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ABSTRACT: The relationship developed in soil mechanics between void ratio and
vertical effective stress is a simple but practical way of describing the one-
dimensional, mechanical compaction of fine-grained, clastic mudstones. The com-
pression coefficients (e100 and ) that define this relationship are strongly influenced
by grain size, which can be simply described by the sediments clay content. In this
paper, data both from the soil mechanics literature and from geological samples
from the North Sea and Gulf of Mexico are used to construct the relationship
between clay content and compression coefficients. The two datasets yield different
values for the coefficients, but the authors believe that the coefficients derived from
the large geological database should be used to describe geological compaction.
Regression of the geological data generates the following relationships between clay
content and compression coefficients:
INTRODUCTION e= (3)
Mechanical compaction is an inevitable consequence of burial 1
and basin evolution. As such, a significant effort has been made .
to quantify the process and to incorporate a mathematical In these equations, is porosity, e100 is the void ratio at
description within computer-based basin models (e.g. Athy 100 kPa effective stress and is the slope of the linear relation
1930; Smith 1971; Sharp & Domenico 1976; Yukler et al. 1978;
between void ratio and the natural logarithm of vertical effective
Bethke 1985; Lerche 1990; Ungerer et al. 1990; Luo & Vasseur
1992; Hermanrud 1993; Schneider et al. 1993; Audet 1996). This stress. Effective stress ( v) is defined as the difference between
paper focuses on the mechanical compaction of fine-grained, total stress (v) and pore fluid pressure (u). The form of equation
clastic sediments: muds and mudstones (hereafter referred to (1) is such that void ratio is a linear function of the logarithmic
collectively as mudstones). A variety of empirical equations value of effective stress. This is shown in Figure 1, which
have been developed to describe the mechanical compaction of indicates the virgin compression line along which initial compac-
mudstones, one of which is the simple equation which is based tion takes place. Figure 1 also shows that because mudstone
on the effective stress principle established in soil mechanics deformation is a predominantly plastic process, the major part of
(e.g. Terzhagi 1943; Skempton 1970; Burland 1990): the deformation is not recovered when sediments are unloaded. If
an unloaded mudstone is reloaded, the sediment returns to the
e = e100 ln ~ !
v
100
(1)
virgin compaction line, after which further increases in effective
stress drives the mudstone along the virgin line.
It is also important to note that equations (1) and (2) can be
v = v u (2) used to estimate pore pressure from mudstone porosity, if the
Petroleum Geoscience, Vol. 10 2004, pp. 153162 1354-0793/04/$15.00 2004 EAGE/Geological Society of London
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compaction is on the virgin compression line and the values of Fig. 2. Relationship between clay content and void ratio at liquid
the compression coefficients in equation (1) are known (Alixant limit for fine-grained clastic sediments based on the datasets from
& Desbrandes 1991). This is useful since the low permeability this study and Skempton (1944).
of mudstones means that pore pressures cannot be measured
using conventional techniques such as the Repeat Formation
Tester (RFT).
The geological application of the porosityeffective relation-
ships encapsulated in equation (1) requires the resolution of
two problems. First, because the data used to develop equation
(1) are from low (<5 MPa) environments (Skempton 1970;
Burland 1990), one needs to establish the extent to which the
approach can be extended to the higher stress levels typical of
sedimentary basins (up to 40 MPa). The second and more
serious problem is how to derive the compression coefficients
e100 and for extensive and often lithologically variable
packages of fine-grained clastic sediments. In civil engineering,
the compression coefficients can be readily measured on small
numbers of samples. This is impossible in sedimentary basins,
where fine-grained clastic sediments comprise 6070% of basin
fill.
The aims of this paper are, thus, to (a) explore the extent to Fig. 3. Particle size data for three North Sea wells, showing the good
which equation (1) can be used to describe the one- correlation between clay content (% particles <2 m diameter) and
dimensional, mechanical compaction of mudstones in sedimen- the percentage of particles <0.1 m and <10 m. These data suggest
tary basins and (b) determine the numerical values of the that clay content is a reasonable measure of the overall grain size
distribution of mudstones.
compression coefficients e100 and , based on a quantitative
description of mudstone lithology. Data from the soil mech-
anics literature suggest that compression coefficients are Mexico. Finally, it is shown how the constructed relationships
strongly correlated to the void ratio at liquid limit (Skempton can be used to evaluate overpressure directly from wireline logs.
1970; Burland 1990; Chandler 2000). Void ratio at liquid limit is It is important to bear in mind that relationships describing
not a geologically useful description of sediment lithology, but the change in porosity as a function of effective stress are only
it is known to be strongly related to the clay content of valid for mechanical compaction. At higher temperatures
sediments (Skempton 1944; Figure 2), where clay content is (above approximately 80100 C) the recrystallization of clay
defined as the percentage of particles less than 2 m in minerals such as smectite changes the microfabric of mud-
diameter. In addition, clay content appears to be a simple but stones (Ho et al. 1999; Aplin et al. 2003; Charpentier et al. 2003)
reasonably robust indicator of the overall grain size distribution and may lead to a loss of porosity which is independent of
of mudstones (Fig. 3). The approach here is, thus, to correlate effective stress (see also Bjrlykke 1998, 1999; Nadeau et al.
the compression coefficients e100 and with clay content, which 2002). The aim of this paper is to construct relationships
can be either measured (e.g. Yang & Aplin 1997) or, pragmati- describing the mechanical compaction of mudstones and, to
cally, estimated from geophysical wireline logs (Yang et al. this end, the main samples used are ones that it is believed have
2004). not been significantly affected by chemical diagenesis.
In this paper, data both from the soil mechanics literature
and from geological samples are used to construct the relation-
ship between clay content and compression coefficients. First, RELATIONSHIP BETWEEN COMPRESSION
well-constrained soil mechanics data are used to establish the COEFFICIENTS AND CLAY CONTENT:
general format of the relationship. Most of these data cover low DERIVATION FROM SOIL MECHANICS
stress levels. Secondly, therefore, the coefficients are estimated LITERATURE
from a much larger dataset, covering a much larger stress range The compaction of fine-grained sediments has been extensively
(0.840 MPa) and collected from in situ, geologically compacted studied by the soil mechanics and geotechnical engineering
fine-grained clastic sediments from the North Sea and Gulf of communities. Important datasets have been presented by
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~ !
e = a + b clay + c clay2 ~f + g clay + h clay2!ln (22)
100
where h is true vertical depth from sea floor (metres for North
Sea, feet for Gulf of Mexico) and v is total vertical stress from
the sea floor (MPa). These equations are used to calculate the
vertical stress to the depth at which the density log starts its
Fig. 9. Comparison between the normal compaction trends derived
run.
from mudstone compaction data published by Burland (1990) Where possible, void ratios were calculated from the density
(equations (14) and (15)) and data from this study (equations (23) and log, using grain densities estimated from wireline logs using
(24)). ANN models (Yang et al. 2004). Where the density log was
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unavailable or of poor quality, void ratio was calculated from be lower and will only reflect the pore pressure resulting from
the sonic log, using Raiga-Clemenceau et al.s (1988) equation: mechanical compaction. Further, the approach is not applicable
to quantifying pore pressure in uplifted sediments, since the
c
=1 ~tt !
m
(28)
effective stress and pore pressure will have evolved in a
potentially complicated and unpredictable way. On the other
hand, the technique might supply some information on the
where tm is the matrix transit time (s ft1), t is the sonic amount of uplift based on the evaluated maximum effective
transit time (s ft1) and c is a coefficient. In this work, stress the sediments experienced prior to uplift.
equation (28) was calibrated for each well using porosities Figures 10, 11, 12 and 14 show four examples of pore
derived from the density log over well sections where the pressure profiles estimated directly from wireline logs using the
density log was clearly of high quality. The void ratiodepth procedure outlined above. The vast majority of these predic-
profiles shown in Figures 1013 are, thus, a mixture of the tions are for mudstones which were not used in the construc-
values derived from both the density and sonic logs. tion of the porosityeffective stress relationships developed
The essentially inelastic nature of mudstones means that here and, thus, represent a true test of the method. Each figure
porosity is only slightly restored in situations where effective shows (a) Cement factor and lithology type (0=non-carbonate,
stress decreases (Fig. 1). Equations (1) and (25) only describe 1=carbonate) evaluated using the constructed ANN models
virgin compaction and the effective stress estimated in this way (Yang et al. 2004), (b) the clay content derived from wireline
is the maximum that the sediment has ever experienced. If logs using calibrated ANN models (Yang et al. 2004), (c) log
the sediment is currently at its maximum effective stress, the porosity and the porosity the mudstones would have were they
estimated pore pressure should be correct, assuming that the hydrostatically pressured (normal compaction trend) and (d) the
model appropriately describes the compaction process. How- pore pressure estimated from the effective stressporosity
ever, if the pore pressure in the sediment has increased as a relationships outlined in this paper. Sands are seen on the clay
result of processes other than mechanical compaction, such as content logs as zones of very low clay content. Since the ANNs
lateral transfer (Yardley & Swarbrick 2000) or the cracking of were calibrated only with mudstone data, these apparent clay
oil to gas, then the pore pressure evaluated by this method will contents have no meaning. Equally, pore pressures calculated
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for the sands using a mudstone compaction model have no are very similar to those measured in the sand units around
meaning and, thus, are not shown in Figures 1013. 2500 m. The sands are likely to be acting as a fluid drain for the
Figure 10 shows data for a North Sea well comprising a overlying mudstones.
relatively thick Tertiary mudstone section. Interspersed sands Figure 11 shows data for another North Sea well, in which a
and carbonates are seen by the logs as low porosity/low clay mud-rich Tertiary section overlies around 500 m of Cretaceous,
content layers, results which have no physical meaning. The Shetland Group mudstones. The log quality in the upper
majority of the sequence appears to be significantly overpres- Tertiary section is rather poor, but sands are generally revealed
sured, increasing downwards to about 1950 m. This is consist- by their relatively low clay contents. Below 2500 m, the
ent with the thick layer, between 1520 m and 1950 m, of sediments are dominated by Jurassic and Triassic sandstones,
extremely fine mudstones with clay contents between 70% and with many carbonate cemented layers. As in the previous
82%. Finer-grained mudstones have especially low permeabili- example, overpressures are highest in the fine-grained, lower
ties and are, thus, particularly susceptible to retaining high fluid Tertiary section. The most striking feature of these data is that
pressures over geological time (Yang & Aplin 1998; Dewhurst the modelled pore pressure throughout the Cretaceous mud-
et al. 1999). Below this unit, modelled overpressures decline and stone section is close to hydrostatic and lies on the hydrostatic
line in the 150 m section which directly overlies the reservoir
units. In stark contrast, the underlying sands are highly over-
pressured. If the effective stress in the mudstones was calcu-
lated using the current overburden stress and the pore pressure
measured in the sands, porosities would be expected to be
around 30%, compared to the actual values of 20%. The
implication of these data is that the mudstones, and presumably
the underlying sandstones, were fully compacted and, thus,
hydrostatically pressured until geologically recent times, at
which point the sands became overpressured by a mechanism
other than local mechanical compaction (e.g. lateral transfer
from the basin centre; Yardley & Swarbrick 2000). The reasons
for this dramatic change in pore pressure and the implications
for the petroleum system in terms of fluid flow and
potential seal failure remain areas for future work.
Figure 12 is a mud-rich Miocene section from the deep-water
Gulf of Mexico. The well is deviated so that the hydrostatic
Fig. 13. Estimation of maximum effective stress using permeability pressure is not linear with KB depth. Sand layers are indicated
data measured in the laboratory at a range of effective stresses. The
slope of the relationship changes as the sample is taken beyond the by their lower clay contents and higher logged porosities. In the
maximum effective stress it has experienced naturally. This is one of lower part of the section, the modelled pore pressures are very
the two samples from the Gulf of Mexico well shown in Figure 12. close to the measured pressures in adjacent sands. In contrast,
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the measured pressures in the upper section are higher than the and vertical effective stress. The compression coefficients e100
modelled pressures. There are three potential explanations for and are strongly dependent on clay content, relationships
this apparent discrepancy. First, the RFT data are too high, as which have been quantified here using both data for natural
a result of supercharging during the test. This is difficult to mudstones from the North Sea and Gulf of Mexico, and data
confirm but it is notable that the RFT pressures are close to the for both natural and remoulded muds compacted to low levels
pressure exerted by the drilling mud. Secondly, the porosity of effective stress (Skempton 1970; Burland 1990).
effective stress model here is wrong and is underestimating the For practical purposes, the compression coefficients can be
pore pressure in this region. Third, and as in the second North evaluated from clay content data derived from wireline logs
Sea example, the sediments have been unloaded through an (Yang et al. 2004). The data can then be used both to define
increase in pore pressure due to a mechanism other than that more accurately the effective stress-porosity inputs for basin
related to local mechanical compaction. Some independent models and, using an explicit model, to estimate mudstone pore
evidence suggests that this is the most likely explanation. There pressures directly from both conventional wireline log data and
are two samples from this part of the section for which there data collected during drilling. Acquisition of data whilst drilling
are a series of laboratory permeability data measured at a range opens up the exciting possibility of real time estimation of
of effective stresses both below and above the current, in situ mudstone pore pressure.
value. When plotted on a log scale, permeabilityeffective stress
data define two lines of different slope, with the break in slope The work presented in this paper was supported by a NERC ROPA
representing the maximum effective stress to which the sample award, the EU FP4 and FP5 programmes, Norsk Hydro, BP and the
has been subjected in its geological history (Fig. 13). The GeoPOP consortium, comprising Amerada Hess, BG, BP, Chevron-
Texaco, ConocoPhillips, ExxonMobil, JNOC, Norsk Hydro, Shell,
maximum effective stress estimated by this technique is close to Statoil and Total, and precursors of those companies. Norsk Hydro
that suggested by the porosity data (Fig. 12), suggesting that the and BP kindly provided data and samples. The authors also thank the
pore pressures in the sands have, indeed, been inflated. reviewers for their positive and thoughtful critiques.
Figure 14 is for a well from offshore West Africa, an area
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