Creator:Eugene C. Robertson Date Created:October 1955 Place Created: Keywords:strength of rocks Context:article from the Bulletin of the Geological Society of America ************************************************** BULLETIN OF THE GEOLOGICAL SOCIETY OF AMERICA VOL. 86. PP. 1276-1314. 1966 EXPERIMENTAL STUDY OF THE STRENGTH OF ROCKS B* Eugene C. Robertson Paper No. 136 Published under the auspices of the Committee on Experimental Geology and Geophysics and the Division of Geological Science at Harvard University. PUBLISHED BY THE SOCIETY OCTOBER, 1955 Made in the United States of America BULLETIN OF THE GEOLOGICAL SOCIETY OF AMERICA VOL. 66. PP. 1276-1314. 26 FIGS., 4 PLS. OCTOBER 1966 EXPERIMENTAL STUDY OF THE STRENGTH OF ROCKS By Eugene C. Robertson Abstract An experimental investigation of the homogeneous Solenhofen limestone and a number of other rocks was made to determine their their strengths while under moderate hydrostatic pressure at room temperature. The other rocks were fossiliferous limestone, shaly limestone, marble, granite, diabase quartzite, slate, soapstone, verde antique, and sandstone. The minerals tested were pyrite, quartz, microcline, and fluorite. Three types of experimental procedures were used: compression of solid cylinders, crushing of hollow cylinders, and punching of disks. The specimens were all carefully shaped right circular cylinders, and during the tests were jacketed to prevent penetration by the pressure fluid. The hydrostatic pressures ranged from 1 atmosphere to 4000 kg/cms. Measurements were made to obtain strains and stresses developed in each specimen for deformation to the point of rupture or into the plastic range; the duration of the tests was 1-8 hours. All rock specimens exhibited a range of elastic linearity of stress with strain. Under moderate hydrostatic pressures, the limestones and marbles could be made to flow plastically to large deformations, and some heating experiments on limestone demonstrated an increase of plasticity with heating. None of the silicate rocks and minerals exhibited any plastic behavior. The experimental data were examined with reference to various criteria of failure. The maximum shear-stress criterion was found to be reliable in predicting the yield point for the limestones, and was found to be an approximate guide to failure of limestone by rupture. The silicate rocks failed by rupture, and their rupture strength was increased by hydrostatic pressure. A rough, empirical criterion of failure was found for rupture of silicate rocks, namely, linearity of maximum shear stress with mean stress. CONTENTS TEXT Page Introduction..........................................................1276 Acknowledgments................................................1277 Experimental results for limestones and marbles..................................................................1277 General testing procedure..............................1277 Accuracy of measurements..............................1278 Compression of solid cylinders........................1279 Results from solid-cylinder compression tests on Solenhofen limestone................1279 Results from cyclic compression tests on solid cylinders of Solenhofen limestone. 1281 Results from solid-cylinder compression tests on other limestones and marbles.. 1282 Compression of hollow cylinders....................1283 Results from hollow-cylinder tests..................1283 Punching of disks............................................1286 Results of heat and pressure studies..............1287 Strength of limestone..........................................1290 Definition of strength......................................1290 Symbols............................................................1291 Stress distribution in the elastic range..........1292 Stress distribution in the plastic range..........1292 Page Criteria of failure............................................1294 Yield strength of limestone............................1295 Rupture strength of limestone........................1298 Conclusions on the strength of limestone. . 1300 Experimental results for silicate rocks and minerals..........................................................1301 Introduction......................................................1301 Results from solid-cylinder compression tests............................................................1301 Results from hollow-cylinder tests................1301 Application of criteria of failure to silicate rocks..........................................................1303 Rupture strength of silicate rocks..................1305 Generalizations on rock strength........................1307 Appendix 1: Descriptions of rocks and minerals 1309 Appendix 2: Density measurements..................1312 References cited....................................................1313 ILLUSTRATIONS Figure Page 1. Diagram of the external pressures on rock specimens in four experimental procedures............................ 1277 1275 1276 E. C. ROBERTSON—STUDY OF STRENGTH OF ROCKS Figure Page 2. Cross section of testing cylinder......... 1278 3. Stress-strain curves from axial-compres- sion experiments on solid cylinders of Solenhofen limestone................ 1279 4. Cyclic-compression experiments on solid cylinders of Solenhofen limestone...... 1282 5. Stress-strain curves for solid cylinders of various marbles and limestones....... 1283 6. Complete stress-strain curves for solid cylinders of Solenhofen limestone, Danby marble, and Becraft limestone. . 1284 7. Hydrostatic pressure at failure vs. ratio of radii for three sizes of hollow cylinders of Solenhofen limestone.............. 1284 8. Theoretical shearing surfaces in a hollow cylinder under external hydrostatic pressure........................... 1285 9. Stress-strain curves from crushing experi- ments on hollow cylinders of Solenhofen limestone.......................... 1286 10. Stress-strain curves from punching experi- ments on disks of Solenhofen limestone 1287 11. Theoretical stress distribution in the wall of a hollow cylinder under external hydrostatic pressure................. 1293 12. Maximum shear stress vs. mean stress at the elastic limit, Solenhofen limestone. 1296 13. Maximum shear stress vs. mean stress at the elastic limit, Yule marble (Griggs and Miller, and Balsley) and Carrara marble (Adams and Bancroft)........ 1296 14. Maximum shear stress vs. mean stress at the elastic limit, marble (Karman and Boeker)........................... 1297 15 Maximum shear stress vs. mean stress at the elastic limit, Danby marble and Rutland White marble............... 1297 16. Maximum shear stress vs. mean stress at rupture, Solenhofen limestone........ 1299 17. Maximum shear stress vs. mean stress at rupture, marble (Karman, Boeker, and Balsley)........................... 1299 18. Mohr diagram of the results by Karman and by Boeker on rupture of marble. 1300 19. Mohr diagram of the results on rupture of Solenhofen limestone................ 1300 Introduction This laboratory investigation was conducted to find some predictable regularity in the strength of fresh-rock specimens deformed to failure by fracture or plastic flow under hydrostatic pressures up to 4000 kg/cm2, at room temperature, under pressures applied slowly and with no change of the chemical environment. Primarily, experiments were performed to examine the influence of the stress magnitude and orientation on strength, but exploratory work was also done to find the dependence of strength on stress rate and stress history, on heat, and on the type and physical character of the rocks. Figure Page 20. Stress-strain curves from axial-compres- sion experiments on solid cylinders of granite, slate, and pyrite............. 1302 21. Stress-strain curves from axial-compres- sion experiments on solid cylinders of Blair dolomite...................... 1302 22. Scatter diagram of rupture strength vs. ratio of radii for erasing tests of hollow cylinders of silicate rocks and minerals 1303 23. Maximum shear stress vs. mean stress at rupture, various rocks and minerals ... 1304 24. Maximum shear stress vs. mean stress at rupture............................ 1305 25. Comparison of rapture strengths and of yield strengths for crashing of hollow cylinders of the same ratio of radii.... 1308 Plate Facing Page 1. Solid cylinders of Solenhofen limestone.... 1280 2. Hollow cylinders of Solenhofen limestone. . 1281 3. Disks of Solenhofen limestone and heated and compressed hollow cylinders of Solenhofen limestone and Yule marble. , . . 1288 4. Solid and hollow cylinders of various sili- cate rocks and minerals............... 1289 TABLES Table Page 1. Plastic deformation of hollow cylinders of Solenhofen limestone and Yule marble under heat and pressure.............. 1290 2. Computed and observed tangential strains at inside surface of hollow cylinders at rupture............................. 1294 3. Total axial stress and strain at rupture of solid cylinders of Solenhofen limestone. . 1298 4. Strength constant of Griffith criterion of failure from experiments on Solenhofen limestone........................... 1301 5. Strength constant of Griffith criterion of failure from experiments on Barre granite............................. 1303 6. Bridgman's shearing strengths for several rocks and minerals................... 1306 F. D. Adams (1901; 1910; 1912; 1917) previously utilized the restraint of tightly fitted steel jackets to provide lateral pressure on specimens of many types of rocks. Karman (1911) and Boeker (1915) each studied the deformation of marble under hydrostatic pressure in various stress systems. Bridgman (1918; 1936; 1939; and miscellaneous data in numerous papers) has studied the strengths of rocks under low to very high hydrostatic pressure, principally by compression and shearing tests. Griggs (1936; 1939; 1940; Griggs et al., 1951; 1953) is the principal modern worker in the study of rock deformation, especially of carbonate rocks and minerals. Balsley (1941) studied the strength of marble INTRODUCTION 1277 by extension tests. Goguel (1943, Part II) has given a fairly complete analysis of the available experimental data, adding some work of his own. Handin (1953; Handin and Higgs, 1954) has given a review of recent literature and has begun a thorough study of deformation of dolomite. Joffe (1928) investigated the deformation of sodium chloride carefully. In the experiments performed in this study, no tensional forces were applied; the forces were all compressive. Therefore, to avoid complication with signs of terms, the compressive stresses will be given as positive rather than negative. The following are useful approximations: 1 ksc (kg/cm2) = 1 atmos = 1 bar = 15 psi (lb/in2) £< 1 ton/ft2 1 mile depth = 400 atmos 1 km depth = 250 atmos Acknowledgments Professor Francis Birch at Harvard University suggested to me the problem of finding an applicable criterion for failure in rocks, and he outlined the general and specific procedure involved in the solution of the problem. I acknowledge very gratefully Professor Birch's continued help and encouragement. The skillful machine work of Harold J. Ames with the help ) of L. Hammer and R. Hopewell was essential to the continuance of the investigation. Finally, I am indebted to the following men who have helped in various ways: R. K. Blumberg, P. H. Chang, C. Frondel, D. T. Griggs, H. E. McKinstry and E. Orowan. Experimental Results for Limestones and Marbles General Testing Procedure Stress differences were developed within the specimens by applying hydrostatic pressure plus other loading on the external surfaces of the rock and mineral specimens. In each experiment, the difference between the stresses was increased until failure occurred. "Failure" signifies loss of strength both by breaking and by yielding. "Strength" is defined in Webster's New International Dictionary as "the quality of bodies by which they endure the application of force without breaking or yielding". In this a. SOLID CYLINDER b. HOLLOW CYLINDER Axial and Hydrostatic Pressures Hydrostotic Pressure c. DISK d. BAR Punching and Hydrostatic Pressures Bending Figure 1.—Diagrams of the External Pressures on Rock Specimens in Four Experimental Procedures 1278 E. C. ROBERTSON—STUDY OF STRENGTH OF ROCKS paper, rupture strength is the maximum stress difference at failure by breaking, and yield strength is the maximum stress difference at failure by yielding, assumed to occur at the elastic limit. In one series of tests, solid cylinders of rock were compressed by hydrostatic pressure plus loading parallel to the cylinder axis (Fig. la). Another series of tests was made on hollow cylinders with closed ends; they were subjected only to hydrostatic pressure at the outside surfaces (Fig. lb). Some punching experiments on disks of limestone under hydrostatic pressures were performed also (Fig. lc). Only a few bending tests (Fig. Id) at one atmosphere were performed. In almost all tests, the rate of loading was slow, at a rate of strain less than 1 per cent per half hour; and the length of the tests was from 1-8 hours. A cross section of the steel testing cylinder used in most of the experiments is shown in Figure 2. The construction and use of high-pressure apparatus has been given in detail by Bridgman (for example, 1931, p. 30-77). Hydrostatic pressure was built up in the pressure fluid in the testing chamber by advances of the piston driven by a hydraulic ram. The chamber was sealed against leaking at all openings by use of the Bridgman un- supported-area packing technique. The hydrostatic pressure was measured by balancing the change in the resistance of the manganin wire coil in the testing cylinder on a Carey-Foster bridge. A device eliminating friction corrections in the measurement of the compressive force parallel to the axis of the steel testing cylinder was designed by Prof. Francis Birch; it is the bottom plug shown in Figure 2. The elastic strain of the hollow steel column of the plug was calibrated to give the compressive load on its top surface. Accuracy of Measurements Measurements in four categories were made at each change of conditions: time, hydrostatic pressure, axial pressure, and strain. The room-temperature changes affected the precision of measurement of resistance by the Carey-Foster bridge so that the values of hydrostatic pressure were accurate only to plus or minus 25 ksc (kg/cm2), although the sensitivity was 10 ksc. Axial pressures measured by the strain of the bottom plug were accurate to plus or minus 50 ksc. Rather uncertain corrections for strains in the packing and in the steel members to the measurements of shortening of solid cylinders and of punch penetration of disks reduced the accuracy of strains of the rock and mineral specimens considerably. The corrected total strain in the specimen was accurate only to within 10-20 per cent of its value, which precludes accurate computation of elastic constants; however, the reliability of the slope changes of the stress-strain curves was quite adequate for strength determinations. Longitudinal strains only were measured during the experiments; correction to the compressive stress was made for strains larger than a few per cent. Each specimen was turned or ground to have a difference in diameter at all sections of less than 0.001 inch. The ends of the specimens were carefully ground to be perpendicular to the axes of the cylinders. The well-known lack of homogeneity in rocks, and the anisotropy of minerals are complications in any study of their elastic properties, RESULTS FOR LIMESTONES AND MARBLES 1279 although a statistical isotropy and homogeneity is approached in many fine-grained rocks, such as the lithographic limestone from Solenhofen, Bavaria, which was used for a majority of the piston produced both the hydrostatic and the differential axial pressures. A bleeder valve was used to remove kerosene, in order to maintain a constant hydrostatic pressure as the piston Shortening Strain (*/.) Figure 3.—Stress-Strain Curves from Axial-Compression Experiments on Solid Cylinders of Solenhofen Limestone Each curve starts at zero strain; P = hydrostatic pressure in kg/cm.! tests. Solenhofen limestone has an extremely fine grain size (0.0002 inch), and a nearly random grain orientation is suggested by X-ray and physical-property tests. Compression of Solid Cylinders The solid cylinders of rocks were all made inch in diameter, and were inches long. Each specimen was mounted between two steel end plugs, and was jacketed with rubber » tubing. Most of the experiments were done with solid end plugs (PI. 1, fig. 2), which may have introduced certain irregularities in the stress distribution in the specimens, but the deformed specimens were quite symmetrical in appearance and consistent in strength. No lubrication was used between the steel end plugs and the specimen. The advancing piston compressed excess of kerosene so that at contact with the end of the specimen the piston built up a hydrostatic pressure around the specimen. Thereafter, the was advanced against the specimen. The piston was advanced intermittently, at about 5-minute intervals, each time increasing the stress difference about 200 ksc (kg/cm2), an average strain rate of about 0.02 per cent per minute in the elastic range. Testing was continued on each specimen well into the plastic range or to the rupture point. Results from Solid-Cylinder Compression Tests on Solenhofen Limestone The per cent decrease in length of the solid-cylinder specimens versus stress difference (total axial pressure minus hydrostatic pressure) in the cylinders are plotted in Figure 3. Within the limits of observation, the lower portion of all the curves is straight, and this justifies the application of Hooke's Law and elasticity theory to deformation below the elastic limit. Specimens tested under hydrostatic pressures less than 1000 ksc show the abrupt termination of a rupture failure with a preceding, small 1280 E. C. ROBERTSON—STUDY OF STRENGTH OF ROCKS plastic flow. Specimen S-81 was shortened about 50 per cent and was considerably fractured, but nevertheless the interlocking fragments supported a compressive load greater than 1500 ksc for most of the deformation after the initial failure at 3740 ksc (PI. 1, fig. 13). The four curves at the left in Figure 3 show considerable plastic deformation beyond the elastic limit. All specimens deformed plastically to a permanent set of more than 1 per cent were decreased slightly in density. (See Appendix 2.) The dashed, zig-zag line for specimen S-89 is drawn to show how all the stress-strain curves (in solid lines in Fig. 3) were drawn in the plastic range. The peak points on the dashed line are stress-strain values after each increase of compressive stress, and the valley points are values after relaxation for at least 5 minutes. The solid line connects peak points. The high peak for S-89, which would fall on an extension of the elastic, straight-line portion of the curve, represents the stress-strain point achieved by applying additional compression suddenly, in about one second—almost an impact loading. This suggests that the limestone can withstand elastically an impact load much larger than the previously determined elastic limit. Metals also exhibit a higher elastic limit under impact loads. In the plastic range, the positions of the curves are strongly affected by the rate of application of stress, and the positions as plotted could be made to move upward considerably or downward slightly as the rate increases or decreases. Rupture of limestone at low hydrostatic pressures seems to occur by a wedging action, (PI. 1, figs. 7, 9), possibly formed by two sets of coalesced axial-radial and tangential-axial shears (Fig. 8c, a). (See Griggs, 1936, p. 552.) The use of a jacket to prevent access of the pressure fluid into the pores of the specimen is very important in such testing as this. To confirm the difference in behavior, a test was made at 2700 ksc hydrostatic pressure of a cylinder of limestone with slots cut in its rubber jacket; the resulting rupture failure is shown in Figure 12 of Plate 1. Griggs (1936, p. 566-567) also found that penetration by the kerosene pressure fluid seems to weaken the limestone markedly beyond the elastic limit. Plate 1.—SOLID CYLINDERS OF SOLENHOFEN LIMESTONE (Length of the scale bar is 1 cm.) Figure 1.—Solid-Cylinder Specimen Assembly with Jacket of Rubber Tubing at Top Figure 2.—Solid-Cylinder Specimen Assembly with Solid End Plugs Figure 3.—S-Shape Buckling Produced by Nonaxial Loading Spec. S-54; Ph = 1700 ksc; average shortening =■ 7.3%. ()BuP = 3610 ksc. Figure 8.—Displacement of Skin of Cylinder Along a Tangential-Axial Shear Surface Spec. S-86; PH = 1000 ksc; shortening = 16.3%; (od)ei lim = 3100 ksc. Figure 9.—Wedge Failure in Brittle Rupture Spec. S-84; PB = 300 ksc; shortening = 4%; ()ei lim = 2950 ksc. Figure 11.—Size before Deformation and Size after Large Strain into Plastic Range Spec. S-89; PH = 2000 ksc; shortening = 27.0%; Mel Lim = 3100 ksc. Figure 12.—Rupture Occurred because Slots were Cut in the Rubber Jacket to Permit Access of Kerosene Pressure Fluid Spec. S-93; PH = 2700 ksc; ()rup = 3740 ksc. BULL. GEOL. SOC. AM., VOL. 66 ROBERTSON, PL. 1 BULL. GEOL. SOC. AM., VOL. 66 ROBERTSON, PL. 2 RESULTS FOR LIMESTONES AND MARBLES Results from Cyclic Compression Tests on Solid Cylinders of Solenhofen Limestone In metals testing, the raising of the elastic limit (i.e., raising the yield strength) by successive and increasing deformations of the piece into the plastic range is called strain hardening or work hardening. The metal is actually hardened by this processing, as well as strengthened. In testing limestone, a similar raising of the elastic limit was found, although there was no observable hardening of the limestone. It is suggested that the term, strain strengthening, may be more appropriate for this phenomenon in rocks, and it will be so used in this paper. The limestone is strengthened (Fig. 4) while in the plastic condition, but within 24 hours after unloading loses its added yield strength, in contrast to the behavior of metals. By repeatedly loading and unloading solid cylinder S-128 (while under hydrostatic pressure during and between cycles) the yield strength was raised from 2800 ksc to 5100 ksc. (The total residual strain was 7 per cent.) Similar curves are given for S-124. The temporary nature of the strain strengthening is indicated by the fact that the elastic limits of the specimens when tested 24 hours and 64 days after removal from the press had both dropped back to 3100 ksc, although the succeeding plastic parts of the curves are steeper than in the first cycle. Several other tests not shown in Figure 4 were made, which are relevant. The strength of a solid cylinder previously shortened 4 per cent and presumably strain strengthened under hydrostatic pressure was tested several months later at 1 atm, and its rupture strength was found to be much reduced; 1900 ksc instead of the usual 2800 ksc. Another cylinder, tested wholly in air, was loaded once to a stress of 1500 ksc, unloaded, and immediately reloaded to rupture failure; some plastic yielding Plate 2—HOLLOW CYLINDERS OF SOLENHOFEN LIMESTONE (Length of the scale bar is 1 cm.) Figure 1.—Hollow-Cylinder Specimen Assembly with Rubber Jacket Below Figure 2.—-Three Sizes of Hollow Cylinders Tested, with Outside Diameters: inches, % inches and inches Figure 3.—Diagonal View of a IJ^-inch Medium-Walled Cylinder The hole was two-thirds full of clay to prevent complete collapse; spec. S-45; a — 2.52/1; (Ph)rup = 2400 ksc. Figure 4.—Rupture of Medium-Walled Cylinder on a Curved Tangential-Radial Shear Surface at the Top and Hinged along the Bottom Spec. S-36; in. dia.; a = 2.70/1; (Ph)rup = 2350 ksc. Figure 5.—Rupture Failure of Copper-Jacketed Specimen Spec. S-9; %-in. dia.; a = 2.50/1; (Ph)ruP = 1980 ksc. Figure 6.—Plastic Flow of a Thick-Walled Specimen Spec. S-13; %-in. dia.; a = 5.0/1; (PhW = 4500 ksc. Figure 7.—Brittle Collapse of a Thin-Walled Specimen Spec. S-32; %-in. dia.; a = 1.56/1; (Ph)rup = 1430 ksc. Figure 8.—Exfoliation of Highly Deformed Cylinder Spec. S-12; %-m. dia.; a = 3.33/1; (Ph)r»p = 3280 ksc. Figure 9.—Rupture of Cylinder Cut in Half on a Plane at 45° with the Axis Spec. S-70; %-in. dia.; a = 2.56/1; (Ph)rup = 2310 ksc. Figure 10.—Rupture of a Small Medium-Walled Specimen Spec. S-108; ^6-in. dia.; a = 2.44/1; (Ph)ruP = 3100 ksc. Figure 11.—Brittle Failure of a Small Thin-Walled Cylinder Spec. S-21; dia.; a = 1.78/1; (Ph)rup = 1670 ksc. Figure 12.—Rupture of a Small Medium-Walled Cylinder Spec. S-20; He-'m. dia.; a = 2.50/1; (Ph)rup = 3140 ksc. Figure 13.—Spalling in Hole and Elliptical Cross Section after Failure Spec. S-64; dia.; a = 3.61/1; (PH)Max = 5420 ksc. Figure 14.—Spalling and Plastic Flow in a Thick Walled Cylinder Spec. S-109; ^6-in. dia.; cr - 3.57/1; (Ph)m.« = 4000 ksc. E. C. ROBERTSON—STUDY OF STRENGTH OF ROCKS preceded the rupture, which occurred at 3100 ksc instead of 2800 ksc. Two other cylinders were compressed into the plastic range, and while retaining the axial various limestones and marbles. (See Appendix 1 for descriptions of carbonate rocks.) Most of the specimens of each rock were cut perpendicular to the foliation of the original block of ( Cycles 1 through 4 were consecutive with no time interval between.) ( Cycles I through 6 were consecutive with no time interval between.) Figure 4.—Cyclic-Compression Experiments on Solid Cylinders of Solenhofen Limestone loads, the confining hydrostatic pressure on them was rapidly lowered from 3000 ksc to zero. Both cylinders ruptured at a stress difference of about 4300 ksc, while the falling hydrostatic pressure was still between 1000 and 2000 ksc. This high strength may be due in part to impact loading as well as to strain strengthening. Considerable work needs to be done to evaluate the effects of cyclic testing (including the Bauschinger effect) and of the loading rate on the yield and rupture strengths of limestone. The qualitative work reported here indicates the variety and complexity of the results from such testing. Results from Solid-Cylinder Compression Tests On Other Limestones and Marbles The stress-strain curves of Figure 5 show the strengths at various hydrostatic pressures of rock; therefore, the strengths of the specimens cannot be considered as averages for the rocks, because both yield and rupture strengths differ in a foliated rock. As an example of the importance of foliation on strength, Griggs et al. (1951, Fig. 3) found a difference of 350 per cent in the yield strength in extension between two specimens of Yule marble oriented at 90° to each other with respect to the foliation. The two marbles were considerably weaker than Solenhofen limestone. The Becraft limestone exhibited more coherence than the marbles but less than the Solenhofen limestone, possibly because of its coarse grain size and large fossil relicts. The shaly impurity in the New Scotland limestone seems to increase its rupture strength and increase its brittleness over the more pure carbonate rocks. The experiment on Wm. Henry Bay marble was performed to examine the effect of the RESULTS FOR LIMESTONES AND MARBLES relatively high porosity of the marble (5 per cent) and of its very crumbly character on its deformation. Specimen WHB-1 was compressed under a hydrostatic pressure of 3000 ksc to a termined by inspecting the specimen after each test; this method introduced some uncertainty in that the pressure at failure may have been heightened by strain strengthening since it had DANBY MARBLE t 2000 (Eocti Inlafvol . IV Strain (%) BECRAFT LIMESTONE (Each Inltrvol » 1 Strain <%> RUTLAND WHITE MARBLE NEW SCOTLAND LIMESTONE WM. HENRY BAY MARBLE (Each fnttrvol. IXt Strain (X) Figure 5.—Stress-Strain Curves for Solid Cylinders of Various Marbles and Limestones Each curve starts at zero strain; Hyd. P. = hydrostatic pressure in kg/cm'. longitudinal strain of 8 per cent at a stress difference of 5000 ksc. The density was increased in the test from 2.55 to 2.67, and the specimen was much less friable after the test. The full extent of strain in the plastic range produced in several specimens of limestone and marble is shown in Figure 6. The curves show the large plastic deformation possible in carbonate rocks without rupture, when carried on at moderate hydrostatic pressures. Compression of Hollow Cylinders Most of the hollow cylinders were made with a -inch outside diameter, although some additional experiments were performed on lj^-inch and ^{e-inch specimens of the Solenhofen limestone (PI. 2). The size of the hole in the hollow cylinders was varied in each test series. The hollow cylinders were subjected to hydrostatic pressure on the outside surface (Fig. lb), the pressure being increased until failure occurred. The recognition of failure by rupture was by the sharp sound of the sudden collapse of the cylinder. Failure by plastic flow and spalling of thick-walled cylinders was de- to be bracketed by tests below and then above that pressure. However, these approximate results were checked by a series of tests by a procedure in which the strain at the inside surface was measured by the change in volume of the hole. The specimen was coupled to a long hollow steel stem which protruded through the bottom plug and was connected by hose to a manometer tube. Any bubbles of air entrapped in the measuring column were removed by flushing the column at the beginning of each experiment. The major source of error was from changes in position of the specimen relative to the manometer tube because of the compression of the rubber packing around the stem, but this displacement could be corrected adequately for strength determinations. Results from Hollow-Cylinder Tests The curves in Figure 7 are plotted from tests on the three sizes of hollow cylinders of Solenhofen limestone at failure. The curves show the relationship of rupture strength to wall thickness (related directly to hydrostatic pressure and ratio of radii respectively). There seemed to be a dichotomy of a total collapse failure for E. C. ROBERTSON—STUDY OF STRENGTH OF ROCKS radius ratios less than 3.0 and spalling failure for ratios greater than 3.0. The failure by spalling was a rupturing in a thin layer at the Some experimental data on glass fibers (Griffith, 1920; Orowan, 1949, p. 198) indicate that fibers with very small diameters are stronger than 0l-1-1-1-1-1-1- 0 5 10 15 20 25 30 Shortening Strain (%) Figure 6.—Complete Stress-Strain Curves for Solid Cylinders of Solenhofen Limestone, Danby Marble, and Becraft Limestone Stress difference was corrected roughly for increase in diameter by assuming no volume change with shortening. 5000 Ratio of Radii = Outside Radius / Inside Radius Figure 7.—Hydrostatic Pressure at Failure vs. Ratio of Radii for Three Sizes of Hollow Cylinders of Solenhofen Limestone inside surface, accompanied by plastic deformation in a middle layer and by elastic strain in the outer part of the cylinder. There is a very close agreement between the results for the lj^-inch cylinders and the J^-inch cylinders. However, the iHVinch cylinders are apparently much stronger than the larger specimens, although all specimens were prepared and tested under similar conditions. large fibers. Griffith attempted to explain the discrepancy in strengths as due to fewer surface cracks about 2 microns long, on the smaller fibers. Recent experiments on glass (Preston, 1954) indicate that this widely accepted size effect on strength is incorrect; evidently systematic procedural errors account for the apparent difference in strength. The greater rupture strength of the small limestone 3000 4000 Outside Diometer: - • I 1/4" o . 5/8" • » 3/16" 2000 1000 RESULTS FOR LIMESTONES AND MARBLES cylinders may be due either to unrecognized differences in processing the cylinders or to fewer imperfections of gross dimension (e.g., bedding planes) than in the larger cylinders. (PI. 1, figs. 5, 8). Such helical shear lines (Lueder's lines) have been observed on solid cylinders in compression in the brittle failure of metals; to obtain this relation between the o. TANGENTIAL — AXIAL t. TANGENTIAL -RADIAL °t >0j>0r V-5-(o-,-orr) e. axial - radial 2 hrs. Figure 15.—Hollow Cylinder of Yule Marble Flattened (0.097 in.) to an Elliptical Cross Section Spec. YM-14; a = 2.37/1; (Ph)m.x = 2300 ksc; T = 400° C; test period = 20 hrs. BULL. GEOL. SOC. AM., VOL. 6 ROBERTSON, PL. 3 DISKS OF SOLENHOFEN LIMESTONE AND HEATED AND COMPRESSED HOLLOW CYLINDERS OF SOLENHOFEN LIMESTONE AND YULE MARBLE BULL. GEOL. SOC. AM., VOL. 66 ROBERTSON, PL. 4 SOLID AND HOLLOW CYLINDERS OF VARIOUS SILICATE ROCKS AND MINERALS RESULTS FOR LIMESTONES AND MARBLES 1289 p. 1341-1342). (Recrystallization may be characterized by healed glide and fracture planes in the marble grains.) The early heating experiments and microscope studes of Adams and Nicolson (1901) on solid cylinders of Carrara marble, support my observations that a minimum temperature of about 400° C is required to get plasticity by extensive re-crystallization in short test periods. Increase of time under load and heat increases the amount of recrystallization of marble also (reported by all observers). The possibility that the plastic flow might be aided by a polymorphic transition was considered, but it seems very unlikely. An approximate thermodynamic computation for the calcite-aragonite transformation shows that a mean pressure of about 10,000 ksc would be Plate 4.—SOLID AND HOLLOW CYLINDERS OF VARIOUS SILICATE ROCKS AND MINERALS (Length of the scale bar is 1 cm.) Figure 1.—Rupture along a Planar Shear Surface of a Solid Cylinder of Barre Granite Angle with axis = 20°; spec. BG-17A; PH = 500 ksc; (ar>)Rup = 4350 ksc. Figure 2.—Rupture along a Planar Shear Surface at 22° with Cylinder Axis in a Longer Specimen of Barre Granite Spec. BG-20; PH = 550 ksc; (odJrup = 4800 ksc. Figure 3.—Rupture along "Trap-Door" in Medium-Walled Hollow Cylinder of Barre Granite Spec. BG-6; a = 3.19/1; (Ph)rup = 3840 ksc. Figure 4.—Collapse of Thin-Walled Hollow Cylinder of Chelmsford Granite Spec. C-l; a = 1.67/1; (Ph)rup = 1950 ksc. Figure 5.—End View of a Tangential-Radial Shear Surface, in a Hollow Cylinder of Barre Granite Spec. BG-9; a = 1.90/1; (Ph)rup = 2230 ksc. Figure 6.—Helical Shear Surface in a Hollow Cylinder of Fluorite, Cut from a Single Crystal with the Axis Parallel to an a-Axis Spec. FT-15; a = 3.16/1; (Ph)rup = 4450 ksc. Figure 7.—Rupture at the End of a Hollow Cylinder of Microcline Feldspar Spec. F-5; a = 3.18/1; (Ph)rup = 3960 ksc. Figure 8.—Failure of a Hollow Cylinder of Holyoke Diabase Spec. D-5; a = 3.19/1; (Ph)rup = 4410 ksc. Figure 9.—Double-Wedge Shearing Surfaces (each at 32° with Axis) in a Solid Cylinder of Pyrite Spec. P-2; PH = 500 ksc; (od)ruP = 5070 ksc. Figure 10. "Trap-Door" Collapse of a Hollow Cylinder of Cheshire Quartzite Spec. CQ-22; a = 3.20/1; (Ph)rup = 4750 ksc. Figure 11.—Collapse of a Hollow Cylinder of Copper Ore Spec. CO-5; a = 3.15/1; (Ph)rup = 4190 ksc. Figure 12.—Warped Plane of Shearing, at 16° to 31° with the Axis of a Solid Cylinder of Cambridge Slate Spec. CS-12; PH = 300 ksc; ((td)ruP = 5280 ksc. Figure 13.—Copper Jacketing Depressed over "Trap-Door" Rupture in a Hollow Cylinder of Soapstone Spec. SP-1; a = 3.05/1; (Ph)rup = 640 ksc. Figure 14.—Rupture along a Tangential-Radial Shear Surface in a Hollow Cylinder of Verde Antique on the Second Test In the first test there was a slight spalling for a hydrostatic pressure of 5620 ksc, which weakened the specimen. Spec. VA-22; a = 3.19/1; (Ph)rup = 5000 ksc. Figure 15.—Shearing Rupture in a Hollow Cylinder of Cambridge Slate Note tension cracks in the "hinge" at bottom. Spec. CS-8; a = 3.05/1; (Ph)r»p = 4670 ksc. Figure 16.—Saw-Tooth Ridges on the Tangential-Radial Shear Surfaces of a Hollow Cylinder of Quartz Spec. Q-52; a = 3.19/1; (Ph)r„p = 8750 ksc. 1290 E. C. ROBERTSON—STUDY OF STRENGTH OF ROCKS required at 400° C to promote the inversion, and the pressure becomes higher with higher temperatures. (For recent experimental data on this system, see Jamieson, 1953.) Bridgman usage (Orowan, 1949, p. 186) as strength is usually applied only to ultimate resistance to rupture. As a geologic process, plastic flow is as important as fracturing in rocks. Table 1.—Plastic Deformation of Hollow Cylinders of Solenhofen Limestone and Yule Marble under Heat and Pressure Specimen number Ratio of radii Hyd. press, (kg/cm') Temp. ccf Duration of experiment (hours) Maximum decrease in O.D. (inches) Normal rupture press, at 20°c" (kg/cm1) S-10 2.50/1 2600 650° 3 .060 2400 S-24 2.55/1 2400 700° 2 .060 2450 S-34 2.40/1 1500 400° 20 <.001** 2350 1700 400° 48 .002 S-25 2.35/1 1800 400° 50 .003 2300 S-42 2.40/1 2100 400° 56 .006** 2350 3900 (Max.) 400° 1 Rupture 2500 S-43 2.40/1 1400 500° 20 <.001** 2350 2000 500° 12 .016** 5100 (Max.) 500° 7 .029 YM-15 2.38/1 1400 300° 2 Rupture 1350 YM-14 2.37/1 2100 400° 20 .097 1350 YM-16 2.40/1 600 400° 13 .001** 1400 600 500° 12 .001** 900 300° 12 .001** 900 400° 12 .001** 900 500° 12 .003** 1100 400° 12 .002** 900 400° 52 .002** (Total .013) * Normal hydrostatic pressure at rupture taken from Figure 7 and Yule marble curves. ** Measurement made on outside of copper jacket. (1939) found a transition in calcite (Phase I-Phase II) at 15,000 ksc at room temperature, but this inversion also is too high to be important here. The vapor pressure of CO2 from CaCOs is less than 20 mm Hg, for temperatures below 600° C, so dissociation effects are not important in the recrystallization and plasticity. Strength of Limestone Definition of Strength The initiation of plastic deformation at the elastic limit or the yield point is the subject of considerable research by metallurgists, and the word strength is often applied by them to the maximum stress difference at the elastic limit, although there are objections to this The change in property at the elastic limit from elastic to plastic is here termed yield strength; rupture strength designates strength at rupturing. Yield and rupture failure describe loss of strength by yielding and by rupturing; yield failure may be a less acceptable usage, but beyond the elastic limit, there is a failure to continue elastic deformation. Yield strength may be defined as that stress difference a body is able to withstand without yielding plastically, and may be arbitrarily designated as the maximum stress difference at the elastic limit or proportional limit for constant experimental conditions. Rupture strength may be defined as the maximum stress difference a body is able to withstand prior to loss of cohesion by fracturing for constant experimental conditions; fracturing is conceived as the breaking process leading to rupture. In STRENGTH OF LIMESTONE 1291 this study, nearly constant experimental conditions were maintained as follows: room temperature, unvarying composition, fresh, homogeneous specimens with no recent strain history, and moderate strain rate—about 0.02 per cent per minute. To conform with general usage (especially tests in air) stress difference is used as the measure of yield strength and rupture strength because either strength was found in this study to be more or less predictable for any rock by the magnitude of the maximum shear stress (half the maximum stress difference) at failure. Goranson (1940, p. 1032) has proposed that strength (i.e., yield strength) be measured by extrapolation of stress difference for finite rates of creep to zero creep rate. However, theoretically (Freudenthal, 1950, p. 138) at a temperature above zero absolute, for a finite stress difference, the rate of plastic strain should always be greater than zero, and careful long-period measurement does show extremely small inelastic strain in limestone at stresses well below the elastic limit. On the other hand, for most substances under usual experimental conditions, the strain rate does seem to approach zero for finite stress differences, as demonstrated forcefully by the confidence placed in structural steel, brick, and other building materials. Creep of Solenhofen limestone in air (Griggs, 1939, p. 234-236, Fig. 4) with 1400 ksc compressive load showed a shortening of 0.02 per cent in a year and a half, which was extrapolated to give 0.05 per cent in one million years. Since determination of the yield strength at zero creep rate involves considerable experimental uncertainty, the short term elastic limit may be taken as an approximate lower limit of unrecoverable strain to fit Goranson's definition. Jeffreys (1924, p. Ill) stated that the strength (i.e., yield strength) of a material may be called "the critical stress difference, above which the rate of change of shape does not decrease when the time of application of the stress increases". Even at high temperatures and pressures, limestone would not be the viscous nor perfectly plastic material suggested as necessary in Jeffreys' definition, and so this measure of yield strength does not seem practical. Griggs defined his term, fundamental strength (1936, p. 564, 557), as the maximum differential stress a body will withstand for infinite time without failing by rupture or deforming continuously. This definition does not differentiate between yield strength and rupture strength, whereas it does seem that a distinction between the two is necessary to treat the two types of strength in rocks. Symbols The following symbols are used: General r radius a stress normal to a surface t shear stress P pressure e strain normal to a surface U displacement E Young's modulus G modulus of rigidity H Poisson's ratio K constant Subscripts z axial t tangential or circumferential r radial i inside surface o outside surface p punch face e elastic deformation j plastic deformation B elastic-plastic boundary Particular maximum principal stress a2 intermediate principal stress o3 minimum principal stress PB hydrostatic pressure P-p pressure on punch face = = Pb~ r„ r' — n Eq. 6 f' r0 — ft Eq. 7 0-2 = , on the slip plane, n, vV + i + i F i = * and i?s = vV + 1-0 and

= cot 2d where d is the angle between the maximum principal stress and the fracture plane. STRENGTH OF LIMESTONE 1295 mohr criterion: Failure occurs at a maximum shear stress on a failure plane determined by some function of the normal stress on that plane, which is a generalization including the maximum shear stress and internal friction criteria (Mohr). Eq. 32 rM = f(an) Mohr showed that the envelope to the circles of the Mohr diagram expresses geometrically the interdependence of the shear stress and of the normal stress on the failure plane, and he suggested that the envelope is a function of the angle between the fracture plane and the principal stresses. (See Nadai, 1950, p. 94-108.) strain-energy criterion: Failure occurs by yielding or rupture when a constant amount of distortional strain energy is stored in an element of volume (Von Mises and Beltrami). The failure condition is usually expressed in terms of the stresses rather than the strains, Eq. 33 (0 rupture occurs when Eq. 34a "t = — "> The maximum principal stress, oi, was that of the pressure across the disk of the specimen. The relationship expressed by Eq. 36a holds fairly well for Bridgman's shearing data as listed in Table 6, (taken from Table 9-7 Birch et al., 1942, p. 126-128) especially at the higher confining pressures. Bridgman's data fit the empirical relation (Eq. 36) surprisingly well for such very high pressures. Evidently the powders (used to make up Bridgman's disks for shearing) of these rocks and minerals act like solid specimens with regard to strength at these high confining pressures. Equation 36 may also be restated in terms of a hydrostatic pressure and the maximum shear stress in systems where two of the principal stresses are equal and less than the third (as in the solid cylinder compression tests). <71 > <72 = Substituting in Equation 36, TM = -§[— (