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Chapter 7: Fatigue and Impact

All machine and structural


designs are problems in fatigue
because the forces of Nature are
always at work and each object
must respond in some fashion.
Carl Osgood, Fatigue Design

Aloha Airlines Flight 243, a Boeing 737-200, taken April


28, 1988. The midflight fuselage failure was attributed to
corrosion-assisted fatigue. (Steven Minkowski/Gamma
Liaison)

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

On the Bridge!

Figure 7.1: On the Bridge, an illustration from Punch magazine in 1891


warning the populace that death was waiting for them on the next bridge. Note
the cracks in the iron bridge.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Design Procedure 7.1: Methods to


Maximize Fatigue Life
1. Minimizing initial flaws, especially surface flaws. Great care is taken to produce
fatigue-resistant surfaces through processes such as grinding or polishing
that produce exceptionally smooth surfaces. These surfaces are then carefully
protected before a product is placed into service.
2. Maximizing crack initiation time. Compressive surface residual stresses are
imparted (or at least tensile residual stresses are relieved) through
manufacturing processes such as shot peening or burnishing, or by a number
of surface treatments.
3. Maximizing crack propagation time. Substrate properties, especially those that
retard crack growth, are also important. For example, in some materials
fatigue cracks will propagate more quickly along grain boundaries than
through grains. In this case, using a material that has elongated grains
transverse to the direction of fatigue crack growth can extend fatigue life
(e.g., by using cold-worked components instead of castings).
4. Maximizing the critical crack length. Fracture toughness (Section 6.5) is an
essential material property, and materials with higher fracture toughnesses
are generally better suited for fatigue applications.
Fundamentals of Machine Elements, 3rd ed.
2014 CRC Press
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Cyclic Stresses
Mean stress:

Stress range:

Stress amplitude:

Figure 7.2: Variation in nonzero cyclic


mean stress.

Stress ratio:

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Cyclic Properties of Metals


Material
Steel

Conditiona

1015
Normalized
4340
Tempered
1045
Q&T 306 F
1045
Q&T 500 F
1045
Q&T 600 F
4142
Q&T 400 F
4142
Q&T 600 F
4142
Q&T 700 F
4142
Q&T 840 F
Aluminum
1100
Annealed
2014
T6
2024
T351
5456
H311
7075
T6
Titanium
Ti-6Al-4V
Solution treated+aged
Nickel
Inconel X
Annealed
a Q&T - Quenched and tempered.

Yield
strength
Sy ,
MPa

Fracture
strength
f,
MPa

Fatigue
ductility
coeffic
i ent ,
f

Fatigue
strength
exponent,
a

Fatigue
ductility
exponent,

228
1172
1720
1275
965
1720
1340
1070
900

827
1655
2720
2275
1790
2650
2170
2000
1550

0.95
0.73
0.07
0.25
0.35
0.07
0.09
0.40
0.45

-0.110
-0.076
-0.055
-0.080
-0.070
-0.076
-0.081
-0.080
-0.080

-0.64
-0.62
-0.60
-0.68
-0.69
-0.76
-0.66
-0.73
-0.75

97
462
379
234
469

193
848
1103
724
1317

1.80
0.42
0.22
0.46
0.19

-0.106
-0.106
-0.124
-0.110
-0.126

-0.69
-0.65
-0.59
-0.67
-0.52

1185

2030

0.841

-0.104

-0.69

700

2255

1.16

-0.117

-0.75

Table 7.1: Cyclic properties of some metals. Source: After Shigley and Mitchell
[1983] and Suresh [1998].

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Common Stress Patterns and R.R. Moore


Test Specimen
Four frequently encountered patterns
of constant-amplitude cyclic stress
are:
1. Completely reversed: (m = 0, R =
-1)
2. Nonzero mean: (as shown in Fig.
7.2)
3. Released tension: (min = 0, R = 0,
m = max/2)
4. Released compression: (max= 0,
R = , m = min/2.

Figure 7.3: R.R. Moore machine


fatigue test specimen.
Dimensions in inches.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Fatigue Crack Growth

Figure 7.4: Illustration of fatigue crack growth. (a) Size of a fatigue crack for two
different stress ratios as a function of the number of cycles; (b) rate of crack growth,
illustrating three regimes.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Fatigue Crack Growth Notes


Strain-life theory (Manson-Coffin relationship):

Regimes of Crack Growth:


1. Regime A is a period of very slow crack growth. Note that the crack
growth rate can be even smaller than an atomic spacing of the
material per cycle.
2. Regime B is a period of moderate crack growth rate, often referred to
as the Paris regime
3. Regime C is a period of high-growth rate, where the maximum stress
intensity factor for the fatigue cycle approaches the fracture
toughness of the material.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Fatigue Striations

Figure 7.5: Cross section of a fatigued section, showing fatigue striations or beachmarks
originating from a fatigue crack at B. Source: Rimnac, C., et al., in ASTM STP 918, Case
Histories Involving Fatigue and Fracture, copyright 1986, ASTM International. Reprinted
with permission.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Fatigue Fracture
Surfaces

Figure 7.6: Typical fatigue-fracture


surfaces of smooth and notched crosssections under different loading
conditions and stress levels. Source:
Metals Handbook, American Society for
Metals [1975].

Fundamentals of Machine Elements, 3rd ed.


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Fatigue Strength Ferrous Alloys


For steels:

Figure 7.7: Fatigue strength as a function of


number of loading cycles. (a) Ferrous alloys,
showing clear endurance limit; Source: Adapted
from Lipson and Juvinall [1963].

Fundamentals of Machine Elements, 3rd ed.


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Fatigue Strength Nonferrous Alloys

Figure 7.7: Fatigue strength as a function of number of loading cycles. (b)


aluminum alloys, with less pronounced knee and no endurance limit. Source:
Adapted from Juvinall and Marshek [1991].

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Fatigue Strength - Polymers

Figure 7.7: Fatigue strength as a function of number of loading cycles. (c)


selected properties of assorted polymer classes. Source: Adapted from Norton
[1996]

Fundamentals of Machine Elements, 3rd ed.


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Endurance Limit vs. Ultimate Strength

Figure 7.8: Endurance limit as function of ultimate strength for wrought steels.
Source: Adapted from Shigley and Mitchell [1983].

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Staircase Approach
Design Procedure 7.2: Staircase Approach

Figure 7.9: Typical results from fatigue


tests using the staircase approach, and
used in Example 7.2.

1. A designer must first estimate the


endurance limit for the material of
interest, either with a strength-based
approach such as in Eq. (7.6), or
through preliminary testing.
2. A test interval is then selected, typically
around 10% of the estimated endurance
limit.
3. An initial test is performed at a stress
level equal to the expected endurance
limit.
4. If the specimen breaks, it is recorded as
such and the next experiment will be
performed at a stress level reduced by
the stress interval.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Design Procedure 7.2 (concluded)


5. At the desired duration (commonly 106 or 107 cycles), the test is stopped. If the
specimen survives, it is recorded as such and the next experiment will be performed
at a stress level increased by the stress interval.
6. A plot of typical results is shown in Fig. 7.9.
7. The mean endurance limit can be obtained from the following steps:
a.
Count the number of failures and survivals in the test results. Proceed with
the analysis using the less common test result.
b. The number of events (failures or survivals) is assigned to ni for each stress level
i. In this approach, the lowest stress level is denoted as o, the next highest as 1,
etc.
c. Obtain the quantity An from
d. The endurance limit is then estimated from
where the plus sign is used if the more common experimental result is survival,
and the minus sign is used if the more common event is failure.
8. It is recommended that at least 15 experiments be performed, although more can be
helpful for more accurate quantification of the endurance limit.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Endurance Limit for Materials

Table 7.2: Approximate endurance limit for various materials. Source: Adapted
from Juvinall and Marshek [1991].

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Finite Life Fatigue


Low cycle (below around
1000 cycles):

High cycle, finite life (between


around 1000 and 1 million cycles)

where

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Notch Sensitivity
Fatigue stress
concentration
factor:

Figure 7.10: Notch sensitivity as function of notch radius for several materials
and types of loading. Source: Adapted from Sines and Waisman [1959].

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Modified Endurance Limit


The modified endurance limit can be estimated from an R.R. Moore
idealized specimen from:

This is strictly true only for carbon steels.


Correction factors can be estimated from empirical relations. Experimental
verification of designs is usually required.

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Surface Finish Correction


Mathematical estimate:
Note: not based on curve fit of
Fig. 7.11.

Manufacturing
process
Grinding
Machining or
cold drawing
Hot rolling
As forged

Factor e
MPa
ksi
1.58
1.34
4.51
2.70
57.7
272.0

14.4
39.9

Exponent f
-0.085
-0.265
-0.718
-0.995

Table 7.3: Surface finish factor. Source:


Shigley and Mitchell [1983].

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Surface Finish Correction

Figure 7.11: Surface finish factors for steel. (a) As function of ultimate strength in
tension for different manufacturing processes; Source: (a) Adapted from Norton
[2011] and data from the American Iron and Steel Institute.
(b) As function of ultimate strength and surface roughness as measured with a
stylus profilometer. Source: (b) adapted from Johnson [1967].

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Reliability, Size and Temperature Factor


Reliability Factor:
For a standard deviation of 8% of
the mean:

Probability
of survival,
percent
50
90
95
99
99.9
99.99

Reliability
factor,
kr
1.00
0.90
0.87
0.82
0.75
0.70

Table 7.4: Reliability factors


for six probabilities of
survival.

Size Factor:

d depends on manufacturing
process, but one approach allows
estimation from the equivalent area
where the stress is above 95% of the
maximum stress:

Temperature Factor:

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Shot Peening Effect

Figure 7.12: The use of shot peening to improve fatigue properties. (a) Fatigue strength
at 2 x 106 cycles for high-strength steel as a function of ultimate strength; (b) typical S-N
curves for non-ferrous metals. Source: Courtesy of J.~Champaigne, Electronics, Inc.

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Design Procedure 7.3:


Determination of Endurance Limit
If an experimental investigation is impractical, the endurance limit can be estimated through
the following procedure:
1. The endurance limit for a specimen (Se) can be estimated for a type of loading from Eq.
(7.6). This requires knowledge of the material's ultimate strength, which can be obtained
from experiments or from tables of mechanical properties; some steel properties are
summarized in Appendix A.
2. Note from Fig. 7.8 that the predicted value should not be assigned a value greater than 690
MPa (100 ksi).
3. The modified endurance limit (Se) is then obtained from Eq. (7.18), where:
a. The surface finish factor, kf, is obtained from Eq. (7.19) using coefficients from Table
7.3, or else kf can be estimated from Fig. 7.11.
b. The size factor, ks, can be estimated from Eq. (7.20) for bending or torsion, with ks=1
for tension. If the part is not round, then an equivalent diameter can be obtained from
Eq. (7.21). These equations have high uncertainty, but they do allow size effects to be
considered without overly complicating the mathematics.
c. The reliability factor, kr, can be obtained from Table 7.4.
d. The effects of temperature, kt, are best obtained experimentally, but Eq.~(7.23) gives a
reasonable estimate
this factor.
Fundamentals
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Machine
Elements, 3rd ed.

Schmid, Hamrock and Jacobson

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Examples 7.5 and 7.6

Figure 7.13: Round shaft with a


retaining ring groove considered in
Example 7.5. All dimensions are in
millimeters.

Figure 7.14: Drawn square profile with


machined groove considered in
Example 7.6. All dimensions are in
millimeters.

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Haigh Diagram

Figure 7.15: A typical Haigh diagram showing constant life curves for different
combinations of mean and alternating stresses.

Fundamentals of Machine Elements, 3rd ed.


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Nonzero Mean Stress


Gerber:

Goodman:

Soderberg:

Figure 7.16: Influence of nonzero mean stress


on fatigue life for tensile loading as estimated
by four empirical relationships.

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

Modified Goodman Equations

Table 7.5: Equations and range of


applicability for construction of
complete modified Goodman
diagram.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Modified Goodman Diagram

Figure 7.17: Complete modified Goodman diagram, plotting stress as ordinate


and mean stress as abscissa.

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Modified Goodman Equations

Table 7.6: Failure equations and validity limits of equations for four regions of
complete modified Goodman relationship

Fundamentals of Machine Elements, 3rd ed.


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2014 CRC Press

Alternating Stress Ratio

Figure 7.18: Alternating stress ratio as function of mean stress ratio for axially
loaded cast iron.

Fundamentals of Machine Elements, 3rd ed.


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Fatigue Crack Growth Data

Figure 7.19: Fatigue crack growth data for a variety of materials. (a) Selected
polymers in comparison to aluminum and steel; (b) selected metal alloys. {\it
Source:} From Bowman [2004].

Fundamentals of Machine Elements, 3rd ed.


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Paris Law Data


Paris law:

Table 7.6: Paris Law constants for various classes of


steel. Data represents worst-case (fastest) crack growth
rates reported for the material classes. Source: From
Dowling [2007].

Fundamentals of Machine Elements, 3rd ed.


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Dynamic Mechanical Properties

Figure 7.20: Mechanical properties of mild steel at room temperature as function


of average strain rate.

Fundamentals of Machine Elements, 3rd ed.


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Example 7.11

Figure 7.21: Diver impacting diving board, used in Example 7.11. (a) Side view;
(b) front view; (c) side view showing forces and coordinates.

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

D-Check

Figure 7.22: (a) Exterior view of Boeing 747-400 during a D check; (b) inspection
of landing gear component for structural integrity. Source: Courtesy of Lufthansa
Technik.

Fundamentals of Machine Elements, 3rd ed.


Schmid, Hamrock and Jacobson

2014 CRC Press

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