Discrete Element Modeling of Transversely Isotropic Rock Applied to Foundation and Borehole Problems

"In spite of the applications of DEM models to emulate the elastic modulus, Poisson’s ratio and strengths of isotropic rock in laboratory scale, extensions to anisotropic rock and larger engineering scale still have many challenges to overcome such as robust verification and validation against observed field case. In this study, a discrete element modeling was performed in order to represent a transversely isotropic rock such as shale, and the upscaled model was applied to foundation and borehole problems using PFC2D. The applicability of the upscaled rock mass model was verified by an analytical solution. The DEM modeling of stress redistribution induced by an applied surface line load compares well with Boussinesq’s isotropic solution and anisotropic solution given by Bray. The borehole model with a circular opening under biaxial stress was compared with both isotropic and anisotropic solutions resulting in good agreement. The abilities of DEM model to investigate the micromechanisms accounting for complex macroscopic behaviors and to predict the macroscopic behavior are discussed.The results demonstrate that DEM modeling has the potential to be applied to anisotropic rock mechanics problems on larger engineering scales such as wellbore stability problems especially in shale formations. Furthermore, the effect of anisotropy modeled through this study may be able to explain failure behavior of anisotropic rock encountered frequently in real cases.INTRODUCTIONAnisotropy is prevalent in various types of rocks, especially in shale that contain a set of parallel bedding planes. These weak planes in various forms are sources of large deformation and low shear strength and contribute significantly to the anisotropic behavior of rocks (Amadei, 1996; Cho et al., 2012; Kim et al., 2012). As elastic and strength behavior of anisotropic rock is substantially different from that of isotropic rock, proper consideration of anisotropy is of great importance. There is extensive of experimental evidence showing the anisotropy of shale. Niandou et al. (Niandou et al., 1997) analyzed the plastic deformation and failure mechanisms of Tournemire shale were highly dependent on the orientation of bedding planes. Cho et al. (Cho et al., 2012) presented various deformations and strengths of Boryeong shale obtained from laboratory experiments. Fjaer and Nes (Fjaer and Nes, 2013) performed uniaxial and triaxial compressive strength tests using Mancos shale, and they observed that the shear sliding along the planes of weakness before the occurrence of a major failure can reduce the strength of anisotropic rock. The recent research has demonstrated that the anisotropy of rock is an important consideration in rock engineering."