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www.elsevier.com/locate/ijfatigue
Received 25 April 2002; received in revised form 15 July 2002; accepted 1 August 2002
Abstract
A method is presented that facilitates the development of accurate statistical strain–life curves given experimental data from
strain controlled uni-axial fatigue tests. The method establishes a series of selection criteria that ensure that the data used in the
statistical analysis are significant and truly representative of material behavior. The method goes on to establish a procedure for the
statistical analysis that ensures that each domain of material behavior is accurately represented. The statistical analysis incorporates a
method based on the approximate Owen tolerance limit to account for the nature of scatter fatigue data.
2002 Elsevier Science Ltd. All rights reserved.
Keywords: Strain–life; Cyclic stress–strain; Low cycle fatigue (LCF); High cycle fatigue (HCF); Reliability; Confidence; Statistical analysis
∗
Corresponding author. Tel.: +1-248-576-1037; fax: +1-248-944- Constant amplitude axial fatigue tests will provide the
2005. necessary information about the strain–life curve and
E-mail address: yl2@dcx.com (Y.-L. Lee). cyclic stress–strain behavior of the materials. Based on
0142-1123/03/$ - see front matter 2002 Elsevier Science Ltd. All rights reserved.
doi:10.1016/S0142-1123(02)00119-6
428 C.R. Williams et al. / International Journal of Fatigue 25 (2003) 427–436
Morrow’s proposal [3], the relation of the total strain 20 uni-axial fatigue specimens should be tested over a
amplitude (ea) and the fatigue life (2Nf) in reversals to strain range of 0.01–0.001 mm/mm in increments of
failure can be expressed in the following form: 0.0025 or 0.005 mm/mm. It is wise to prepare several
extra test specimens to allow for repeated data points
s⬘f
ea ⫽ eea ⫹ epa ⫽ (2Nf)b ⫹ e⬘f (2Nf)c (1) due to abnormal fracture or the need to produce
E additional high plastic strain, short-life data points to
where s⬘f = fatigue strength coefficient, b = fatigue allow a well-founded statistical analysis. The use of
strength exponent, e⬘f = fatigue ductility coefficient, c = additional specimens for improved high plastic strain
fatigue ductility exponent, E = modulus of elasticity or resolution is often necessary when testing low ductility
Young’s modulus. and heat-treated alloys. The specimen preparation and
The above equation, called the strain–life equation, is the testing should adhere to ASTM 606-92 [7]. The test-
the foundation for the strain-based approach for fatigue. ing should be strain controlled and should operate at a
It is achieved by summing of two separate curves for rate of 0.1–3 Hz. Those tests with anticipated lives
elastic strain amplitude-life eea-2Nf , and for plastic strain exceeding 1 million cycles are changed to stress control
amplitude-life, epa-2Nf. Dividing the equation of the stress mode at frequencies in the range of 20–35 Hz in order
amplitude [4] by the modulus of elasticity arrives at the to shorten the overall test time and cost.
equation for the elastic strain–life curve, A transition fatigue life point occurs when the magni-
tude of plastic strain amplitude is equal to the magnitude
⌬ee sa s⬘f of elastic strain amplitude. As shown in Fig. 1, the tran-
eea ⫽ ⫽ ⫽ (2Nf)b. (2)
2 E E sition fatigue life (2N T) is the intersection of the elastic
Coffin [5] and Manson [6] proposed the equation for the and plastic strain lines. The region to the left of this
plastic strain–life curve, point, where fatigue life is less than the transition fatigue
life, is considered the plastic strain dominant region, the
⌬ep so-called LCF region. The region to the right, where
epa ⫽ ⫽ e⬘f (2Nf)c. (3)
2 fatigue life is higher than the transition fatigue life, is
the elastic strain dominant region, the so-called HCF
When plotted on log–log scales, both curves become
region. The introduction of the transition fatigue life is
straight lines, as shown in Fig. 1. Besides the modulus
important because to accurately determine the fatigue
of elasticity, E, the baseline strain–life expression is
strength parameters (b and s f’) and the fatigue ductility
defined by four regression constants: fatigue strength
parameters (c and ⑀ f’), the elastic strain dominant and
coefficient, fatigue strength exponent, fatigue ductility
the plastic strain dominant regimes must be statistically
coefficient, and fatigue ductility exponent.
emphasized, respectively. This technique ensures that
The regression constants produced by the least-
the data points in each region are accurately represented
squares method are valid in the range of the experimental
and appropriately weighted in this analysis.
data. This emphasizes the necessity for a broad range
of experimental data. Experience has shown that strains
2.2. Data selection for data quality
should be selected such that fatigue lives range from
1000 to 10,000,000 cycles. To ensure that a sufficiently
In the past, the procedure for identifying quality data
large sample exists for the statistical analysis used to
has been far less rigorous. Either all data were included
develop the statistical strain–life curves, a minimum of
regardless of failure location or plastic strain amplitude,
or data was excluded for reasons that were not scientifi-
cally founded, but were based on experience. The fol-
lowing procedures are suggested.
elastic strain amplitude. These values need to be calcu- applied stress is a function of the cross-sectional area of
lated for each sample in the test. the test specimen and the error in the applied load. The
Again the calculated elastic and the plastic strain error in the applied load is generally 0.1% of the
amplitudes must be considered. If a transition life point maximum capacity of the load cell. Generally a 22-kN
exists within the data set this must be determined. Once (5000-lbs) load cell is used. When this term is scaled by
the transition point is determined, qualitatively, the data the modulus, the uncertainty in the stress term is 0.00001
set to be analyzed is chosen such that an intersection of mm/mm. Since this value is an order of magnitude less
the plastic and elastic curves is ensured. All viable life than the error introduced by the strain measurement, this
data points below and the two data points immediately term is neglected. The functional uncertainty in the cal-
above the transition life point are selected for the fatigue culated plastic strain is then 0.0001 mm/mm. If the
ductility parameter portion of the analysis. The fatigue maximum acceptable uncertainty is 20% then the thres-
strength parameters are developed using all viable life hold for plastic strain data is 0.0005 mm/mm.
data points above and the two immediately below the A simple study that compared the effect of a 0.0005
transition life point. mm/mm threshold to a 0.001 mm/mm threshold was per-
If a transition point does not occur within the experi- formed. It was found that the inclusion of the lesser plas-
mental data set, the above method does not apply. If all tic strain data, which contained a greater percentage of
the experimental data are in the elastic strain dominant error, had little adverse effect on the predictive accuracy
region, the points used for the fatigue ductility para- of the resulting fatigue parameters. It was found that the
meters analysis must be chosen judiciously. The positive value provided by the additional data, more
measurement error in the total strain and stress will dis- accurate design strain–life curves, was greater than any
tort the data such that the values produced by the small distortion that could occur because the last
regression of those plastic strain data points will provide included data point had a 20% intrinsic error rather than
parameter values that are not representative of true a 10% intrinsic error. The threshold of 0.0005 mm/mm
material behavior. In this case, any remaining data points of plastic strain was a compromise between accuracy and
with plastic strain amplitude less than a threshold value the costs associated with producing sufficient data with
should be disregarded. For the elastic region analysis, all a threshold of 0.001 mm/mm of plastic strain. Fig. 2 is
data points that have not been excluded, due to failure an illustration of how the intrinsic error can affect the
or testing non-conformities, should be used. placement of a data point on the log plot of plastic
strain–life. This placement of data points directly effects
2.2.2. Threshold of plastic strain amplitude to avoid the accuracy of the linear regression, especially when
measurement error the upper and lower boundaries of the data range are not
There are references [8,9] suggesting that data points parallel, but are diverging as strain decreases. This figure
with plastic strain amplitude less than 0.001 mm/mm helps to illustrate the reasoning behind setting the plastic
should not be considered for analysis. These thresholds strain threshold at 0.0005 mm/mm rather than at 0.001
were established from previous experience, rather than mm/mm. Fig. 2 indicates that the minimal distortion pro-
from a mathematical evaluation of the propagation of duced by a maximum error in the data point at a plastic
measurement error. strain of 0.0005 mm/mm is small and, therefore, the dis-
From a partial differential uncertainty analysis of the tortion caused by this point is far less significant than
plastic strain function, a threshold that considers the the value added by the inclusion of data between 0.001
effect of propagating measurement error on the accuracy and 0.0005 mm/mm of plastic strain.
of the plastic strain values can be developed.
2.2.3. Inspection of failure modes
sa The failure location on the test specimen is also an
e ⫽ ea⫺e ⫽ ea⫺ .
p
a
e
a (4)
E important criterion in determining the quality of a data
point. It must first be determined whether the specimen
∂{epa} ∂{epa}
⌬{epa} ⫽ d{ea} ⫹ d{sa}. (5) failed due to the applied strain or if the test fixture or
∂{ea} ∂{sa} specimen finish quality adversely affected the speci-
⌬{sa} men behavior.
⌬{epa}⬇⌬{ea} ⫹ . (6) If the failure was at or outside the region bounded by
E
the extensometer probes, the specimen must be called
Given the equipment that is generally used today to into question, because this failure may have been caused
perform strain controlled fatigue testing, the uncertainty by the improper attachment of the extensometer blades
or error in the total strain measurement is 0.1% of the or a poor surface finish on the specimen. To dismiss all
maximum strain capacity, which is generally 0.1 samples that fail at or outside the region bounded by
mm/mm. This results in an uncertainty of 0.0001 the extensometer will require a prohibitive number of
mm/mm in the total strain measurement. The error in the specimens to be tested, so an engineering judgment must
430 C.R. Williams et al. / International Journal of Fatigue 25 (2003) 427–436
be made. If a specimen has failed beyond the test sec- life curves are constructed to ensure that a majority of
tion, in the area between the blades, then the half-life the fatigue data falls above the minimum or lower bound
stress and the life of the specimen must be reviewed. If value. The choice of the lower bound strain–life curve,
these values are consistent with the trend created by the design strain–life curve, is fairly arbitrary and dependent
other samples, then the sample should be included, upon material cost, safety policy, and industry standards.
otherwise the sample should be excluded from the analy- Traditionally, the engineering community prefers to use
sis. the lower two-sigma or three-sigma design curve
Frequently, a testing laboratory will provide infor- method. That means the design curve can be derived by
mation regarding the location of visible cracks other than shifting the median strain–life curve in log coordinates
the location of the fracture. This information can be to the left by two or three times the sample standard
helpful in determining whether a specimen has failed due deviation. This fails to account for the statistical distri-
to the strain or because of outside agents. If cracks were bution of the results due to the sample size and various
visible within the test section, yet the failure occurred reliability/confidence levels. Thus, the approximate
elsewhere, it is likely that the data is reasonable and can Owen Tolerance limit method [2] is adopted.
be included. One must be particularly cautious if no In the automotive industry, values of R90C90 and
cracks were visible in the test section, yet the specimen R95C90 are often used for safety related component
fractured. This is a strong indication that the test set-up designs. The value of R90C90 ensures that there is a
was improper or the specimen was poorly machined. For 90% possibility of survival (reliability) with a 90% con-
the proposed analysis to be valid, the specimen must fail. fidence level at the specific data point. In the approxi-
Specimens that are tested at small total strains may mate Owen Tolerance limit approach, a variable
present an endurance limit strain. This endurance limit YR,C( ⫽ lnNf,R,C) defined as the lower tolerance limit of
information may be of interest if a component is to have Y( ⫽ lnNf)with reliability R and confidence level C at a
an infinite life, but these points must be excluded from given stress amplitude Xi( ⫽ lnSa,i) follows the
the proposed analysis, because failure is an assumption expression below:
of the governing equations.
YR,C(Xi) ⫽ mY(Xi) ⫺ K × s (7)
2.3. Statistical data analysis procedures where my(Xi) is the least squares estimate of median (Y
on X i), s is the sample standard deviation of Y on X i, and
For industrial applications, a strain–life curve that rep-
resents median behavior of a material is insufficiently K ⫽ KD × R. (8)
robust; therefore a strain–life curve that incorporates a KD ⫽ c1KR ⫹ KC冑c3K2R ⫹ c2a (9)
specific factor of safety is necessary. A rigorous expla-
nation of the statistical analysis follows. b2
A practical method for constructing design strain–life R ⫽ b1 ⫹ ⫹ b4exp( ⫺ f) (10)
fb3
curves to characterize the minimum fatigue life at a
given fatigue strength level is presented. Design strain– in which
C.R. Williams et al. / International Journal of Fatigue 25 (2003) 427–436 431
Table 1 Table 3
Empirical coefficients b i (i ⫽ 1,2,3,4) [2] K-factors for the approximate Owen tolerance limits
Table 4
Constant amplitude axial fatigue test data for SAE 1137 carbon steel
Sample Diameter(mm) Modulus (MPa) Total strain Max. stress at Min. stress at Total fatigue Failure locationa
number amplitude half life (MPa) half life (MPa) life (cycles)
(mm/mm)
a
BKE, failure detected between knife edges; NOKE, failure detected outside knife edges with no other cracks in between
testing procedure. Such effects should not occur in test- All viable life data points below and the two data points
ing of this nature. immediately above the transition life point are selected
Next, calculation of the elastic and plastic strain for the fatigue ductility parameter portion of the analysis.
amplitudes is recommended. These data points will The fatigue strength parameters are developed using all
allow us to determine where the transition fatigue life viable life data points above and the two immediately
is. These values need to be calculated for each sample below the transition life point.
in the test. A new data set for fatigue data analysis is
generated and shown in Table 5. Based on the same 3.1. Low cycle fatigue data analysis
magnitude of the calculated elastic and plastic strain
amplitudes in Table 5, the transition life is roughly esti- To begin the actual fatigue ductility parameter analy-
mated as 22,000 reversals. sis, one needs the following data: total life and calculated
Once the transition life is determined, qualitatively, plastic strain amplitude for the plastic region data points.
the data to be analyzed is chosen such that an intersec- Since the plastic strain amplitude is the control para-
tion of the plastic and elastic strain curves is ensured. meter, the statistical independent variable X for the
Table 5
Summary of useful fatigue test data for SAE 1137 mild carbon steel
Sample Total strain Avg. stress Modulus (MPa) Total fatigue life Calculated elastic Calculated plastic
number amplitude amplitude @ (reversals) strain amplitude strain amplitude
(mm/mm) half life (MPa) (mm/mm) (mm/mm)
analysis will be the logarithm of the plastic strain ampli- a sample size of n ⫽ 8, the Owen tolerance factor (K)
tudes, log(epa), and the statistical dependent variable Y is 2.608 and the standard error (s) from the linear
will be the logarithm of the fatigue life, log(2Nf). A lin- regression analysis is 0.03011. With the assumption of
ear regression analysis should be performed, the least- constant fatigue ductility exponent (c ⫽ ⫺0.6207), the
squares method on the XY data. The R-squared R90C90 fatigue ductility coefficient e⬘f,R90,C90is determ-
regression statistic should be above 0.90. If the R- ined 0.9870.
squared value is lower it suggests that substantial scatter
exists. If the data is not plastic strain dominant then the 3.2. High cycle fatigue data analysis
accuracy of the test should be questioned. Given the
intercept A, slope B, and variables X and Y, the equation The analysis for the elastic strain dominant regime (b
for the regression line takes the linear form: and s f’) is performed using the same method and criteria
that were previously detailed, but the half-life stress
Y ⫽ A ⫹ BX
amplitude is used instead of the plastic strain amplitude.
where The elastic strain amplitude could be used, but the coef-
ficient produced would have to be multiplied by the aver-
A ⫽ (⫺1 / c)log(e⬘f)
age value of Young’s Modulus to produce the desired
B ⫽ 1/c strength coefficient. To generate the values of s⬘f and b,
when performing the least squares on the high cycle
and
fatigue data, the logarithm of the stress amplitude (sa)
c ⫽ 1/B (15) is the statistical independent variable and the logarithm
of the reversals to failure (2N f) is the statistical depen-
e⬘f ⫽ 10(-c×A)). (16)
dent variable. Again the regression equation assumes the
The linear regression analysis results in A ⫽ following linear form.
0.06933, B ⫽ ⫺1.611, R 2 ⫽ 0.9942, and s ⫽ 0.03011.
Y ⫽ A ⫹ BX
With Eqs. (15) and (16), the fatigue ductility parameters
are c ⫽ ⫺0.6207 and e⬘f ⫽ 1.104. where
Since the number of data points in the above analysis
A ⫽ (⫺1 / b)log(s⬘f)
exceeds five then a reliability and confidence analysis
can be performed. For this example an R90C90 analysis B ⫽ 1/b
is recommended. The R90C90 regression line (YR90C90)
and
can be determined by shifting the median regression line
toward the left with the following equation, b ⫽ 1/B (18)
YR90C90 ⫽ Y⫺K × s (17) s⬘f ⫽ 10(-b×A)). (19)
where s is the standard error of Y on X. In this case for The linear regression analysis results in A ⫽ 37.11,
Fig. 3. The total strain–life curves, R50 and R90C90, for SAE 1137 steel.
434 C.R. Williams et al. / International Journal of Fatigue 25 (2003) 427–436
B ⫽ ⫺12.36, R 2 ⫽ 0.9517, and s ⫽ 0.1742. With Eqs. which is equivalent to the following linear regression
(18) and (19), the fatigue ductility parameters are b ⫽ form using log(epa) as the statistically independent vari-
⫺0.0809 and s⬘f ⫽ 1006 MPa. able X and log(sa)as the statistical dependent variable
Since the number of data points in the above analysis Y,
exceeds five then reliability and confidence analysis can
Y ⫽ A ⫹ BX
be performed. In this case for a sample size of n ⫽ 10,
the Owen tolerance factor (K) is 2.436, and the standard where
error (s) from the linear regression analysis is 0.1742.
A ⫽ log(K⬘)
With the assumption of the constant fatigue strength
exponent (b ⫽ ⫺0.0809), the R90C90 fatigue strength B ⫽ n⬘
coefficient s⬘f,R90,C90 is determined to be 929 MPa.
and
Once the four fatigue parameters have been derived,
the total strain–life curve can be assembled. The graph n⬘ ⫽ B (22)
in Fig. 3 consists of the total strain–life curve, plastic
K⬘ ⫽ 10 . A
(23)
strain–life curve, and elastic strain–life curve. These
three curves are plotted on a log–log scale graph with In this analysis all the sample data where plastic strain
the experimental data superimposed on the graph. This amplitude exceeds 0.0005 are included. The linear
aids in demonstrating the quality of the curve fit. If the regression analysis results in A ⫽ 3.090, B ⫽ 0.1608,
R90C90 curves were generated, these curves could be R 2 ⫽ 0.9905, and s ⫽ 0.008126. Thus, n⬘ ⫽ 0.1608
superimposed on the median curves for design, as shown and K⬘ ⫽ 1230MPa.
in Fig. 3. Reliability and confidence analysis for the cyclic
stress–strain parameters can be performed. In this case
3.3. Analyses of cyclic stress–strain behavior and for a sample size of n ⫽ 14, the Owen tolerance factor
transition fatigue life (K) is 2.083, and the standard error (s) from the linear
regression analysis is 0.008126. With the assumption of
Similar to the monotonic behavior, the cyclic strength constant cyclic strain hardening exponent (n⬘ ⫽ 0.1608),
coefficient K⬘ and the cyclic strain hardening exponent, the R90C90 cyclic strength coefficient K⬘R90C90 is
n’, are the intercept and slope of the best fit line to the determined as 1175 MPa.
true stress amplitude (⌬s / 2) versus true plastic strain Equating the elastic and plastic strain components can
amplitude (⌬eP / 2) data in log–log-scale: derive the transition life in reversals (2NT):
sa ⫽ K⬘(epa)n⬘ (20) s⬘f
(2NT)b ⫽ e⬘f(2NT)c (24)
where K’ ⫽ cyclic strength coefficient; n’ ⫽ cyclic E
strain hardening exponent. and
冉 冊
When performing the least squares fit, the logarithms
1/b-c
of the true plastic strain amplitude are the statistical e⬘fE
2NT ⫽ (25)
independent variables and the logarithms of the stress s⬘f
amplitude are the statistical dependent variables. A plas-
Therefore, using Eq. (25) the transition fatigue life for
tic strain amplitude less than 0.0005 is neglected in
R50 and R90C90 are determined as 23,700 reversals and
regression analysis. Taking the logarithm on both sides
22,300 reversals, respectively. A typical summary of this
of Eq. (20) gives the following linear form
analysis is presented in Table 6.
log(sa) ⫽ log(K⬘) ⫹ n⬘log(epa) (21) A brief material analysis is provided for SAE D4512,
Table 6
Data analysis summary for SAE 1137 carbon steel
R50 R90C90
Table 7
Summary of useful fatigue test data for SAE 4512
Sample Total strain Avg. stress Modulus (MPa) Total fatigue life Calculated elastic Calculated plastic Failure
number amplitude amplitude at half (reversals) strain amplitude strain amplitude locationa
(mm/mm) life (MPa) (mm/mm) (mm/mm)
a
BKE, failure detected between knife edges; NOKE, failure detected outside knife edges with no other cracks in between
a ferric steel used in industrial cast components. This is to produce the fatigue parameters. Notations on the table
a low ductility, high strength alloy that does not exhibit (highlighted with bold fonts) indicate which data points
the transition fatigue life point within a commonly tested were used for the elastic analysis and the plastic analysis.
total strain range. The transition life point for this It is also noted that the last two rows of data points were
material occurs at approximately 1000 reversals, which excluded from the analysis for no cracks.
is at the extreme minimum for accurate life data. In a The data presented in Table 7 is analyzed using the
case such as this, the criterion for data selection is if the same method that was discussed in the example for SAE
plastic strain is greater than 0.0005 mm/mm, rather than 1137 carbon steel. The only difference is how the data
the data’s relationship to the position of the transition is selected. Data are reviewed using the same failure
life point. Table 7 is a summary of the data necessary location criteria and the same minimum plastic strain
Fig. 4. The total strain–life curves, R50 and R90C90, for SAE D4512 steel.
436 C.R. Williams et al. / International Journal of Fatigue 25 (2003) 427–436
requirements. Which data to use for the plastic strain reducing the number of iterations in the design and
analysis is the primary difference. In this situation, test cycle.
where the transition life point is not present in the data,
all data with a calculated plastic strain greater than
0.0005 mm/mm are used for the development of the References
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