For assessing energy‐related activities in the subsurface, it is important to investigate the impact of the spatial variability and anisotropy on the geomechanical behavior of shale. The Brazilian test, an indirect tensile‐splitting method, is performed in this work, and the evolution of strain field is obtained using digital image correlation. Experimental results show the significant impact of local heterogeneity and lamination on the crack pattern characteristics. For numerical simulations, a phase field method is used to simulate the brittle fracture behavior under various Brazilian test conditions. In this study, shale is assumed to consist of two constituents including the stiff and soft layers to which the same toughness but different elastic moduli are assigned. Microstructural heterogeneity is simplified to represent mesoscale (e.g., millimeter scale) features such as layer orientation, thickness, volume fraction, and defects. The effect of these structural attributes on the onset, propagation, and coalescence of cracks is explored. The simulation results show that spatial heterogeneity and material anisotropy highly affect crack patterns and effective fracture toughness, and the elastic contrast of two constituents significantly alters the effective toughness. However, the complex crack patterns observed in the experiments cannot completely be accounted for by either an isotropic or transversely isotropic effective medium approach. This implies that cracks developed in the layered system may coalesce in complicated ways depending on the local heterogeneity, and the interaction mechanisms between the cracks using two‐constituent systems may explain the wide range of effective toughness of shale reported in the literature.

Unlike a conventional first-order continuum model, the material parameters of which can be identified via an inverse problem conducted at material point that exhibits homogeneous deformation, a higher-order continuum model requires information from the derivative of the deformation gradient. This study concerns an integrated experimental-numerical procedure designed to identify material parameters for higher-order continuum models. Using a combination of micro-CT images and macroscopic stress-strain curves as the database, we construct a new finite element inverse problem which identifies the optimal value of material parameters that matches both the macroscopic constitutive responses and the meso-scale micropolar kinematics. Our results indicate that the optimal characteristic length predicted by the constrained optimization procedure is highly sensitive to the types and weights of constraints used to define the objective function of the inverse problems. This sensitivity may in return affect the resultant failure modes (localized vs. diffuse), and the coupled stress responses. This result signals that using the mean grain diameter alone to calibrate the characteristic length may not be sufficient to yield reliable forward predictions.