Moisture–Induced Swelling of Illinois Mine Roof Shales: A Visualized Method

"Weak shale roof falls have long been the main cause for fatalities in underground coal mines. Moisture-induced swelling is one of the root causes for the degradation of roof shales. In this study, slake durability tests are conducted on shale samples collected from Illinois basin coal mines, and different levels of durability are analyzed according to Gamble slake durability classification. There are two main mechanisms influencing the shape of retained fragments after two cycles of wetting and drying: mechanical abrasion and swelling pressure. A prototype optically based shale swelling apparatus is designed and manufactured for the shale free-swelling measurement. The experimental results suggest that swelling pressure tends to deteriorate shale laminations. Moisture-induced swelling of the No. 6 roof shale from Bear Run Mine was measured under 100% relative humidity condition. The measured swelling strain normal to beddings is ~5 to 7 times greater than the swelling strain parallel to beddings. This suggests that interlayer expansion plays a key role in moisture-induced swelling. Cracks induced by swelling pressure tend to occur along the bedding plane and lead to shale deterioration. INTRODUCTION Background Ground falls have long been the cause for nearly 50% of all fatalities in underground coal mines and continue to be one of the greatest safety hazards in underground spaces. Among the various ground fall hazards, roof failure takes up 23% of total fatalities in underground coal mines, of which 13% are due to skin failure and 10% are due to massive roof falls (Mark, Pappas, and Barczak, 2011). Roof failures associated with weak shales are summarized in previous studies (Molinda and Mark, 2010; Aughenbaugh and Bruzewski, 1973; Bajpayee, Pappas, and Ellenberger, 2014; Murphy, 2016). For mine roof instability and failure, two aspects can explain the failure mechanism of weak roofs. One is the elevated stress concentration in lateral direction due to the mining-induced excavation and its stress redistribution around the mine opening (Song and Stankus, 1997; Fan and Liu, 2017; Hill, 1986). The other mechanism is the passive stress-relief due to the strength weakening induced by the ambient moisture and temperature fluctuations during a period of time. Shale is moisture sensitive and presents a lower durability if it is exposed to a highly humid environment for a long time, thus leading to roof deterioration and instability in underground coal mines (Aughenbaugh and Bruzewski, 1976; Stateham and Radcliffe, 1978; Chugh and Missavage, 1981; Klemetti, Oyler, and Molinda, 2009). It is well known that shale is a clay-bearing sedimentary rock and that clay minerals are water sensitive. The moisture uptake for shale will induce the micro-deformation of a shale matrix, thus the structure and strength of shale is a function of time and intensity of moisture exposure. All mine engineers notice moisture-induced shale deterioration; however, the underlying mechanism(s) are still not fully understood due to the complexity of geophysical-chemical water-shale interactions (Huang, Aughenbaugh, and Rockaway, 1986; Hensen and Smit, 2002; Diaz-Perez, Cortés-Monroy, and Roegiers, 2007). The coal mining industry is still in the process of finding a technically sound, cost-effective technology to prevent this unexpected and unpredictable shale roof failure. Therefore, understanding how the moisture-sensitive shale responses to various ambient moisture and what role exposure duration plays in shale roof failure is key to prevent unexpected roof incidents, which will lay the foundation for the long-term roof support design and ground control management."