Mechanics of Materials 41 (2009) 279–292 Contents lists available at ScienceDirect Mechanics of Materials journal homepage: www.elsevier.com/locate/mechmat Curved-fiber pull-out model for nanocomposites. Part 1: Bonded stage formulation Xinyu Chen a, Irene J. Beyerlein c, L. Catherine Brinson a,b,* a b c Department of Mechanical Engineering, Northwestern University, 2145 Sheridan Road, Evanston, IL 60208, USA Department of Materials Science and Engineering, Northwestern University, 2145 Sheridan Road, Evanston, IL 60208, USA Theoretical Division, Los Alamos National Laboratory, Los Alamos, NM 87545, USA a r t i c l e i n f o Article history: Received 25 January 2008 Received in revised form 27 November 2008 a b s t r a c t This is the first part of two papers in which an analytical curved-fiber pull-out model for nanocomposites is proposed. In nanotube-reinforced polymer composites, nanotubes are typically curved and entangled, a reinforcement morphology that will greatly impact the thermomechanical properties of the material. As the first step to explicitly take into account nanotube curvature and study its effect on nanocomposite mechanical properties, we develop a pull-out model in which the fiber has constant curvature. The model includes the entire pull-out process, namely the bonded, debonding, and sliding stages. In this first paper we formulate the bonded stage based on classic shear lag model assumptions and develop a 3D finite element model to verify assumptions. The results from a parametric study indicate that fibers with more curvature and longer embedded length need higher debond initiation force. The finite element results and analytical results show agreement both qualitatively and quantitatively. Ó 2008 Elsevier Ltd. All rights reserved. 1. Introduction 1.1. Problem statement Since the emergence of nanocomposites, intensive work in synthesis, characterization and modeling has provided better understanding of the material’s mechanical performance (Ajayan et al., 2003; Andrews et al., 2002; Breuer and Sundararaj, 2004; Buryachenko et al., 2005; Coleman et al., 2006; Fisher and Brinson, 2006; Valavala and Odegard, 2005). For instance, it has been consistently observed that small amounts of nanotubes can increase stiffness above that of the base polymer (Chang et al., 2005; Coleman et al., 2003; Goh et al., 2003; Liu et al., 2004; Qian et al., 2000; Velasco-Santos et al., 2003; Zeng et al., 2004). The effect of nanoparticles on composite toughness has also been studied (Andrews and Weisenberger, 2004). * Corresponding author. Address: Department of Mechanical Engineering, Northwestern University, 2145 Sheridan Road, Evanston, IL 60208, USA. Tel.: +1 847 467 2347; fax: +1 847 510 0540. E-mail address: cbrinson@northwestern.edu (L.C. Brinson). 0167-6636/$ - see front matter Ó 2008 Elsevier Ltd. All rights reserved. doi:10.1016/j.mechmat.2008.12.004 Significant improvements in toughness have been observed in some spherical nanoparticle systems (Cotterell et al., 2007; Naous et al., 2006; Ragosta et al., 2005; Xu et al., 2008). For example Ash et al. (2002) demonstrated 78% increase in ductility of PMMA with addition of 5 wt% of nano-alumina (39 nm diameter) particles. In contrast, the results for nanoplate and nanotube reinforced polymers have varied a great deal. Some researchers (Moniruzzaman et al., 2006; Yasmin et al., 2006; Zheng et al., 2004) observed substantial losses in ductility and hence toughness, while others report minor improvements in toughness (Gojny et al., 2004, 2005; Ma et al., 2007). In a few cases, significant improvement on toughness with tube-based reinforcement has been observed (Blond et al., 2006; Chen et al., 2005; Yang et al., 2007). Fiedler et al. (2006) measured a 45% increase in fracture toughness of CNT/epoxy composites with 0.3% of amino-functionalised double-walled carbon nanotubes. Dondero and Gorga (2006) reported with 0.25 wt% MWNT polypropylene matrix’s toughness increases 32%. Given the inherently large strain capability of nanotubes, it should be possible to consistently design a 280 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 nanotube composite with significantly improved fracture toughness. Limited success to date and the wide range of experimentally observed results calls for a better understanding of the underlying deformation mechanisms governing nanocomposite fracture. Such understanding is critical for design of the nanocomposite microstructure (nanotube–polymer interface, nanotube volume fraction, etc) for enhanced toughness. One important toughness mechanism is nanotube pullout. As in conventional fiber pull-out, there are three stages in nanotube pull-out. In the first stage, called the bonded stage, the nanotube and the matrix are wellbonded. As the pull-out force increases to a certain threshold value, the debonding stage begins. During debonding, part of the nanotube moves along the debonded interface resisted by a friction force, while the rest of the nanotube stays well bonded to the matrix. When debonding extends to the entire interface, sliding occurs. In this final stage, the entire nanotube slides through the matrix resisted by frictional forces. The pull-out problem for nanotube-reinforced composites has been studied experimentally, analytically, and numerically. Individual nanotube pull-out tests have been performed using an atomic force microscopy (AFM) stages to access the interfacial strength. The Wagner group (Barber et al., 2003. 2004, 2006; Cooper et al., 2002; Nuriel et al., 2005) successfully traced the pull-out force and nanotube locations to obtain the force–displacement curve and they further were able to calculate average interfacial shear stress and fracture energy for certain nanotube– polymer interfaces. Analytically, continuum mechanics models for conventional fiber/polymer interface, such as the Kelly and Tyson model, and models based on local density approximation and classical elastic shell theory, have been extended to describe nanotube/polymer interfaces (Gao and Li, 2005; Lau, 2003; Wagner, 2002). Xiao and Liao (2004) developed a nanotube pull-out model for the sliding stage by incorporating nanotubes’ nonlinear elastic property and found the nonlinearity has a great impact on the interfacial shear stress distribution. Other researchers (Frankland et al., 2002; Frankland and Harik, 2003; Gou et al., 2004; Liao and Li, 2001; Lordi and Yao, 2000; Wong et al., 2003) considered the physical structure of nanotubes and polymer chains at the nanoscale and applied molecular mechanics and molecular dynamics (MD) calculations to the problem of pull-out, elucidating the stress transfer mechanism as a function of the nanotube/polymer interface properties. An average interfacial shear stress calculated from MD simulation shows that bonded or nonbonded interactions at the interface can lead to effective stress transfer from polymer matrix to nanotubes (Frankland et al., 2002; Gou et al., 2004; Liao and Li, 2001; Wong et al., 2003). Although MD can describe interactions at atomic levels through suitable potential models, it is limited by length and time scales due to the small time steps required. The statistical nature of MD calculations requires the MD simulation to run for a sufficiently long time to perform enough sampling for physical properties. These limitations make continuum mechanics approaches more favorable for analyses at length scales in the micron range. All the continuum mechanics-based and molecular mechanics-based models above only consider nanotubes which are straight and aligned. However, in nanoreinforced polymers, nanotubes are typically curved and entangled in-situ as shown in Fig. 1. The fine, white, hairlike filaments in Fig. 1 are the nanotubes. The curved fiber morphology will greatly impact thermomechanical and fracture properties of the composite systems. While the effects of nanotube curvature on stiffness have been addressed (Bradshaw et al., 2003; Fisher et al., 2002, 2003), its influence on ductility and fracture toughness has yet to be examined at any length scale. For traditional (larger scale) fiber composites, the effect of reinforcement morphology has been explored in depth. While a weak interface can enhance toughness, it also reduces strength. A change in the morphology of the fiber coupled with the weak interface can, however, lead to both high toughness and high strength. One example is the so called bone-shaped-short-fiber composites (Beyerlein et al., 2001; Shuster et al., 1996; Zhu et al., 1999, 2001). Composites reinforced by bone-shaped-short fibers are able to transfer stress effectively through the enlarged fiber ends while still providing toughness enhancements through the weak interface. Similarly, we propose that nanocomposites with appropriately designed interfaces and morphologies may ultimately lead to composites with improved stiffness, strength and toughness. For predictive capability and design, it will be important to account for and understand the effects of nanotube curvature and entanglement on the critical properties of nanocomposites, such as toughness and strength. As a first step, in this two-part series, the curvature effect is added to a shear-lag-based model (Lawrence, 1972) to study nanotube pull-out. Shear lag modeling is a popular and successful scheme to address fiber/matrix interface problems in conventional composites. This article is the first part of the series which presents the formulation for the bonded stage. It is structured as follows. First a brief review of conventional straight fiber pull-out modeling is given. Then, a 2D analytical model for single curved-fiber pull-out is derived. A 3D finite element simulation model is built to check some of the simplifying assumptions made in the formulation. With the analytical model, we examine the influence of fiber curvature on the initial portion of the force–displacement curve when the fiber and matrix are still bonded. Finite element simulation results are then compared with those from the analytical formulation. 1.2. Review: different straight fiber pull-out models Since straight fibers are prevalent in conventional fiberreinforced composites, research in modeling single straight fiber pull-out has been extensively carried out. Fig. 2 shows a concentric cylinder model commonly used as a representative volume element of fiber composite models or in single fiber pull-out analyses. Cox (1952) proposed the original shear lag model based on linear elasticity, which involves three inherent assumptions, namely (1) shear stress is a function of axial displacement; (2) the fiber and matrix stresses and displacements in the axial X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 281 Fig. 1. SEM photograph of curved single walled carbon nanotubes in PMMA (functionalized tubes) (Ramanathan et al., 2005). The fine, white, hair-like filaments are the nanotubes. Fig. 2. Commonly used concentric cylinder geometry for fiber composites and single fiber pull-out problems with cylindrical coordinate system. The fiber is the inner cylinder and the matrix is the outer cylinder. direction are independent of radial coordinates; (3) stress in the axial direction is dominant over stress in the other two directions. These assumptions are explained in detail in Gao and Li (2005), Nairn (1997). Since then, the shear lag idea has been widely applied to straight fiber pull-out analysis for different composite systems and has been further developed with various degrees of approximation (Cox 1952, 1990; Gao and Li, 2005; Gao et al., 1988; Hsueh, 1992a; Kerans and Parthasarathy, 1991; Kharrat et al., 2006; Kim et al., 2004; Kim and Mai, 1998; Nairn, 1997; Nairn and Wagner, 1996; Rosen, 1964; Tsai and Kim, 1996; Wu and Davies, 2005; Wu and Yu, 1994). For example, some researchers assumed zero radial displacement and uniform matrix deformation confined in the cylinder geometry (Hsueh, 1988, 1990; Takaku and Arridge 1973). Gao and Li (2005) developed a shear lag model for carbon nanotube/polymer composites by modeling a capped nanotube as an effective fiber based on molecular structure mechanics. They also modified the ‘free ends’ boundary conditions in the original Cox model to represent a fully embedded nanotube. They found that the large aspect ratio of a nanotube can increase interfacial stress transfer, and thus improve the reinforcing effects of nanotubes. Their paper is the only effort to apply the shear lag model to nanocomposites to date. In addition to shear lag assumptions, other theoretical models based on linear elasticity have also been developed to study stress transfer in straight-fiber-reinforced composites under various assumptions (Hutchinson and Jensen, 1990; Marshall, 1992; McCartney, 1989; Mumm and Faber, 1995; Wu et al., 2000). Finite element analyses have also been conducted for stress distributions along the fiber axis (Faber et al., 1986; Grande et al., 1988). Some researchers further modeled stick-slip sliding features in a dynamic fiber pull-out process (Sridhar et al., 2003; Tsai and Kim, 1996). The shear lag model has proven to provide good estimates for interfacial stress transfer. Due to its mathematical simplicity, it is widely used in straight fiber reinforced composites. Following this background, our pull-out analysis for curved fiber reinforced composites will be built upon a shear lag model. As in the straight fiber model, which is axisymmetric and essentially 2D, our analytical model for curved-fiber pull-out is also 2D. Although the motivation of this work lies in the observed curvature of nanotubes embedded in polymer matrix, as shown in Fig. 1, our analytical model can also be applied at conventional length scales. 282 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 2. Single curved-fiber pull-out model for bonded stage In this section, the analytical derivation for single curved-fiber pull-out analysis at the bonded stage is first presented. Then a 3D finite element model is constructed to test several assumptions made in our analysis. As mentioned, fiber pull-out includes three stages. We are interested in connecting the three stages to obtain a force–displacement curve, which later can be used directly or indirectly as a bridging law to predict composite toughness and fracture behavior. Although there are many analytical models based on shear lag approach, most of them focus only on one stage, either the bonded stage or the debonding stage. As one of the limited numbers of paper dealing with more than one stage, Lawrence (1972) modeled the bonded stage based on a shear lag approach and connected it with the debonding stage and further identified the existence of progressive debonding and catastrophic debonding. Hsueh also has a series of papers applying shear lag to both bonded and debonding stages and the two stages were connected via a debonding criterion (Hsueh 1988, 1990, 1992a, 1992b). In this work, we choose to build upon the Lawrence model with the following major modifications: (1) As all shear lag models to date, the Lawrence model is for a straight fiber. Therefore, in our analysis it is modified to account for fiber curvature. (2) Lawrence assumed a ‘free end’ at the fiber embedded end, which would not necessarily be accurate for nanotubes entangled together as in Fig. 1. Therefore our model denotes a parameter to account for stress due to this entanglement. (3) In Lawrence’s work, in the debonding stage the debonded part of the fiber was resisted by a constant friction stress. In our work, we consider two friction models, a constant friction model and a Coulomb friction model. The last modification is developed in the second part of this series, which focuses on the debonding and sliding stages and the pull-out curve of the entire pull-out process. 2.1. Analytical derivation of single curved-fiber model for bonded stage Based on the simple shear lag model, Lawrence (1972) analyzed bonded and debonding stages during straight fiber pull-out and identified the possibility of progressive debonding. From his model, we have newly derived the force–displacement relationship for a straight fiber in the bonded stage subjected to the modification (2) above, and present it in Appendix I. It is important to have this solution in hand as a basis for measuring the curvature effect. Fig. 3(a) shows the model geometry of a curved fiber embedded in a matrix material. Small strain conditions in the fiber and matrix are assumed so that this problem falls into the scope of linear elasticity and hence the shear lag model can be applied. This small-strain assumption should be sufficiently accurate throughout the pull-out analysis, as the fiber and matrix in our model will eventually debond from one another and most of the strain will be accommodated by the interface. Both fiber and matrix are isotropic and linearly elastic. The Poisson’s effect is neglected to simplify the calculation. As a first step to account for fibers with general curvature geometries, our current fiber is assumed to have a constant radius of curvature R. The fiber has a cir- cular cross-section with radius rf. It is noted that the analysis would in general allow for noncircular cross-sections, but we consider circular only here because of our focus on nanotube reinforcement. Also as shown in Fig. 3(a), here the fiber is assumed to exist normal to the composite surface. Fiber inclination effects will be considered in another paper. Fig. 3 shows the three stages for curved-fiber pull-out. This paper derives equations for stage I. As mentioned earlier, stages II and III are derived in the companion paper. The 2D curvilinear coordinate system used in our current analysis is shown in Fig. 3(a). s is the direction along fiber (tangential direction) and r is always perpendicular to s (radial direction). The variation in the hoop direction for both matrix and fiber is neglected. At the fiber embedded end, s = 0. The angle characterizing the fiber geometry is a, and aR, denoted as L later, equals the original fiber embedded length. Our current model is valid for any a value between 0o and 180o. s0 is the fiber length outside the matrix prior to application of the load. Pf is the pull-out force at the fiber end. In stage I, i.e., the bonded stage, the fiber and matrix are well-bonded. In the current model, the only interaction between fiber and matrix at this stage is through the interfacial shear stress si. Radial compression is not considered here although it is taken into account for the debonding and sliding stages in part II of this series, where radial compression is more significant. All equations in the following derivation are in normalized form to remove any unnecessary dependencies of the form of the solution on parameters. The normalization factor for length is fiber radius rf and for stress and moduli it is the fiber Young’s modulus Ef. Accordingly, that for force is p(rf)2Ef. The asterisks indicate normalized values. Fig. 4 considers the stress equilibrium of a small differential matrix element next to the embedded fiber in the 2D s–r coordinates. sm rs is the shear stress at r in the s-direction, si is the shear stress at rf, i.e., interfacial shear stress, in the s-direction. According to equilibrium in the fiber direction, we have for the matrix, m si ¼ sm rs r ; ð1 r r Þ; ð1Þ where s and s are the normalized shear stresses at r* and at interface, respectively, and the radial position in the matrix is normalized by rf. rm* is the normalized ‘imaginary’ matrix radius. rm* is called imaginary because there are no boundary conditions enforced at the outer boundaries of the matrix. From the linear elastic constitutive law, matrix shear strain is m rs cmrs ¼ sm rs Gm ¼ i si Gm r ; ð2Þ where Gm is matrix shear modulus normalized by Ef . The strain–displacement relation in curvilinear coordinates1 gives: cmrs ¼ R @um @um um r þ s þ s ; R r @s @r R r ð3Þ where u stands for displacement. 1 The detailed derivation of elasticity equations in the current 2D curvilinear system can be found in Appendix II. X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 283 Fig. 3. Three stages in pull-out of a single curved fiber. The figure for stage I also illustrates the model geometry. The 2D curved fiber has a constant curvature R and circular cross-section of radius rf in curvilinear coordinate system s and r. s0 is the free length of the fiber initially not embedded in the matrix. m s ð1 R Þr us ð1Þ : um þ i ln s ðr Þ ¼ ðR r Þ R 1 Gm R ðr R Þ ð9Þ Rearranging, we obtain the interfacial shear stress expressed as a linear combination of axial matrix displacement at r ¼ rm and r* = 1in a similar format to the straight fiber pull-out model as shown in Eq. (7A). si ¼ m m us ðr Þ um s ð1Þ : m Þr R r m R 1 ln ð1R m Gm R ðr Fig. 4. Stress equilibrium of a representative matrix segment in the bonded stage. sm rs is the shear stress at r in the s-direction, si is the shear stress at rf, i.e., interfacial shear stress, in the s-direction. Considering equilibrium of a fiber segment (see Fig. 5), we obtain, Consistent implicitly with shear lag assumption (1), the variation of radial displacement in matrix along s direction is considered negligible, i.e., pðrfs þ drfs Þ cos @um r 0 @s ds ¼ R da Substituting Eqs. (3) and (4) into the constitutive law Eq. (2), we obtain the governing equation for matrix. s @um um s þ s ¼ i : @r R r Gm r ð5Þ da da rfs p cos þ si 2pds ¼ 0 2 2 ð11Þ where ð4Þ ð10Þ R Þ ð12Þ Note that in Fig. 5, and in the above, we have adopted the shear lag assumption that the axial stress in the fiber is uniform across the cross-section (or that the shear modulus of the fiber is infinite relative to that for the matrix). This assumption applies to most fiber–polymer matrix systems. Eq. (5) is treated as an ordinary differential equation and its solution is um ðr Þ ¼ ðR r Þ gðsÞ s si Gm R ln r R ; r ð6Þ where g(s) is an arbitrary function to be defined by boundary conditions. Considering Eq. (6) at the fiber surface, r* = 1, um ð1Þ ¼ ðR 1Þ gðsÞ s si Gm R lnð1 R Þ : ð7Þ Thus, gðsÞ ¼ s um s ð1Þ þ i lnð1 R Þ: R 1 Gm R ð8Þ Substituting Eq. (8) back to Eq. (6), we obtain the solution for the matrix displacement: Fig. 5. Stress equilibrium of a differential fiber element in the bonded stage. 284 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 As da ? 0, we obtain the governing equation for the fiber in the bonded stage f s dr ¼ 2si : ds ð13Þ Interestingly Eq. (13) has the same form for both straight and curved fibers. As we shall see in the sequel, the effect of curvature is actually introduced through si . Combining Eq. (13) with Eq. (10) results in f s dr ¼ ds Gm R 2 ð1R m Þr ln ðrm R Þ m m us ðr Þ um s ð1Þ : R r m R 1 To obtain the governing equation for derivative is taken, 2 d rfs 2 ds ¼ 2 Gm R ln ð1R Þr m ðr m R Þ rfs , first a second m m 1 @um 1 dus ð1Þ s ðr Þ ; R r m @s R 1 ds ð15Þ where um s ð1Þ ¼ Next recall the following strain–displacement relationships in the fiber and in the matrix m R @um 1 s ðr Þ um ðr m Þ @s R r m r R rm f R dus 1 ¼ uf R 1 ds R 1 r efs f s r ! pffiffiffiffiffi pffiffiffiffiffi Pf pffiffiffiffiffi r0 cothð T L Þ sinhð T s Þ ¼ sinhð T L Þ pffiffiffiffiffi þ r0 coshð T s Þ ð21Þ and likewise for the interfacial shear stress s i ð14Þ ufs . ems ðrm Þ ¼ Therefore, we have for the fiber stress as a function of s* " ! pffiffiffiffiffi Pf 1 pffiffiffiffiffi r0 cothð T L Þ ¼ 2 sinhð T L Þ pffiffiffiffiffi pffiffiffiffiffi pffiffiffiffiffi pffiffiffiffiffi i T coshð T s Þ þ r0 T sinhð T s Þ : ð22Þ f s The distribution of r and si along the fiber s* calculated from Eqs. (21), (22) at a given pull-out force Pf is shown in Fig. 6(a) and (b), respectively, and the corresponding parameters are listed in Table 1. As can be seen, both stresses are largest at the pulled end and smallest at the fiber embedded end, which implies debonding will start from the pulled end. The interfacial shear stress at the pulled end reduces as the curvature increases as seen from the ð16Þ ð17Þ Inserting into Eq. (15) we obtain " # 2 m d rfs Gm R ems ðrm Þ um efs ufr r ðr Þ ¼ 2 þ : m 2 Þr R R ðR r m Þ R R ðR 1Þ ln ð1R ds m ðr R Þ ð18Þ m As in the straight fiber pull-out model, em Þ is regarded s ðr as a virtual matrix strain as if no fiber exists, i.e., f r m ems ðrm Þ e1 Þ ¼ E rsm2 (Cox 1952; Lawrence 1972; Nairn s ðr m m 1997). We further assume that um Þ and ufr are small. r ðr Note that these assumptions are not typical shear lag assumptions as these two terms do not appear in the straight fiber case. Finally with these assumptions Eq. (18) gives the following governing equation for the axial fiber stress: d 2 rfs 2 ds ¼ T rfs ; whereT ¼ 2Gm ð1R Þr m ln ðrm R Þ ð19Þ 1 1 m2 : Em r ð20Þ Note that T* contains the curvature effect. To solve Eq. (19) we apply the following two boundary conditions: (1) rfs ðs ¼ 0Þ ¼ r0 , where r0 denotes the stress at the fiber embedded end due to its entanglement with other nanotubes. (2) rfs ðs ¼ L Þ ¼ rpull , i.e., stress at the pulled end required to balance the applied stress rpull, which equals the pull-out force Pf divided by fiber crosssection area. Fig. 6. (a) Normalized fiber axial stress and (b) normalized interfacial shear stress distribution along normalized fiber axial position in bonded stage for different fiber curvatures. Note that in (a) at s* = 0,rfs ¼ r0 ¼ 1E 9 from Table 1, which is essentially zero on the scale of these results. Table 1 Parameters for the fiber and matrix used in Fig. 6 (Em : normalized matrix Young’s modulus; Gm : normalized matrix shear modulus; L* normalized fiber embedded length; rm*: normalized imaginary matrix radius; r0 : normalized fiber embedded end stress; P f : normalized pull-out force). Em Gm L* rm* r0 P f 1E2 5E3 33.3 20 1E9 2.5E3 285 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 three curves with different values of R*. This curvature effect is examined in more detail in Section 3.1. From the pull-out Pf–d curves, where d is the fiber displacement, we can begin to see how curvature would affect composite toughness. The Pf–d curve can serve as a bridging law in modeling crack propagation. The fiber displacement d*(I) (where superscript (I) denotes stage (I) is composed of two parts: the elongation of the embedded fiber and that of the original extruded part. dðIÞ ¼ Z L T 0 1 pffiffiffiffiffi efs ds þ Pf s0 ¼ pffiffiffiffiffi Pf cothð T L Þ r 0 pffiffiffiffiffi þ r0 coth sinhð T L Þ ! pffiffiffiffiffi þ P f s0 T L P f pffiffiffiffiffi sinhð T L Þ ð23Þ This displacement for the bonded stage will be used in the companion paper, where the full pull-out curve for bonded, debonding, and sliding stages will be determined and impact on toughness examined. At s ¼ L , Eq. (22) yields simax ¼ ! pffiffiffiffiffi 1 pffiffiffiffiffi r0 pffiffiffiffiffi ; T Pf cothð T L Þ 2 sinhð T L Þ ð24Þ The negative sign indicates that the shear stress acts in the opposite direction from what is illustrated in Fig. 5, which is physically reasonable. The peak interfacial shear stress si increases with pullout force. As it grows to a certain value denoted as ss , debonding begins. The formulations for debonding and sliding stages are presented in the companion paper. To further elucidate the curvature effect we compare our results to that for a straight fiber presented below. A detailed derivation can be found in Appendix I. In this solution, x denotes the fiber axial direction. r T ¼ 2Gm ln ð1R Þr m ðr m R Þ 1 1 ð30Þ Em r m2 Note that when R* goes to infinity, T* becomes Q*, and consequently Eqs. (21)–(24) converge to the results for a straight fiber, Eqs. (25)–(28). 2.2. 3D Finite element model In our single curved-fiber pull-out analysis for the bonded stage, several assumptions have been made, including the basic shear lag assumption and negligible matrix radial displacement. To check the validity of these assumptions, a symmetric 3D finite element model is constructed and analyzed. The commercial software, I-DEAS, was used to construct the finite element model and the commercial finite element package, ABAQUS, was used to perform the finite element simulation. The fiber and matrix are constructed as one body and meshed with 10-node quadratic tetrahedron elements in I-DEAS. The pull-out simulation at the bonded stage is then performed in ABAQUS. The properties of the fiber and maTable 2 Properties of fiber and matrix used in the 3D FE model (R, radius of fiber curvature; rf, fiber radius; L, fiber embedded length; Ef, fiber Young’s modulus; Em, matrix Young’s modulus). R (m) rf (m) L (m) Ef (Pa) Em (Pa) 3.03E2 1.5E3 4.99E2 1E12 1E9 ! pffiffiffiffiffiffi pffiffiffiffiffiffi P pffiffiffiffiffiffi r0 cothð Q L Þ sinhð Q x Þ ¼ sinhð Q L Þ pffiffiffiffiffiffi þ r0 coshð Q x Þ ð25Þ " ! pffiffiffiffiffiffi 1 P pffiffiffiffiffiffi r0 cothð Q L Þ ¼ 2 sinhð Q L Þ pffiffiffiffiffiffi pffiffiffiffiffiffi pffiffiffiffiffiffi pffiffiffiffiffiffi i ð26Þ Q coshð Q x Þ þ r0 Q sinhð Q x Þ f x si pffiffiffiffiffiffi 1 P pffiffiffiffiffiffi dðIÞ ¼ pffiffiffiffiffiffi ðP cothð Q L Þ Q sinhð Q L Þ ! pffiffiffiffiffiffi r0 pffiffiffiffiffiffi þ r0 cothð Q L Þ þ P l0 sinhð Q L Þ si max ¼ ð27Þ ! pffiffiffiffiffiffi 1 pffiffiffiffiffiffi r0 pffiffiffiffiffiffi Q P cothð Q L Þ 2 sinhð Q L Þ ð28Þ where Q ¼ 2Gm 1 1 r m2 Em ln r m ð29Þ These expressions are of the same form as the corresponding expressions for a curved fiber with Q* replacing T*. Recalling our parameter T* in Eq. (20), Fig. 7. 3D symmetric FE model in the bonded stage with applied boundary conditions. Front face is the symmetric plane. The red outline shows the nanotube-matrix interface on the symmetric plane. The orange colored outline and points represent following boundary conditions: the matrix left surface is fully fixed, the matrix top and bottom surfaces can only move in the 1-direction, and fiber nodes at the pulled end are given a uniform displacement in the 1-direction. The blue colored points represent the nodes on the symmetric plane are symmetrically constrained. (For interpretation of the references to color in this figure legend, the reader is referred to the web version of this paper.) 286 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 trix used in analysis are listed in Table 2. These are representative of a nanotube–polymer matrix composite system. Applied boundary conditions are as illustrated in Fig. 7: the matrix left surface is fully fixed, the matrix top and bottom surfaces can only move in the 1-direction, nodes on symmetric plane are properly constrained, and fiber nodes at the pulled end are given a uniform displacement in the 1-direction. 3. Results and discussion This section presents numerical results for curved-fiber pull-out, first for analytical model and then for the finite element model. 3.1. Parametric study In this section, a parametric study is performed to examine the effects of different factors on the curved-fiber pull-out behavior in the bonded stage. All parameters studied are in normalized form and therefore the normalization factors, such as the fiber radius rf and fiber Young’s modulus Ef, do not need to be considered. The following parameters are chosen to represent a typical polymer nanocomposite: Em ¼ 1E 2; Gm ¼ 5E 3; ss ¼ 3:5e 5; m r ¼ 20: The parameters of interest are fiber radius of curvature R*, fiber length L*, and fiber axial stress from entangled fibers at the embedded end r0 : The base values of these parameters are taken as 70, 33, 1e9, respectively, and then varied individually within a physically reasonable range for the simulations. Note that L* is taken as a smaller value than the typical nanotube length, which can be from several hundreds up to several thousands, because our analysis focuses on one curved segment of a nanotube. When only the bonded stage is considered, the Pf–d curve ends when the critical interfacial shear stress is reached, and debonding starts. Fig. 8(a) and (b) show the effects of changing R* and L*, respectively, on the pull-out stress to initiate debonding. The displacements shown are purely from fiber elongation because while bonded, no relative displacement between fiber and matrix is allowed. Increasing L*, and to a lesser extent the fiber curvature, both increase the debond initiation force with a straight fiber (R* = infinity) requires the smallest pull-out force to initiate debonding. Due to the same value applied for the debonding parameter ss in both straight and curved fiber cases, we can infer that given the same pull-out force the interfacial shear stress in the curved fibers is smaller than that in the straight fiber. This result implies that the interfacial shear stresses build up slower in curved fibers than those in straight fibers. This would be a nice quality for composites with curved fibers since it could lead to enhanced toughness. In Fig. 8(c) the fiber embedded end stress r0 is changed from 1e9 to 1e4. Increasing this stress leads to a higher debond initiation force because of the larger end stress to overcome. The plot also shows a nonzero pull-out distance under zero pull-out force, which is more obvious in the large r0 case. This offset is due to fiber elongation from the residual stress r0 . Ideally the parameter r0 should start from zero when no pull-out Fig. 8. Effects on normalized Pf–d curves by changing following parameters from their initial values: R* = 70, L* = 33, r0 ¼ 1e 9. (a) Radius of curvature R*, (b) fiber length L*, (c) fiber embedded end stress r0 . loads are applied and increase with pull-out rather than the constant value assumed here. However, the effect of r0 within the ranges examined is relatively small. In fact, from Fig. 8, both R* and r0 have little effect in the bonded stage, and L* has the most significant impact on the pullout curve. Longer curved segments lead to higher debond initiation force, which implies potential toughness improvement of the nanocomposites as desired. r0 is treated as a material parameter in the current formulation because it describes the axial stress from both the bonded matrix and the surrounding entangled nanotubes. As mentioned above, this value should change during pull-out rather than a constant value. For a straight fiber, Hsueh et al. (1997) has obtained an analytical solution for the embedded end axial stress as a function of applied load, matrix and fiber radius, Poisson’s ratio, Young’s modulus, fiber length, and the distance from fiber embedded end to composite surface. Hsueh’s ‘‘imaginary X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 fiber” technique could be applied to the curved-fiber model but is not considered here. 3.2. Check of analytical assumptions through FE simulation The 3D finite element results for the deformation and stress field for bonded stage for the pull-out distance of 100 lm are, respectively, shown in Fig. 9(a) and (b). The stress field in the fiber is not uniform along the hoop direction. The lower surface of the fiber displays a much higher stress than of the upper surface. After sampling the displacement at several points near the fiber/matrix interface, it is found that the radial displacement um r is not negligible com- 287 m m pared with the axial displacement um s and the ratio ur =us varies from 0.26 to 7.74. The nodes nearer to the pulled end tend to have a smaller radial displacement over axial displacement ratio than other nodes. For the straight fiber case, it is found that the ratio remains small and ranges from 1e5 to 1e2. The curved fiber case illustrated here is an extreme case with a large 90 o curve, and for smaller curvatures the small um r assumption becomes more valid. Therefore relaxing the assumption for the matrix radial displacement will improve the analytical model. In Eq. (4), it is assumed that the variation of matrix radial displacement along the fiber axial direction @um r =@s is much smaller than the variation of matrix axial displacement along the radial direction @um s =@r: To check this, several sets of data points are extracted near the interface. The m ratio of @um r =@s to @us =@r varies from 0.0331 to 0.478. Therefore we can say this shear lag assumption is acceptable, but again the solution could be improved by relaxing this assumption as well. In spite of these coarse approximations, Fig. 9 shows that our analytical model does accurately capture the stress distribution along fiber axis qualitatively. The fiber stress decreases along s-direction from the pulled end to the embedded end. Quantitatively speaking, with same composite dimension and material properties and under same loading condition (pull-out displacement is 100 lm), the fiber axial stresses at pull-out end calculated from our analysis (9.9E8 Pa) and from FE simulation (8.5E8 Pa) are quite close. 4. Conclusions In this paper, fiber curvature has been added into a shear lag model to analyze the bonded stage in single curved-fiber pull-out. A parametric study of the analytical model shows that fiber curvature and fiber embedded length have strong effects on the force–displacement curve. Fibers with more curvature and longer embedded lengths can help toughen the composites. 3D finite element results show that aside from a stress variation around hoop direction, the current analytical model captures the interfacial shear stress distribution qualitatively. For the same pull-out distance, the fiber stress field obtained from finite element is quite close to that from our analytical model. However, the finite element results suggest that in cases of large fiber curvature, the matrix radial displacement should not be ignored compared with its axial displacement. Therefore, further work on the analytical model for the bonded stage is warranted, in particular with regard to two issues: Fig. 9. (a) Deformed fiber and matrix (b) Von Mises stress distribution in fiber at the bonded stage when pull-out distance is 100 lm. (1) Unlike the straight fiber, curved-fiber pull-out is not an axisymmetric problem. As seen from Fig. 9 (b), the stress field at fiber/matrix interface varies along the hoop direction. A 3D analytical model is required to take into account the variation in the hoop direction. (2) Once the radial compressive stresses are considered in a newly developed 3D model, matrix deformation can be analyzed more accurately and provide alternatives to neglecting the radial displacement. 288 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 In spite of these possible improvements, the results from our current analytical model are reasonable and can be extended to include the debonding and sliding stages to obtain information on effect of curvature on the full pull-out scenario applicable to nanocomposites. In our second paper of this series, debonding and sliding stages are analyzed and the results are combined with the result for bonded stage in this paper to generate the entire pull-out curve. The effect of curvature on the pull-out curve is then studied. Fig. 2A. Stress equilibrium of a differential fiber element. Matrix equilibrium shown in Fig. 3A generates si ¼ sm rx r : Acknowledgements Strain–displacement gives This work is supported by the National Science Foundation under Grant No. 0404291. I.J.B. acknowledge support by a Los Alamos Laboratory Directed Research and Development Project (No. 20030216) and an Office of Basic Energy Sciences Project FWP 06SCPE401. m cmrx ¼ Here a single straight fiber pull-out model based on the shear lag by Lawrence (1972) is reviewed and the corresponding pull-out force-displacement relation is derived. As shown in Fig. 2, straight fiber pull-out is considered an axisymmetric problem, in which all the stress, strain and displacement components depend only on radial and axial coordinates. A similar model geometry is also shown in Fig. 1A. Fiber and matrix are co-cylinders with diameters of df and dm, respectively. Initially, the fiber has a length of l0 extruding out of matrix and has an embedded length of L. All equations in the following derivation are in normalized form to remove any unnecessary dependencies of the form of the solution on some parameters. The normalization factor for length is fiber radius rf. That for stress and moduli is the fiber Young’s modulus Ef and accordingly, that for force is p(rf)2Ef. The asterisks indicate normalized values. From Fig. 2A, we have ð1AÞ m m si dux dur dux sm rx þ ¼ ¼ ; G r Gm dr dx dr m ð3AÞ based on basic shear lag assumption, implied by assumption (1): m Appendix I. Single straight fiber pull-out in the bonded stage drfx ¼ 2si : dx ð2AÞ m dux dur : dr dx ð4AÞ Integrating Eq. (3A) on both sides, Z m Þ um x ðr m dux ¼ f ux Z r m si dr Gm r 1 ð5AÞ : We have m f um x ðr Þ ux ¼ si Gm ln r m : ð6AÞ Reorganizing, we get si ¼ Gm f m um x ðr Þ ux : ln r m ð7AÞ Combined with the equilibrium equation for the fiber Eq. (1A), we have f m m drfx ux ðr Þ ux : ¼ 2Gm m ln r dx ð8AÞ In order to get an ODE of rfx , the displacement is related to stress through strain–displacement relation and an elastic, isotropic constitutive law. 2 d rfx 2 dx ¼ 2Gm f 2Gm m ðe em x ðr ÞÞ ¼ ln r m x ln rm rfx m rm x ðr Þ Em ; ð9AÞ Fig. 1A. Model geometry of single straight fiber pull-out in the bonded stage. Fiber and matrix both have a circular cross-section of diameter df and dm, respectively, in axisymmetric coordinate system x and r. L is the fiber embedded length. l0 is the free length of the fiber initially not embedded in the matrix. P is the applied pull-out force at the fiber pulled end. Fig. 3A. Stress equilibrium of a representative matrix segment in the bonded stage. 289 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 where rm x is regarded as a virtual matrix stress generated under pull-out stress as if there is no fiber, i.e., m rm x ðr Þ ¼ P rfx ¼ : r m2 rm2 ð10AÞ Substituting Eq. (10A) into (9A), 2 d rfx ¼ 2 dx 2Gm 1 1 rf Q ðrm Þrfx : r m2 Em x ln r m ð11AÞ The general solution for Eq. (11A) is pffiffiffiffiffiffi pffiffiffiffiffiffi rfx ¼ A sinhð Q x Þ þ B coshð Q x Þ: ð12AÞ Using the following boundary conditions: 1Þ rfx ð0Þ ¼ r0 ) B ¼ r0 ; ð13AÞ where r0 denotes the stress from neighboring nanotubes at the embedded end. Note that the classic shear lag assumes a free-end rfx ð0Þ ¼ 0 and thus has a simpler form solution than we obtain here. 2Þ rfx ðL Þ ¼ rpull pffiffiffiffiffiffi rpull r0 coshð Q L Þ pffiffiffiffiffiffi ; )A¼ sinhð Q L Þ ð14AÞ where r is the applied stress at the pulled end and it equals the normalized pull-out force P*. Substituting Eqs. (13A), and (14A) into Eq. (12A), we have the fiber axial stress pull rfx ! pffiffiffiffiffiffi pffiffiffiffiffiffi P pffiffiffiffiffiffi r0 cothð Q L Þ sinhð Q x Þ ¼ sinhð Q L Þ pffiffiffiffiffiffi þ r0 coshð Q x Þ; ð15AÞ and the interfacial shear stress 1 2 si ¼ " pffiffiffiffiffiffi P pffiffiffiffiffiffi r0 cothð Q L Þ sinhð Q L Þ s ~ r ;i ; ~ g i ~ g j ¼ dij ¼ g i ¼~ 1ði ¼ jÞ 0ði–jÞ g j ¼ g ij ; ~ g i ~ g j ¼ g ij : ;~ g i ~ ð19AÞ In detail, @~ r s s ¼ sin a i cos a j; @r R R @~ r Rr s R r s ¼ cos a i þ sin a j; g~2 ¼ @s R R R R ð20AÞ s s g~1 ¼ sin a i cos a j; R R R s R s ~ 2 cos a i þ sin a j; g ¼ Rr R Rr R ð21AÞ g~1 ¼ 2 Rr ; R ¼ g~1 g~1 ¼ 1; g 11 ¼ g~1 g~1 ¼ 1; g 22 ¼ g~2 g~2 ¼ g 12 ¼ g 21 ¼ g~1 g~2 ¼ 0; g 11 2 R ; g 12 ¼ g 21 ¼ g~1 g~2 ¼ 0: g 22 ¼ g~2 g~2 ¼ Rr Ckij ¼ Ckji ¼ g~k ~ g i;j ; ð22AÞ ð23AÞ where ð16AÞ When r0 is set to zero, Eq. (16A) has the same form as given by Lawrence (1972). In our formulation we have an analytical form for the arbitrary constants in his equation. Note that si max is reached at x* = L*. i max Based on continuum mechanics (Green and Zerna, 1992; Malvern, 1969), basic elasticity equations for small strain condition including equilibrium, stress–displacement relationship, and constitutive law are derived for 2D orthogonal curvilinear system as follows. The 2D curvilinear system we employ is shown in Fig. 4A. Point (r,s) in r–s curvilinear system can be represented by a vector ~ r of R ðR rÞ sinða Rs Þi þ ðR rÞ s cosða RÞj in x–y Cartesian coordinate system. Base vectors ~ g i and metric tensors g ij ; g ij are defined as gi ; ~ The Christoffel symbols of the second kind ! # pffiffiffiffiffiffi pffiffiffiffiffiffi pffiffiffiffiffiffi pffiffiffiffiffiffi Q coshð Q x Þ þ r0 Q sinhð Q x Þ : Appendix II. Derivation of basic elasticity equations in 2D orthogonal curvilinear system 1 s 1 s ~ g 1;2 ¼ ~ g 2;1 ¼ cos a i sin a j; g 1;1 ¼ 0; ~ R R R R Rr s R r s ~ g 2;2 ¼ 2 sin a i 2 cos a j: ð24AÞ R R R R ! pffiffiffiffiffiffi 1 pffiffiffiffiffiffi r0 pffiffiffiffiffiffi Q P cothð Q L Þ : ¼ 2 sinhð Q L Þ ð17AÞ When s ¼ s debonding begins, where s is the critical shear stress for fiber-matrix separation. Fiber displacement is the sum of elastic elongation of the embedded and the extruded part. i max dðIÞ ¼ Z 0 L s, s 1 pffiffiffiffiffiffi efx dx þ P l0 ¼ pffiffiffiffiffiffi P cothð Q L Þ Q ! pffiffiffiffiffiffi P r0 p p ffiffiffiffiffiffi ffiffiffiffiffiffi þ r0 cothð Q L Þ þ P l0 sinhð Q L Þ sinhð Q L Þ ð18AÞ Fig. 4A. 2D curvilinear system s and r and x–y Cartesian coordinate system. 290 X. Chen et al. / Mechanics of Materials 41 (2009) 279–292 Thus, Ck11 ¼ 0; C112 ¼ C121 ¼ 0; C212 ¼ C221 C122 ¼ Rr R2 The constitutive law does not change with coordinate system. Therefore, for an isotropic material with no Poisson effect, we still have 1 ¼ ; rR ; C222 ¼ 0: ð25AÞ er ¼ rr E ; es ¼ rs E ; and crs ¼ srs G ð36AÞ Static equilibrium without body force is References r s ¼ r ðsij g~i g~j Þ ¼ sij:i g~j ¼ 0; i:e:; sij:i ¼ sij;i þ skj Ciki þ sik Cjki ¼ 0: ð26AÞ In r-direction j = 1, we have equilibrium: 1 2 1 2 21 11 21 11 1 s11 ;1 þ s;2 þ s ðC11 þ C12 Þ þ s ðC21 þ C22 Þ þ s C11 þ s12 C121 þ s21 C112 þ s22 C122 ¼ 0: ð27AÞ In s-direction j = 2, we have: 1 2 1 2 22 12 22 11 2 s12 ;1 þ s;2 þ s ðC11 þ C12 Þ þ s ðC21 þ C22 Þ þ s C11 þ s12 C221 þ s21 C212 þ s22 C222 ¼ 0: ð28AÞ We have to transform contravariant components to physical components as follows. s11 ¼ rr ; s12 ¼ s21 ¼ R srs ; Rr s22 ¼ R2 ðR rÞ2 rs : ð29AÞ The equilibrium equations represented by physical components are thus expressed as follows. @ rr R @ srs rs rr þ þ ¼ 0 in r-direction: R r @s @r Rr @ srs R @ rs 2 srs ¼ 0 in s-direction: þ R r @s Rr @r ð30AÞ ð31AÞ As for the strain–displacement relations under a small strain condition, based on 1 2 cij ¼ ðvijj þ vjji Þ; where vijj ¼ vi;j C ð32AÞ r ij vr we have @v c11 ¼ v1j1 ¼ 1 C111 v1 C211 v2 ; @r c12 ¼ c12 ¼ v1j2 1 @v1 @v2 ¼ C112 v1 C212 v2 þ C121 v1 C221 v2 2 @s @r @v2 1 2 c22 ¼ C22 v1 C22 v2 : @s ð33AÞ Again, we have to transform covariant components to physical components as follows. 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