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<p>In this paper, the basic physical property characterization technology, combined with micro-mechanical experiments and simulation, is used to explore the micro-physical properties and mechanical properties of the layered shale of the Lianggaoshan Formation, so as to achieve quantitative characterization. The results show that the elastic modulus, hardness and fracture toughness of shale parallel bedding are greater than those of vertical bedding. The physical properties and elastic modulus can be quantitatively characterized, and the calculation method of brittleness index can be established. The simulation study of nanoindentation shows that the crack propagation extends along the direction of force, forming internal concentrated damage. Therefore, it is verified that the mechanical properties of shale oil are affected by the internal fabric characteristics and bedding in the process of shale oil exploitation, which also affects the direction of force. It provides theoretical and data support for the research of shale oil mining technology.</p>

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Micromechanical Response of Laminated Shale Based on Nanoindentation and Microscratch Experiments with Numerical Simulation

  • 期刊论文

  • 发表日期：

    2026年2月16日

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  • Zhangping Yan,
  • Xin Tang,
  • Qiuqi Chen,
  • Haifeng Yan,
  • Yuhang Zhou

摘要

In this paper, the basic physical property characterization technology, combined with micro-mechanical experiments and simulation, is used to explore the micro-physical properties and mechanical properties of the layered shale of the Lianggaoshan Formation, so as to achieve quantitative characterization. The results show that the elastic modulus, hardness and fracture toughness of shale parallel bedding are greater than those of vertical bedding. The physical properties and elastic modulus can be quantitatively characterized, and the calculation method of brittleness index can be established. The simulation study of nanoindentation shows that the crack propagation extends along the direction of force, forming internal concentrated damage. Therefore, it is verified that the mechanical properties of shale oil are affected by the internal fabric characteristics and bedding in the process of shale oil exploitation, which also affects the direction of force. It provides theoretical and data support for the research of shale oil mining technology.