Factors influencing determination of shale classification indices and their correlation to mechanical properties

Abstract

The influence of sample preparation procedure on the measured classification indices such as clay-size fraction, liquid limit, and plastic limit of shales was investigated. Shale samples covering a wide range of composition and plasticity were tested using standard and modified preparation procedures to yield quantitative data required for this investigation. The study specifies the range of shale plasticity in which the measured values of clay-size fraction and liquid limit are sensitive to hydrometer specimen size and rehydration time, respectively. The study also revealed that the degree of shale particle disaggregation has an important influence on the measured clay-size fraction and liquid limit. This influence is maximized for shales with intermediate plasticity and can be interpreted in terms of particle size and shape. Correlations were established between classification indices derived from standard and modified sample preparation procedures. It is recommended to use these correlations to adjust shale classification indices derived from standard sample preparation procedures usually utilized by commercial laboratories. Such correlations help in creating a universally followed procedure for better estimation of shale engineering properties and reliable interpretation of case histories involving shale formations.