An experimental study of the swelling anisotropy of the Callovo-Oxfordian argillaceous rock under hydration is presented. The investigation, which combines environmental scanning electron microscopy (ESEM) and digital image correlation techniques, has been carried out at the micrometric scale of the composite microstructure of the rock. Specimens were hydrated in the ESEM over a wide range of relative humidity and observations conducted on two planes: plane 1 parallel to the bedding plane, and plane 2 perpendicular to it. The observations reveal that the local swelling (which can be quantified at a local gauge length of about 5 μm) is strongly anisotropic in both planes. The global swelling, measured over areas of about 500 μm in width, is also clearly anisotropic in plane 2 (with major swelling direction normal to the bedding plane), but not in plane 1. The global isotropy in plane 1 arises from the uniform distribution of the orientation of anisotropic local strains, while the anisotropic swelling in plane 2 is due to a preferred local orientation.

The concept of effective stress is one of the basic tenets of rock mechanics where the stress acting on a rock can be viewed as the total stress minus the pore water pressure. In many materials, including clay-rich rocks, this relationship has been seen to be imperfect and a coefficient (χ) is added to account for the mechanical properties of the clay matrix. Recent experimental results during the flow testing (both gas and water) of several rocks (Callovo-Oxfordian claystone, Opalinus Clay, Boom Clay) and geomaterials (bentonite, kaolinite) has given evidence for stable high pressure differentials. The design of the experiments allows multiple measurements of pore pressure, which commonly shows a complex distribution for several different experimental geometries. The observed stable high pressure differentials and heterogeneous pore pressure distribution makes the describing of stress states in terms of effective stress complex. Highly localized pore pressures can be sustained by argillaceous materials and concepts of evenly distributed pore pressures throughout the sample (i.e. conventional effective stress) do not fit many clay-rich rocks if the complexities observed on the micro-scale are not incorporated, especially when considering the case of gas flow.