石油科学通报2026，Vol.11Issue(4)：1082-1094,13.DOI:10.3969/j.issn.2096-1693.2026.01.030
基于分布式光纤应变感测的泥页岩水化力学响应特征研究
Characteristics of hydration-induced mechanical response of shale based on distributed optical fiber strain sensing
摘要
Abstract
Shale hydration constitutes a critical mechanism governing wellbore instability during deep oil and gas drilling,yet its spatiotemporal evolution remains challenging to characterize with conventional monitoring techniques.This study introduces distributed optical fiber strain sensing based on optical frequency domain reflectometry(OFDR)to establish a continuous dynamic monitoring methodology for hydration-induced strain in shale.Laboratory-scale physical simulation experiments are conducted to quantitatively characterize the directional evolution of hydration strain.Results reveal that shale hydration-induced swelling exhibits distinct stage-dependent behavior:a rapid initial swelling rate followed by gradual stabilization,with inhibitive solutions significantly reducing both the magnitude and rate of swelling.Bedding inclination exerts a dominant control on hydra-tion swelling,as preferential water migration along bedding planes causes the swelling strain perpendicular to bedding to prevail.A quantitative relationship between moisture content and hydration-induced strain is established by integrating fiber optic strain measurements with water uptake monitoring,revealing a logarithmic growth pattern that asymptotically approaches saturation.Furthermore,scanning electron microscopy observations demonstrate that hydration not only induces clay mineral swelling but also promotes the dissolution and detachment of minerals such as dolomite and potassium feldspar,facilitating the development of fractures and dissolution pores.These findings provide robust experimental evidence and technical support for elucidating hydration-induced wellbore instability mechanisms and optimizing engineering strategies for wellbore stability control.关键词
泥页岩水化/分布式光纤应变感测/光频域反射/水化膨胀/各向异性/井壁稳定Key words
shale hydration/distributed optical fiber strain sensing/optical frequency domain reflectometry/hydration-induced swelling/anisotropy/wellbore stability分类
能源科技引用本文复制引用
李佳欣,隋微波,杨向同,卢运虎,方正,陈勉,赵长俊,王溯..基于分布式光纤应变感测的泥页岩水化力学响应特征研究[J].石油科学通报,2026,11(4):1082-1094,13.基金项目
国家自然科学基金重点项目"提高超深大斜度井压裂效率的关键力学问题研究"(52334001)资助 （52334001）
