Effects of strain rate and bedding on shale fracture mechanisms

Anisotropic shale is commonly distributed in nature and undergoes both dynamic compressive and tensile load in geological engineering. In this article, the coupling effects of strain rate and bedding structures on the fracture mechanisms of shale are investigated using a split Hopkinson pressure bar (SHPB) system. The tension–compression comparative study is conducted. The Brazilian disc method is modified, and a unified strain rate measurement method is established to comprehensively analyze shale's fracture-related properties, including moduli, strength and energy dissipation. The results indicate that the energy dissipated by shale fracture is strongly related to its strength. The strain rate and bedding affect the anisotropic strength and dissipated energy by changing the crack density and crack propagation mode. At low or medium strain rates, the bedding orientation of shale determines the direction of crack propagation. However, at high strain rates, microcracks in different directions are widely activated in the shale, which increases the fracture degree and decreases the difference in fracture toughness between the shale's matrix and bedding planes. This also leads to a decrease in anisotropy and causes the bedding planes to lose control over the direction of crack propagation. Additionally, the dynamic tensile strength of shale increases faster than the compressive one with the strain rate, leading to a reduction in the proportion of tensile failure under impact load. Based on the experimental findings, a new anisotropic damage constitutive model is developed to characterize the dynamic properties of shale. This model reflects the anisotropic damage evolution behaviors and aligns well with experimental results, offering a theoretical foundation for predicting shale's dynamic fracture behavior. In addition to shale, the developed experimental methods and theoretical models can also be applied to the fracture analysis of other brittle transversely isotropic materials.