Cation-exchange equilibrium for Ca-K-montmorillonite was studied at 35°, 50°, and 90°C and at three total normalities of the equilibrium solution (0.1, 0.05, and 0.01 N). Changes of the standard free energy for the exchange from K-montmorillonite to Ca-montmorillonite were determined to be −53, −270, and −393 cal/eq at 35°, 50°, and 90°C, respectively. Changes of the standard enthalpy and entropy were 1.7 kcal/eq and 5.6 cal/eq/degree at 35°C, respectively. The sign of the change of the standard free energy was found to be determined mainly by the entropy change, in particular, by the hydration entropy of the cations.

The calculation of the excess functions indicates that the mixing model of Ca-K-montmorillonite approximates that of a regular solution. Montmorillonite having potassium equivalent ion fraction of 0.1 to 0.7 consists of a random interstratification of Ca-montmorillonite (15.6 Å) and K-montmorillonite (12.6 Å).

K-bentonites of the Middle Ordovician High Bridge Group along the Cincinnati arch are characterized by interstratified illite/smectite (I/S) clays with rectorite-type ordering. Approximately 20% of the layers are expandable. They are structurally similar to I/S formed at temperatures exceeding 100°C during burial diagenesis, however stratigraphic evidence and a color alteration index of < 1.5 for conodonts in associated carbonates reveals they have never been deeply buried or subjected to temperatures greater than 80°C.

Whole-rock samples of K-bentonites contain ∼8% K2O and ∼4% MgO, whereas the <0.1-µm size fraction contains 6–7% K2O and 5% MgO. By comparison with a hypothetical parent ash, these values represent a net gain of K and Mg and a net loss of Si, Fe, Ca, and Na during post-depositional alteration. K-fixation is accounted for by a layer charge imbalance arising primarily out of octahedral substitution of Mg+2 for Al+3, indicating that the interstratification evolved from a montmorillonite precursor. The chemical characteristics of I/S layers in K-bentonites developed early during the alteration of volcanic ash to montmorillonite. Relatively high contents of K and Mg probably reflect both seawater and parent material composition at the time of formation. The composition and ordered stacking in K-bentonites was determined by the composition of the original smectite rather than by the pressure-temperature conditions of burial diagenesis.

Clay samples from shales and bentonites in the Mancos Shale (Cretaceous) and its stratigraphic equivalents in the southern Rocky Mountain and Colorado Plateau have been analyzed by X-ray powder diffraction methods. The major clay in the shales is mixed layered illite/smectite, with 20–60% illite layers. The regional distribution of ordered vs. random interstratification in the illite/smectite is consistent with the concept of burial metamorphism in which smectite interlayers are converted to illite, resulting finally in ordered interstratification. The interstratification data correlate with other geologic information, including rank of coal and Laramide tectonic activity. In addition, contact metamorphism of the shale by Tertiary igneous intrusions produced a similar clay suite. Chemical variation within these shales (particularly the presence or absence of carbonate) affected the clay conversion reactions in the interbedded bentonites and the shale itself during the early stages of transformation. In extreme cases, shales and bentonites from a single outcrop may contain clays that range from pure smectite (calcareous shales) to ordered illite/smectite containing ⩾50% illite layers (noncalcareous shales). The use of mixed-layered illite/smectite compositions to infer thermal regimes, therefore, may be misleading unless allowance is made for local chemical controls.

The formation of an interstratified structure in dioctahedral smectite was assumed to be influenced by (1) the overall layer charge density and its distribution in the structure, (2) the solvation energy of the cation, and (3) the nature of the solvation agent. By holding factors (2) and (3) constant it was possible to calculate the average local charge densities $\overline {{\rm{QA}}}$, $\overline {{\rm{QC}}} $, and $\overline {{\rm{QE}}} $ which are necessary for formation of 10-, 14-, and 16.8-Å mixed-layer phases in potassium-treated and ethylene glycol (EG) saturated smectites. The values of $\overline {{\rm{QA}}} $, $\overline {{\rm{QC}}} $, and $\overline {{\rm{QE}}} $ were 1.99, 1.2, and 0.56 esu/unit cell, respectively. Ammonium-treated smectites saturated with EG gave corresponding mean local charge densities of 2.7, 1.6, and 0.72 esu/unit cell. Calculations were made under the limiting condition QA > QC > QE > 0.

For K-smectites saturated with EG, Qtot = 1.99pA + 1.2pC + 0.56pE, where Qtot is the total charge (esu/unit cell), and pA, pC, and pE are probability coefficients for 10-, 14-, and 16.8-Å phases in the interstratified structure. The above equation calculated with the aid of least squares and without the limiting condition yields

$${{\rm{Q}}_{{\rm{tot}}}} = {\rm{2}}{\rm{.05pA + 1}}{\rm{.29pC + 0}}{\rm{.33pE}}{\rm{.}}$$

The thickness of the two-layer ethylene glycol complex of dioctahedral smectites varies under room conditions between 17.3 and 16.5 Å because of such factors as layer charge density, type of interlayer cation, and relative humidity. Neglecting this variability can give up to 30% error in the X-ray powder diffraction estimation of the smectite:illite ratio of the mixed-layer structures. Three methods have been developed for the interpretation of X-ray powder diffraction patterns of glycolated mixed-layer illite/smectite which take layer-spacing variability into account. The methods include a technique for quantifying the degree of layer ordering. In addition, the proposed techniques minimize the error due to the influence of domain size on positions of reflections. The experimental error can be kept below 5% or below 1% smectite layers, depending on the method applied, provided that the peak positions are measured with the accuracy of ± 0.02°2θ.

Mixed-layer illite/smectite (I/S) clays in lower Eocene sediments of the Texas Gulf Coast decrease in expandability with depth as found in previous studies of clay diagenesis, but at the same depth the 1/S clays from sand laminae tend to be more expandable than clays from adjacent shales. The I/S clays with greater expandability from sands collapse to phases with very low expandabilities after saturation with K. This non-ideal smectite behavior indicates that many of the expandable layers in I/S clays from sand laminae possess an illite-level negative layer charge on the structure. The Greene-Kelley Li-saturation test of the I/S clays also reveals that a considerable portion of the increased layer charge deficiency is created by tetrahedral substitution. The illitization of individual smectite layers in an I/S clay is envisioned to be a two step process instead of the single step rapid transformation implied in many earlier studies. The first rate-limiting step is the creation of sufficiently large negative layer charge in the lattice, primarily by AI for Si substitution in the tetrahedral sheet. The second rate-limiting step is the supply of K to the high-charged expandable layers. The abundance of high-charged expandable layers in I/S clays from sand laminae suggests that the K supply is influenced more by competing ions in the interstitial waters than by the absolute activity of K.

Chloride-, sulfate-, and perchlorate-exchanged forms of hydrotalcite have been prepared and their layer spacings determined after equilibration in hydrous atmospheres and after heat-treatments up to the temperature of decomposition in the range 300–400°C. The initial carbonate form of hydrotalcite and also brucite, for purposes of comparison, have been similarly studied. Only chloride-hydrotalcite and brucite exhibit a single phase stable to the decomposition temperature. The other anionic forms exhibit various phases with different layer spacings which are interpreted in terms of the size, orientation, and stability of the anions and, in some cases, the presence of additional water. A regularly interstratified form of sulfate-hydrotalcite (layer spacing = 19.80 Å) is obtained at room temperature and relative humidity <50%; at higher humidities, a fully hydrated phase is obtained, and at 50°C a collapsed form is obtained. In the preparation of perchlorate-hydrotalcite, an interstratified phase (layer spacing = 17.0 Å) was recognized with alternating carbonate and Perchlorate layers, although the evidence is less certain.

Monoionic K- and NH4-smectites saturated with ethylene glycol form mixed-layer structures which usually consist of three kinds of layers: a 10-Å, non-expanded layer; a 14-Å, partly expanded layer; and a 16.8-Å, completely expanded layer. In some samples, the 14-Å layers formed 60–70% of all layers present. When saturated with water vapor the smectites commonly consisted of three kinds of layers (10-, 12.6-, and 15.5-Å). Generally these samples contained fewer expanded layers than those saturated with ethylene glycol. This result is attributed to the smaller dipole moment of water compared with that of ethylene glycol. The greater solvation energy of NH4+ in comparison with that of K+ causes the expansion of a part of layers which did not expand in the K forms. This result indicates that there is an inhomogeneous distribution of layer charge in the smectite structure. The prevalent type of mixed layering in the studied samples is that of random distribution of layers.

Trioctahedral smectite and regularly interstratified chlorite/smectite in strata of the East Berlin Formation of the Connecticut Valley are largely restricted to black shale and gray mudstone deposited in alkaline, perennial lakes. The precursor of the mixed-layer clay appears to have been a smectite. Alkaline lake waters and inherited pore waters rich in magnesium favored the transformation of smectite to mixed-layer chlorite/smectite by fixation of brucitic interlayers into the smectite unit structure. Gray mudstones containing the mixed-layer chlorite/smectite are invariably underlain by magnesium-rich black shale—a possible source of Mg for the clay mineral transformations. The black shale is composed predominantly of Mg-rich trioctahedral smectite of probable authigenic origin.

Alkylammonium ion exchange on mixed-layer minerals gives detailed information about the variation of cation density in succeeding interlayer spaces. Three mixed layer samples from Japan (supplied by Dr. H. Kodama) were investigated. Their nearly 1:1 interstratification is based on regularly alternating high- and low-charged interlayer spaces, which are caused by a regular sequence of polar layers. The cation density in the high-charged interlayer spaces is >0.8 eq/(Si, Al)4O10. The low-charged interlayer spaces have an average cation density of 0.4 eq/(Si, Al)4O10 and heterogeneous charge distribution. The kind of heterogeneity of the Goto Mine sample differs from that of the Yonago Mine and the Honami Mine samples.

The Goto Mine specimen has a rather regular sequence of the low- and high-charged interlayers in proportions close to 0.50:0.50. The other two samples contain interlayer spaces with pronounced unsymmetrical charge distribution. The Yonago Mine sample probably has in random distribution with the polar layers about 10% mica-like layers segregated to packets of three and more layers; the ratio of high-charged interlayers to the low-charged ones is increased to about 0.55:0.45. The Honami Mine sample probably contains isolated mica-like layers or pairs of them. The proportion of the high-charged interlayers is estimated to be about 0.53:0.47 and is lower than determined by Kodama from the glycerolated sample.

The samples investigated may be considered as end-members of a series of interstratified specimens which begins with smectites with mixed-layer like charge distribution.

Mixed-layer kaolinite/smectites containing 40–90% kaolinite layers have been synthesized from Wyoming smectite. Run times were 4 months at 156°C in solutions of A1C13∙6H2O and KCl or CaCl2. Similar KCl runs devoid of Al3+ yielded mixed-layer illite/smectites. The supply of Al3+, rather than pK or pH, seems to control the alteration of smectite toward kaolinite or illite.

Li-bearing smectite minerals occurring as hydrothermal alteration products of magnesium silicate minerals in skarns associated with the Moldova Nouǎ, Romania, porphyry copper deposit were examined by X-ray powder diffraction, infrared spectroscopy, and thermal and chemical analyses. Li-bearing smectite containing 0.45–0.50 Li/unit cell is common, whereas smectite containing 0.21–0.33 Li/unit cell is less common. Both materials coexist with talc and kerolite. The Li-bearing smectite minerals (b = 9.111 Å) contains semi-ordered or ordered stacking and is highly crystalline, similar to saponite. After 3-yr storage under laboratory conditions in an air-dried state (RH = 50%) or after heating for 2 hr at 100°, 200°, 300°, or 400°C, the Li-bearing smectite minerals showed charactenstics of a regular 1:1 interstratification of anhydrous and dihydrate layers. Some segregation of the anhydrous, monohydrate, and dihydrate layers was noted.

The amount of Li-for-Mg substitution was found to be close to that in hectorite, and the number of octahedral vacancies was similar to that in stevensite. This Li-bearing smectite apparently formed directly from colloidal suspensions at atmospheric temperature and pressure.

Samples of cuttings from the Borchard A-2 well, Imperial Valley, California, were collected over a measured borehole temperature interval 135° to 275°C. The <0.5-µm (e.s.d.) fraction was separated using high-gradient magnetic separation (HGMS) to create a nonmagnetic fraction rich in illite and a magnetic fraction rich in chlorite. Chlorite was less easily separated from illite in lower temperature samples (<200°C), presumably due to the presence of polymineralic grains of chlorite and illite. Grains in higher temperature samples were more nearly monomineralic and more easily separated.

The chlorite is the IIb polytype. The thickness of coherent scattering domains of chlorite increased until 220°C and then remained constant. The amount of 7-Å interstratified material increased downhole until 195°C and then decreased. Over the same temperature interval, the illite polytypes varied systematically from 1Md (135° to 175°C) to 1M + 2M1 (230° to 275°C) and coherent scattering domains in the mineral became thicker to about 200°C and then remained constant in thickness. The percentage of illite in mixed-layer illite/smectite (I/S) increased from 40% at 135°C to 100% at temperature >205°C; ordering in the I/S changes from R0 to R1 between 135° and 155°C, and from R1 to R ≥ 3 at temperatures >155°C.

The concurrent structural changes in chlorite and illite indicate a general improvement in the overall structural order of the clay minerals with increasing temperature. Differences between chlorite and illite suggest that the minerals may have reacted differently to changing conditions or that they may have formed by different mechanisms. The exclusive occurrence of IIb chlorite at temperatures as low as 135°C extends the limit of IIb chlorite stability to temperatures lower than previous estimates.

A series of hydrothermal experiments was performed to determine the effect of fluid abundance on the reaction of smectite to illite. Experiments were conducted on K-saturated montmorillonite (<0.1-µm fraction) in a closed system at 250° to 400°C using run times of 1, 7, 14, 30, and 60 days at 100 MPa (1 kbar) pressure. In fluid-deficient systems (pore spaces not saturated), the rate and extent of illitization was significantly inhibited. A rock: water ratio of 20:1 (mass: mass) produced an R0 illite/smectite (I/S) having 82% smectite layers after 60 days at 250°C, whereas a rock: water ratio of 1:1 produced an I/S having 57% smectite layers under the same conditions. The effect became less pronounced at higher temperatures, with the 20:1 and the 1:1 experimental products differing by only 11% expandability at 400°C after 60 days. In addition, the low-fluid experiments produced fewer crystalline byproducts (quartz, cristobalite, chlorite) than did the fluid-rich runs, and the I/S was more difficult to disperse and orient in the fluid-deficient samples, suggesting enhanced cementation at grain contacts or the production of particle morphologies that did not lend themselves to orientation. The difference in reactivity of the smectite and I/S as a function of water content appears to be attributable to the reduced capacity for low volumes of water to mediate the dissolution, solute transport, and precipitation reactions that make up the series of reactions collectively termed illitization. Of these variables, solute transport is likely to be affected most by reduction of fluid.

The smectite to illite reaction was studied by transmission and analytical electron microscopy (TEM/AEM) in argillaceous sediments from depths of 1750, 2450, and 5500 m in a Gulf Coast well. Smectite was texturally characterized as having wavy 10- to 13-Å layers with a high density of edge-dislocations, and illite, as having relatively defect-free straight 10-Å layers. The structures of smectite and illite were not continuous parallel to (001) at smectite-illite interfaces. AEM data showed that the smectite and illite were chemically distinct although smectite had a more variable composition. Illite formation appeared to have initiated with the growth of small packets of illite layers within subparallel layers of smectite matrix. With increasing depth, ubiquitous thin packets of illite layers increased in size until they coalesced.

A model for the transition requires that the structure of smectite was largely disrupted at the illite-smectite interface and reconstituted as illite, with concomitant changes in the chemistry of octahedral and tetrahedral sites. At least partial Na-K exchange of smectite preceded illite formation. Transport of reactants (K, Al) and products (Na, Si, Fe, Mg, H20) through the surrounding smectite matrix may have taken place along dislocations.

The smectite-to-illite conversion process for the studied samples does not necessarily appear to have required mixed-layer illite/smectite as an intermediate phase, and TEM and AEM data from unexpanded samples were found to be incompatible with the existence of mixed-layer illite/smectite in specimens whose XRD patterns indicated its presence.

A layer-by-layer mechanism explains important features of mixed-layer clay minerals formed during the illitization of smectite, including the occurrence of randomly interstratified illite/smectite, the transition to ordered interstratifications, and the development of long-range ordering. A variety of solid-state transformation mechanisms were tested with a stochastic model, which accounts for interactions among clay layers. The model produces most successful results when the reaction of smectite layers with one illite nearest neighbor is favored over smectites with no illite neighbors by a factor of about two, and over those with two illite neighbors by a factor of ten or more. Synthetic X-ray powder diffraction patterns calculated from model results compare well with those of illite/smectite minerals. These results suggest a new kinetic rate law. Solutions to this rate law for reaction within sediments undergoing burial give mineralogical profiles with depth similar to those observed in subsiding sedimentary basins.

The <0.1-μm size fraction of an Ordovician K-bentonite from northern Kentucky was characterized by X-ray powder diffraction (XRD). Using A.I.P.E. A. criteria for interstratification nomenclature and Reynolds’ computer algorithm the dominant clay mineral proved to be an R2 ordered illite/smectite. The best fit of observed and calculated XRD tracings was obtained using 12 > N > 5, where N is the number of layers within a diffracting domain.

Sections of the K-bentonite were prepared by ion-beam milling and examined in an analytical transmission electron microscope (ATEM). One-dimensional lattice images observed parallel to the a-b plane showed subparallel packets, about 50–100 Å thick, each of which consisted of about 10-Â thick unit layers. Somewhat thicker unit layers (as much as 14.5 Å) were also seen. The former are presumed to be illite, whereas the latter may be partially collapsed smectite. Selected-area electron diffraction patterns suggested simultaneous diffraction from several packets, each containing at least five layers. Both h0l and 0kl spacings were usually present, indicating that the stacking of the subparallel packets was random. Quantitative analysis by AEM and electron microprobe show the clay to be low in tetrahedral Al but high in octahedral Mg, the latter presumably contributing largely to the interlayer charge responsible for K fixation. The TEM data are broadly reconcilable with the accepted XRD interpretation of a two-component, mixed-layer clay. Alternatively, the TEM images may be interpreted as a single phase having numerous packet boundaries, the latter being responsible for swelling behavior. These two interpretations will not be fully reconciled until greater analytical precision and resolution permit individual packets to be studied. This work suggests that mineral definitions based purely on XRD interpretations may have to be reconsidered as more electron microscope data become available.