1. Introduction
High-stress soft rock roadways are widely encountered in deep underground engineering such as coal mining and tunneling [
1,
2]. With increasing mining depth, the in-situ stress environment becomes significantly more complex [
3], which leads to pronounced time-dependent deformation of surrounding rock [
4]. Under high-stress conditions, the surrounding rock typically exhibits strong rheological behavior, including creep and stress relaxation [
5,
6], which seriously threatens roadway stability and long-term safety [
7].
In recent decades, extensive research has been conducted on the mechanical behavior of soft rock masses [
8]. It has been widely recognized that rheological effects play a dominant role in deep roadway deformation evolution [
9,
10]. Classical viscoelastic models such as the Maxwell model have been used to describe primary creep behavior [
11], while Kelvin and Burgers models are often applied to capture both transient and steady-state deformation stages [
12,
13]. However, these models still have limitations in describing complex interaction mechanisms under high-stress conditions [
14].
With the development of underground support technology, rock bolts and anchor cables have been widely adopted in engineering practice [
15]. Classical rock reinforcement theories, including the suspension theory [
16], composite beam theory, and surrounding rock reinforcement theory, have provided important theoretical foundations for understanding the interaction between bolts and surrounding rocks [
17]. These reinforcement systems can effectively improve the equivalent stiffness of surrounding rock [
18,
19,
20] and significantly reduce long-term deformation [
21]. Experimental and field studies have shown that bolting systems play a critical role in controlling creep deformation [
22]. However, most existing studies still analyze either the rock mass or the support system separately [
23], and the coupling mechanism between them remains insufficiently understood [
24].
Numerical simulation methods such as FLAC3D and finite element modeling have been widely used to investigate excavation-induced deformation [
25,
26]. These methods are effective in reproducing general deformation trends [
27], but discrepancies between numerical results and field observations still exist under complex geological conditions [
28]. In particular, the integration of rheological behavior with support–rock interaction remains a challenge in current numerical frameworks [
29].
Recently, increasing attention has been given to coupled rheological models considering support effects and stress redistribution [
30]. Some studies have proposed composite constitutive models to better describe time-dependent deformation behavior of surrounding rock [
31]. Nevertheless, difficulties still exist in parameter identification and engineering application of these models [
32]. Therefore, further improvement in theoretical modeling and validation is still required [
33,
34].
Based on previous studies on rock rheology and support interaction mechanisms [
35], this study develops a composite viscoelastic constitutive model considering both anchored and unanchored rock zones [
36]. The Maxwell rheological framework is combined with equivalent reinforcement effects of bolt systems. Analytical derivation, numerical simulation, and field data comparison are jointly used to analyze the long-term deformation behavior of high-stress soft rock roadways [
37].
The Maxwell rheological framework is adopted to describe the time-dependent deformation behavior, while the reinforcement effect of bolts is incorporated into the constitutive relationship of the anchored zone. Analytical solutions of radial displacement and creep rate are derived, and the influences of bolt spacing, bolt length, and burial depth are quantitatively investigated. Numerical simulations and field monitoring data are further employed to evaluate the applicability of the proposed model for high-stress soft rock roadways.
2. Rheological Constitutive Model and Theoretical Analysis of Surrounding Rock
2.1. Rheological Model Considering Relaxation Time and Basic Assumptions
Considering that the deformation behavior of deep soft rock roadways is mainly controlled by the high in-situ stress and excavation-induced stress redistribution, an isotropic linear viscoelastic circular tunnel model is adopted to describe the time-dependent deformation characteristics of the surrounding rock. The self-weight of the rock mass within the influence zone is neglected because its contribution to the stress field is relatively small compared with the high-initial-stress conditions considered in this study. In addition, the original rock stress is assumed to be isotropic and hydrostatic, which is a commonly adopted assumption in analytical solutions for surrounding rock deformation problems [
38]. Based on these assumptions, the problem is simplified into an axisymmetric plane strain problem, and the mechanical model of the surrounding rock is established, as shown in
Figure 1.
It should be noted that the proposed model is developed within the framework of linear viscoelastic theory. Although it can effectively describe the creep deformation behavior of soft rock surrounding rocks, irreversible plastic deformation and damage evolution under extremely high-stress conditions are not explicitly considered. In practical engineering, crack propagation, strain localization, and plastic failure may occur. Therefore, future research will focus on establishing an elastoplastic–viscoplastic coupled model to improve the prediction capability for large deformation and failure of deep soft rock roadways.
In the figure, σ represents the applied stress acting on the surrounding rock, and θ represents the angular coordinate measured from the reference direction of the roadway section.
The surrounding rock of high-stress soft rock roadways has significant rheological properties, including obvious stress relaxation, sustained steady-state creep, and low elastic stiffness [
39,
40]. For the unanchored original rock mass, deformation under high stress consists of both instantaneous elastic response and, more prominently, time-dependent rheological deformation. Hence, the Maxwell model is used to describe the original rock zone. In the anchored zone, rock bolts essentially increase the elastic stiffness of the surrounding rock and suppress its rheological deformation. The parallel elastic element (E
2) undergoes instantaneous elastic deformation and provides elastic resistance, sharing part of the surrounding rock stress, thereby lowering the stress level on the Maxwell component and slowing the development of viscous flow. For this reason, a composite constitutive model combining a Maxwell body and an elastic element (E
2) in parallel is adopted for the anchored zone, as illustrated in
Figure 2a,b.
Compared with other classical rheological models, the Maxwell model is more suitable for describing the long-term deformation characteristics of high-stress soft rock surrounding rocks. The Kelvin–Voigt model mainly describes delayed elastic deformation and cannot effectively represent stress relaxation behavior. The Burgers model can describe instantaneous deformation, attenuation creep, and steady creep stages, but it involves more parameters, increasing the difficulty of parameter identification. Fractional derivative models have advantages in describing complex nonlinear creep behavior; however, their parameters generally lack clear physical meanings and require sufficient experimental data for calibration.
In this study, the surrounding rock of deep soft rock roadways mainly exhibits stress relaxation and continuous creep characteristics after excavation. Therefore, the Maxwell model is adopted for the unanchored zone. For the anchored zone, the reinforcement effect of bolts is considered by introducing an additional elastic element in parallel with the Maxwell body, which represents the increased stiffness and instantaneous resistance provided by the anchorage system.
For the viscoelastic model of the surrounding rock shown in
Figure 2, the equivalent elastic modulus per unit area of rock mass contributed by rock bolts:
where:
Kb is the axial stiffness of the rock bolt,
Kb =
Eb·
Ab, and the rock mass area controlled by each bolt is
S =
a1·
b1. Combining with Equation (1) yields
where:
Eb—Elastic modulus of the bolt rod (MPa);
Ab—Cross-sectional area of the bolt rod (m2);
a1—Bolt spacing (m);
b1—Bolt row spacing (m);
n—Support density of bolts/cables, n = 1/a1b1.
The constitutive equations for the anchored rock mass and the in-situ rock mass are respectively
where:
E1—Elastic modulus of the in-situ rock mass (Maxwell model) (MPa);
η—Viscosity coefficient (MPa·d)).
2.2. Analytical Solution of Viscoelastic Displacement of Roadway Surrounding Rock
According to the correspondence principle, to obtain the viscoelastic displacement solution for the surrounding rock of the roadway, its elastic solution must first be determined [
41]. The corresponding elastic radial stress and displacement are respectively
where
i =
m,
y represent the anchored zone and the in-situ rock zone, respectively.
Boundary conditions for the anchored zone:
For the in-situ rock zone,
Substituting Equations (8) and (9) into Equation (6), respectively, yields
and
:
Using the displacement continuity condition at the interface
r =
a +
l, i.e., (
um(
a +
l) =
uy (
a +
l)) (where P can be obtained from Equation (7)).
Then, according to the displacement continuity condition at the interface, P can be obtained from Equation (7) and finally the radial displacement of the anchored zone is obtained as
Assuming that both the anchored rock mass and the in-situ rock mass exhibit elastic volumetric deformation and viscoelastic distortional deformation, the viscoelastic relationships of the material functions for the two are respectively
where
and
are the bulk moduli of the anchored rock mass and the in-situ rock mass, respectively (MPa),
and
. Considering the anchored zone as a composite medium consisting of the surrounding rock and reinforcement materials, the equivalent medium constants can be analyzed based on composite mechanics theory [
42]. The difference between
and
is very small, and
is adopted.
The Laplace transform of Equation (12) is
Substituting Equations (13) and (14) into Equation (15), we get
And after rearrangement, we obtain
where
l—Bolt length (m);
r—Radial coordinate (m);
S—Laplace transform variable;
A1,
A2,
A3—Intermediate calculation coefficients, where:
Using the residue calculation method in complex function theory, the inverse Laplace transform of Equation (17) is obtained as
where:
—intermediate variables in the residue calculation;
—characteristic roots (time exponential factors), where:
By differentiating Equation (18) with respect to
t, the radial rheological rate is obtained as
3. Analysis of the Influence of Support Parameters on the Rheological Deformation of Surrounding Rock
To systematically reveal the influence of various support parameters on the long-term rheological behavior of the surrounding rock, the control variable method is adopted. The effects of bolt length, bolt spacing (both longitudinal and transverse), and roadway burial depth on the rheological rate and deformation of the surrounding rock are analyzed. Considering the typical deformation observation period during the service life of soft rock roadways, 2 years (730 days) is selected as the representative time node for long-term deformation analysis, while the analysis period is extended to 1000 days to more comprehensively reflect the long-term evolution trend of deformation.
3.1. Influence of Bolt Spacing and Row Spacing on the Rheological Response of Surrounding Rock
The quantitative parameters are shown in
Table 1.
The rheological parameters of surrounding rock, including elastic modulus E1 and viscosity coefficient η, were determined based on previous creep tests of similar soft rock materials and engineering experience. Considering the difference between laboratory conditions and field conditions, these parameters were further verified by comparing theoretical calculations with numerical simulation and field monitoring results.
It should be noted that the parameters E1, η, and a used in this study correspond to the actual engineering conditions. The roadway radius a is determined by the roadway design, while E1 and η represent the intrinsic rheological properties of the surrounding rock. Therefore, these parameters are kept constant to ensure that the proposed model accurately describes the deformation behavior of the investigated roadway.
Variables: Bolt spacing and row spacing: 0.5–1 m.
Substituting the quantitative parameters from
Table 1 and the varying bolt spacing/row spacing into Equations (18) and (19), respectively, the radial displacement u(a,t) and the rheological rate v(a,t) at the tunnel wall (r = a) are calculated. The displacement and rate curves under different spacing/row spacing are plotted, as shown in
Figure 3.
The relationship between roadway deformation amount, deformation rate, and bolt spacing/row spacing is presented in
Table 2.
When the bolt spacing is 800 × 800 mm, the initial rheological rate is 1.25 mm/d, which decays to 0.423 mm/d after 730 days, a reduction of 66.2%, and the total displacement at 730 days is 608.49 mm. The larger the bolt spacing, the slower the decay of the rheological rate of the surrounding rock, and the surrounding rock remains in a high rheological state for a long time, leading to a nonlinear increase in total displacement with increasing spacing. Conversely, the smaller the bolt spacing, the faster the rheological deformation is suppressed, significantly reducing displacement accumulation.
3.2. Influence of Bolt Length on the Rheological Response of Surrounding Rock
The quantitative parameters are shown in
Table 3.
Variable: Bolt length from 1 to 3.2 m.
Similarly, we substitute the quantitative parameters from
Table 3 and the varying bolt length into Equations (18) and (19), respectively, to calculate the radial displacement u(a,t) and the rheological rate V(a,t) at the tunnel wall (r = a). The displacement and rate curves under different bolt lengths are plotted, as shown in
Figure 4.
The relationship between roadway deformation amount, deformation rate, and bolt length is presented in
Table 4.
Bolt length has a relatively small effect on the initial rheological rate: it is 1.252 mm/d at 1.0 m and 1.249 mm/d at 3.2 m, a decrease of only 0.27%. However, its influence on long-term rheological behavior is significant: the rheological rate at 730 days drops from 0.625 mm/d at 1.0 m to 0.357 mm/d at 3.2 m, a reduction of 42.8%; the total displacement at 730 days decreases from 700.21 mm to 575.66 mm, a reduction of 124.55 mm. The data also show that as bolt length increases, the reduction in displacement follows a pattern of diminishing marginal returns: from 1.0 m to 2.0 m, each 0.2 m increase in bolt length results in a displacement reduction of about 10–23 mm; beyond 2.4 m, each additional 0.2 m reduces displacement by only 5–9 mm, indicating that the critical effective anchorage length is approximately 2.4 m.
3.3. Influence of Roadway Burial Depth on the Rheological Response of Surrounding Rock
Considering that actual roadways often have a dip angle due to topography or mining panel layout, the burial depth varies significantly along the strike. To investigate the influence of burial depth on the rheological behavior of the surrounding rock, the burial depth is taken as a variable to analyze the rheological response of the surrounding rock.
The quantitative parameters are shown in
Table 5.
Variable: Roadway burial depth from 400 to 600 m.
Substituting the quantitative parameters from
Table 3,
Table 4 and
Table 5 and the varying roadway burial depths into Equations (2)–(18) and (2)–(19), respectively, the radial displacement u(a,t) and the rheological rate V(a,t) at the tunnel wall (r = a) are calculated. The displacement and rate curves under different burial depths are plotted, as shown in
Figure 5.
The relationship between roadway deformation amount, deformation rate, and burial depth is presented in
Table 6.
As the burial depth increases, the deformation of the surrounding rock exhibits a progressively intensifying nonlinear growth trend over time, generally following a pattern of “fast first, slow later”. In the early to middle stages, the differences between the curves are relatively small, mainly controlled by excavation disturbance. In the later stage, the deformation rate gradually decreases and tends to stabilize; however, conditions with greater burial depth still show larger deformation amplitudes and a longer sustained development process, reflecting significant rheological time-dependent characteristics. When the burial depth increases from 400 m to 600 m, the initial rheological rate increases from 0.833 mm/d to 1.250 mm/d, an increase of 50%; the rheological rate at 730 days increases from 0.282 mm/d to 0.423 mm/d, also an increase of 50%; the total displacement at 730 days increases from 405.7 mm to 608.5 mm, and for every 20 m increase in burial depth, the total displacement increases by approximately 20.3 mm.
5. Engineering Application
The field deformation characteristics of the North Wing Auxiliary Transport Roadway are shown in
Figure 12.
The North Wing Auxiliary Transport Roadway has undergone multiple repair operations, with the most recent repair completed in 2022. After approximately two years (730 days) of operation, the surrounding rock deformation gradually increased, and the roadway section could no longer satisfy the operational requirements. Therefore, roadway enlargement and repair work was initiated in June 2024. Field monitoring of the roadway deformation was conducted before June 2024, and the obtained deformation data were used to validate the proposed theoretical model. Since the roadway cross-section was modified during the enlargement process, the deformation data during the enlargement stage were not directly used for comparison with the original analytical model. After completion of the enlargement project, a new monitoring program will be conducted to further validate the model under the updated roadway conditions.
The roadway was originally designed as a straight-wall semicircular arch, with a designed clear section height of 4.8 m and clear width of 5.2 m. Detailed field cross-section measurements were carried out to evaluate the applicability of the theoretical model.
The roadway deformation was measured using a steel tape. The monitoring points were arranged at the center line of the roof and at symmetrical positions on both sidewalls 1.5 m above the roadway floor. A total of 20 monitoring points were established, and the deformation data were collected every 10 days. The monitoring mainly included roof subsidence and sidewall convergence. These measured deformation data were used to evaluate the applicability and accuracy of the proposed rheological model. It should be noted that field measurements may contain certain errors due to the limitations of measurement accuracy, operation conditions, and monitoring point installation. However, the monitoring results provide reliable deformation information for validating the theoretical predictions. The field test photos are shown in
Figure 13, and the test results are presented in
Figure 14.
- (1)
Case study analysis:
Taking the actual geological and support conditions at the lower slope starting point of the North Wing Auxiliary Transport Roadway in Zhaoxian Coal Mine as the calculation case: roadway burial depth h = 600 m, roadway radius a = 2.6 m, average unit weight of overlying strata γ = 25 kN/m3, elastic modulus of the in-situ rock mass E1 = 6000 MPa, viscosity coefficient of the rock mass η = 30,000 MPa·d, Poisson’s ratio ν = 0.27; for support parameters, bolt diameter 20 mm, elastic modulus of bolt rod Eb = 210 GPa, bolt length l = 2.2 m. Substituting the above parameters into Equations (18) and (19), the calculated rheological rate at 730 days for the North Wing Auxiliary Transport Roadway is 0.423 mm/d, and the deformation at 730 days is 608.49 mm. The actual roof subsidence at 730 days at the lower slope starting point is 0.6 m, and the single sidewall convergence is 0.75 m; the average deformation of the surrounding rock is 0.675 m. The absolute deviation between the two is 66.5 mm, and the relative deviation is 9.85%. Considering that the theoretical model is based on simplifying assumptions such as isotropy, linear viscoelasticity, and a hydrostatic stress field, while the actual surrounding rock exhibits heterogeneity, joints and fractures, deviatoric stresses induced by the inclined roadway, and construction disturbances, the theoretical values are slightly smaller than the numerical and measured results. These assumptions mainly influence the predicted deformation by reducing the complexity of the surrounding rock response. In particular, the neglect of rock discontinuities and plastic damage mechanisms tends to underestimate the deformation under high-stress conditions. In addition, excavation-induced deviatoric stresses and construction disturbances may further accelerate surrounding rock deformation, resulting in larger numerical and field-measured values.
Overall, the theoretical calculations agree well with the measured data, indicating that the rheological model established in this paper can reliably predict the long-term deformation trends of high-stress soft rock roadways and has practical engineering value.
- (2)
Time-dependent curve fitting analysis:
The time-dependent fitting curve at the slope starting point is shown in
Figure 15.
According to the comparative analysis between the rheological theoretical curve at the slope starting point and the field measured data, both show an overall decay creep characteristic, in which the displacement increases continuously over time while the growth rate gradually decreases. In the initial stage, the measured values almost completely coincide with the theoretical values, indicating that the selected rheological constitutive model can accurately reflect the instantaneous elastic strain and early creep behavior of the surrounding rock. In the middle stage, the measured displacement is slightly higher than the theoretical value, with the maximum deviation controlled within 5%, which may be attributed to the progressive closure of local micro-cracks at the slope starting point or fluctuations in the field environment. In the later stage, the deviation between the two converges to less than 3%, and the rheological rate steadily decreases from the relatively high initial value to approximately 0.6 mm/d, with no sign of accelerated instability. Quantitative evaluation over the entire period shows a low root mean square error (RMSE) and a coefficient of determination (R2) above 0.98, confirming that the theoretical model is in good agreement with the measured data and can effectively describe the long-term deformation trend of the surrounding rock at the slope starting point, providing a reference for support design under similar engineering conditions.
- (3)
Fitting analysis of burial depth:
The time-dependent fitting curves for different burial depths are shown in
Figure 16.
Based on the linear regression analysis results of the rheological theoretical curves and field measured data at burial depths of 420 m, 500 m, and 600 m, the goodness of fit at each depth is relatively high (R2 > 0.94), indicating that the selected rheological model can adequately describe the time-dependent deformation characteristics of the surrounding rock at different burial depths. Specifically, as the burial depth increases, the slope of the fitted line gradually increases—0.6496 at 420 m, 0.7011 at 500 m, and 0.8281 at 600 m—indicating that the sensitivity of the rheological rate to time increases with depth, and the deep surrounding rock exhibits a more pronounced accelerating creep trend. Meanwhile, the intercept also increases significantly with burial depth (8.67 at 420 m, 63.17 at 500 m, and 94.35 at 600 m), reflecting a larger initial instantaneous strain in the deep surrounding rock. In terms of fitting accuracy, the R2 at 420 m is the highest (0.9776) with the smallest residual sum of squares, meaning the measured points best match the theoretical line; the R2 values at 600 m and 500 m are 0.9499 and 0.9463, respectively, still indicating high correlation, though the measured points are slightly more scattered. Overall, the model exhibits good adaptability to different burial depths, and the greater the depth, the stronger the rheological response. It is recommended to enhance support in deep sections and consider adopting a higher-order rheological constitutive model for long-term prediction.
6. Conclusions
(1) A coupled rheological analytical framework considering both anchored and unanchored rock zones was established based on the Maxwell rheological framework. By introducing the equivalent stiffness contribution of bolt reinforcement into the anchored zone, the proposed model describes the interaction between bolt support and surrounding rock and effectively characterizes the time-dependent deformation behavior of high-stress soft rock roadways.
(2) The analytical solution of surrounding rock displacement indicates that support parameters significantly influence long-term deformation behavior. Increasing bolt density and reducing bolt spacing can effectively suppress deformation accumulation, while bolt length exhibits a threshold effect with diminishing marginal benefits beyond a critical anchorage length.
(3) Burial depth has a significant influence on the rheological response of surrounding rock. With increasing depth, both the initial deformation rate and long-term displacement increase significantly, indicating enhanced time-dependent creep characteristics under high-stress conditions.
(4) Numerical simulation results using FLAC3D show good agreement with theoretical predictions, with a high correlation coefficient (R2 ≈ 0.985), demonstrating the applicability of the proposed model for describing the deformation behavior of high-stress soft rock roadways.
(5) Field engineering validation shows that the theoretical results are consistent with measured deformation data, with a relative error within 10%. The proposed model can effectively describe the long-term deformation trend of the investigated deep soft rock roadway and provide a theoretical reference for support design under similar engineering conditions.
However, the current validation is based on one engineering case, and further studies involving different geological conditions are required to improve the universality of the model.