A sizeable portion of the Athabasca oil sand reservoir is classified as inclined heterolithic stratification lithosomes (IHSs). However, due to the significant heterogeneity of IHSs and the minimal experimental studies on them, their hydrogeomechanical properties are relatively unknown. The main objectives of this study are investigating the geomechanical constitutive behavior of IHSs and linking their geological and mechanical characteristics to their hydraulic behavior to estimate the permeability evolution of IHSs during a steam‐assisted gravity drainage (SAGD) operation. To that end, a detailed methodology for reconstitution of analog IHS specimens was developed, and a microscopic comparative study was conducted between analog and in‐situ IHS samples. The SAGD‐induced stress paths were experimentally simulated by running isotropic cyclic consolidation and drained triaxial shearing tests on analog IHSs. Both series of experiments were performed in conjunction with permeability tests at different strain levels, flow rates, and stress states. Additionally, an analog sample with bioturbation was tested to examine the hydrogeomechanical effects of bioturbation. Finally, the hydromechanical characteristics of analog IHS were compared with its constituent layers (sand and mud).

The microscopic study showed that the layers’ integration and grain size distributions are similar in analog and in‐situ IHS specimens. The results also revealed that geomechanical properties of IHSs, such as shear strength, bulk compressibility, Young's modulus, and dilation angle, are stress‐state dependent. In other words, elevating the confining pressure could significantly increase the strength and elastic modulus of a sample, while decreasing the compressibility and dilation angle. In contrast, the friction angle and Poisson's ratio are not very sensitive to changes in the isotropic confining stress. An important finding of this study is that the effect of an IHS sample's volume change on permeability is contingent on the stress state and stress path. Volume change during isotropic unloading‐reloading resulted in permeability increases, and sample dilation during compression shearing resulted in permeability decreases, especially at high effective confining stresses. Moreover, the tests revealed that the existence of bioturbation dramatically improves permeability of IHSs in comparison to equivalent nonbioturbated specimens but has negligible effects on its mechanical properties, which remain similar to nonbioturbated specimens. The results also showed that bioturbation had minimal impact on permeability changes during shearing. Lastly, experimental correlations were developed for each of the preceding parameters mentioned.

For the first time, specialized experimental protocols have been developed that guide the infrastructure and processes required to reconstitute analog IHS specimens and conduct geomechanical testing on them. This study also delivered fundamental constitutive data to better understand the geomechanical behavior of IHS reservoir and its permeability evolution during the in‐situ recovery processes. Such data can be used to accurately capture the reservoir behavior and increase the efficiency of SAGD operations in IHS reservoirs.

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