Flow equations in various cases

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©MBDCI
Stress, Strain, Pressure, Deformation,
Strength, etc.
Maurice Dusseault
Stress-Strain-Strength Intro
©MBDCI
Common Symbols in RM
E, n:
Young’s modulus, Poisson’s ratio
 f:
Porosity (e.g. 0.25, or 25%)
 c′, f′,To: Cohesion, friction , tensile strength
 T, p, po: Temperature, pressure, initial pres.
 sv, sh:
Vertical and horizontal stress
 shmin, sHMAX: Smallest, largest horizontal σ
 s1,s2,s3:Major, intermediate, minor stress
 r, g:
Density, unit weight (g= rg)
 K, C:
Bulk modulus, compressibility
These are the most common symbols we use

Stress-Strain-Strength Intro
©MBDCI
Stress and Pressure





Petroleum geomechanics
deals with stress, pressure
Stress is a force over an area
Pressure is that part of the
boundary forces supported by
the fluid phase only
Do not confuse the two!
Pressure – p – for fluids only.
Fluid can be water, oil, gas…
Stress-Strain-Strength Intro
sa – axial
stress
pore
pressure
A
po
sr – radial
stress

Fa
sa 
A
©MBDCI
Stresses





Stresses in sedimentary rocks arise because of
gravity and geological history
Stresses are different in different directions
Three principal stresses are orthogonal, and
the vertical direction is usually one of them
Overburden weight is = sv (+/- 5%)
The lateral stresses, shmin and sHMAX (or sh
and sH) are at 90° to each another
Stress-Strain-Strength Intro
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Stress Definitions
s1 > s2 > s3
s3
Principal
s2 Stresses
s1
s1
s2
max planes
sa = s1
sr
sr = s3
s3
slip
planes
Triaxial
Test
Stresses
sa
y
We usually
assume sv is a
principal stress
x
sv
sHMAX > shmin
sr
sq
sHMAX
shmin
In Situ
Stresses
Stress-Strain-Strength Intro
q
r
ri
z
Borehole
Stresses
©MBDCI
Local, Reservoir and Regional Scales

Regional Scale Stresses
~100 km
 Basin
scale: 50 km to 1000 km
 Often called “far-field stresses”

Reservoir Scale Stresses
~4 km
 A reservoir,
or part of a reservoir
 Scale from 500 m to several km
 Salt dome region: 5-20 km affected zone
~400 m

Local Scale Stresses
 Borehole
region: 1-5 m
 Drawdown zone (well scale) 100-1000 m
Small Scale Stresses (less than 10-20 cm)

Stress-Strain-Strength Intro
©MBDCI
Discontinuities & Rocks


Rocks are heterogeneous at all
scales (microns to kilometers)
In granular media, macroscopic
stresses are transmitted through
grain contact forces (fn, fs)
fs = shear force
fn = normal force
Stress-Strain-Strength Intro
©MBDCI
Definition of Stress

sh

Stress is the force over an
area: s = F/A
However, at a small scale,
grain-to-grain forces act!
At grain contacts, local
stresses can be huge
(pressure solution effects)
Stresses are averages of
forces on a plane surface:
Sfn/AS
Pressure: in fluid only


Stress-Strain-Strength Intro
sv
f1
f2
f4
po
f3
s
sh

©MBDCI
Effective Stresses



Stress-Strain-Strength Intro
sv + po = sv (or Sv)
f1
f2
f4
po
f3
sv + po = sv (or Sv)
sh + po = sh (or Sh)

Pressure is the same in
all directions (a fluid)
Effective stress is the
sum of the grain-to-grain
(matrix) forces
The sum of p and s
gives total stresses, s
Usually, sv = r(z)dz
shmin , sHMAX must be
measured or estimated
sh + po = sh (or Sh)

©MBDCI
Effective (Matrix) Stress & Pressure

Example: total vertical stress (sv) is the sum of
the stress transmitted through the solid grain
contacts (s′v) and the pore pressure (p)
sv  s‛v  p
…or…Total stress = sum of
matrix stress plus pore pressure

This is known as the “effective stress law” or the
“Terzaghi Law” or the “effective stress principle”
Stress-Strain-Strength Intro
©MBDCI
Example of Effective Stress


Consider a hovercraft – the mass is M
At rest, all the stress is through solid-solid
 This


is 100% “effective stress” (p = 0)
When operating, p·A = M·g
In other words, the pore pressure is supporting
all of the weight, so the effective stress = 0
p·A = W (= M·g)
M
Stress-Strain-Strength Intro
p
©MBDCI
REMEMBER!

Total stress is the sum of effective stress and the
pore pressure: symbol is

σ
Effective (or matrix) stress) is the force
transmitted through the solid: symbol is

Pore pressure is the force transmitted through the
fluid phase: symbol is

σ′
p
σ  σ′ + p (σhmin  σ′hmin + p; σHMAX  σ′HMAX + p
σθ  σ ′θ + p , etc…)
Stress-Strain-Strength Intro
©MBDCI
Stresses (II)


Normal stresses (s) act orthogonal (normal) to
a plane and cause the material to compress
Shear stresses () act parallel to a plane and
cause the- material to distort
sy
yx
xy
sx+
y
xy
yx
sy+
x
Stress-Strain-Strength Intro
sx -
Static equilibrium:
sx  sx
sy  sy
xy = - yx
©MBDCI
Pressures





Pressures refer to the fluid potential (p)
Pressures can be hydrostatic, less than
hydrostatic (rare) or greater (common).
Called underpressured or overpresssured
Pressures at a point are the same in all
directions because they are within the fluid
We assume that capillary effects are not
important for large stresses and pressures
Also, differences in pressures lead to flow
Stress-Strain-Strength Intro
©MBDCI
Pressures at Depth
pressure (MPa)
~10 MPa
Fresh water: ~10 MPa/km
Sat. NaCl brine: ~12 MPa/km
Hydrostatic pressure distribution: p(z) = rwgz
1 km
Underpressured case:
underpressure ratio = p/(rwgz),
a value less than 1
underpressure
depth
Stress-Strain-Strength Intro
Overpressured case:
overpressure ratio = p/(rwgz),
a value greater than 1.2
overpressure
Normally pressured range:
0.95 < p(norm) < 1.2
The “Unifying” Principle in RM
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©MBDCI
The famous Terzaghi concept (1921)
Only changes in “effective” stresses [s′ij ]
affect strength and deformation behavior (as a
first approximation)
Effective stress is the component transmitted
through the solid rock matrix
Total stresses are the sum of the effective
stresses and the pressures: s = s + p, or:
sij = [s]ij + [p]
Stress-Strain-Strength Intro
©MBDCI
What is “Strain”?


Strain is the deformation that has occurred
during a stress change (Δσ′)
It is expressed as a ratio to the original length
Δσ′
ΔL
 L 


a
L 
  axial
L
Stress-Strain-Strength Intro
Δσ′
ε = 0.01 = 1% strain
What is “Volumetric Strain” - εv?


©MBDCI
It is the change in volume (ΔV/V) during a
change in the all-around effective stress (Δσ′)
It is linked to the bulk modulus
V s
v 

 x  y  z
V
K
Δσ′
Compressibility:
Δσ′
ΔV or Δf
Δσ′
Stress-Strain-Strength Intro
Δσ′
1 V
1
K = bulk modulus K   
V s
C3D = compressibility = 1/K
Pore volume compressibility = Cf
1 f
Cf  
f s
©MBDCI
Strain vs. Deformation…


Deformation is the sum of all strains over a
specified distance
Example: subsidence of 1.5 m at the surface
is a deformation; however, in a 100 m thick
compacting reservoir, this is εv = 0.015 (1.5%)
subsidence bowl
z ~ 1.5 m
depth, Z
compaction = 1.5 m,
εv = 1.5/100 = 0.015
h = 100 m
Stress-Strain-Strength
Intro
In this case, use C1D
width, W
©MBDCI
Use of Strain in Geomechanics



We usually only speak of normal strain,
seldom about shear strain (angular distortion)
We usually use only the principal normal
strains, in the direction of the principal stresses
In anisotropic, jointed or sheared rocks, the
concept of strain becomes very complicated…
the anisotropy is at an  to the principal stresses
 If there is slip along the shear plane or joints
 A shear plane is never║to the principal stresses
 If
Stress-Strain-Strength Intro
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Strain and Shear Slip


Stress-Strain-Strength Intro
σ a = σ1
σr = σ3

As σa increased, εa took
place as well
However, when yield
took place, deformation
only along slip plane!
We cannot speak about
strain any more, only
slip or deformation
Also, there is elastic
strain and plastic
strain…
σr = σ3

σ a = σ1
©MBDCI
Rock Stiffness Determination
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




Stiffness controls stress changes
Estimate stiffness using correlations based on
geology, density, porosity, lithology, ....
Use seismic velocities (vP, vS) for an upperbound limit (invariably an overestimate)
Use measurements on laboratory specimens
(But, there are problems of scale and joints)
In situ measurements
Back-analysis using monitoring data
Stress-Strain-Strength Intro
©MBDCI
What are E and n?
s
deformation
L
Young’s modulus (E):
E is how much the material
compresses under a change
in effective stress
Poisson’s ratio n:
n is how much rock expands
laterally when compressed.
If n = 0, no expansion (eg: sponge)
In n = 0.5, complete expansion,
therefore volume change is zero
Stress-Strain-Strength Intro
radial
dilation
r
L
strain () =
L
E = s

n = r
L
L
©MBDCI
Thermal Expansion (Thermal Strain)




When rocks are heated,
expansion takes place
We call this “thermoelastic” expansion…
The coefficient of
volumetric thermal
expansion is defined
However, the pore
liquid can expand at a
different rate than the
matrix!
Stress-Strain-Strength Intro
(constant σ′, p)
ΔT → ΔV
1 V
 
V T
1 L
T   
L T
Thermal strains
 v ] T  [ x   y   z ] T
Note: linear & volumetric coefficients
of thermal expansion differ by a
factor of three: β = 3αT
©MBDCI
Rock Strength (I)




Strength can be resistance to shear stress (shear
strength), compressive normal stress (crushing
strength), tensile stress (tensile strength),
bending stress (beam strength)…
All of these depend on effective stresses (s),
therefore we must know the pore pressure (p)
Rock specimen strength is usually very
different than rock mass strength because of
joints, bedding planes, fissures, etc.
Which to use? Depends on the problem scale.
Stress-Strain-Strength Intro
©MBDCI
How To “Test” This Rock Mass?





Joints and fractures can
be at scales of mm to
several meters
Large f core: 115 mm
Core plugs: 20-35 mm
If joints dominate,
small-scale core tests
are “indicators” only
This issue of “scale”
enters into all Petroleum
Geomechanics analyses
A large core specimen
A core “plug”
1m
Machu Picchu, Peru, Inca Stonecraft
Stress-Strain-Strength Intro
©MBDCI
Rock Strength (II)



Tensile strength (To) is difficult to measure: it is directiondependent, flaw-dependent,
sample size-dependent, ...
To is used in fracture models
(HF, thermal fracture, tripping
or surge fractures)
For a large reservoir, To is
assumed to be zero because
of joints, bedding planes, etc.
Stress-Strain-Strength Intro
F
Prepared
rock
specimen
A
To = F/A F
©MBDCI
Rock Strength (III)


Shear strength is a vital geomechanics
strength aspect, used for design
Shearing is associated with:
•Borehole instabilities, including breakouts, failure
•Reservoir shear and induced seismicity
•Casing shear and well collapse
•Reactiviation of old faults, creation of new ones
•Hydraulic fracture in soft, weak reservoirs
•Loss of cohesion and sand production
•Bit penetration, particularly PCD bits
sn is normal effective stress
 is the shear stress,║to slip plane
Stress-Strain-Strength Intro
sn
slip plane

rock
©MBDCI
Rock Strength (IV)
sa
slip
planes

sr
sr
stress difference
sa

σ1 - σ3
peak
strength
Stress-Strain-Strength Intro
axial strain
εa
Shear strength depends
on the frictional
behaviour and the
cohesion of the rock
Carry out a series of
triaxial shearing tests at
different s3, plot each as
a stress-strain curve,
determine peak strengths
©MBDCI
What is “Failure”?



Be very careful!!
Failure is a loss of
function. Rock yield is
a loss of strength.
Don’t confuse them!!
For example:
Most boreholes have
“yielded” zones
 But, the hole has not
collapsed! …or “failed”!
 It still fulfills its function
(allowing drill advance)
sMAX

Stress-Strain-Strength Intro
smin
Breakouts
©MBDCI
Yield vs. Failure

When a rock passes its peak strength, we say it
has “yielded” (strain-weakening)
A strength criterion is also called a yield
criterion. The most common yield criterion for
rocks is the Mohr-Coulomb yield criterion
The blue line is the M-C
yield (or failure) criterion
for a single GMU.
Stress-Strain-Strength Intro
 = shear stress

To
f′ = friction angle
c′ = cohesion
σ′n = normal effective stress
©MBDCI
Cautions!




Even within rock mechanics, there are
semantic arguments (e.g. strain-weakening vs.
strain-softening…, yield vs. failure…)
Be clear and consistent in how you use terms.
Define them if necessary.
Make sure others clarify their usage as well.
When in doubt, ask for clarification!
Stress-Strain-Strength Intro
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