Evolutionary features of microscopic damage in shale under unloading action.

PLoS One

Datong Hongtai Mine Engineering Construction Co., Ltd. of Jinneng Holding Coal Industry Group, Datong, China.

Published: September 2025


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Article Abstract

To reveal the microscopic damage evolution law of rocks under the effect of unloading disturbances with different amplitudes, electron microscope scanning, nuclear magnetic resonance (NMR), and triaxial compression tests were carried out. The evolution patterns of surface and internal pore types and mechanical properties of rock specimens after unloading perturbation were analyzed. In this paper, a classification of the ratio of dmax/dmin (dmax and dmin refer to the maximum and minimum pore size of each pore, respectively) is proposed to examine the pore and crack evolution extension development on the surface of the specimen. Meanwhile, the T2 energy spectrum with pore size classification is used to examine the damage quantification law of the pore and crack extension evolution inside the specimen. Finally, the statistical damage model of unloaded disturbed rock is established through theoretical derivation, and the accuracy of the model is verified by experimental data. The study shows that: (1) With the increase of unloading amplitude, there is an increase in the number of nascent cracks and a tendency to expand, which is caused by shear extension cracks; with the increase of unloading amplitude, there is a tendency for the microporosity to shift to the mesoporosity, and the mesoporosity has a tendency to shift to the macroporosity, and there is a decrease in the number of micropores as a whole, which indicates that there is almost no new pore sprouting. (2) When the unloading amplitude is less than 20MPa, with the increase of the unloading amplitude, the pore ratio and expansion rate of the specimen increase slowly; when the unloading amplitude is more than 20MPa, with the increase of the unloading amplitude, the pore ratio and expansion rate of the specimen have a significant tendency to increase. (3) With the increase of unloading amplitude, the shale shear strength limit value decreases more slowly, the modulus of elasticity and shear strength also show a similar pattern of change, and the same way to derive the rock Poisson's ratio does not change much.

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