Influence of strain measurement methods on crack initiation and crack damage thresholds of shale

Abstract The crack initiation stress (σ ci) and crack damage stress (σ cd) are two important stress thresholds for describing the progressive failure process of rocks. Accurately obtaining these two stress thresholds is crucial for analyzing the anisotropic characteristics of shale under the influen...

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Main Authors: Rongchao Xu, Liang Gao, Yiding Jin, Yibo Wang, Zhen Li, Shanchao Hu
Format: Article
Language:English
Published: Springer 2025-03-01
Series:Geomechanics and Geophysics for Geo-Energy and Geo-Resources
Subjects:
Online Access:https://doi.org/10.1007/s40948-025-00940-8
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author Rongchao Xu
Liang Gao
Yiding Jin
Yibo Wang
Zhen Li
Shanchao Hu
author_facet Rongchao Xu
Liang Gao
Yiding Jin
Yibo Wang
Zhen Li
Shanchao Hu
author_sort Rongchao Xu
collection DOAJ
description Abstract The crack initiation stress (σ ci) and crack damage stress (σ cd) are two important stress thresholds for describing the progressive failure process of rocks. Accurately obtaining these two stress thresholds is crucial for analyzing the anisotropic characteristics of shale under the influence of bedding planes. The stress thresholds of rocks can be effectively obtained based on the response law of axial and circumferential strains during rock failure. Therefore, strain measurement methods have a significant impact on the stress threshold of rocks. Currently, there are mainly two methods to measure the axial strain of rock by displacement sensors, namely, axial extensometer and linear variable differential transformer (LVDT). To investigate the influence of strain measurement methods on σ ci and σ cd of shale, the stress thresholds and corresponding strain thresholds obtained by the extensometer and LVDT axial strain measurement methods were calculated based on the triaxial compression test results of Longmaxi shale under seven different bedding plane angles, and the differences in the calculation results based on the two methods were analysed. The discrete element method (DEM) was used to carry out numerical analysis, and the influence of the two measurement methods on the mechanical properties of rock was further studied. The research shows that the influence of strain measurement methods on the mechanical properties of shale is mainly reflected in deformation parameters, stress and strain thresholds and the post‒peak shape of the stress‒strain curve. For σ cd and its corresponding strain threshold, the calculation result of the extensometer is obviously smaller than that of the LVDT. In terms of σ cd, shale shows significant anisotropic characteristics.
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institution Kabale University
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record_format Article
series Geomechanics and Geophysics for Geo-Energy and Geo-Resources
spelling doaj-art-004cec24ab0c4ea3ab411317f0c2f36e2025-08-20T03:40:48ZengSpringerGeomechanics and Geophysics for Geo-Energy and Geo-Resources2363-84192363-84272025-03-0111112710.1007/s40948-025-00940-8Influence of strain measurement methods on crack initiation and crack damage thresholds of shaleRongchao Xu0Liang Gao1Yiding Jin2Yibo Wang3Zhen Li4Shanchao Hu5College of Geosciences and Engineering, North China University of Water Resources and Electric PowerChina Northwest Water Conservancy & Hydropower Engineering Consulting Co., Ltd.PowerChina Beijing Engineering Corporation LimitedChina Northwest Water Conservancy & Hydropower Engineering Consulting Co., Ltd.School of Civil Engineering, Henan Polytechnic UniversityCollege of Energy and Mining Engineering, Shandong University of Science and TechnologyAbstract The crack initiation stress (σ ci) and crack damage stress (σ cd) are two important stress thresholds for describing the progressive failure process of rocks. Accurately obtaining these two stress thresholds is crucial for analyzing the anisotropic characteristics of shale under the influence of bedding planes. The stress thresholds of rocks can be effectively obtained based on the response law of axial and circumferential strains during rock failure. Therefore, strain measurement methods have a significant impact on the stress threshold of rocks. Currently, there are mainly two methods to measure the axial strain of rock by displacement sensors, namely, axial extensometer and linear variable differential transformer (LVDT). To investigate the influence of strain measurement methods on σ ci and σ cd of shale, the stress thresholds and corresponding strain thresholds obtained by the extensometer and LVDT axial strain measurement methods were calculated based on the triaxial compression test results of Longmaxi shale under seven different bedding plane angles, and the differences in the calculation results based on the two methods were analysed. The discrete element method (DEM) was used to carry out numerical analysis, and the influence of the two measurement methods on the mechanical properties of rock was further studied. The research shows that the influence of strain measurement methods on the mechanical properties of shale is mainly reflected in deformation parameters, stress and strain thresholds and the post‒peak shape of the stress‒strain curve. For σ cd and its corresponding strain threshold, the calculation result of the extensometer is obviously smaller than that of the LVDT. In terms of σ cd, shale shows significant anisotropic characteristics.https://doi.org/10.1007/s40948-025-00940-8Strain measurement methodShaleCrack initiation stressCrack damage stressAnisotropy
spellingShingle Rongchao Xu
Liang Gao
Yiding Jin
Yibo Wang
Zhen Li
Shanchao Hu
Influence of strain measurement methods on crack initiation and crack damage thresholds of shale
Geomechanics and Geophysics for Geo-Energy and Geo-Resources
Strain measurement method
Shale
Crack initiation stress
Crack damage stress
Anisotropy
title Influence of strain measurement methods on crack initiation and crack damage thresholds of shale
title_full Influence of strain measurement methods on crack initiation and crack damage thresholds of shale
title_fullStr Influence of strain measurement methods on crack initiation and crack damage thresholds of shale
title_full_unstemmed Influence of strain measurement methods on crack initiation and crack damage thresholds of shale
title_short Influence of strain measurement methods on crack initiation and crack damage thresholds of shale
title_sort influence of strain measurement methods on crack initiation and crack damage thresholds of shale
topic Strain measurement method
Shale
Crack initiation stress
Crack damage stress
Anisotropy
url https://doi.org/10.1007/s40948-025-00940-8
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