eis paper july 2003 fatigue analysis testing dos donts
TRANSCRIPT
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as a datum, and the effect of reducing this sample frequency is shown in Figure 2. It can be seen that sampling at 10
times the signal frequency gave calculated lives of 1.1 times the true value for a broad band signal, and up to 1.5
times the true value for a narrow band signal. A sample frequency of 10 points/cycle is now widely used in industry,
as it offers a reasonable compromise between accuracy of analysis and quantity of data (and hence analysis time).
2.2 Peak-valley extraction and cycle omission
Measured load histories can be truncated by extracting the peaks and valleys from the sampled signal. Because real
signals contain a large number of very small fluctuations, it may be convenient to omit them during the peak/valley
extraction. This process is known as cycle omission, or gating (Figure 3).
The cycle omission criterion, or gate level, must be chosen with care. Many materials exhibit an endurance limit
stress amplitude under constant amplitude testing. Figure 4 shows a measured strain history from a truck steering
arm (upper signal), and the strain history that is produced if all the cycles smaller than the constant amplitude
endurance limit are removed. Fatigue testing using the truncated signal produced fatigue lives which were 9 times
longer than those produced using the full signal [Kerr, 1992].
The reason for this result is that the conventional endurance limit is produced by constant amplitude testing. This
means that if all cycles have amplitudes smaller than the endurance limit amplitude, infinite life may be assumed.
However, if any cycles are larger than the endurance limit, the endurance limit amplitude is very much reduced
(Figure 5). It was shown by Conle [Conle, 1980], and in many papers by Topper et al (see for example [ DuQuesnay,
1993] ) that the first few small cycles which follow a larger cycle contribute significant fatigue damage. Subsequentsmall cycles cause less damage, and sufficient small cycles will return the endurance limit to its constant amplitude
position. The process then repeats following a subsequent large cycle. Standard text books, for example [Dowling,
1998] now recommend that the endurance limit is ignored when analysing variable amplitude signals. For testing, it
is recommended that an endurance limit amplitude equal to 25% of the constant amplitude value is assumed when
gating test signals to omit non-damaging cycles.
Peak-valley extraction can also be carried out on multiaxial loading signals. In this case it is necessary to retain the
phase relationship between the signals. To do this, each time a peak or valley occurs on one signal, the
corresponding data points on the other signal are also retained. The principle is illustrated in Figure 6. Gating to
omit small cycles can be integrated into this processing operation. The danger in this procedure is illustrated by
considering the way these signals are used in the fatigue analysis of a node in a finite element model.
(a) The unit load stress tensor for each node is multiplied by its corresponding load history, to produce timehistories of each stress tensor.
(b) The time histories of the stress tensors are superimposed.(c) The time histories of the principal stresses are calculated.
(d) The damage parameter (for example the time history of the shear strains on a critical plane) is calculated.The peak/valley procedure in Figure 6 therefore assumes that a peak or valley in the principal strains will alwayscoincide with a peak or valley in one of the load histories. In general this is far from true and serious errors in the
calculated fatigue lives can be produced by peak-valley extraction of multiaxial loading histories. The increase in
processing speed can be dramatic, but the potential errors are great. Safe Technologys fe-safe software does notpeak-valley multiaxial loading histories unless the user specifically requests it. A sensitivity analysis should always
be carried out to assess the effect on the calculated fatigue lives.
2.2 Length of load histories
Figure 7 shows fatigue damage histograms for a fatigue analysis of the first 3 000, 30 000 and 300 000 cycles of a
long signal. Although the calculated fatigue lives (adjusted for the different lengths of signal) were very similar, thefatigue damage distribution for the shortest signal is dominated by the largest few cycles. This is a characteristic of
short signals. It is possible to obtain quite adequate calculated fatigue lives from relatively short lengths of signals,
but these lives are much more dependant of the accuracy of measurement of the few largest cycles, and on thestatistical validity of their frequency of occurrence. The damage histogram from the shortest signal could also give
the misleading impression that the damage is dominated by low cycle fatigue and therefore a more ductile material is
required .
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3. Fatigue testing
3.1 Equivalent damage
It is tempting to simplify fatigue tests by using simple constant amplitude loading instead of a representative serviceload history. The assumption is that the constant amplitude loading is equivalent, in fatigue damage terms, to the
more complex service load history. This approach is fraught with danger. Figure 8 shows S-N curves for three design
details on a component plain material, a geometric notch, and a welded joint. A constant amplitude stress cycle willproduce very different lives at each of these three design details. Clearly the constant amplitude loading can only be
equivalent to the service loading at one of these details, and must be very non-equivalent at the other two. A constantamplitude load history (rather than a stress history) may also produce different stress amplitudes at the three details,
complicating the situation further.
Constant amplitude testing may also rank materials and manufacturing processes in the wrong order. Figure 9 showsthe results of constant amplitude tests on riveted lap joints in aluminium alloy. The fabrication method which gave
the longest endurance in constant amplitude testing gave the shortest fatigue life when tested using flight-by-flight
service loading. This is very typical of the fatigue behaviour of complex joints.
3.2 Accelerated testing
Economic pressures may require that fatigue tests are accelerated in order to accumulate fatigue damage as rapidly as
possible. This may be required for reasons of cost, or in order to keep the fatigue test ahead of the components inservice. On method of accelerating tests is to increase the magnitude of the applied loads.
Figure 8 shows that applying the same scale factor to the stress amplitude will accelerate the fatigue damage of theweld to a much less extent than the fatigue damage at the other two details. It is clear therefore that fatigue damage
cannot be accelerated equally at all design details on a complex component. The danger then is that the order in
which cracks occur on an accelerated test will be different from the order of cracking in service. False hot-spots
may be identified, or real hot-spots missed.
There are other potential dangers in accelerated testing. Figure 10 shows test results from a specimen used toinvestigate fatigue failures on splined shafts. At realistic service torque loads, the failure site is correctly identified as
the root of the splines (A). Increasing the torque moves the failure site to the fillet radius (C), and further increasingthe torque moves the failure site to the shaft itself (B). This example shows that accelerating a fatigue test may
produce crack sites which are different from those which may occur in service.
3.3 Block loading test programmes.
In block loading tests, the service loading history is Rainflow cycle counted to produce a histogram of fatigue cycles.Cycles of similar range are grouped together and applied as blocks of constant amplitude loading. The order in which
the blocks are applied can have a significant influence on the test life. Referring to Figure 11, if the blocks are
arranged in a low-high sequence, where the smallest cycles are applied first, gradually increasing to the largest
cycles, then repeating the block, the fatigue life is similar to or shorter than the test life achieved using the original
signal. If the cycles are grouped into a high-low sequence, where the largest cycles are applied first, gradually
reducing to the smallest cycles, then the test life is very much longer. Other arrangements random order of blocks,or low-high-low, produce intermediate results. (The dramatic difference between the low-high and high-low
results is that in the low-high test the smallest cycles follow the largest cycles, and are therefore applied when the
endurance limit is at its most reduced value. Refer to Figure 5.)
4. FE mesh effects in FEA models
Fatigue cracks often initiate from the surface of a component. The accuracy of the surface stresses therefore has asignificant effect on the accuracy of the subsequent fatigue analysis. [Colquhoun, 2000] compared calculated fatigue
lives for a forged aluminium suspension component, using a preliminary and a final mesh, and found significant
differences (Figure 12). The final mesh produced fatigue lives which correlated very well with the results of a
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fatigue test of the component with a calculated life to crack initiation of 27 000 miles, compared to a test life of 41
000 miles at which quite long fatigue cracks were discovered. A difference of less than 15% between un-averaged
and averaged nodal stresses is a reasonable criterion for defining an adequate mesh density for fatigue analysis.
In selecting the parameter for analysis, possible options are integration point stresses (Gauss points), elemental
averaged stresses, nodal averaged stresses, or un-averaged nodal stresses.
Integration point and elemental averaged stresses do not normally give adequate estimates of the surface stresses,
and are not recommended.
With an adequate mesh, there should be little difference in the lives calculated from nodal averaged stresses, or un-averaged nodal stresses. In practice, mesh density is rarely ideal, and experience has shown that fatigue lives
calculated from un-averaged nodal stresses correlate most closely with test results. A recommended method of
assessing mesh density is to compare fatigue life contour plots, calculated from un-averaged nodal stresses, with
different amounts of averaging set in the contour plot software.
5. Choice of fatigue analysis method
5.1 Uniaxial fatigue
The use of uniaxial fatigue methods to analyse biaxially stressed components can give very optimistic life estimates.
In [Devlukia, 1985] a welded steel bracket from a passenger car subjected to multiaxial loading developed fatigue
cracks at a life much shorter than that predicted by uniaxial local strain fatigue analysis. The component had also
been tested under two different service duties and uniaxial analysis failed to reproduce the relative severity of the
two duties.
[Bannantine, 1985] reported the following results from a multiaxial fatigue test programme (Table 1). The three
specimens were (i) simple bending, (ii) in-phase bending and torsion and (iii) axial and torsion loading with randomphase relationship. Fatigue life predictions using uniaxial methods were always non-conservative, with a predictions
up to 19 times the achieved test life.
5.2 Principal stress criterion
Early attempts to analyse biaxial fatigue were based on principal stresses, using a conventional S-N curve. For a
fatigue cycle, the stress range of 1 , or the stress amplitude1
2
, would be used with a stress-life curve obtained
by testing an axially loaded specimen. The (false) assumption in this procedure is that the fatigue life is always
determined by the amplitude of the largest principal stress 1 , and therefore that the second principal stress 2 has
no effect on fatigue life.
Consider a simple circular shaft loaded in pure torsion. If xy is the torsion stress, then the principal stresses are :
21,2 xy =
i.e. the maximum principal stress is equal to the torsion stress. A fatigue cycle of xy will produce a principal
stress cycle of 1 xy = . The use of the principal stresses therefore predicts that the fatigue strength in torsion is
the same as the fatigue strength under axial loading. This is not supported by test data, as Figure 14 shows.Figure 14 shows the results of fatigue tests on a commonly-used steel. It is clear that the torsion fatigue strength is
much lower than the axial fatigue strength - the allowable principal stress in torsion is approximately 60% of the
allowable axial stress. Calculating fatigue lives using principal stress will clearly be grossly optimistic for torsion
loading, and allowable torsion fatigue stresses will be overestimated by a factor of 1/0.6 = 1.66. This could mean the
difference between identifying and missing a potential fatigue 'hot spot'. (In 1927, Moore reported that From the
quite considerable amount of test data available for fatigue tests in torsion the general statement may be made that
under cycles of reversed torsion the endurance limit for metals ranges from 40 per cent to 70 per cent of the
endurance limit under cycles of reversed flexure [Moore, 1927]).
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It has been shown over the past 20 years that principal stresses should only be used for fatigue analysis of 'brittle'
metals, for example cast irons and some very high strength steels. A fatigue analysis using principal stresses tends to
give very unsafe fatigue life predictions for more ductile metals including most commonly-used steels and
aluminium alloys.
5.3 Principal strain criterion
This criterion proposes that fatigue cracks initiate on planes which experience the largest amplitude of principal
strain. The standard strain-life equation for unixial stresses is
(2 ) (2 )2
f
f f f b cN N
E
+
=
where is the applied strain range
2 fN is the endurance in reversals
f is the fatigue strength coefficient
f is the fatigue ductility coefficient
b is the fatigue strength exponent
c is the fatigue ductility exponent
Replacing the axial strain with the maximum principal strain gives :
1 (2 ) (2 )2
f
f f f b cN N
E
+
=
The SAE multiaxial test programme [Tipton, 1989] used a 40mm diameter notched shaft with 5mm fillet radii,
machined from SAE1045 steel. The specimens were tested under pure bending loads, pure torsion loads, and
combined bending-torsion with various proportions of bending and torsion. The test results have been compared
with life estimates made from measured strains at the notch. The maximum principal strain criterion produced lifeestimates which were non-conservative, particularly at lower values of endurance, and the scatter was large (Figure
15). Experience has shown that this criterion should be used only for fatigue analysis of brittle metals, for example
as cast irons and some very high strength steels.
5.4 von Mises Equivalent Strain
Because the von Mises criterion provides an estimate of the onset of yielding, it has been proposed as a criterion for
fatigue life estimation.
The strain-life equation in terms of von Mises equivalent strain is
(2 ) (2 )2
fEFFf f f
b cN NE
+
=
The von Mises equivalent strain, calculated from principal strains, is
( ) ( ) ( )( )0.52 2 2
1 2 2 3 3 1EFF = + +
The value of is chosen so that EFF has the same value as the principal strain 1 for the uniaxial stress condition.
For design analysis based on stresses, at high endurance where the plastic component is small, the von Mises
equivalent stress is
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( ) ( ) ( )( )0.5
2 2 2
1 2 2 3 3 11
2EFF = + +
and fatigue lives could be calculated using (2 )2EFF
f fbN
=
or using EFF with a conventional S-Ncurve.
A major problem with the practical application of von Mises criteria to measured signals is that the von Mises stressor strain is always positive, even for negative values of stress or strain, and so Rainflow cycle counting cannot be
applied directly. Some approximations have been proposed, such as to assign the sign of the largest stress or strain tothe von Mises stress or strain, or alternatively to assign the sign of the hydrostatic stress or strain to the von Mises
stress or strain. These are termed signed von Mises criteria. The different methods of determining the sign can give
significantly different life estimates.
The von Mises criteria correlate poorly with test data, particularly for biaxial stresses when the two in-plane
principal stresses change their orientation during the fatigue loading.
5.5 Brown-Miller criterion.
The Brown-Miller equation proposes that the maximum fatigue damage occurs on the plane which experiences the
maximum shear strain amplitude, and that the damage is a function of both this shear strain max and the strain
normal to this plane, N
max 1.65 (2 ) 1.75 (2 )2 2
fNf f f
b cN NE
+
+ =
This formulation of the Brown-Miller parameter was developed by Kandil, Brown and Miller [Kandil, 1982].
The Brown-Miller criterion is attractive because it uses standard uniaxial materials properties. Figure 16 shows the
results from the SAE test programme [Tipton, 1989]. In general, test results and predictions agreed to within a factor
of 3. The Brown-Miller criterion is widely accepted for the analysis of most metals with the exception of verybrittle metals such as cast irons.
More recently, Chu, Conle and Bonnen [Chu, 1993] have shown improved correlation if the mean shear stress is
included, and have proposed the following extension to the Brown-Miller equation, using a mean stress correctionsimilar to a Smith-Watson-Topper correction
( )2
max ,max
21.02 (2 ) 1.04 (2 )2 2
fNN f f f f
b b cN NE
+
+ = +
where max is the maximum shear stress
and , maxN is the maximum normal stress.
Again, this equation uses standard uniaxial materials properties.
Varvani-Farahani has further extended the Brown-Miller equation, by weighting the contribution of the normal and
shear stress/strains using the axial and torsion fatigue strength coefficients. [Varvani-Farahani, 2000], [Varvani-
Farahani, 2003].
6. Concluding remarks
This paper has given some guidelines to be followed when planning a fatigue investigation. Many of the guidelines
are set as defaults in fe-safe, allowing engineers with relatively little fatigue experience to carry out successful
analyses.
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Processing speeds are also impressive. To give two examples: the fatigue analysis in fe-safe of a 700 000 element
model (4-noded solid elements) containing two load steps, in a 3 GByte file, took 35 minutes on a UNIX
workstation. For an 8 GByte FEA results file containing 36 load steps, the total fe-safe time for read-in, fatigue
analysis of the 36 load steps in sequence, and export of results, was 1 hour 15 minutes on a PC running Windows.
7. References
Bannantine J A, Socie D F. A variable amplitude multiaxial fatigue life prediction method.
Fatigue under biaxial and multiaxial loading, Proc. Third International Conference on Biaxial/Multiaxial Fatigue,Stuttgart, 1989. EISI Publication 10, MEP, London.
Chu C-C, Conle F A and Bonnen J F. Multiaxial stress-strain modelling and fatigue life prediction of SAE axle
shafts. American Society for Testing and Materials, ASTM STP 1191, 1993 pp 37-54
Colquhoun C, Draper J. Fatigue analysis of an FEA model of a suspension component, and comparison withexperimental data. Proc. NAFEMS Conference 'Fatigue analysis from finite element models', Wiesbaden,
November 2000.
Conle A and Topper T.H. Overstrain effects during variable amplitude service history testing. InternationalJournal of Fatigue, Vol 2, No.3, pp130-136, 1980
Dowling N. Mechanical Behavior of Materials. 2 nd edition. Prentice-Hall. 1998/9
Devlukia J, Davies J. Fatigue analysis of a vehicle structural component under biaxial loading.
Biaxial Fatigue Conference, Sheffield University, Dec 1985
DuQuesnay D.L, Pompetzki M.A, Topper T.H. Fatigue life prediction for variable amplitude strain histories. SAEPaper 930400, Society of Automotive Engineers
Kandil F A, Brown M W, Miller K J. Biaxial low cycle fatigue fracture of 316 stainless steel at elevatedtemperatures. Book 280, The Metals Society, London, 1982
Kerr W. 1992. Final year undergraduate project. Unpublished
Moore H F. Manual Of Endurance Of Metals Under Repeated Stress. Engineering Foundation Publication Number13, 1927.
Morton K, Musiol C, Draper J. Local stress-strain analysis as a practical engineering tool.
Proc. SEECO 83 Digital Techniques in Fatigue. City University, London 1983. Society of EnvironmentalEngineers
Tipton S M, Fash J W. Multiaxial fatigue life predictions for the SAE specimen using strain based approaches.Multiaxial Fatigue: Analysis and Experiments, SAE AE-14, 1989
Varvani-Farahani A and Topper TH. A new energy-based multiaxial fatigue parameter.
Fatigue 2000: Fatigue and Durability Assessment of Materials, Components and Structures.
4th International Conference of the Engineering Integrity Society, Cambridge UK. pp313-322.
Bache MR, Blackmore PA, Draper J, Edwards JH, Roberts P, Yates JR (eds.). EMAS 2000.
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Varvani-Farahani A. Critical plane-energy based approach for assessment of biaxial fatigue damage where the
stress-time axes are at different frequencies . 6th International Conference on Biaxial/Multiaxial Fatigue and
Fracture, Lisbon, Portugal, 2001. Carpinteri A, de Freitas M, Spagnoli A (eds.). pp203-221. ESIS Publication 31,
Elsevier 2003.
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Table 1. Uniaxial fatigue life predictions for various multiaxial conditions.(Lives are repeats of the test signal).
TEST LIFE PREDICTION
UNIAXIAL FATIGUE
600 5000
200 450
4000 53000
1700 30000
1000 19000
Figure 1. Possible samples from a signal sampled at four times the signal frequency
Poin ts/ cycle
Relativelife
Narrow band
Broad band
Figure 2. Effect of sampling frequency on fatigue life estimation (Narrow band data from[Morton,1983])
(i)
(ii)
(iii)
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Figure 3. Measured signal (top) and the same signal after peak-valley and cycle omission(bottom)
Figure 4. Measured truck steering arm loading (top) and the same signal after omitting cyclesbelow the endurance limit (bottom)
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Figure 5. Effect of variable amplitude loading on the constant amplitude endurance limit
Figure 6. Multi-channel peak-valley
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Figure 7. Fatigue damage histograms from the first 3000 (top), 30000 (centre) and 300000 cyclesof a long load history
Damage
0
0.0002
0.0004
0.0006
0.0008
0.001
0.0012
0.0014
Mean:uERange:uE
0
721
1443
2164
2885
-1417
-703
11
726
1440 Mean ()Range ()
Damage
0
0.00002
0.00004
0.00006
0.00008
0.0001
0.00012
0.00014
0.00016
Mean:uERange:uE
0
703
1406
2109
2812
-1344
-648
48
744
1440 Mean ()Range ()
Damage
0
0.000005
0.00001
0.000015
0.00002
0.000025
0.00003
Mean:uERange:uE
0
605
1209
1814
2419
-1167
-568
30
629
1228 Mean ()Range ()
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Figure 8. Notional S-N curves for three design details.
Figure 9. S-N curves and flight-by-flight test results for three lap joints.
10-2
10-1
100
101
102
103
100 102 104 106 108
Life (2nf)
Sa(SN):MPa
Weld Notch
Plain
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Figure 10 Accelerated testing can change the failure location
Figure 11 Block loading effect of block sequence on test life
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Figure 12. Effect of mesh refinement on calculated fatigue lives
Figure 13. Principal stresses for a shaft under axial load and torsion load
0
10
20
30
40
50
60
1.0E+04 1.0E+06 1.0E+08 1.0E+10 1.0E+12 1.0E+14 1.0E+16
Predicted Fatigue Life (repeats).
Applied%ofServiceLoa
Standard Mesh - Max Shear Strain
Refined Mesh - Max Shear Strain
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100
1000
1.0E+04 1.0E+05 1.0E+06 1.0E+07
Cycles
StressA
mplitudeMPa
Axial stress
Torsional stress
Figure 14. Stress-life curves for axial and torsion loading
Figure 15. SAE notched shaft test results, principal strain theory
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Figure 16. SAE notched shaft, Brown-Miller parameter