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Abstract
Because of salt cavern utilization for liquid, gas and solid waste storage, salt rock mechanical properties are needed for assessments of
facility, stability and safety. Bedded salt deposits are widespread and used as much or more than diapiric salt bodies as storage facility
hosts, but experimental data on the mechanical properties of bedded salt rock with impurities are far less common than data available on
relatively pure diapiric salt rocks. Through laboratory uniaxial and triaxial compression experiments on rock salt (halite), interlayers
(anhydrite) and bedded composite specimens (anhydritehalite and mudstonehalite), differences in mechanical properties of the various
lithologies are explored. In the composite specimens, the weakest or the most deformable component governs the behavior. Also, the
properties of bedded composite lithology specimens tend to be in between the property ranges of the pure lithologies. The elastic
modulus of the bedded salt rock increases from 5.3 to 24.1 GPa with an increase in the conning stress from 0 to 15 MPa, with some
evidence of sample damage. The ductile transition for halite at the strain rates used is at about s310 MPa.
With increasing s3, the anhydritehalite composite lithology deformation showed strain hardening and a strong trend to ductile
behavior as the halite bands tended to dominate the behavior. Strain incompatibility effects exist along interfaces between creeping and
non-creeping phases in anhydritehalite composite lithologies. Mudstonehalite rocks tended to be extremely weak, compared with all
other specimens.
r 2006 Elsevier Ltd. All rights reserved.
Keywords: Bedded salt rock; Anhydrite; Mudstone; Halite; Mechanical properties; Salt cavity storage; Rock mechanics
1365-1609/$ - see front matter r 2006 Elsevier Ltd. All rights reserved.
doi:10.1016/j.ijrmms.2006.09.007
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W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411 401
Pre-Caspian Basin in Kazakhstan). Because the advantage gradually increased to the pre-established s3 values, then
of salt storage facilities is related to their proximity to the axial loading imposed at a constant strain rate
user (or waste generator), it is often necessary to consider (5 105 s1) until the axial load dropped and the speci-
facility establishment in bedded salts with numerous men was irrevocably damaged. This strain rate is rapid
interbeds (anhydrite, shale, salty mudstones, carbonates, compared with the strain rates experienced during the
etc.), zones of chaotic salt (with heterogeneous intercrystal- running of a storage facility, as the intent was to explore
line clay), zones of closely interbedded salt shale and so on. short-term behavior such as might be encountered, for
Because substantial vertical-direction inhomogeneities are example, in a case of rapid pressure drawdown in a cavern,
more characteristic of bedded salt rock than diapiric salt, or even during the dissolution phase.
the mechanical properties of bedded salt deposits are Loads and deformations were recorded throughout the
different from those of the almost pure rock salt (NaCl) tests. Lateral strains were determined from radial deforma-
in many diapirs. Thus, the design process and the operation tions taken in two normal directions (i.e. along two
of a bedded salt storage facility must address the existence perpendicular diameters) at the midpoint of the specimen.
of vertically different beds of materials that generally can Being able to measure diametrical deformations at only
be assumed to be horizontal in aspect. Furthermore, these two locations is an equipment limitation that has interest-
differences arise at various scales ranging from the crystal ing consequences when testing composite layered rocks
scale (millimetric) to the vertical scale of the entire deposit with halite layers. At a given value of s3 and strain rate,
(100 m). halite may behave viscoplastically, while strong adjacent
Many experimental investigations on mechanical proper- interlayers behave in a brittle manner. Ideally, in a
ties, especially creep properties, of pure halite have been specimen of variable lithology along the axis, the local
carried out. Some of those we have been involved with distribution of axial and radial strains should be gathered
include [14,1015]. Data on mechanical properties of the along the entire length or at least the central 60% to gain
impure, composite layered or non-salt strata in bedded insight into relative deformability and interlayer radial
deposits are far less common than data on pure salt. Here, strain concentration. This is technically highly challenging,
we present uniaxial and conned triaxial compressive test and we hope to include this in the future; nevertheless,
data for bedded salt rock specimens. We use the term salt midpoint diametrical deformations can still be employed to
rock to refer to any lithotype found in a salt rock illustrate mechanical differences among lithologies for
sequence, whereas we use the term halite or, sometimes, different specimens. Specimen data are listed in Table 1.
rock salt to specically refer, in this article, to a bed or
specimen of halite (NaCl). 3. Uniaxial compression
Table 1
Test specimen description
Table 2
UCS results
Specimen Lithology Peak stress, UCS Axial strain at Elastic modulus Poissons ratio
(MPa) rupture (%) (GPa)
four times greater than that for the other two lithotypes as the macroscopic behavior of mixed specimens must not be
well, 22 GPa compared with a mean of 5.8 GPa. ignored, and this effect will not be the same for all
In general, it appears that in all of these properties, the properties. In other words, a relatively modest proportion
composite lithotype properties were consistently some- of halite, such as 1020%, may have a much greater effect
where between those of the end members (pure salt and on the strength and the Youngs modulus, but far less on
anhydrite), despite the limitations of the testing and the the Poissons ratio and so on. Given that pure rock salt is
small number of specimens. This is a logical, perhaps at least four times as deformable as the anhydrite under
obvious conclusion for the properties collected under unconned conditions, it must have a great inuence on the
unconned conditions, and it would also seem to be logical deformability, based simply on a mixture theory assump-
to extrapolate this conclusion somewhat, suggesting that tion.
the mechanical properties are dependent on the amount of Differences in failure modes in UCS testing were
each end member, with specimen properties approaching observed. For the two pure lithotypes, despite the
those of the end members as the proportion of that end differences in strain-to-failure, the failure modes were both
member increases. However, it would be too strong a due to the development of axial extensional fractures
conclusion, based on limited data at this time, to suggest (columnar disaggregation preceding rupture). For the
that this relationship should be linear, or follow any other mixed lithology specimens, the failure mode is far more
systematic approximation. complex, as one or the other lithology may dominate the
The probability of a greater relative inuence of the behavior. Two typical examples are shown as specimens
weakest component (generally assumed to be rock salt with 128-15 and 140-21-1 in Fig. 1, and the UCS se curves are
a lower stiffness, strength and a higher strain-to-failure) on shown in Fig. 2. In specimen 128-15, the component of
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W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411 403
Fig. 1. Unaxial compression specimens of bedded composite salt rocks (A) saltanhydritesalt composite specimen 140-21-1 before and after uniaxial
compression test and (B) saltanhydritesalt composite specimen 128-15 before and after uniaxial compression test.
anhydrite lies in the middle part of the column, whereas in 4. Triaxial compression
specimen 140-21-1, the middle part is the rock salt
component. These two different physical constitutions For the three lithotypes, conning stresses of 5, 10 and
(textures) of the anhydritehalite composite lithology led 15 MPa were used for the triaxial tests. Of course, the issue
to different mechanical responses to loading. For example, of specimen set homogeneity arises in this work because it
for specimen 128-15, the UCS of 23 MPa is substantially is essentially impossible to achieve consistency of fabric,
higher than 17 MPa for specimen 140-21-1, and we believe relative content and mineral disposition in the mixed
that this can be ascribed to the presence of anhydrite with a lithotype. In the case of a composite lithotype, imagine the
high tensile strength in the central part of the specimen. On different behavior a 90-mm-diameter specimen might show
the other hand, the middle part of specimen 140-21-1 is if the anhydrite and halite were in alternating 10 mm layers
rock salt, which is weaker, and also tends to give a much or in alternating 50 mm layers. One can only speculate as to
higher lateral deformability in the midpoint as it is loaded how many tests would have to be done before one could
(Poissons ratio of 0.30 compared with 0.16). arrive at statistically signicant relationships at a high
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404 W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411
163-23-1 Table 3
30 128-15 Test results: different lithologies, different conning stress
163-23-2
25 116-24 Conning Rock salt Anhydrite Anhydritehalite
117-4
stress specimens specimens specimens
Stress/ MPa
20 (MPa)
140-21-1 Peak Axial Peak Axial Peak Axial
15 stress strain stress strain stress strain
(MPa) (%) (MPa) (%) (MPa) (%)
10
Fig. 2. Uniaxial compression stressstrain curves. The two low- strain-to- can be noted in the data; this transition is a change from
failure curves are the anhydrite sample. brittle disaggregation (debonding) of the crystalline fabric
to viscoplastic deformation within crystals and along
crystal boundaries. Whereas there is a signicant strength
condence level, given the variability in the various textural increment between values of s3 0, 5 and 10 MPa, and the
factors, compounded by issues such as sample disturbance. strength at 15 MPa is about the same. Even within the
Nevertheless, we report the tests carried out. range of values expected for rocks with natural variations,
this is a large change in behavior, and it suggests that the
4.1. The mechanical behavior of different lithotypes brittleductile transition for this rock salt lies around s3
10 MPa.
Comparing data at the same conning stress, Table 3 No similar transition in the strength or the strain-to-
shows that the peak triaxial strength of the anhydrite failure is seen in the other lithotypes, and indeed it would
halite composite lithology specimens is generally found to not be expected at these values of s3 for anhydrite. In
be between that of the components when the conning the bedded composite rocks, one may argue that an
stress is low (5 and 10 MPa). At a conning stress of increase to a 3.2% strain-to-failure at 15 MPa is an
15 MPa, the peak strength of the composite-bedded speci- evidence of proximity to the brittleductile transition, but
men approaches and even somewhat surpasses that of its the strength data do not corroborate this. It is difcult to
components. say what the effect on the brittleductile transition is for
The axial strain-to-failure recorded for composite- mixed component rocks, but we speculate that even a
bedded specimens is clearly some aggregate of the moderate amount of anhydrite layering will inhibit the
deformation of the component materials. Anhydrite, being apparent transition to fully plastic deformation as s3
a brittle-elastic rock at these conning stresses and increases because the anhydrite layers will inhibit or
temperatures, shows strains-to-failure less than 1% constrain the plastic extrusion of the salt, acting as a
throughout the range s3 015 MPa, whereas for the reinforcing layer.
higher conning stresses the rock salt displays great ductile Figs. 38 are the complete se curves for different
plasticity, requiring strains in excess of 10% to achieve specimens under the different conning stresses.
strain-weakening yield. Again, although the detailed
distribution of the axial strain among the component 4.3. MohrCoulomb strength criterion
layers along the axis of the specimen is not known, if the
rock salt phase is dominant, the strain-to-failure is far With the acquired stress data, linear MohrCoulomb
greater than if the anhydrite phase is dominant. strength equations were obtained for the three lithotypes.
Using two signicant digits, the regression equations are:
4.2. The effect of s3 on mechanical behavior
For the rock salt: tf 4.1+sn tan(311) Mpa.
For the same lithotype, as shown in Table 3, the peak For the anhydrite: tf 6.2+sn tan(291) Mpa.
strength expectedly increases with s3 because the frictional For the bedded salt rocks: tf 4.7+sn tan(311) Mpa.
strength component increases with normal stress in all
elastic rocks or rocks that display MohrCoulomb type The apparent cohesion for the composite rocks lies
strength, and we note that halite at lower conning stresses between the apparent cohesions for the halite and
and rapid strain rates (44 105 s1) behaves as a Mohr- anhydrite, although it is much closer to the value for the
Coulomb material. Fully ductile materials such as lead or halite, and the friction angles are roughly similar (at these
rock salt under extremely high s3 (420 MPa) behave as strain rates). One may, of course, criticize the suitability of
purely plastic materials. The brittle-to-ductile transition for linear regression to stipulate a yield criterion, given that
the halite specimens under rapid loading (45 105 s1) there appears to be the onset of a brittleductile transition
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W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411 405
171-26-2 70
60
107-5
60
50
Deviatoric stress/MPa
Deviatoric stress/MPa
115-25
50
40
40 10 MPa confined
30
30
20 15 MPaconfined
20
10 5 MPaconfined
10
0
0 1 2 3 4 0
Axial strain / % 0 2 4 6 8 10 12
Axial strain / %
Fig. 3. Stressstrain curves, different lithologies at s3 5 MPa. Left curve
is the anhydrite sample. Fig. 6. Halite (rock salt) stressstrain curves under different s3.
121-18-1 70
70
171-26-3 60
60
Deviatoric stress / MPa
169-12
70 70
128-21
60 60
Deviatoric stress/MPa
50 50
110-31
40 40
10 MPaconfined
30
30
20 5 MPa confined
20
10 15 MPa confined
10
0
0 2 4 6 8 10 12 0
0 0.5 1 1.5 2 2.5 3 3.5
Axial strain / %
Axial strain / %
Fig. 5. Stressstrain curves, different lithologies at s3 15 MPa. Left
curveanhydrite; right curvehalite and central curvecomposite of Fig. 8. Bedded composite (anhydrite-halite) sample stressstrain curves
anhydrite and halite. under different s3.
in the rock salt at about s3 10 MPa, and given that yield coefcients. The MC yield criteria regression curves are
criteria for rocks tend to be curvilinear in any case. shown in Figs. 911.
Nevertheless, with only four data points, it is a reasonable One may access the literature for other data for
rst approximation and it allows comparison of the similar rocks (though few data on mixed-component
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406 W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411
20
ratio of lateral strain to axial strain for the section bet-
15
ween 50% and 60% of the peak strength of the speci-
10
men. This method of measuring Youngs modulus and
5 Poissons ratio includes all effects of dilatancy and damage
0 accumulation.
0 20 40 60
From Table 4, we note that Youngs modulus and
n / MPa
Poissons ratio of all the lithotypes undergo substantial
Fig. 9. MC strength criterion for rock salt (halite) specimens. changes when the conning stresses are changed from 0 to
5 MPa, and thereafter they change far less for higher
conning stresses (10 and 15 MPa). Furthermore, in the
40 case of salt and the composite lithotype, Poissons ratio
= 6.2 + n tg29.2 behaves somewhat strangely.
2
R = 0.9376
30 Despite data scatter at higher conning stresses, we
interpret the increase in Youngs modulus between 0 and
/ MPa
Table 4
Elastic parameters of specimens at different stresses
than specimens where mudstone is the non-salt interbed- For the bedded composite rocks, the deformation and
ding phase. failure mechanisms are complicated. With s3 increase, the
deformation of the specimens demonstrated strain hard-
4.6. Deformation and failure mechanisms ening and a trend toward more ductile deformation and
failure. However, observing the failure surface of the
As implied earlier, the deformation patterns and failure specimens, we found that the failure of the specimens was
mechanisms for different specimens are different. For the mainly from a composite tensile/shear failure of the
halite specimens (rock salt), the failure mode is bulk interlayered rock. There clearly existed vertical or diagonal
disaggregation by tensile rupture at crystal interfaces when ssures in the hard interlayer part, whereas at higher
s3 is low (5 MPa), becoming more and more ductileplastic conning stresses the halite zones barreled and showed far
at higher conning stresses. This is seen in the deformation less visible damage (Fig. 14).
curves on Fig. 6, and a transition from axial extension We conclude that there exists great complexity in the
cracking and disaggregation failure to general barreling deformation and failure behavior of rocks that have
preceding shear plane development is obvious as s3 is interlayers of halite and other non-salt lithotypes such as
increased. (Of course, such high strain rates (3 105 s1) anhydrite and mudstone. At signicant conning stresses,
are never observed in nature in salt caverns that are s3410 MPa in our case, the halite zones expand laterally in
appropriately designed, and in a cavern design, the viscoe- a viscoplastic mode (demonstrated by the high nominal
lastic properties of the halite are of rst-order importance, Poissons ratio), whereas the adjacent non-salt beds
rather than the high strain-rate elastoplastic response.) experience shearing and the development of tensile vertical
For the anhydrite lithotype, the failure of the specimen cracks, as the rock is carried outward by the large lateral
under triaxial compression (s3X5 MPa) appears to be a deformations in the halite.
modied shear failure with an uneven angle between the
normal to the shear plane and the axis of the cylinder of 5. Applications in engineering
30501 (the shear plane angle is modied by the natural
bedding and heterogeneity in the specimen). The deforma- These observations on failure mode are not trivial in the
tion of the specimen demonstrated a strain-hardening trend context of a salt cavern design. There is a need to sustain
with increasing s3, as shown in Fig. 7. pressure integrity of the cavern and mechanical integrity of
Fig. 14. Specimens before and after conned compression tests (A) saltanhydritesalt composite specimen 107-5 before and after conned compression
test (s3 5 MPa), (B) saltmudstonesaltmudstonesalt composite specimen 127-7 before and after conned compression test (s3 15 MPa) and (C)
saltanhydrite composite specimen 128-21 before and after conned compression test (s3 15 MPa).
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W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411 409
the casing to operate the cavern successfully. There must be storage, even in excellent salt dome conditions, it appears
some condence that the lowest storage pressure encoun- that a conservative approach including careful monitoring
tered during the cyclic changes will not lead to substantial is warranted. In addition to testing and numerical
or progressive failure of the non-salt interlayers within the simulations needed to assess cavern closure, we must
bedded sequence of the bedded salt. This concern must be incorporate continuous pressure monitoring, mass (vo-
combined with the analysis of volumetric changes asso- lume) balance analyses and deformation monitoring. Sur-
ciated with the creep of the halite surrounding the cavern face deformation measurements are strongly recommended
so as to assure that there are no excessive losses of storage using survey methods or satellite radar interferometric
volume through high creep rates at low storage pressures. measurements to compute overall volume changes. If
Better understanding of strain incompatibility in composite possible, sonar is used if the cavern remains liquid lled
bedded rocks should improve our assessment of cavern (not the case in gas storage). Other monitoring schemes
response, and perhaps even lead to changes in the designed such as microseismic monitoring should be considered in
vertical positioning of such a cavern in a thick sequence, cases where a conservative design is not possible, or where
depending on the location of the mixed lithotype assem- there are signicant nancial and safety issues arising from
blages. a possible impairment of integrity (within a heavily
From experiments, we can infer the deformation and populated area, for example). In particular, the mixed
possible failure mode of a bedded salt cavity storage facility lithotypes studied here would be far more prone to the
to some degree although the deformation patterns and emission of low-energy microseismic bursts during defor-
failure features are exceedingly complex. Under a constant mation than the pure halite, which tends to respond to
storage pressure (pc) in a cavern, the pressure is less than deviatoric stress with general creep distortion without
the overburden stress (sv), but within the halite beds at a microseismicity. Emissions can be used to develop quanti-
large distance from the wall, the stress is uniform tative and semi-quantitative assessments over time, provid-
(isotropic, sv sh) and equal to the vertical stress sv; ing some degree of risk management.
hence, there is always a deviatoric stress within the storage Also, we suggest that attempts to incorporate more
cavern wall for some distance, as long as pcosv. This leads carefully the behavior of interbeds and composite bedded
to the continued deformation of the bedded salt rock layers into numerical simulation efforts be examined,
around the storage facility, and the deformation rates will particularly with respect to the integrity of the roof of
be the largest when the difference svpc is the greatest. bedded salt rock caverns. Difculty in choosing mechanical
Furthermore, because the dependency of creep rate on properties for these zones is tremendous, as we have shown
deviatoric stress is a high-order function (at least an here, but there are at least some data emerging, and
exponent of 3, [22]), the closure rate and wall deformations hopefully these will increase in the future.
are not linear with respect to svpc.
A critical operational parameter is the minimum value of 6. Conclusions
pc. Because the maximum pc value is usually kept far below
sv, perhaps 7585% of sv, there is little danger of rock Bedded salt deposits with some occurrence of inter-
damage at high storage pressures, and no danger of layered composite salt rocks are the most common of the
hydraulic fracture, provided that the rocks in the cavern major types of salt rock occurrences (the other two types
roof retain pressure integrity. This latter concern is, of are tectonically thickened salt and diapiric salt, sometimes
course, why a salt barrier in the top of a cavern is used, and considered to be almost pure salt), but are relatively less
why one must always be concerned as to its integrity, well studied compared with those pure salt specimens.
especially if it is made up largely of composite bedded Uniaxial and triaxial compressive experiments on rock salt,
rocks where strain incompatibility could generate security anhydrite interlayers and composite bedded salt rocks
issues. (anhydritehalite and mudstonehalite) were carried out
Though laboratory testing is vital, because of the and the results were examined carefully.
extreme complexity of failure and deformation processes In the case of the anhydritehalite composite rocks, it is
in the interlayered strata typical of bedded salt deposits, it generally found that the properties are intermediate
is necessary to learn from experience and to take between the end members, but the specic relationship is
measurements in situ. For example, a loss of storage too complex to be delineated by a limited test series
integrity resulted from excessive salt creep in the because of issues such as the texture and geometry of the
Eminence Dome natural gas storage facility in Mississippi, interbedding. The component possessing the weakest and
USA in April 1972. A gas leak and personnel evacuation the most deformable characteristics seems to dominate the
resulting from casing failure in the Napoleonville natural response of the composite specimens, including the
gas storage facility in Louisiana, USA, took place in mudstonehalite specimens. Halite begins to act viscoplas-
December 2003. There appears to have been at least 10 tically at about s3 10 MPa, and this has a profound effect
serious integrity impairment events involving salt cavern on the behavior of composite specimens. Furthermore, in
storage facilities since 1972. In light of this clear evidence the composite specimens, mudstone layers seem to have a
that we cannot make perfect predictions in salt cavern far greater weakening effect, compared with anhydrite
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410 W. Liang et al. / International Journal of Rock Mechanics & Mining Sciences 44 (2007) 400411
layers. In the anhydritehalite specimens, the discrepancy sustenance of storage facilities that will be constructed in
between the strengths of the bedded composite specimen the future.
and the constitutive component specimens (pure halite
and anhydrite specimens) becomes less as the conned Acknowledgments
stress is increased.
In the experimental work, we noted the effect of This research has been nanced by the National Natural
conning stress on Youngs modulus and Poissons ratio. Science Foundation of China (no.50434050, 50304011) and
These effects were attributed to sampling damage for some the Youth Science Foundation of Shanxi Province
of the changes in stiffness response with s3, particularly at (no.20041020), which are greatly appreciated.
the lower- conning stress values, and data reporting the
nominal Poissons ratio (often 40.5) were attributed to the References
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