Kerogen Mechanical Properties via Micro-Beam FIB-SEM Testing

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Solution Overview

Problem

Current methods for characterizing the mechanical properties of kerogen-rich shale reservoirs, particularly in tension and compression, are inadequate, as they fail to accurately determine the effects of kerogen polymer nature and spatial distribution on the overall shale matrix, which is crucial for hydraulic fracturing and drilling operations.

Innovation Solution

The development of a method involving the formation of micro-scale beams from kerogen-rich reservoir rock, subjected to tension or compression tests using focused ion beam milling and imaging with scanning electron microscopy, allows for the determination of material parameters such as tensile and compressive strength, providing insights into the failure mechanisms and properties of kerogen-rich shale.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If conventional characterization methods are used on bulk shale samples, then the overall mechanical properties of the shale matrix can be obtained, but the specific effects of kerogen polymer nature and spatial distribution cannot be accurately determined

Engineering Contradiction:
Improvemeasurement precision of kerogen mechanical propertiesVSAvoidcomplexity of mechanical testing setup
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The bulk shale sample is segmented into micro-scale beams (tensile beams and compression pillars) with dimensions of a few micrometers. This segmentation allows the mechanical properties to be measured at a scale where kerogen's polymer nature and spatial distribution can be directly observed and correlated with mechanical behavior, resolving the contradiction between measurement precision and device complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The testing approach transitions from conventional bulk-scale mechanical testing to micro-scale dimensional testing. By reducing the test specimen size to the micrometer scale, the study enters a new dimensional regime where kerogen's molecular structure and spatial arrangement become significant factors that can be measured and correlated with mechanical properties.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Measurement precision

If micro-scale beam testing is performed to determine kerogen material parameters, then accurate data on tensile and compressive strength can be obtained, but the testing process requires advanced imaging and fabrication techniques

Engineering Contradiction:
Improvemeasurement precision of material parametersVSAvoidease of micro-scale beam fabrication
Core Design Contradiction:
Measurement precisionVSEase of manufacture

Solution Approach 1:

A focused ion beam (FIB) system serves as an intermediary tool that enables both the fabrication of micro-scale beams from bulk shale and the imaging of these structures during mechanical testing. This intermediary technology bridges the gap between conventional rock mechanics and nanoscale material science, making the complex testing process achievable.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The fabrication and characterization processes are merged into a single integrated workflow using FIB-SEM (Focused Ion Beam-Scanning Electron Microscope) technology. The same instrument used to fabricate the micro-beams also images them during mechanical testing, reducing the need for separate complex manufacturing and characterization steps.

Inventive Principle:
Principle #5Merging (Combining)

3Loss of information

If conventional tensile and compression testing is used on bulk shale, then overall mechanical properties can be measured, but the composite nature of kerogen-rich shale and its failure mechanisms cannot be understood

Engineering Contradiction:
Improveinformation loss about failure mechanismsVSAvoidproductivity of material characterization
Core Design Contradiction:
Loss of informationVSProductivity

Solution Approach 1:

Micro-scale beams and pillars are fabricated in advance from bulk shale samples using FIB technology before mechanical testing. This preliminary action allows the test specimens to be pre-prepared with controlled geometries and orientations, enabling more efficient and productive mechanical characterization while preserving information about failure mechanisms that would be lost in bulk testing.

Inventive Principle:
Principle #10Preliminary action

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This approach enables a detailed understanding of the mechanical behavior of kerogen-rich shale, revealing its tensile elastic strength and fracture energy, which is essential for optimizing hydraulic fracturing and drilling processes by providing accurate data on the composite nature and properties of the material.

Implementation Method 1

A micro-scale beam is formed from kerogen-rich reservoir rock... The micro-scale beam can be formed using a focused ion beam

Methodology Applied
Scientific EffectFocused ion beam milling: Ion Beam

Implementation Method 2

The mechanical experiment is imaged using a scanning electron microscope (SEM) or a transmission electron microscope (TEM)

Methodology Applied
Scientific EffectElectron microscopy: Electron Beam

Implementation Method 3

A mechanical experiment that includes a tension test or a compression test is performed on the micro-scale beam... The material parameter can include a tensile strength or a compressive strength

Methodology Applied
Scientific EffectMechanical stress and deformation: Deformation

Data Source

PatentUS10281413B2Nano-level evaluation of kerogen-rich reservoir rock
Publication Date: 2019.05.07 SAUDI ARABIAN OIL CO
  • US10281413B2 patent drawing
  • US10281413B2 patent drawing
  • US10281413B2 patent drawing

AI summary

Examples of nano-level evaluation of kerogen-rich reservoir rock are described. A micro-scale beam is formed from kerogen-rich reservoir rock. The beam has reservoir rock and kerogen, which has polymeric properties. A maximum dimension of the micro-scale beam is at most 1000 micrometers. A mechanical experiment that includes a tension test or a compression test is performed on the micro-scale beam. The mechanical experiment is imaged using a scanning electron microscope (SEM). A material parameter of the kerogen in the micro-scale beam is determined based on results of the mechanical experiment and images obtained responsive to the imaging. The material parameter includes a behavior of the kerogen in response to the mechanical experiment. The behavior of the kerogen can be used to determine, among other things, the energy required to break kerogen in a kerogen-rich shale to improve hydraulic fracturing efficiency.