₯−πœ€π‘¦
1
(πœ€
4 π‘₯
Special Cases
Uniaxial Stress: 𝜎1 ≠ 0, 𝜎2 = 𝜎3 = 0, πœ€1 ≠ 0, πœ€2 = πœ€3
Hydrostatic Stress: 𝜎1 = 𝜎2 = 𝜎3 = 𝑃, πœ€1 = πœ€2 = πœ€3 ≠ 0
Uniaxial Strain: πœ€1 ≠ 0, πœ€2 = πœ€3 = 0, 𝜎1 ≠ 0, 𝜎2 = 𝜎3 ≠ 0
𝜎 −𝜎
Pure Shear: 𝜎1 = 𝑆 = −𝜎3 , 𝜎2 = 0, πœπ‘š = 1 2 3 = 𝑆 → πœ€1 = −πœ€3 , πœ€2 =
− πœ€π‘¦ )
Calculation of maximal and residual shear strength from a direct shear
test:
2
Mohr Circle:
2
(πœ€πœƒ − πœ€π‘š )2 + Γπœƒ2 = Γπ‘šπ‘Žπ‘₯
πœ€π‘₯ + πœ€π‘¦
πœ€π‘š =
2
Coordinates: (πœ€π‘₯π‘₯ , Γπ‘₯𝑦 ), (πœ€π‘¦π‘¦ , −Γπ‘₯𝑦 )
Stress cube β†Ί = 𝛼 → Line in MC ↻ = 2𝛼
𝜏
In 𝜏 − πœŽπ‘› space it is possible to find πœ‡ = tan πœ™ = 𝜎 assuming there’s no
cohesion.
Finding the failure envelope of the joint according to its failure
𝝈𝟏 , πˆπŸ‘ values: build the Mohr circles → draw lines from 𝜎3 with an
angle of πœ“ → draw a tangent line between the intersection points of
those lines with the corresponding Mohr circles.
1
𝜏π‘₯′𝑦′ = 2(πœŽπ‘¦ − 𝜎π‘₯ ) sin 2𝛼 + 𝜏π‘₯𝑦 cos 2𝛼
2𝜏π‘₯𝑦
Principal stresses: tan 2πœƒ = 𝜎
π‘₯ −πœŽπ‘¦
1
1
2
2 + (𝜎 − 𝜎 )
𝜎1,2 = 2(𝜎π‘₯ + πœŽπ‘¦ ) ± √𝜏π‘₯𝑦
𝑦
4 π‘₯
𝜎1 − 𝜎3
πœπ‘šπ‘Žπ‘₯ =
2
Mohr circle:
2
(πœŽπœƒ − πœŽπ‘š )2 + πœπœƒ2 = πœπ‘šπ‘Žπ‘₯
𝜎π‘₯ + πœŽπ‘¦
πœŽπ‘š =
2
Coordinates: (𝜎π‘₯π‘₯ , 𝜏π‘₯𝑦 ), (πœŽπ‘¦π‘¦ , −𝜏π‘₯𝑦 )
Stress cube β†Ί = 𝛼 → Line in MC ↻ = 2𝛼
Finding the angle between πˆπ’ and the sample axis (𝜷) that will
cause the joint failure, according to a certain failure envelope and
a Mohr circle:
5. Linear Elasticity
𝜈=−
πœ€π‘₯
𝜎π‘₯
,πœ€ = ,
πœ€π‘¦ π‘₯ 𝐸π‘₯
𝐺=
𝜏π‘₯𝑦
𝐸
=
,
𝛾π‘₯𝑦 2(1 + 𝜈)
πœ†=
𝐸𝜈
(1 + 𝜈)(1 − 2𝜈)
3. Stress Transformations – 3D
𝜎π‘₯π‘₯
𝜎 = (πœπ‘¦π‘₯
πœπ‘§π‘₯
𝜏π‘₯𝑦
πœŽπ‘¦π‘¦
πœπ‘§π‘¦
𝑙π‘₯′ = cos(π‘₯ ′ π‘₯)
𝑙𝑦′ = cos(𝑦 ′ π‘₯)
𝑙𝑧 ′ = cos(𝑧 ′ π‘₯)
𝜏π‘₯𝑧
πœπ‘¦π‘§ ) ,
πœŽπ‘§π‘§
𝑙π‘₯ ′
𝐿 = ( 𝑙𝑦 ′
𝑙𝑧 ′
π‘šπ‘₯′ = cos(π‘₯ ′ 𝑦)
π‘šπ‘¦′ = cos(𝑦 ′ 𝑦)
π‘šπ‘§ ′ = cos(𝑧 ′ 𝑦)
π‘šπ‘₯ ′
π‘šπ‘¦ ′
π‘šπ‘§ ′
𝑛π‘₯ ′
𝑛𝑦 ′ )
𝑛𝑧 ′
𝑛π‘₯′ = cos(π‘₯ ′ 𝑧)
𝑛𝑦′ = cos(𝑦 ′ 𝑧)
𝑛𝑧 ′ = cos(𝑧 ′ 𝑧)
𝜎 ′ = πΏπœŽπΏπ‘‡
⟨𝜎π‘₯′ 𝜏π‘₯′ 𝑦′ 𝜏π‘₯′ 𝑧 ′ ⟩ = 𝐿π‘₯′ πœŽπΏπ‘‡
Principal stresses (eigenvalues) and their directions (eigenvectors)
πœŽπ‘› = 𝜎 ∗ 𝑛 → (𝜎 − 𝜎 ∗ 𝐼)𝑛 = 0
𝜎π‘₯π‘₯ − πœ†
𝜏π‘₯𝑦
𝜏π‘₯𝑧
πœŽπ‘¦π‘¦ − πœ†
πœπ‘¦π‘§ | = 0
| πœπ‘¦π‘₯
πœπ‘§π‘₯
πœπ‘§π‘¦
πœŽπ‘§π‘§ − πœ†
πœ†3 − 𝐼1 πœ†2 − 𝐼2 πœ† − 𝐼3 = 0
𝐼1 = 𝜎π‘₯π‘₯ + πœŽπ‘¦π‘¦ + πœŽπ‘§π‘§
2
2
2
𝐼2 = 𝜏π‘₯𝑦
+ 𝜏π‘₯𝑧
+ πœπ‘¦π‘§
− 𝜎π‘₯π‘₯ πœŽπ‘¦π‘¦ − 𝜎π‘₯π‘₯ πœŽπ‘§π‘§ − πœŽπ‘¦π‘¦ πœŽπ‘§π‘§
2
2
2
𝐼3 = 𝜎π‘₯π‘₯ πœŽπ‘¦π‘¦ πœŽπ‘§π‘§ + 2𝜏π‘₯𝑦 𝜏π‘₯𝑧 πœπ‘¦π‘§ − 𝜎π‘₯π‘₯ πœπ‘¦π‘§
− πœŽπ‘¦π‘¦ 𝜏π‘₯𝑧
− πœŽπ‘§π‘§ 𝜏π‘₯𝑦
𝜎1 , 𝜎2 , 𝜎3 = πœ†1 , πœ†2 , πœ†3 from largest to smallest
Example of finding a direction for any principal stress (after gaussian
elimination):
1 −1 0
1
𝑛π‘₯ = 𝑛𝑦
1 1
(0 0 1) →
( 1)
→ (1) 𝑛π‘₯ , 𝐿 = √12 + 12 = √2 →
𝑛𝑧 = 0
√2
0 0 0
0
0
7. Induced Seismicity
Coulomb-Mohr criterion – a formula to move from 𝜏 − 𝜎 to 𝜎1 − 𝜎3 :
πœ™
πœ™
𝜎1 = 2𝑆0 tan (45° + ) + 𝜎3 tan2 (45° + )
⏟
2
2
πœŽπ‘
For the 𝜎1 − 𝜎3 coordinate system:
tan πœ“ =
1 + sin πœ™
2𝑐 ⋅ cos πœ™
,𝜎 =
1 − sin πœ™ 𝑐 1 − sin πœ™
Tensile strength of a rock according to Grifitth’s theory
π‘ˆπΆπ‘†
8
𝑇0 =
Proof example:
1
1
𝐢𝑏𝑐 − 𝐢𝑏𝑒
1 𝐾𝑒 − 𝐾𝑏
𝐢 − 𝐢𝑏𝑐
𝐢 𝐢
𝐡=
⏟
(
) = 𝐢𝑏𝑒 ( 𝑏𝑒
) = 𝐢𝑏𝑒 ( 𝑏𝑒 𝑏𝑐 ) =
𝐢𝑏𝑝
𝐢𝑏𝑝
𝐾𝑒
𝛼
?
𝐢𝑏𝑐
𝐢𝑏𝑐
𝐢𝑏𝑝 𝐢𝑝𝑐
𝐢
−
(𝐢
−
)
𝑏𝑐
𝑏𝑐
(𝐢𝑏𝑐 − 𝐢𝑏𝑒 )𝐢𝑏𝑐
𝐢𝑝𝑝 + 𝐢𝑓
𝐢𝑝𝑐
𝐢𝑏𝑒 (
)=
=
=𝐡
𝐢𝑏𝑝 𝐢𝑏𝑒 𝐢𝑏𝑐
𝐢𝑏𝑝
𝐢𝑝𝑝 + 𝐢𝑓
Terzaghi’s law (matrix form) with Biot’s coefficient:
𝑆π‘₯π‘₯ 𝑆π‘₯𝑦 𝑆π‘₯𝑧
𝑃𝑝 0
𝜎π‘₯π‘₯ 𝜎π‘₯𝑦 𝜎π‘₯𝑧
(𝜎π‘₯𝑦 πœŽπ‘¦π‘¦ πœŽπ‘¦π‘§ ) = (𝑆π‘₯𝑦 𝑆𝑦𝑦 𝑆𝑦𝑧 ) − 𝛼 ( 0 𝑃𝑝
𝜎π‘₯𝑧 πœŽπ‘¦π‘§ πœŽπ‘§π‘§
0 0
𝑆π‘₯𝑧 𝑆𝑦𝑧 𝑆𝑧𝑧
0
0)
𝑃𝑝
Pore pressure required for the intact rock failure:
π‘ƒπ‘π‘Ÿπ‘–π‘‘ = 𝜎3 −
11. The Tectonic Stress Field and Methods of measuring in
situ stress
(𝜎1,𝑝 − 𝜎3 ) − π‘žπ‘’
πœ™
tan2 (45° + 2 ) − 1
𝜈
Recall that in a uniaxial strain πœŽβ„Ž = 1−𝜈 πœŽπ‘£ and that an effective stress is
Pore pressure required for the reactivation of a fault:
𝑆𝑗
sin πœ“ ⋅ cos πœ“
π‘ƒπ‘π‘Ÿπ‘–π‘‘ =
+ 𝜎3 + (𝜎1 − 𝜎3 ) (sin2 πœ“ −
)
tan πœ™π‘—
tan πœ™π‘—
When 𝑆𝑗 and πœ™π‘— denote the joint’s cohesion and friction angle.
πœŽπ‘£ = 𝑆𝑣 − 𝛼𝑃𝑝 .
Vertical stresses in-situ
onshore
Vertical stresses in-situ
offshore
Recall that the rock’s failure criterion is 𝜏 = 𝑆0 + ⏟
tan πœ™ πœŽπ‘›
πœ‡
The maximal deviatoric stress the rock can carry is:
2𝑆0 + 2πœ‡πœŽ3
Δ𝜎 = 𝜎1 − 𝜎3 =
πœ‡
(1 − tan 𝛽 ) sin 2𝛽
π‘†πœƒπœƒ
π‘†π‘Ÿπ‘Ÿ
πœŽπœƒπœƒ
π‘Ž 2
0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ + π‘†β„Ž,π‘šπ‘–π‘› ) (1 + ( ) )
π‘Ÿ
π‘Ž 4
−0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ − π‘†β„Ž,π‘šπ‘–π‘› ) (1 + 3 ( ) ) cos 2πœƒ
π‘Ÿ
2
π‘Ž
0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ + π‘†β„Ž,π‘šπ‘–π‘› ) (1 − ( ) )
π‘Ÿ
π‘Ž 2
π‘Ž 4
+0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ − π‘†β„Ž,π‘šπ‘–π‘› ) (1 − 4 ( ) + 3 ( ) ) cos 2πœƒ
π‘Ÿ
π‘Ÿ
π‘Ž 2
)
0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ + π‘†β„Ž,π‘šπ‘–π‘› − 2𝑃𝑝 (1 + ( ) )
π‘Ÿ
π‘Ž 4
π‘Ž 2
−0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ − π‘†β„Ž,π‘šπ‘–π‘› ) (1 + 3 ( ) ) cos 2πœƒ − Δ𝑃 ( ) − 𝜎 Δ𝑇
π‘Ÿ
π‘Ÿ
π‘Ž 2
0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ + π‘†β„Ž,π‘šπ‘–π‘› − 2𝑃𝑝 ) (1 − ( ) )
π‘Ÿ
π‘Ž 2
π‘Ž 4
πœŽπ‘Ÿπ‘Ÿ +0.5(𝑆𝐻,π‘šπ‘Žπ‘₯ − π‘†β„Ž,π‘šπ‘–π‘› ) (1 − 4 ( ) + 3 ( ) ) cos 2πœƒ
π‘Ÿ
π‘Ÿ
2
π‘Ž
+Δ𝑃 ( )
π‘Ÿ
πœƒ is measures from the azimuth of 𝑆𝐻,π‘šπ‘Žπ‘₯ . Δ𝑃 = π‘ƒπ‘šπ‘’π‘‘ − 𝑃𝑝 .
Δ𝑇
𝜎 is the thermal stress arising from the difference between the mud
and formation temperatures.
𝑧
𝑧
πœŽπ‘£ = ∫ 𝜌(𝑧)𝑔𝑑𝑧 = πœŒΜ… 𝑔𝑧
πœŽπ‘£ = πœŒπ‘€ 𝑔𝑧𝑀 + ∫ 𝜌(𝑧)𝑔𝑑𝑧 = πœŒπ‘€ 𝑔𝑧𝑀 + πœŒΜ… 𝑔(𝑧 − 𝑧𝑀 )
0
8. Deformation and Failure in Rocks
12. Stresses around Circular Holes
πœŽπ‘£ = 𝑔ΣπœŒπ‘– 𝑧𝑖
𝑧𝑀
πœŽπ‘£ = πœŒπ‘€ 𝑔𝑧𝑀 + 𝑔ΣπœŒπ‘– 𝑧𝑖
Hydrostatic pore pressure gradient is approximately 10
π‘Ÿ
Variations of 𝑆/πœŽπœƒπœƒ by π‘Ž or πœƒ:
π‘€π‘ƒπ‘Ž
π‘˜π‘š
π‘ƒπ‘β„Žπ‘¦π‘‘π‘Ÿπ‘œ
= πœŒπ‘€ 𝑔𝑧
Example of 𝑠𝑣 calculation:
When we wish to draw Δ𝜎 as a function of 𝛽, 𝜎3 is a constant.
Increasing 𝑆0 or 𝜎3 → less chance for a failure.
Borehole breakout 𝜽 range determination
Analytically: π‘ˆπΆπ‘† = 𝑆𝐻,π‘šπ‘Žπ‘₯ + π‘†β„Ž,π‘šπ‘–π‘› − 2(𝑆𝐻,π‘šπ‘Žπ‘₯ − π‘†β„Ž,π‘šπ‘–π‘› ) cos 2πœƒ
Graphically: draw a horizontal line for the corresponding UCS value.
Tensile fracture will occur if the minimum point of the stress curve is
below its negative value of tensile strength.
9. Laboratory Testing of Rocks
13. In-situ stress estimation methods
Hydrostatic test
Volumetric Strain
𝜎1 = 𝜎2 = 𝜎3 = 𝑃
Δ𝑉
Δ = 𝑉 = πœ€1 + πœ€2 + πœ€3
Bulk Modulus
𝐾=Δ
Uniaxial test
Triaxial test
𝜎1 > 𝜎2 = 𝜎3 = 0
𝜎1 > 𝜎2 = 𝜎3 > 0
The relation between the stresses’ magnitudes results in different types
1. Hydraulic fracturing (𝑷𝒄 , 𝑷𝒓 , 𝑷𝒔 → πˆπ’‰ , πˆπ‘― , π‘»πŸŽ )
of faults:
𝑃
𝑃𝑐 = 3𝜎𝐻 − 𝜎𝐻 + 𝑇0
π‘ƒπ‘Ÿ = 3πœŽβ„Ž − 𝜎𝐻
𝑃𝑠 = πœŽβ„Ž
Δ𝜎
Δπœ€
Δπœ€π‘Ÿπ‘Žπ‘‘π‘–π‘Žπ‘™,π‘Žπ‘£π‘’π‘Ÿπ‘Žπ‘”π‘’
𝜈=−
Δπœ€π‘Žπ‘₯π‘–π‘Žπ‘™
2. Flat Jack
1 − 2 cos(2πœƒπ΄ ) 1 + 2 cos(2πœƒπ΄ )
𝐴=[
]
1 − 2 cos(2πœƒπ΅ ) 1 + 2 cos(2πœƒπ΅ )
We assume that πœƒ = 0° horizontally and πœƒ = 90° vertically (the
principal stresses are πœŽπ‘£ and πœŽβ„Ž ).
πœŽπœƒ,𝐴
πœŽβ„Ž
(𝜎 ) = 𝐴 (𝜎 )
πœƒ,𝐡
𝑣
πœŽπœƒ,𝐴
πœŽβ„Ž
(𝜎 ) = 𝐴−1 (𝜎 )
πœƒ,𝐡
𝑣
Rule of thumb:
→ 𝜎1 is in 60° to the normal of the fault plane
→ 𝜎3 is in 30° to the normal of the fault plane
→ 𝜎2 is parallel to the strike
𝐸=
Minimal machine stiffness:
|𝐸𝑠𝑠 |𝐴
π‘˜π‘š ≥ π‘˜π‘Ÿ =
𝐿
π‘˜π‘š – machine stiffness
π‘˜π‘Ÿ – rock stiffness
𝐸𝑠𝑠 – the steepest slope of the rock after reaching ultimate strength.
Normal fault → dip = 60‫Ϋ₯‬
Reverse fault → dip = 30°
3. Over-coring – Strain Rosette
First, find the strain tensor.
cos 2 πœƒπ΄ sin2 πœƒπ΄ sin 2πœƒπ΄
𝐴 = [cos 2 πœƒπ΅ sin2 πœƒπ΅ sin 2πœƒπ΅ ]
cos 2 πœƒπΆ sin2 πœƒπΆ sin 2πœƒπΆ
πœ€π‘₯
πœ€π‘₯
πœ€π΄
πœ€π΄
[πœ€π΅ ] = 𝐴 [ πœ€π‘¦ ] → [ πœ€π‘¦ ] = 𝐴−1 [πœ€π΅ ]
πœ€πΆ
Γxy
Γxy
πœ€πΆ
Then, find the principal strains and their orientation.
1
1
πœ•π‘‰
𝐢𝑏𝑐 = − 𝑉 𝑖 ( πœ•π‘ƒπ‘)
𝑏
𝑐
1
𝑝
𝑐
πœ•π‘‰
𝐢𝑏𝑝 = 𝑉 𝑖 (πœ•π‘ƒπ‘)
𝑃𝑝
𝑝
𝑏
πœ•π‘‰
1
𝐢𝑝𝑐 = − 𝑉 𝑖 (πœ•π‘ƒπ‘)
𝑃𝑐
πœ•π‘‰
1
𝐢𝑝𝑝 = 𝑉 𝑖 (πœ•π‘ƒπ‘ )
𝑝 𝑃
𝑐
𝑝
𝑃𝑝
𝑑𝑉𝑏
πœ•π‘‰π‘
πœ•π‘‰π‘
π‘‘πœ€π‘ = − 𝑖 = − (( 𝑖 ) + ( 𝑖 ) ) = 𝐢𝑏𝑐 𝑑𝑃𝑐 − 𝐢𝑏𝑝 𝑑𝑃𝑝
𝑉𝑏
𝑉𝑏 𝑃
𝑉𝑏 𝑃
𝑝
𝑐
𝑑𝑉𝑝
πœ•π‘‰π‘
πœ•π‘‰π‘
π‘‘πœ€π‘ = − 𝑖 = − (( 𝑖 ) + ( 𝑖 ) ) = 𝐢𝑝𝑐 𝑑𝑃𝑐 − 𝐢𝑝𝑝 𝑑𝑃𝑝
𝑉𝑝
𝑉𝑝 𝑃
𝑉𝑝 𝑃
𝑝
𝐢𝑏𝑒 = (
𝑐
𝐢𝑏𝑝 𝐢𝑝𝑐
πœ•π‘‰π‘
πœ•πœ€π‘
)
= 𝐢𝑏𝑐 −
=( )
πœ•π‘ƒπ‘ π‘’π‘›π‘‘π‘Ÿπ‘Žπ‘–π‘›π‘’π‘‘
𝐢𝑝𝑝 + 𝐢𝑓 βŸπœ•π‘ƒπ‘ π‘’π‘›π‘‘π‘Ÿπ‘Žπ‘–π‘›π‘’π‘‘
Calculation of h. stresses based on πˆπ’— , fault type and location:
Normal fault → πœŽβ„Ž = πΎπ‘Ž πœŽπ‘£ (tensional stress regime)
Reverse fault → πœŽβ„Ž = 𝐾𝑝 πœŽπ‘£ (compressive stress regime)
UCS is not included in the formulas near to a preexisting fault.
Near a preexisting
𝐾𝑝
πΎπ‘Ž
fault?
Yes
No
1
πœ™
tan2 (45° + )
2
𝑆𝑣 − π‘ˆπΆπ‘†
πœ™
𝑆𝑣 tan2 (45° + )
2
πœ™
tan2 (45° + )
2
π‘ˆπΆπ‘†
πœ™
+ tan2 (45° + )
𝑆𝑣
2
The failure envelope will be tangent to the 2 Mohr circles based on
πΎπ‘Ž πœŽπ‘£ , πœŽπ‘£ and 𝐾𝑝 πœŽπ‘£ .
π‘ π‘œπ‘šπ‘’π‘‘π‘–π‘šπ‘’π‘  π‘€π‘Ÿπ‘–π‘‘π‘‘π‘’π‘›
π‘‘β„Žπ‘–π‘  π‘€π‘Žπ‘¦
πΆπ‘š = 𝐢𝑏𝑐 − 𝐢𝑏𝑝 = 𝐢𝑝𝑐 − 𝐢𝑝𝑝
πœ•π‘ƒ
𝐡 = ( πœ•π‘ƒπ‘ )
𝑐
=
π‘’π‘›π‘‘π‘Ÿπ‘Žπ‘–π‘›π‘’π‘‘
𝐾𝑏
πΆπ‘š
π‘š
𝑏𝑐
1
2 + (πœ€ − πœ€ )
πœ€1,2 = 2(πœ€π‘₯ + πœ€π‘¦ ) ± √𝛀π‘₯𝑦
𝑦
4 π‘₯
10. Poroelasticity
𝐢𝑝𝑝 +πΆπ‘š
𝐢𝑝𝑝 +𝐢𝑓
=
⏟
πΆπ‘š β‰ͺ𝐢𝑝𝑝
𝐢𝑏𝑝
𝛼 = 1−𝐾 = 1−𝐢 →𝛼 =
𝐢𝑏𝑐
𝐢𝑝𝑝
𝐢𝑝𝑝 +𝐢𝑓
=
1
𝐢𝑓
)
𝐢𝑝𝑝
1+(
Higher Biot coefficient → higher effect of pore pressure.
1
𝐾𝑏 = 𝐾 = 𝐾𝑑 =
𝐢𝑏𝑐
1
πΎπ‘š =
πΆπ‘š
1
𝐾𝑒 =
𝐢𝑏𝑒
𝐢𝑓 = 𝑆𝑀 𝐢𝑀 + (1 − π‘†π‘Š )πΆπ‘Ž
Erosion effect on horizontal stress magnitude (at depth 𝒁 − πš«π’):
𝜈
Δ𝑍
𝐾(𝑍) = 𝐾0 + (𝐾0 −
)⋅
1−𝜈
𝑍
Thus, erosion of overlying rock will tend to increase the value of K, the horizontal
stress becoming greater than the vertical stress at depths less than a certain value.
2Γπ‘₯𝑦
tan 2πœƒ =
πœ€π‘₯ − πœ€π‘¦
2
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