Investigation of mechanical properties of bedded shale by nanoindentation tests: A case study on Lower Silurian Longmaxi Formation of Youyang area in southeast Chongqing, China

Abstract

Abstract The mechanical properties such as Young's modulus, hardness and fracture toughness of Lower Silurian Longmaxi shale samples from Youyang area in southeast Chongqing, China were investigated using dot matrix nanoindentation measurements. With the help of field emission scanning electron microscope (FESEM) and energy dispersive X-ray fluorescence spectroscopy (EDS), the indentation morphology and mineral composition in indentation area were quantitatively analyzed. According to mechanical strength classification, a micromechanical model with three components was introduced and the Mori-Tanaka model was used to upscale mechanical parameters from nano-scale to centimeter-size scale, which were further compared with uniaxial compression results. The experimental results show that there is a positive linear correlation between Young's modulus and hardness and between the Young's modulus and the fracture toughness under nano-scale; the Young's modulus, hardness and fracture toughness perpendicular to the bedding are slightly lower than those parallel with the bedding. According to data statistics, the mechanical properties at the nano-scale follow Weibull distribution feature and the dispersion degree of hardness results is the highest, which is mainly due to shale anisotropy and nanoindentation projection uncertainty. Comparing the results from nanoindentation test, with those from upscaling model and uniaxial compression test shows that the mechanical parameters at the nano-scale are higher than those from upscaling model and uniaxial compression test, which proves mechanical parameters at different scales have differences. It's because the larger the core, the more pores and internal weakness it contains, the less accurate the interpreted results of mechanical parameters will be.