~ --- INVESTIGATION OF THE BAUSCHINGER EFFECT IN COPPER by JOSE ROBERTO CANAL B.M.E., Cornell University (1954) SUBMITED IN PARTIAL FULFILMENT OF THE REQUIREMENTS FOR THE DEGREE OF MASTER OF SCIENCE at the MASSACHUSETTS INSTITUTE OF TECHNOLOGY May 21, 1960 Signature of Author ........ -, .--- T ---- --- ----- - - - - - -- Departixint of Mechanical Engineering, May 21, 1960 Certified by ........... Thesis Supervisor ..***.-----**.-...- *** •••**** _ Accepted by ....... Chairman, Departmental Ccmmitte on Graduate Students THE BAUSCHINGER EFFECT IN COPPER by Jose Roberto Canal ABSTRACT r J. Bauschinger's work in the nineteenth century showed the existence of anisotropy of the yield point in steel. Since then several investigators have shown the existence of anisotropy of the yield point in non-ferrous metals. Plastic anisotropy, the Bauschinger effect, following plastic strain in copper has been confirmed. A series of controlled tests were performed in polycrystalline copper in order to evaluate the effect of temperature on large and small shear stress reversals. Thin-walled tubular specimens were loaded in torsion to a predetermined shear strain and then heated in an inert atmosphere according to a definite heating pattern, and the results plotted in a series of stressstrain curves. L Plastic anisotropy has been divided into two parts: a) the Bauschinger effect b) permanent displacement of strain due to reversal. The Bauschinger effect can be explained in terms of present-day It has been shown experimentally that there . dislocation theor . is elastic recovery, a definite yield point, after heating the specimen. This recovery is evidenced by the absence of the Bauschinger effect on strain reversals. The elastic recovery occurs when heating the material below its re-crystallization temperature and its magnitude (the raising of the yield point on reversal), increases with increase in temperature during heating. Permanent softening due to strain reversals has been confirmed. The mechanical softening has been interpreted in terms of a strain displacement of a magnitude equivalent to the mean free path between major obstacles. Additional softening of polycrystalline copper has been observed when heating the material over 300*-400*C and the effect called thermal softening. Thesis Supervisor: Dr. Egon Orowan Title: George Westinghouse Professor of Mechanical Engineering ACKNOWLEDGAENTS The author acknowledges his indebtedness to the following sources of help and encouragement. To Professor Egon Orowan, who proposed this interesting project and who, as my thesis advisor, guided me through this task. Also for the many discussions we had together and for his valuable ideas and suggestions. To the Wyman - Gordon Company for making this undertaking possible. To Bill Henry who so diligently and carefully prepared the test specimens, which insured the reproducibility presented in this report. To my wife who assisted me in taking some of the data, in computing and tabulating the results in addition to preparing the various graphs presented here. To all of these, my sincere thanks. TABLE OF CONTENTS Page ABSTRACT ACKNOWLEDGEMENT LIST OF FIGURES INTRODUCTION 1 GENERAL DISCUSSION 4 TEST PROGRAM 6 RESULTS OF TEST PROGRAM 11 Part a 11 Part b 22 Part c 28 CONCLUSIONS ABOUT THE BAUSCHINGER EFFECT 33 BIBLIOGRAPHY 34 APPENDIX "A" 35 APPENDIX "B" 37 APPENDIX "C" 43 APPENDIX "D" 46 ------- ----. - I -- r LIST i OF FIGURES Page Figure Definition Illustrate by stress-strain Curves....... 2 Figure Bauschinger's work illustrated by curve ............. 4 Figure Definition of Displacement by Illustration .......... 5 Figure Microphotograph of Copper ........................ 7 Figure Microphotograph of Copper ............................ Figure Stress-strain Curves - Twisted in one direction ...... 8 14 Figure Stress-strain Curve - One stress reversal ............ Figure Stress-strain Curve - Four cycles stress reversals .... 15 16 Figure Stress-strain Curve - Seven cycles stress reversal .... 17 Figure Stress-strain Curve - One stress reversal ............. Figure Figure Figure Figure Figure Figure Figure 18 Stress-strain Curve - One stress reversal 10% strain . 19 Stress-strain Curve - One stress reversal 13% strain . 20 Stress-strain Curve - One stress reversal 21% strain . 21 Stress-strain yurve - Two reversals - heat at 2000C .. 24 Stress-strain Curve - Two reversals - heat at 300C .. 25 Stress-strain Curve - Two reversals - heat at 400°C .. 26 Stress-strain Curve - Two reversals - heat at 500C .. 27 - Figure Figure Load Cell and Strain gage location ................... 39 Figure Figure One One One One reversal - heat at 2000 C ... 29 Stress-strain Curve Stress-strain Curve Stress-strain Curve Stress-strain Curve Figure reversal - heat at 3000C ... 30 reversal - heat at 4000C ... reversal - heat at 5000C ... 32 Figure 22 Wiring Diagram for Load Cell ....................... Figure 23 Calibration Curve for Load Cell ...................... Figure 24 31 Typical Heating Curve - Test Specimens .............. Figure 25 Sectional View of Heating Furnace ................... Figure 26 Test Specimen - Drawing of all dimensions ........... Figure 27 * Calibration Curve for Test Specimn ................ Figure 28 Skematic representation of demensions ............... INTRODUCTION The present work on the Bauschinger effect is a continuation of a test program initiated by Dr. E. Orowan in 1956, J. A. Meyer (1)* and Tung-Ming Wu (2) have investigated the Bauschinger effect using thin-walled tubular specimens loaded in torsion. In his investigation, Meyer noticed that in non-ferrous metals there was a permanent softening of the material with stress reversals in addition to the Bauschinger effect. Wu, at a later date, also found the same occurrence in aluminum, copper, brass, and nickel. Figure la, represents an actual stress-strain curve with one stress reversal. Figure lb, shows the same figure plotted in a conventional way of presenting a reversal curve on a positive quadrant. The shaded area in Figure lb, represents a measure of the Bauschinger effect; Polakowski (3) suggested such an area which he called the "deformation energy." Figure lc, shows schematically, the results presented by Meyer and Wu. The permanent softening which is referred by Meyer and Wu is indicated by the downward displacement of the stress reversal curve as compared with the extrapolated curve, represented by the dotted line, of a specimen twisted in the forward direction. Most investigators had assumed that the curve plotted for a stress reversal would eventually merge with the extrapolated curve once the Bauschinger effect had disappeared, this case is shown by Figure lb. known that this is not the case. of the present investigation. It is now Figure ld shows, essentially, the results The permanent softening with stress reversal is still evident, but, in many cases, the reversal curve is * Numbers in parenthesis refer to bibliography at the end of this report. b. C. Strain Strain - FIGURE 1. d. Strain a) Actual Stress- Strain Curve b) Conventional Stress - Strain Curve C) MEYER & WU's RESULTS d) PRESENT RESULTS 3- not parallel to the extrapolated curve as expected. It is surprising to know how little work has been done in the investigation of the Bauschinger effect since it was first reported 80 years ago. The present investigation was initiated in order to separate and investigate some of the factors that could give an insight to the Bauschinger effect. Controlled tests were carried out on the effect of low temperature heating upon reversal using low strains and moderate strains. These tests were performed on commercially pure polycrystalline copper tubes. GENERAL DISCUSSION J. Bauschinger's work (4), (5), (6), in the nineteenth century gave rise to speculation on the anisotropy of the yield point. In his work on mild steel, he found that by loading a bar in tension past its plastic range, unloading, and loading the bar again in the same direction the elastic limit had increased; whereas loading the bar in the opposite direction to that of the applied load, there would be little or no elastic limit. observations. Figure 2a, shows the main points of Bauschinger His main conclusions are summarized as Appendix "A" of this report. Forward Reversal Strain Strain Figure 2a Many investigators have attributed the Bauschinger effect to the presence of internal stresses. Heyn (7), in 1912, proposed a mechanism, which still prevails today, based on the anisotropy behavior of the individual grains on loading. When a tensile load is applied to a specimen those grains which are most favorably oriented for slip to occur will yield first. As the load is further increased the stress in the grains that had undergone slip increases less rapidly than the stress in the grains that are resisting slip, (e.g. grains which remain elastic). When the applied load is removed the grains that had undergone slip will find themselves in compression due to the relaxation of elastic energy from the grains that had resisted 5. slip. Incidentally, the grains that had resisted slip will find them- selves in tension and the net macroscopic stress will be zero. Upon reversal, applying a compressive load, the internal stresses present would aid in the deformation and the material would experience lower yield point. Wu in his work concluded that the Bauschinger effect could not be due solely to the presence of internal stresses since these stresses did survive strong annealing. The author would like to divide the problem into two parts, a) the Bauschinger and b) permanent softening. The softening part, it can be recalled, was represented by a downward displacement of the stress reversal curve in relation to the extrapolated curve, Figure lc. As suggested by Professor Orowan, the apparent softening could be thought as being a strain displacement. This displacement, as will be shown later, is constant for a constant strain amplitude and could be indicative of a mode of microscopic action perhaps the shearing of major obstacles as proposed by Professor Orowan. Then the stress reversal curve could be displaced to the left by a definite strain increment matching the extrapolated curve, this is shown in Figure 2b. This would leave the Bauschinger effect more or less independent of any mechanical or thermal softening. - mEno Strain Strain Figure 2b Q) AS RECEIVED X IOO00 b) ANNEALED AT 700 C- I HR. X 100 FIGURE 3 MICRO PHOTOGRAPHS OF COMMERCIALLY COPPER PURE Air- -z 30 ir . O.V mr-- VIP- AL .4w VAc~l INAL if~ ops drC Ab; J,1 44 AW -V -,p3. 44 %eA MICROPHOTOGRAPH OF ANNEALED COPPER AT 700° C. FOR ONE HOUR. X 1000. FIGURE Il 4 SPECIMEN Ib~C .. ---- I I -----, ~sr il~-.;ricr~ilP1Tli~5C;P~3~B~jP~IBa[ I I TEST PROGRAM The Bauschinger effect was investigated using thin-walled tubular specimens loaded in torsion. These specimens were twisted in an Ann Arbor torsion testing machine, which is the same equipment that has been used by previous investigators at M.I.T. This equipment has been adequately described by T. M. Wu (2). Some improvements, which were suggested by earlier investigators using the equipment, were incorporated into the machine. The load cell was redesigned with a 5-fold increase in sensitivity. Details of the change and the corresponding calibration curves appear as Appendix "B". The test program reported here was carried out using commercially The specimens were machined from drawn tubes in the as pure copper. received condition and as far as could be determined, all tubes came from the same extruded lot. A typical microphotograph of the grain structure, is shown in Figure 3a. The test specimens were cut to length, 6 1/81' and machined to the specifications shown in Figure 26 of Appendix "D." The specimens The were then cleaned and degreased in pure acetone prior to annealing. specimens were loaded into a Multiple Unit Vacuum Furnace, (see Appendix "C" for details), and the furnace evacuated by means of a vacuum pump. furnace The was charged with Argon gas to provide the inert atmosphere for annealing. The furnace was brought to 7000C and held at this temperature for one hour. The furnace was then allowed to cool to room temperature and the specimens unloaded. structure. Figure 3b shows the typical resultant micro- At first it was thought that the specimens were not fully 9. annealed, from the appearance of the grain structure, showed what appeared to be a fine grain aggregate. tions, it since some areas At higher magnifica- was noted that what appeared to be fine grain structure were etch - pits that revealed the octahedral plane. Figure 4 shows a geometrical array of etch - pits in one grain. Incidentally, many annealing twins can be noticed in the microphotographs. Since twin boundaries obstruct slip on at least six out of the twelve possible slipsystems they act, essentially, as grain boundaries. R. L. Woolley (8) in his work on copper, was able to show that as the number of twins per unit area increased the initial stress for a given strain also increased. What effect this may have on the Bauschinger effect was not quite clear from his discussion. Nevertheless uniformity of grain size and perhaps number of twin per grain were kept constant by following a prescribed heating and cooling cycle, see Appendix "C." The test program can be thought of being divided into three areas: a) Twist a test specimen in one direction, unload, and twist in the opposite direction. b) Twist a specimen in one direction, for small strains, unload, heat to a predetermined temperature, load and twist in the opposite direction. c) Twist a specimen in one direction, for large strains unload, heat to a predetermined temperature, load and twist in the opposite direction. The stresses were calculated by means of conventional thin-wall formulae and the strain was calculated as the tangent of the helical angle of twist. An empirical correction factor was applied to the gage C ~---I L----- C---r - -~-- 10. length and the details of this appear as Appendix "D." After a predetermined initial straining, the specimens were removed from the machine and each successive specimen heated at 1000 C higher than the preceding one starting at 2000 C, for one hour before straining in the reverse direction. At some point were sudden softening occurred, figure 20, the heating was discontinued. __ 11. RESULTS OF TEST PROGRAM Part a) This group of tests represent one or more strain reversals without any intermediate heating. The curves for this group are presented together as Figure 5 to 12. Figure 5 shows the results of twisting in one direction only. Here two specimens were twisted, one to a strain of 25% and the other to a strain of 35%. It was noticed that Specimen "A" had slipped in the jaws of the machine during twisting at a strain of 18%; the data, which was questionable, beyond this point was discarded. A second Specimen "B" was twisted to a strain of 16.5% and unloaded. in which the portion that would correspond to that gage length was fitted with ball-bearings to fit A mandrel, 'section under the the inside of the specimen snugly, was inserted into the specimen to constrain is from buckling. The specimen was then reloaded and twisted in the same direction to 35% strain. The curve shows some instability beyond 28% strain which is attributed to creep;consequently the tests were not carried beyond 35% strain. This curve was used as the bases for the extrapolation of data for all the curves presented in this investigation. Figure 6 shows a specimen twisted to 2 1/2% strain and reversed to 18% strain. The expected Bauschinger effect is noticed in addition to the softening effect reported by the previous investigators. Apparently at small strains the curve is almost parallel to the original extrapolated curve. Figure 7 shows four reversal cycles, each of 2 1/2% strain. last reversal was continued in the original direction. The Usually, dots -I 12. represent forward twist and circled dots represent reverse twist. The non-parallel feature of the curves can be noticed at early reversals. Figure 8 shows seven stress reversal cycles each of 2 1/2% strain; it can be noted, in this figure, the regularity in which the displacement of the curves occur. This same regularity also appears in Figure 7. Figures 9 and 10 are intended to show strain reversals of 10% and 14%. The specimen in this case were twisted to predetermined strain and reversed exactly by the same amount unloaded and allowed to stand for one month before applying an additional stress in the same reversed direction. Figure 9, shows essentially no recovery during this rest period and curve is considered to be a continuation of the same reversal. Nevertheless, this curve is not parallel to the extrapolated curve as reported. Figure 10, shows the effect of some recovery during this rest period but this segment of the curve has the same shape as the original reversal curve. Both segments of the reversal curve are not parallel to the extrapolated curve. Figures ll again it is and 12 show a reversal at 12% and 21% strains. Here noticed that curves have the usual Bauschinger effect and the mechanical softening but are not parallel to the original extrapolated curves. It appears, from the general trend of the curves, that -the displacement of the curves, upon reversal, is independent of the amount of plastic strain. The strain displacements, for a constant 2 1/2% strain reversal, based on the extrapolated curve are: 13. For Figure 7 .5, 1.5, 2.7, and 4.2% strain For Figure 8 .3, 1.5, 3.0, 4.5, 6.0 and 9.2% strain which seems to suggest a permanent displacement of the curve in one reversal of 1 1/2% strain. This is a considerable amount for small strains but the value seems to remain constant regardless of the amount of plastic strain, as seen from the other curves of this group. ._i_ -4i-Ti---- K i.i.. /-t----i-1 71 1 -i -Ic* ' i i i --- ;_L ' I ~L- c- It- -I i-----i1 -1- I- , i I- I -- - 1 -44 ;---1-;-- ii - i f *---~ -I- ---~ ~--$-- Ir----ti ... I , - I I ! i I ] ii_ -- H- . L._ - -- . i . . . .-- - 2 S---t+ -4 F GURE !5 rss I 4 1W STWITED I -~----?-------c-.-t. - f ~---;---i-----i i :---: i i | I r ---- -'~----~-'--1 ' '-~~~ ~/~~-~ ~~~----1 ---?- .771 I i II 0! _-- ] i--~--~-- ------ p IN ONE DIRECTION i I F-,- 'po i II 3 -, I I - S14WEA -RA t- - -t ---i -----4. t i - i i i .. .. I . ' ..... .... i2 .. ...... . .. . . . . . I--- - 1-----/ I-,-','-.. N. ; .; . .. t- ---r-- ' -- . .. . li ... .....---- i-t .... - ...... ----- _ :-_77 Z-t------72 . . . k S - . . -r I 2 i '' . . . .. . . .. . ........... 1 __6, .. . . ... . . ....... F:G !R ....'. i ... -; .... - - ' .. ... -I - "- _"'______ ' ....... -----i--- i . ITRE --- VS- ........ -- .......... .... s S P Ifs- IM: E N ._ S'tIH ... .....Il - ....... . . - _-_.I _-.- ______ 1- t 3 4 5 6 7 8 ----- 10 9 % ---- - -i - - ., t - --- . -~- .Ii i I .. .......... , - -. . .. ... _ . - - - ..... -. . . .-__-__ . . . t. . ., . . . -- t - . -i *1 .. SHEAR 11 I 12 13 14 15 16 17 18 STRAIP -- -- --- -- i I i-! I-r- ---- -- F- r --- i -- .. . . . I ' ' II i ...... ......... -----I 1 1I 1 , . J - i - --i -r - I... t: - ft r--i---t--t--~--. . i .. ~-------- -- *- i--~~~~~~~~~ ---- ;-- ' -- ......... 4--.. -i-- -- 0. I ._U) ---- 4 '-Er ] 1-. --. <1Il--------i---r ---- '----- Ir 5 FI i_.. - G RE . i i---- ! I 16 17 - , , - -- , --i- -- I I I I-----t - -'-- -t--- i 2 i l 3 I 10, TWO RE ER$AL --- ----------- -- -r----- i----- + !~--~~--~ EI SOECI .1 = " 4 5 6 7 8 9 % SHEAR 10 STRAIN 11 12 iS 14 15 r IS I--c- !---;I ,- t i ! I-; ,:- I - ! .--. ... r .....; --- .. . . ... . . .7. . - 11 iI I- -- _I * iI1 i ! . .: .. .. _ I S.E$ .. . . ii- ,- i I~-i----?-ii i- -4 i " ,-------'- ii. t t -- I~~- I- --- ..... . I-I- : . -. SI I-- _-c--f-- - I , ; -x I i -1-I -: . . . I__ 16. U) U-). . _ -MI, M ANY REVERSALS . ..... ' ... . ,t------.. _. .. .... ... . .__ . ... ...i I - VS STRAriit S E IME -- -I 11 !i - tiIFIGUR'E 8 i- -,- - . . . . . r - . .* .. . . . -r-L- . - ... . ............. ..... ...... L.. i, -- t--.---- - -I i -I -I i I ' .1--- sr II ... .. S i 2 3 4 5 6 .. .. . . . 7 . 6 - ... 9 % SHEAR 10 STRAIN I !I 52 ..--:--- 11 1 1 _ 1 I.cI. 1 5 6 - - - I-- I? I - 12 - - 13 14 15 1e IT 18 . ... . ... . . . . 16__ ~ ' . .... . .. . ' ~~~~~i-- -- ' . -- 1- . .... . . .. . t - , -, - -- . -, .. .- _ -... . S171 -- I, : I , '- , I . . i 1- -- I -* I - + - - - , '' F ! 1' !- r - ; -, jr 7 lut , ,: ' ' 1,! I:1 I " I,.., I r I-: , '......i .. .. . I- , . ' r i . . ' ..... ~ i ', --- ,- - ... . . . .. ,.. . , - - . . .. i-----t-] ,-- . -- r -- ' --. . - ' - . I~ i-1 --' *- 't ' .. . i - i - Ix -" ---- - -- - - - - ';~ ...... -- i V4- -F 7 -k----~~ -4---- i ,, , 1 w m ' ' I . . i ' , , , ,- " ... .. --... ........ ...*-,.... ....-- ;- - iz--A ,, *' I IL (n I f " :, .. .... ... .. ! ... ... ... . . . . . .i . ... .. l ' , . .. . . .. . .. .. i ! . .' - + .. , . - -, .+,.. ... . . . . . . . ! :, ,I ,' . ... . .... .. I . .. .. =- -" iT F ;'- - .: -: . .. ... . ! - .. ! . : i" "- =' - i;:':- - -- - -4. j .-- K. 4 r I 'I! II I ~ 41 -~ t - 1 I ~- -~~1~~ - K - 4-- I . 1 I. ---i--i-i -77 -4--- I -I- I - I .4 -4 i I: 4 L F-- I- - -- *1 I '~'1 - V -A-- I . -~ - 16URETl .4 -sl H-' 1<~~ I- ,E'c1-fl- 2 3 I- 0I 4IE IREVERSAL .~- I i . F I p i~~i fl -i i i i - ---I------ II - -I--- A- tw 4 - ~~~1~ - - -i--- +------------- ---I- I - I. 0-I I 4 _____________ ___________ to . I 4 I -i L-----~- -4-- ___ -4- 1 _____________ ___________ t% 3 H~AR ___________ 2t~ ~1R411~ - ___________ - _________ ___________ -I 22. Part b) All specimens in this group were prestrained in torsion to 2 3/4% prior to subjecting each to a heating cycle of a predetermined temperature. These specimens were then twisted in the opposite direction to a strain of 2 3/4% and reversed again, back to the original direction, for an This series were carried out in this form additional strain of 12%. to evaluate the effect of mild heating on a second reversal and are grouped together as Figures 13 - 16. Figure 13 shows that the Bauschinger effect has not changed at all after heating the specimen to 2000C for one hour. The second reversal, likewise, does not seem to be affected by this temperature. Figure 14, shows that the magnitude of the Bauschinger's effect, Polakowski's concept, has decreased somewhat, there is covery upon heating the specimen at 3000C for one hour. same elastic reThe second reversal does not seem to be affected. Plotted on the upper left hand corner of Figure 14 and to the same scale, is shown a specimen that was prestrained to 2%, received the same heat treatment and was reversed to 2% strain. The same characteristic features appear as in the curve below; same elastic recovery is noticed. Figure 15 shows the effect, mentioned for Figure 14, a little more pronounced with more recovery on the elastic part of the curve, due to heating of the specimen at 4000C for one hour. Likewise, the second reversal seems not to be affected. Figure 16 shows almost complete elastic recovery coupled with some thermal softening additional downward displacement of the curve, when heating the specimen at 5000C for one hour. The second reversal is still 23. unaffected. Plotted as in Figure 14, is the specimen with a prestrain of 2% and heated to 500 C, and again the general features are repeated, namely; elastic recovery and thermal softening. I IM -. .. j --------- I t -, I _- _ . .. ... .--' - -- 1 1 1 ', I .. I l ................ . _ I" i - i- - i , __ -~~ - * ' 1 --- f-~T i I ' % --- ---- I . --- - -- - I IR- . 1 Ii EI I ---- I 102 I 13 14 15 1 I I I STRAI N S HEPR -- IRI -'' L I: I --------- --- t - . I _ J i S1 - . I ' i ' I!i r-- - - - I " , -' H -h-1--i----/ -- ... .. - -- ,,, - L-I IST- - -- - -- ... REVERSAL. -- -i t I _ 0 C HIEAT QNE -.. ..... i F r- i _1_ % .- ... 'C 2 N SP T . A 1, 5 I,2 -- . .. SI S i ST W $T i |E' % - - -I SHEAR -- - 1 -. . T VS - .. 7: - - STRAIN . MEAT; i O STRAIN I --- II t--4 ~~~ * -* 9 .i U) -4~ *- *- -- w -4 -5 I i I - ------ i-~--1 0 1 2 . 3 B 4 I 6 i----- i--- ------ "---i-------i 1 i r 9 7 % SHEAR 10 STRAIN 11 12 13 14 15 16 17 Is _- L . .. S I - i ISPECIMEN, -.. i S- - .. ONE . SI j , t 25 . -. . IST - HEAT 500CC T 1 ' RVERSAL , I ' . ci) . .. - . - -.... . .-- ,'-------- ,--ES- I. t----' J----. . - s s w.T- HEAT At sooc I- % - -- ; --- --- --- ;-;--- SHEAR ----- STRAIN I - - ----- n 28. Part c) All specimens in this group were prestrained to about 13% prior to heating and the same heating cycle as applied to as that for part b). Only one reversal with a strain of 22% was applied in this group. This group is presented together as Figures 17 - 20. Figure 17 shows that there is little change upon the general shape of the curve after heating the specimen at 2000C for one hour. Figure 18 shows some elastic recovery after heating the specimen to 3000C for one hour, same thermal softening is encountered here as evidenced by the downward displacement of the reversal curve. Figure 19 shows about the same amount of elastic recovery as in Figure 18, but thermal softening is more pronounced. It should also be noted that these curves do not follow parallel to the extrapolated curve as mentioned by Meyer and Wu. Figure 20 shows a drastic recovery* perhaps the recrystallization temperature has been reached at this amount of prestraining. Note here the rapid strain hardening rate that prevails during the reversal, and the tendency of the curve to level off at a valve which could be interpreted so the sum of displacement due to thermal softening and to permanent softening. These controlled tests were not carried beyond a temperature range of 5000C. An additional test was carried out for a specimen prestrained to 2 3/4% at 6o00C and the general shape that appeared in Figurel6 still prevailed. It is planned to carry, at a later date, tests at higher temperatures until the same effect experienced in Figure 20 is reached for a prestrain of 2 3/4%. *I * * - - - -- * 1 -. i - - - - --- r 14 U. w U, --I- t2 - -- SIPE T W4 4 , -tI t- , , i i ------ o 10 I A 20S ; }I i i j ~r. -4- I 4 -l ~~HEjR 1-41 1- -- STiES6 si <V- 7 I ,TT -- ---- I-- ' '7 ti I -i ~'.. ~ ~~ t I' .. ~, 7-- 1j . .. .. ' ... . - i .._._i~-i. . , . .. : _ I - .___ | ; -{_t- ttL ~ '-li -1 1i -- --- t-- .. - .., -- 4 .. - -- -- --- --..... -- I--ri /r J" - 1 * I .. . ...= . . f 1 T-- -~-~7---r-----r----ip--, r-----+---- +---- r----: r - ' ---:-f-- C-----l----~----i ,, - -. -- ! i-. I . .. . ... .... *--i-1t ----- ~- 4---- -- -r- .. --- - -- - 1-- -- i--- I : 2 itj T 7- - - _ -9 -- .PE.MN . ,VERS -5 - -$TRAIN s eA T 4 0 pcC- _ :, ii4i' : ' J ' ---- --_ - -- ---- t-- - , __i- fK ltjK,'KL <1-7;. -4--i- - TRES . . I 1 * p * I 1- -'-- 10i -- ii i . I , . . .. , I ' , _____ o SAHEARSft . Ai- 3v * - - _TAI 3b -- :--t-. -.. i +--f 1 -~~~~ - t1--- it 1 1-i--i -- --i.- 1 - ~- 4 I... 7Htt-- tIP- .4...C--- --- - Fi i t - r! i f 14 I I - - i IV K ._1 i i i I I 32. --------.-- .- 4 pC-lT~- c'F-Tf:l(l"l.t't~~~n:~lkl1.7 I e -t i \I - I "L --f''- 11"' i - -i .-. + -I- -tI - i t ' 1; s64 I Vt --i 'i I -- -H- -4q-v-v-Kt-1~I , r i I ' ' I-----c-------tt--t: .1-i--i-I. I ' ' ' ~' ' I -f--"-'t-~l1-i ri - t;-i -tIi til ~-if-t'-l-: -i- 33. CONCLUSIONS ABOUT THE BAUSCHINGER EFFECT The most plausible explanation for the observed rounding of the stress-strain curve on reversal is the accumulation of dislocations at the end of a slipped zone. The elastic stresses set-up by these piled up dislocations against a barrier, Dr. Orowan's concept (a), make their reverse glide easier than their forward glide. The permanent softening of the material, a downward displacement of the reversal curve, could be interpreted as the mean free path between sheared major obstacles in terms of a strain displacement. This displacement, as it has been shown experimentally, is proportional to the number of stress reversal cycles. This would suggest that the downward displacement of the reversal curve should be different for metals having different obstacle forming characteristics, e.g., metals with low or high stacking fault energies. Since tests performed on a polycrystalline material can only represent an average effect, the strain displacement upon reversal can only reflect, on the average, a mean free slip path which does appear to be independent of prior plastic strain. The specimens that were heated at 4000 C or above before a strain reversal, their curves show an additional downward displacement which can be thought in terms of thermal softening. This would be the equivalent of anihilating, by thermal action, some obstacles which would be the same as increasing the mean free slip path between obstacles. It has been shown experimentally that there is elastic recovery due to heating, prior to reversal, which can be interpreted as the removal of obstacles with their corresponding elastic stresses the aid slip in the reverse direction. 34. BIBLIOGRAPHY 1. Meyer, J. A., Pre-Sc.D. Thesis - Massachusetts Institute of Technology, 1959. 2. Wu, Tung-Ming, M.Sc. Thesis - Massachusetts Institute of Technology, 1958. 3. Polakowski, N. H., "Softening of Metals During Cold-working" and Steel Inst. V. 169 p. 337 (1951). 4. Bauschinger, J., "Changes of the Elastic Limit and the Modulus of Elasticity on Various Metals" Zivilingenieur,V. 21 p. 289 (1 J. Iron ). 5. Bauschinger, J., Mitt. aus dem Mech. Leck. Laboratorium aer K. Lechnischen Hodischule in M-inchen (1886). 6. Bauschinger, J., Min. Proc. Inst. Civ. Eng., V. 87 p. 463 (1886). 7. Heyn, E., "Materialkunde" 2nd ed., p. 280 (1912). 8. Woolley, R. L., "Bauschinger Effect in Some Face-centred and Bodycentred Cubic Metals' Phil. Mag., V. 44, p. 597 (1953) 9. Orowan, E., "Stress and Fatigue in Metals" Edited by G. M. Rassweiler and W. L. Grube Elsenvier Publication Co., (1959). 35. APPENDIX "A" In his work published in 1881 and, again in 1886 Bauschinger intended to show, as a result of his experiments in steel, that: "The elastic limit (in tension) is lowered as the result of stretching, often down to zero, so that the specimen, when it is tested immediately after cold-stretching, has no, or else a very much reduced, elastic limit. During the period of rest which follows the cold-stretching, however, the elastic limit increases again. After several days it attains the stress with which it was cold-stretched, and after sufficiently long period, certainly after many years, it increases to a value even higher than this stress." "As the result of stressing in tension or compression beyond the elastic limit, the elastic limit in compression or tension, respectively, is considerably lowered, so much the more if the cold-working stresses exceed the respective elastic limit by larger amounts and even comparatively small increments of stress beyond the elastic limit, reduce the elastic limit in opposite direction to zero." "When an elastic limit, thus lowered in one direction, is raised again by stressing in that direction, and the exceeded, then, at once, the elastic limit in the opposite direction is again reduced to zero, or nearly to zero." _~4UI~ 36. APPENDIX "A" (Continued) "Time in these processes is without any effect, or at least has very slight influence. That is to say, the elastic limit in tension or compression, lowered by compression or tension, respectively, is not again raised, at least in the course of three or four days, and in the course of the next few weeks certainly only a little, if at all." 37. APPENDIX "B" TORSION TEST EQUIPMENT An Ann Arbor hand wheel torsion machine was used for this experiment and has been described elsewhere (2) in great detail. The load cell was redesigned to increase its sensitivity 5-fold, following the suggestion of previous investigators. The load cell was machined as shown in Figure 21 from a 1090 cold-rolled steel shaft (1 1/4" diameter drill rod). Eight SR-4 strain gages type A-3 were cemented to the shaft as shown in Figure 21. The gages were connected in two separate bridge circuits labeled "A" and "B". These gages were wrapped in cotton cloth and sealed in wax to protect them from moisture. The two gage circuits were connected as an external Wheatstone bridge to an SR-4 strain indicator. diagram is shown in Figure 22. The wiring The circuits were designed in such a manner as to give the same slope, as shown by the calibration chart, in Figure 23, such as to permit the coupling of the two circuits in one, for an additional two-fold increase in sensitivity. CELL SHOULD NOT BE USED IN EXCESS OF 1000 IN-LBSw THIS LOAD A very close compromise between sensitivity and linear strain had to be maintained. The load cell was calibrated by means of a Riehle Torsion Machine and the data is presented in Table 1 and plotted in the Calibration Curve of Figure 23. The angle of twist, which in turn determines the shear strain, was measured by the use of a goniameter which consisted of a protractor and an index. The protractor and the index are mounted concentrically to fit snugly over the test specimen. -. . _--~XX*l-I-- ---l~_i- . --~.- ---=-Zq -=Il~ -- 38. APPENDIX "B" (Continued) TORSION TEST EQUIENT Two short plugs, which extended only 1.25" into the specimen from each end, were inserted into the specimen to prevent local buckling during clamping. The specimen was secured to the torsion machine by means of two split jaws, one at each end, that were screwed together holding the specimen in place. The jaws themselves were pinned to the torsion machine by means of a pin, which was not inserted until the specimen was clamped and the test ready to commence. This pin was removed after the test was completed to prevent accidental twisting of the specimen. 3 5 4 8 .4 3 4 CIRCUIT CIRCUIT "B" LOAD 'Jaw Gr.-W. r.-W CELL FIGURE 21 Br.-W. Br.-W. Or.- W. Or.- W. BI.- W. B I.-W. Location of Gages on Shaft End 2 Gr.- W. Br.-W. 4 Or.- W. B.I.- W. STRAIN SR-4 W B ) 0 R 0 GAGE W 0 0 gr. bl. or. bl. or br. WIRING DIAG FOR FIGURE 22 LOAD CELL I II I I I r Il II I I O O - 12.0 FIGURE x Iz CALIBRATION GAGE ,,,.5 23 CURVE READINGS c) 0 z VERSUS o VAPPLIED TORQUE Iw 10.5 9.5 Gage n 9.0 Slope Factor .410D 2.00 in-lb. /4 in/in 100 200 300 400 500 APPLIED 600 700 800 900 I000 in-lbs. TORQUE -H- --- :I--IXY=- I I --- I=---;--- -- ------- -m 42. TAPLE I CALIBRATION DATA FOR LOAD CELL RIEHLE TORSION MACHINE Applied Torque SR-4 Strain gage readings Cireul Circuit in-lbs A in/in. A in/in. 000 165 370 448 1000 970 11560 11170 10672 10475 9154 9200 12002 11629 11120 10921 9606 9651 790 600 9630 10093 10070 10538 455 350 248 170 55 336 500 610 10450 10710 10960 11160 11434 10780 10380 10104 10890 11150 11400 11598 11875 11220 10822 10550 750 870 1018 1085 941 800 9764 9475 9110 8945 9275 9618 10205 9922 9560 9400 9729 10060 589 372 235 84 000 10120 10660 10992 11360 11590 10570 11100 11435 11805 12022 Slope for eircuit A and B in-lbs. .4096 7r/in. . Slope used for calculations .4100 in-lbs ,A in/in. ____ _1_1_ ___~_II~_ ___ ~________ 43. APPENDIX "C" ANNEALING EQUIBENT A Multiple Unit vacuum electric resistance furnace was used to This furnace was connected to a mechanical anneal the test specimens. vacuum pump Cenco-Pressovac which was used to evacuate the furnace. The specimens were loaded into the furnace after a thorough cleaning and the furnace was sealed air-tight. The furnace was evacuated to about 1 mm of Hg and filled with Argon to provide the inert atmosphere for annealing. The Argon was supplied through a The furnace was pumped down and fill flow-meter to the furnace. with Argon three times in order to insure removal of all extraneous gases. The temperature inside the furnace was measured by means of a Chromel-Alumel thermocouple connected to a Leeds and Northrop PotentioA typical heating cycle is shown in Figure 24. meter. All the specimens were annealed at 700C for one hour at a predetermined rate. For any intermediate heating the specimens were loaded and the furnace evacuated in the above prescribed manner and the corresponding temperature recorded. A record was kept of the position of the specimens in the furnace in order to assess any variation that could be attributed to non-uniform annealing. Figure 25 shows the typical position of 6 specimens during heating. The specimens were annealed in the following group lots: A = A, B = 1, 3, 4, 5, C = 9, 10, and 11 B, 2 and 7 6, D = 12, 13, and 14 and 8 E = 15, 16, 17, 18, 19, and 20 F = 21, 22, 23, 24, 25, and 26 , o 800 w cr60O i- FIGURE W400 TYPICAL 24 HEATING TEMR CURVE VS TIME 200 0 10 20 30 40 50 TIME 60 IN 70 MINUTES 80 90 100 It:O ----~-----------.-.------ -----. -;- , - I c~c~L~-~ n: TO 0 *1 iII 'LA __ i r Vacuum *Q ** ~ * II .. . THE R MOCO PLE Li u V FIGURE 25 SECTIONAL -POSITION Argon in. "% 40- VIEW OF OF FURNACE SPECIMEN DURING SHOWING ANNEALING _~~, ---- ___ ~.-nn~o*rrz~r~r_~-. 46. APPENDIX "D" TEST SPECIMEN The test specimens were cut to length from a copper draw tube, .75" I.D. X. 125" wall thickness, and machined to the specifications shown in Figure 26. The specimen was polished inside before mounting on a mandrel for turning in a lathe. A gage length of 20 mm. was provided as the test region and the strain was computed on this bases. The length chosen proved to be unrealistic and the specimen had to be calibrated in terms of an equivalent length. After the specimen was turned the gage length section was polished. The specimen was annealed in an inert atmosphere for one hour at 7000C and allowed to cool in the furnace to room temperature. The outside diameter of the gage length was measured with a micrometer in six places and the average of these readings was used to compute the mean radius r. The shoulder of the gage length was measured with a traveling micrometer microscope. It was found necessary to calibrate the specimen in order to determine an equivalent length to be used in the determination of the strain. Two specimens were selected and four lines scribed on each parallel to their axis. Each line was 900 apart from the other. After the specimen was twisted a predetermined amount these lines formed a helix which could be measured to establish the non-linear portion of the helix. Figure 27 shows the corresponding plot of the line position versus angle of twist for a 30* twist and a 400 twist. As can be seen 47. APPENDIX "D" (Continued) TEST SPECIMEN from the figure the line was extrapolated in the non-linear region to find an equivalent length for given angle of twist. The equiva- lent length determined by this method was 26.5 mm. and this value is used to compute the strains, as is suggested in Figure 28. All specimens were machined to a rll-thickness of 1 rm. which was determined by the machinist according to the inside diameter of each copper tube. This practice lead to a simple relationship which enable to compute the mean radius by measuring the outide diameter, the equations are shown in Figure 28. in terms of Meter. The torque T was measured directly p inch per inch as Reading R from an SR-4 Strain Gage The strains were computed using the value of 9 which was measured directly from the goniometer located on the shoulders of the test specimen after the other constants were determined from the measurements of the specimen. _ __ _I_ ~__~ I_ ____i I_ 85 25 --- 349 3 0.2 34.9 TEST ALL -IOmm.R. SPECIMEN DIMENSIONS IN MILIMETERS FIGURE 26 ~_I_ FI_ _l~ 49. SPECIMEN 1.4 u 1.2 w z 1.0 W.8 .6 .4 30 20 POSITION IN FIGURE 40 DEGREES 27 .~--L~a~-Z-- -- -- ~ ~_ I 50. - 7. TTSI psi T= .4100 R R=SR-4 GAGE r= d-i.o 2 RD'G. m m/ 2 5.4 (in.) t = 1.0 mm.= .0394 in, in Leq. in FIGURE DIMENSIONS STRESSES FOR AND 28 COMPUTING STRAINS