Abstract. Construction of cavities in the subsurface is always
accompanied by excavation damage. Especially in the context of deep
geological nuclear waste disposal, the evolving excavation damaged zone
(EDZ) in the near field of emplacement tunnels is of utmost importance
concerning safety aspects. As the EDZ differs from the intact host rock due
to enhanced hydraulic transmissivity and altered geomechanical behavior,
reasonable and location-dependent input data on hydraulic and mechanical
properties are crucial. Thus, in this study, a hydromechanical
characterization of an EDZ in the Mont Terri underground rock laboratory,
Switzerland, was performed using three different handheld devices: (1) air
permeameter, (2) microscopic camera and (3) needle penetrometer. The
discrete fracture network (DFN), consisting of artificially induced
unloading joints and reactivated natural discontinuities, was investigated
by a portable air permeameter and combined microscopic imaging with
automatic evaluation. Geomechanical and geophysical characterization of the
claystone was conducted based on needle penetrometer testing at the exposed
rock surface. Within the EDZ, permeable fractures with a mean hydraulic
aperture of 84 ± 23 µm are present. Under open conditions,
self-sealing of fractures is suppressed, and cyclic long-term fracture
aperture oscillations in combination with closure resulting from convergence
processes is observed. Based on measured needle penetration indices, a
uniaxial compressive strength of 30 ± 13 MPa (normal to bedding) and
18 ± 8 MPa (parallel to bedding) was determined. Enhanced strength
and stiffness are directly related to near-surface desaturation of the
claystone and a sharp decrease in water content from 6.6 wt % to
3.7 wt %. The presented methodological approach is particularly suitable
for time-dependent monitoring of EDZs since measurements are nondestructive
and do not change the actual state of the rock mass. This allows for a
spatially resolved investigation of hydraulic and mechanical fracture
apertures, fracture surface roughness, and physico-mechanical rock
parameters and their intra-facies variability.