Failure resulting from static load Chapter 5 What is Failure? What is Static load? M S Dasgupta BITS Pilani 1 Terminologies 1. Failure theory (FT) to use depends on material (ductile or brittle) and type of loading (static or dynamic). 2. Terminology: • Su (or Sut) = ultimate strength in tension • Suc = ultimate strength in compression • Sy = yield strength in tension • Sys = 0.5*Sy = yield strength in shear • Sus = 0.75*Su = ultimate strength in shear • Se = endurance strength 0.5*Su or get from S-N curve • S’e = estimated actual endurance strength = Se(ka) (kb) (kc) (kd) - - - • S’se 0.577* S’e = estimated actual endurance strength in shear 2 Ductile materials - extensive plastic deformation and energy absorption (toughness) before fracture Brittle materials - little plastic deformation and low energy absorption before failure 3 Ductility and % Elongation • Ductility is the degree to which a material will deform before ultimate fracture. • Percent elongation is used as a measure of ductility. • Ductile Materials have %elong. 5% • Brittle Materials have %elong. < 5% • For machine members subject to repeated or shock or impact loads, materials with 4 %elong > 12% are recommended. DUCTILE VS BRITTLE FAILURE (a) Ductile: warning before fracture (b) (c) Brittle: No warning 5 Failure Prediction Methods • Ductile materials are designed based on yield criteria – Maximum shear stress (MSS) theory – Distortion energy (DE) theory – Ductile Coulomb-Mohr (DCM) theory • Brittle materials are designed based on fracture criteria – Maximum normal stress (MNS) theory – Brittle Coulomb-Mohr (BCM) theory – Modified Mohr (MM) theory 6 Maximum-Normal-Stress Theory • The maximum-normal-stress theory states that failure occurs whenever one of the three principal stresses equals or exceeds the strength. • For principal stress • σ1 ≥ σ2 ≥ σ3 σ1 ≥ Sut or σ3 ≤ −Suc 7 Maximum-Shear-Stress Theory A B 0, 1 A, 2 B, 3 0 Failure occurs when the maximum shear stress in any element equals or exceeds the maximum shear stress in a tension test specimen. 0 A B 1 3 1 B 3 n S y n , A Sy n , 1 0, 2 A, 3 B S Sy A 0 B, 1 A , 2 0, 3 , 1 3 y n M S Dasgupta BITS Pilani Sy n , A B B Sy n 8 Distortion-Energy (DE) Theory “Failure occurs when the distortion strain energy per unit volume reaches or exceeds the distortion strain energy per unit volume for yield in simple tension or compression” For a general state of stress, the Distortion-Energy Theory predicts yielding when Von Mises stress 1 2 1 2 2 2 3 2 3 1 2 ' S or Sy y 2 For 2D:- A B ' 2 A 1 2 2 B 9 10 SHEAR YIELD STRENGH: According to DE (von Mises) criterion, substituting the pure shear state of stress in the 2-D DE criterion, the two normal stresses being zero, 3 2 xy S y xy Sy 0.577 S y 3 At yield , S sy 0.577 S y According to the MSS criterion, S sy 0.5S y DE criterion predicts the shear yield strength to be 15 percent more than that predicted by the MSS criterion. Hence MSS is more conservative. 11 Yield Strength Method • Uniaxial Static Stress on Ductile Materials Static Load Ductile Material In tension: DESIGN: max d S yt N In compression: DESIGN: max d S yc N For most ductile materials, Syt = Syc ANALYSIS: N ANALYSIS: N S yt max S yt max 12 Maximum Shear Stress • Biaxial Static Stress on Ductile Materials DESIGN: max d ANALYSIS: N S ys N Sy avg, max 2N S ys max Ductile materials begin to yield when the maximum shear stress in a load-carrying component exceeds that in a tensile-test specimen when yielding begins. 13 Distortion Energy • Static Biaxial or Triaxial Stress on Ductile Materials Shear Diagonal Sy 2 Best predictor of failure for ductile materials under static loads or under completely reversed normal, shear or combined stresses. Sy Sy 1 ' 12 22 1 2 ’ = von Mises stress Sy Distortion Energy Failure: ’ > Sy Design: ’ d = Sy/N ANALYSIS: N Sy/’ 14 von Mises Stress • Alternate Form ' 2x 2y x y 3 2xy For uniaxial stress when y = 0, ' 3 2 x 2 xy (1 > 2 > 3) • Triaxial Distortion Energy ( 2 1 ) ( 3 1 ) ( 3 2 ) ' 2 2 2 2 15 Comparison of Static Failure Theories: Maximum Shear – most conservative 16 TORQUE: Brittle failure or ductile failure? Key: is the fracture surface on a plane of max shear or max normal stress. DUCTILE BRITTLE 17 From previous Tutorial Shaft Dia = 1.5 cm Pulley B = 4 cm Pulley C = 8 cm M S Dasgupta BITS Pilani 18 As a Design Problem Material Selection Applicable formula selection (based on assumptions) Computation of safe diameter, Selection from Manufacturer’s catalogue M S Dasgupta BITS Pilani 19 Real Shaft 20 Stress Concentration Changes in cross section causes localized stress concentrations and severity depends on the geometry of the discontinuity and nature of the material. 21 Stress concentration factor Kt = max/ o – max, maximum stress at discontinuity and o, nominal stress. – Kt, value depends only on geometry of the part. 22 23 Design improvement to reduce stress concentration 24 Uni-Bi-Tri axial stress? Stress State ? 25 Maximum Normal Stress •Uniaxial Static Loads on Brittle Material: Brittle Material Static Load –In tension: DESIGN: max Sut K t d N ANALYSIS: N S ut max –In compression: DESIGN: max Suc K t d N ANALYSIS: N Suc max 26 Ductile/Brittle Coulomb-Mohr Theory To be applied when the material has unequal strength in tension and compression, S yt S yc e.g. Gray Cast iron materials, for which S yc 0 . 5 S yt DCM is a simplification of the Coulomb- Mohr yield criteria. OR where either yield strength or ultimate strength can be used 9/2/2023 27 27 Coulomb-Mohr Theory / Internal Friction Theory For design equations, incorporating the factor of safety n, divide all strengths by n. 1 1 St 3 Sc n for plane stress (one of the principal stresses is zero) and assuming that σA ≥ σB: Case 1: σA ≥ σB ≥ 0. Here, σ1 = σA and σ3 = 0. Equation reduces to A Case 2: σA ≥ 0 ≥ σB . Here, σ1 = σA and σ3 = σB , Equation reduces to A St St n B Case 3: 0 ≥ σA ≥ σB . Here, σ1 = 0 and σ3 = σB, Equation reduces to B S c Sc 1 n n 28 Modified Mohr Method • Biaxial Static Stress on Brittle Materials 45° Shear Diagonal 2 Sut Suc Sut 1 1, 2 Coulomb Mohr Failure when outside of shaded area Suc Stress concentrations applied to stresses before making the circles Brittle materials often have a much larger compressive strength than tensile strength 29 Summary Static Failure Theories: • Brittle materials fail on planes of max normal stress: – Max Normal Stress Theory – Modified Mohr Theory • Ductile materials fail on planes of max shear stress: – Max shear stress theory – Distortion energy theory 30 Brittle failure For the ASTM Grade 30 cast Iron, find the maximum force F with the following failure models; a) Maximum Principal Stress b) Coulomb Mohr c) Modified Mohr 375 At ‘A’ the stresses are = 32M/d3 = 32x350F/ 253=0.228F = 16T/ d3 = 16x375F/ 253=0.122F A = 0.281F, B = -0.053F ASTM G30 Sut =214MPa Suc=752MPa MPS-> F = 214/0.281 = 765N (?) 31 Coulomb Mohr Slope of load line r = B / A = -0.189 SA = Suc Sut / (Suc – rSut) = 752x214/(752+0.189x214) = 204MPa SB = rSA = -38.6 MPa Now: nA = 204MPa => F = 204 / 0.281 = 726 ASTM G30 Sut =214MPa Suc=752MPa A = 0.281F 32 • Failure resulting from fluctuating load Chapter 6 Fluctuating load? What is special about it? M S Dasgupta BITS Pilani 33 Fluctuating / Variable load • Variable loading results when the applied load or the induced stress on a component is not constant but changes with time • In reality most mechanical components experience variable loading due to -Change in the magnitude of applied load -Change in direction of load application -Change in point of load application 34 Stress variation: Sinusoidal min minimum stress max maximum stress r range of stress max min m midrange or mean stress max min a amplitude or variabl e stress 2 max min 2 Idealized types of cyclic loading: Completely Reversed Sinosoidal: mean stress is zero; equal reversals on both sides; useful in conducting experiments Repeated stress: minimum stress is zero; mean stress equal to half of the range stress Fluctuating stress: maximum, minimum and mean stress are all non-zero and arbitrary Result of Fluctuating stress Fatigue • Fatigue is a phenomenon associated with variable loading or more precisely to cyclic stressing or straining of a material • ASTM Definition of fatigue – The process of progressive localized permanent structural changes occurring in a material subjected to conditions that produce fluctuating stresses at some point or points and that may result in cracks or complete fracture after a sufficient number of 38 fluctuations. M S Dasgupta BITS Pilani Fatigue failure in Metals Crack initiation, propagation and rupture in a shaft subjected to repeated bending Final rupture occurs over a limited area, characterizing a very small load required to cause it Beach marks showing the nature of crack propagation Crack initiation at the outer surface 39 Fatigue Life Prediction predict the failure in number of cycles N to failure for a specific type of loading Low cyclefatigue(LCF): 1 N 103 ; High cyclefatigue(HCF): N 103 • • • Stress life methods – Based on stress levels only – Least accurate of the three, particularly for LCF – It is the most traditional because easiest to implement for a wide range of applications – Has ample supporting data – Represents high cycle fatigue adequately Strain life methods – Involves more detailed analysis of plastic deformation at localized regions – Good for LCF – Some uncertainties may exist in results because several idealizations get compounded – Hence normally not used in regular (special occasions) Linear elastic fracture mechanics methods (LEFM) – Assumes that crack is already present and detected – The crack location is then employed to predict crack growth and sudden rupture with respect to the stress nature and intensity 40 S-N Diagram The S-N Diagram for steel (UNS G41300), normalized, Sut=812 MPa. R. R. Moore highspeed rotating beam machine. S’e Endurance Limit, Non-Ferrous materials tested up to 5*108 cycles It is the stress at which the component can sustain infinite number of cycles41 Sut – S’e relation for S ut 1460 MPa 0 .5 S ut S e' for S ut 1460 MPa 700 MPa S e' Endurance limit obtained in reverse bending S e Endurance limit in the actual loading conditions 42 Se S’e relation S e k a kb k c k d k e S ' e k a surface condition modificati on factor kb size modificati on factor kc load modificati on factor k d temperature modificati on factor ke reliability factor k f miscellaneous effects modificati on factor 43 Surface cond. Mod. factor (ka) The surface modification factor depends on the quality of the finish of the actual part surface and on the tensile strength of the part material. b k a aSut Table 6.2 Size modification factor, kb For rotating circular bars in bending and torsion only : d / 7.620.107 1.24d 0.107 if kb if 0.859 0.000837d 2.79 d 51 mm 51 d 254 mm For axial loading no size effect, kb 1. What happens when bars are not rotating but say under bending. Or non-circular bars like square, or I section? Concept of Equivalent Diameter de Kb for non-rotating shapes Effective dimension “de” obtained by equating the volume of material stressed at and above 95 percent of the maximum stress to the same volume in the rotating-beam specimen Load modification factor, kc 1, bending k c 0 . 85 , axial 0 . 59 , torsion Actually the kc is sensitive to Sut of the material. Tables 6-11 to 6-14 (page no. 333) in Text Book give the details. The above values are representative. Temperature modifying factor, kd Brittle fracture is a strong possibility when operating temp is below RT At temp. higher than RT, yielding should be investigated first because the yield strength drops off rapidly with temperature. Creep at elevated temperature Temperature modifying factor, kd For carbon and alloy steels experimental result expressed as a fourth-order polynomial curve fit to the data underlying k d 0.975 0.432103 TF 0.115105 TF2 0.104108 TF3 0.5951012 TF4 where 70 TF 1000o F Or interpolate from a chart / table of operating temp. vs tensile Reliability factor, ke ke 1 0.08 z a Based on standard deviation of Endurance strength data Miscellaneous effects factor, kf Accounts for – Residual stress – Coating failure – Frettage corrosion material of mating part. – Synergic effect of corrosion and temperature where is Se is function of frequency of loading. Actual / Fatigue stress concentration factor, Kf Kf is a reduced value of Kt and it is also called fatigue strength reduction factor Kf maximum stress in notched specimen stress in notch - free specimen Kf 1 qKt 1 or Kfs 1 qshearKts 1 q notch sensitivity value(from Fig. 6 - 20 & 6 - 21) Kt Theoretical stress concentration factor (geometricfactor) Stress-concentration factors for a variety of geometries under different loading conditions can be found in appendix, Table A–15 52 Notch Sensitivity 53 Estimation of Kf Kf = 1+q(Kt -1). •When q=0, the material has no sensitivity to notches, Kf=1. •When q=1, or when notch radius is large for which q is almost equal to 1, the material has full notch sensitivity, and Kf = Kt. •For all grades of cast iron, use q=0.20. •Use the different graphs to obtain q for bending/axial and torsional loading. •Whenever the graphs do not give values of q for certain combinations of data, use either Neuber equation or Heywood equation. 54 Estimation of Kf Use the Neuber equation when the notch is circular/cylindrical. 1 where a r and K f 1 q K t 1 a is Neuber constant and is a material constant a f ( S ut ), i.e function of ultimate strength. r notch radius For steel, with Sut in kpsi, the Neuber constant can be approximated by a third-order polynomial fit of data as 100psi = 0.689MPa 1 q Bending or axial : a 0.246 3.08(10 3 ) Sut 1.51(10 5 ) Sut2 2.67(10 8 ) Sut3 Torsion : a 0.19 2.51(10 3 ) Sut 1.35(10 5 ) Sut2 2.67(10 8 ) Sut3 55 Estimation of Kf Use Heywood equation when the notch is NOT circular/cylindrical but is a tranverse hole or shoulder or groove. K f Kt 2 K t 1 1 Kt a r where a values are given in the Table 6 - 15; page 335 r= hole/ shoulder/groove size 56 57 Goodman Method Predictor of failure in ductile materials experiencing fluctuating stress a Sn’ = endurance strength a = alternating stress m = mean stress Sy Yield Line (Langer line) Sn’ FATIGUE FAILURE REGION Goodman Line a m 1 Sn S u NO FATIGUE FAILURE REGION -Sy 0 Sy Su m 58 Goodman Diagram Safe Stress Line a m 1 S n S u N a Sy Yield Line Sn’ Sn’ =endurance strength a = alternating stress m = mean stress FATIGUE FAILURE REGION Goodman Line a m 1 Sn S u Sn’/N SAFE ZONE -Sy 0 Su/N Sy Su Safe Stress Line m 59 Design under cyclic loading a 2 Sm 1 Se Sut a Se Sa Sm 1 Se S yt m S yt 1 nf Sa Sm 1 Se Sut 2 2 Sa Sm 1 Se S yt 60 Different fatigue failure models a Se a Se m m S yt S ut 1 nf Soderberg line 1 nf Modified Goodman line 2 a 1 n f m Se nf S ut 2 2 Gerber line 2 a m 1 ASME Elliptic line S e S yt n f a m 1 Langer line (only for checking S yt S yt n y for static yielding) 61 Important Intersections in First Quadrant Modified Goodman and Langer Failure Criteria M S Dasgupta BITS Pilani 62 Important Intersections in First Quadrant Gerber and Langer Failure Criteria 63 Important Intersections in First Quadrant ASME-Elliptic and Langer Failure Criteria 64 Variable loading Determine SF 1.5 mm Radius 30 mm DIA 42 mm DIA Titanium alloy F varies from 20 to 30.3 kN FORCE + - MAX = 30.3 30.3 20 5.15 kN 2 30.3 20 mean 25.15 kN 2 alt MIN = 20 TIME 65 Example: continued. • Find the mean stress: 25,150 N m 35.6 MPa (30 mm )2 4 • Find the alternating stress: a 5,150 N (30 mm )2 4 7.3 MPa • Stress concentration from Chart: Table:A-15 Pg. 1028 D 42 mm 1.4; d 30 mm r 1.5 mm .05 d 30 mm K t 2.3 66 Example: continued. • Se data not available for titanium so we will guess! Assume Se = 0.5Su • TRY Ti-0.2 Pd, Su = 340 MPa, Se = 170 MPa Table A-24 pg 1047 Kt a m 1 S e S u N 2.3(7.3 MPa) 35.6 MPa 1 .228 1.(.8)(170 MPa) 340 MPa N kc Axial 1 Reliability 50% N 4.386 kb =1 .248 4.386 is good, need further information on Se for titanium. 67 Find a suitable steel for N = 3 & 90% reliable. 3 mm Radius 50 mm DIA 30 mm DIA T varies from 848 N-m to 1272 N-m TORQUE + - MAX = 1272 N-m 1272 848 212 N m 2 1272 848 mean 1060 N m 2 alt MIN = 848 N-m TIME T = 1060 ± 212 N-m 68 Example: continued. • Stress concentration from pg. 1028 Fig A-15-8 D 50 mm 1.667; d 30 mm r 3 mm .1 K t 1.38 d 30 mm • Find the mean shear stress: ) Tm 1060 N m(1000 mm m m 200 MPa Zp (30 mm )3 16 • Find the alternating shear stress: Ta 212000 N mm a 40 MPa 3 Zp 5301 mm 69 Example: continued. • So, = 200 ± 40 MPa. Guess a material. Pg1041 Table A-21 TRY: AISI 1040 Q&T 205°C Su = 779 MPa, Sy = 593 MPa, %E = 19% Ductile • Verify that max Sys: Pure shear loading max = 200 + 40 = 240 MPa Sys 600/2 = 300MPa So this variety is a possibility • Find the ultimate shear stress: Sus = .75Su = .75(779 MPa) = 584 MPa 70 Example: continued. • Sse 295 MPa • Assume machined surface • Find actual endurance strength: (Fig. 5-8) S’se = kakbkckdkekfSe = (0.77)(.86)(.59)(.897) 295MPa = 103.4MPa ka kb Size {1.24d-0.107 90% Reliability Average kc 71 Example: continued. • Goodman: a S sn m S su 1 N (Eqn. 5-28) 1.38(40 MPa) 200 MPa 1 .876 103.4 MPa 584 MPa N 1 N 1.14 . 876 No Good!!! We wanted N 3 Need a material with Su about 3 times bigger than this guess or/and a better surface finish on the part, better notcg sensitivity etc. 72 Example: continued. • Guess another material. TRY: AISI 4340 Q&T 700°F Su = 1720 MPa, Sy = 1590 MPa, %E = 40% • Find the ultimate shear stress: Ductile Sus = .75Su = .75(1720 MPa) = 1290 MPa • Find actual endurance strength: S’se = kakbkckdkekfSe -> Above gives High FS, can we chose a different material ? 73 Design Factors, N (a.k.a. Factor of Safety) FOR DUCTILE MATERIALS: •N = 1.25 to 2.0 Static loading, high level of confidence in all design data •N = 2.0 to 2.5 Dynamic loading, average confidence in all design data •N = 2.5 to 4.0 Static or dynamic with uncertainty about loads, material properties, complex stress state, etc… •N = 4.0 or higher Above + desire to provide extra safety 74 Example: continued. • Goodman: K t a Ssn m 1 S su N (Eqn. 5-28) 1.38( 40 MPa) 200 MPa 1 .378 272 MPa 1140 MPa N 1 N 2.64 .378 No Good!!! We wanted N 3 Decision Point: • Accept 2.64 as close enough to 3.0? • Go to polished surface? • Change dimensions? Material? (Can’t do much better in steel since Sn does not improve much for Su > 1500 MPa 75 Failure Theory: When Use? Failure When: Design Stress: 1. Maximum Normal Stress Brittle Material/ Uniaxial Static Stress 2. Yield Strength (Basis for MCH T 213) Ductile Material/ Uniaxial Static Normal Stress max Syt (for tension) max Syc (for compression) 3. Maximum Shear Stress (Basis for MCH T 213) Ductile Material/ Biaxial Static Stress max Sys where Sys Sy/2 4. Distortion Energy (von Mises) Ductile Material/ Biaxial Static Stress ' 12 22 1 2 Sy 5. Goodman Method Ductile Material/ Fluctuating Normal Stress (Fatigue Loading) max Kt Sut (for tension) max Kt Suc (for compression) Uniaxial: Ductile Material/ Fluctuating Combined Stress (Fatigue Loading) d Syt / N (for tension) d Syc / N (for compression) Note : Syt Syc for ductile/wrought material d Sys / N where Sys Sy/2 where ' von Mises stress t a ' sn S see Figure 5 - 13 see Figure 5.15 m S su S sn' 0.577 S n' and S su 0.75Su Bi-axial: K t ( a ) max ( m ) max 1 S sn' S su 'd Sy / N K t a m 1 S n' Su N K t a m 1 S n' Su Ductile Material/ Failure Theories Kfor STATIC 1 where Loading Fluctuating Shear Stress (Fatigue Loading) d Sut / N (for tension) d Suc / N (for compression) or where S sn' 0.577 S n' and S su 0.75Su K t a m 1 ' S sn S su N where S sn' 0.577 S n' and S su 0.75Su K t ( a ) max ( m ) max 1 S sn' S su where S sn' 0.577 S n' and S su 0.75Su 76 Failure Theory: When Use? Failure When: Design Stress: 1. Maximum Normal Stress Brittle Material/ Uniaxial Static Stress 2. Yield Strength (Basis for MCH T 213) Ductile Material/ Uniaxial Static Normal Stress max Syt (for tension) max Syc (for compression) d Syt / N (for tension) d Syc / N (for compression) 3. Maximum Shear Stress (Basis for MCH T 213) Ductile Material/ Biaxial Static Stress max Sys where Sys Sy/2 d Sys / N where Sys Sy/2 4. Distortion Energy (von Mises) Ductile Material/ Biaxial Static Stress ' 12 22 1 2 Sy 5. Goodman Method a. Ductile Material/ Fluctuating Normal Stress (Fatigue Loading) max Kt Sut (for tension) max Kt Suc (for compression) : Syt FATIGUE Syc for ductile/wrought material Failure TheoriesNotefor Loading b. Ductile Material/ Fluctuating Shear Stress (Fatigue Loading) c. Ductile Material/ Fluctuating Combined Stress (Fatigue Loading) where ' von Mises stress 'd Sy / N see Figure 5 - 13 K t a m 1 S n' Su N K t a m 1 S n' Su K t a m 1 S sn' S su d Sut / N (for tension) d Suc / N (for compression) see Figure 5.15 K t a m 1 ' S sn S su N where S sn' 0.577 S n' and S su 0.75Su K t ( a ) max ( m ) max 1 S sn' S su where S sn' 0.577 S n' and S su 0.75Su where S sn' 0.577 S n' and S su 0.75Su K t ( a ) max ( m ) max 1 S sn' S su where S sn' 0.577 S n' and S su 0.75Su 77 Failure Theory: When Use? 1. Maximum Normal Stress Brittle Material/ Uniaxial Static Stress 2. Yield Strength (Basis for MCH T 213) Ductile Material/ Uniaxial Static Normal Stress max Syt (for tension) max Syc (for compression) 3. Maximum Shear Stress (Basis for MCH T 213) Ductile Material/ Biaxial Static Stress max Sys where Sys Sy/2 4. Distortion Energy (von Mises) Ductile Material/ Biaxial Static Stress ' 12 22 1 2 Sy 5. Goodman Method a. Ductile Material/ Fluctuating Normal Stress (Fatigue Loading) b. Ductile Material/ Fluctuating Shear Stress (Fatigue Loading) c. Ductile Material/ Fluctuating Combined Stress (Fatigue Loading) Failure When: Design Stress: max Kt Sut (for tension) max Kt Suc (for compression) d Sut / N (for tension) d Suc / N (for compression) d Syt / N (for tension) d Syc / N (for compression) Note : Syt Syc for ductile/wrought material d Sys / N where Sys Sy/2 where ' von Mises stress see Figure 5 - 13 K t a m 1 S n' Su N K t a m 1 S n' Su K t a m 1 S sn' S su 'd Sy / N see Figure 5.15 K t a m 1 ' S sn S su N where S sn' 0.577 S n' and S su 0.75Su K t ( a ) max ( m ) max 1 S sn' S su where S sn' 0.577 S n' and S su 0.75Su where S sn' 0.577 S n' and S su 0.75Su K t ( a ) max ( m ) max 1 S sn' S su where S sn' 0.577 S n' and S su 0.75Su 78 What Failure Theory to Use: 79