Laboratory and field tests on soil conditioning for earth pressure balance shield tunneling in composite strata with different sand–rock ratios

Kangjian ZHANG , Zhiqiang ZHANG , Chuanxiang LIU

Front. Struct. Civ. Eng. ›› 2025, Vol. 19 ›› Issue (3) : 411 -426.

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Front. Struct. Civ. Eng. ›› 2025, Vol. 19 ›› Issue (3) : 411 -426. DOI: 10.1007/s11709-025-1159-6
RESEARCH ARTICLE

Laboratory and field tests on soil conditioning for earth pressure balance shield tunneling in composite strata with different sand–rock ratios

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Abstract

The excavated soil in the chamber of an earth pressure balance (EPB) shield is typically required to achieve a plastic flow state during tunneling to ensure a stable excavation face and the smooth discharge of soil. When EPB shield tunneling takes place in composite strata with gravelly sand above and moderately weathered argillaceous siltstone with high clay mineral content below, the changing sand–rock ratio on the excavation face leads to a greater risk of water spewing and clogging on the cutterhead, posing enormous challenges to soil conditioning. In the study reported here, we used foam and bentonite slurry as conditioning materials for mixed soil. A series of laboratory tests were performed on the conditioned soil with different sand–rock ratios and water contents to determine the optimal injection ratios of conditioning materials. A miniature EPB shield model test involving soil pressure balance, conditioning material injection, and tunneling control was conducted to simulate the continuous excavation process from full-face sand to full-face rock stratum. The model and field test results of thrust, torque, and soil pressure in the soil chamber and screw conveyor validate the effectiveness of the proposed soil conditioning schemes for composite strata with different sand–rock ratios. The test results indicate that the volume ratio 4:1 of foam to bentonite slurry achieves better performance of the conditioned gravelly sand at a lower total injection ratio (TIR < 10%). The bentonite slurry has a significant improvement effect on the flow plasticity of crushed moderately weathered argillaceous siltstone. The influence of bentonite slurry on the slump value of conditioned soil is greater than that of foam. Based on the optimal injection ratios of conditioning materials for full-face sand (ϕ = ∞) and full-face rock (ϕ = 0), the injection ratios for composite strata were obtained by weighted summation according to the area ratio of different strata on the tunnel face. This research provides valuable insights into soil conditioning and parameter determination methods for EPB shield tunneling in composite strata.

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Keywords

soil conditioning / earth pressure balance shield / composite strata / sand–rock ratio / model test

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Kangjian ZHANG, Zhiqiang ZHANG, Chuanxiang LIU. Laboratory and field tests on soil conditioning for earth pressure balance shield tunneling in composite strata with different sand–rock ratios. Front. Struct. Civ. Eng., 2025, 19(3): 411-426 DOI:10.1007/s11709-025-1159-6

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