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MECH 401
Mechanical Design Applications
Dr. M. OMalleyMaster Notes
Spring 2008
Dr. D. M. McStravickRice University
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Reading
Chapter 6
Homework
HW 4 available, due 2-7
Tests
Fundamentals Exam will be in class on 2-21
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Nature of fatigue failure
Starts with a crack
Usually at a stress concentration
Crack propagates until the material fractures
suddenly
Fatigue failure is typically sudden and
complete, and doesnt give warning
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Fatigue Failure Examples
Various Fatigue Crack Surfaces [Text fig. 6-2]
Bolt Fatigue Failure [Text fig. 6-1]
Drive Shaft [Text fig. 6-3]
AISI 8640 Pin [Text fig. 6-4]
Steam Hammer Piston Rod [Text fig. 6-6] Jacob Neu chair failure (in this classroom)
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Fatigue Example 1
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Fatigue Failure Example
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Fatigue Failure Example
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Fatigue Failure Example
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Stamping Fatigue Failure Example
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Schematic of Various Fatigue Failure
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Fatigue Failure of Chair Shaft
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Seat Fatigue Failure
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Fatigue
Fatigue strength and endurance limit
Estimating FS and EL
Modifying factors
Thus far weve studied static failure of machine elements
The second major class of component failure is due to dynamic loading Variable stresses
Repeated stresses
Alternating stresses
Fluctuating stresses
The ultimate strength of a material (Su) is the maximum stress a
material can sustain before failure assuming the load is applied onlyonce and held
A material can also fail by being loaded repeatedly to a stress level thatis LESS than Su Fatigue failure
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More Fatigue Failure Examples (ASM)
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More Fatigue Failure Examples (ASM)
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More Fatigue Failure Examples
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The 3 major methods
Stress-life Based on stress levels only
Least accurate for low-cycle fatigue
Most traditional Easiest to implement
Ample supporting data
Represents high-cycle applications adequately Strain-life
More detailed analysis of plastic deformation at localized regions
Good for low-cycle fatigue applications
Some uncertainties exist in the results
Linear-elastic fracture mechanics
Assumes crack is already present and detected Predicts crack growth with respect to stress intensity
Practical when applied to large structures in conjunction with computercodes and periodic inspection
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Fatigue analysis
2 primary classifications of
fatigue
Alternatingno DC component
Fluctuatingnon-zero DC
component
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Analysis of alternating stresses
As the number of cyclesincreases, the fatigue strengthSf(the point of failure due tofatigue loading) decreases
For steel and titanium, thisfatigue strength is never lessthan the endurance limit, Se
Our design criteria is:
As the number of cyclesapproaches infinity (N ),Sf(N) = Se (for iron or Steel)
a
f NS
)(
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Method of calculating fatigue strength
Seems like we should be able to use graphslike this to calculate our fatigue strength ifwe know the material and the number ofcycles
We could use our factor of safety equationas our design equation
But there are a couple of problems with thisapproach S-N information is difficult to obtain and thus is
much more scarce than -einformation
S-N diagram is created for a lab specimen Smooth
Circular
Ideal conditions Therefore, we need analytical methods for
estimating Sf(N) and Se
a
f NS
)(
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Estimating Se Steel and Iron
For steels and irons, we can estimate the
endurance limit (Se) based on the ultimate
strength of the material (Sut)
Steel Se = 0.5 Sut for Sut< 200ksi (1400MPa)
= 100ksi (700MPa) for all other values of Sut
Iron Se = 0.4(min Sut)f/ gray cast Iron Sut
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S-N Plot with Endurance Limit
a
eS
a
f NS
)(
a
eS
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Estimating Se Aluminum and Copper
Alloys For aluminum and copper alloys, there is no endurance limit
Eventually, these materials will fail due to repeated loading
To come up with an equivalent endurance limit, designerstypically use the value of the fatigue strength (Sf) at 10
8cycles
Aluminum alloys
Se (Sfat 108cycles) = 0.4 Sut for Sut< 48 ksi (330 MPa)
= 19 ksi (130 MPa) for all other values of Sut
Copper alloys
Se (Sfat 108cycles) = 0.4 Sut for Sut< 35 ksi (250 MPa)= 14 ksi (100 MPa) for all other values of Sut
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Constructing an estimated S-N diagram
Note that Se is going to be ourmaterial strength due to infiniteloading
We can estimate an S-N diagramand see the difference in fatiguestrength after repeated loading
For steel and iron, note that thefatigue strength (Sf) is never lessthan the endurance limit (Se)
For aluminum and copper, notethat the fatigue strength (S
f)
eventually goes to zero (failure!),but we will use the value of Sfat108cycles as our endurance limit(Se) for these materials
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Estimating the value of Sf
When we are studying a case offatigue with a known number of cycles(N), we need to calculate the fatiguestrength (Sf)
We have two S-N diagrams
One for steel and iron One for aluminum and copper
We will use these diagrams to comeup with equations for calculating Sffor a known number of cycles
Note: Book indicates that 0.9 is notactually a constant, and uses thevariable fto donate this multiplier.We will in general use 0.9 [so f=0.9]
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Estimating Sf(N)
For steel and iron
For f=0.9
For aluminum and copper
bSa
S
Sb
aNNS
ut
e
ut
b
f
39.0loglog
9.0log
3
1
'
-
-
bSa
SSb
aNNS
ut
e
ut
b
f
39.0loglog
9.0log31
'
-
-
For 103< N < 106
For N < 108
Where Se is the value ofSfat N = 10
8
5.7
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Correction factors
Now we have Se (infinite life)
We need to account for differences between the lab specimen and a realspecimen (material, manufacturing, environment, design)
We use correction factors Strength reduction factors
Marin modification factors
These will account for differences between an ideal lab specimen and real life
Se= kakbkckdkekfSe kasurface factor
kbsize factor
kcload factor
kdtemperature factor
kereliability factor
Kfmiscellaneous-effects factor
Modification factors have been found empirically and are described in section 6-9 ofShigley-Mischke-Budynas (see examples)
If calculating fatigue strength for finite life, (Sf), use equations on previous slide
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Endurance limit modifying factors
Surface (ka) Accounts for different surface finishes
Ground, machined, cold-drawn, hot-rolled, as-forged
Size (kb) Different factors depending on loading
Bending and torsion (see pg. 280)
Axial (kb= 1)
Loading (kc) Endurance limits differ with Sutbased on fatigue loading (bending, axial, torsion)
Temperature (kd) Accounts for effects of operating temperature (Not significant factor for T
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Surface Finish Effect on Se
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Temperature Effect on Se
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Reliability Factor, ke
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Compressive Residual Stresses
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Now what?
Now that we know the strength of our part under
non-laboratory conditions
how do we use it?
Choose a failure criterion Predict failure
Part will fail if:
> Sf(N)
Factor of safety or Life of the part:
= Sf(N) /
Where
b = - 1/3 log (0.9 Sut/ Se) log (a) = log (0.9 Sut) - 3b
b
aN
1
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Example Homework Problem 6-9
A solid rod cantilevered at one end. The rod is
0.8 m long and supports a completelyreversing transverse load at the other end of +/-1 kN. The material is AISI 1045 hot-rolledsteel. If the rod must support this load for 104
cycles with a factor of safety of 1.5, whatdimension should the square cross sectionhave? Neglect any stress concentrations at thesupport end and assume f= 0.9.
Solution: -- See Board Work--
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Stress concentration (SC) and fatigue failure
Unlike with static loading, both ductile and
brittle materials are significantly affected by
stress concentrations for repeated loading
cases We use stress concentration factors to modify
the nominal stress
SC factor is different for ductile and brittlematerials
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SC factorfatigue
= kfnom+ =kfo
t= kfstnom = kfsto
kfis a reduced value of kTand ois the nominalstress.
kfcalled fatigue stress concentration factor
Why reduced? Some materials are not fully sensitiveto the presence of notches (SCs) therefore,depending on the material, we reduce the effect ofthe SC
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Fatigue SC factor
kf= [1 + q(kt1)]
kfs= [1 + qshear(kts1)] ktor kts and nominal stresses
Table A-15 & 16 (pages 1006-1013 in Appendix)
q and qshear Notch sensitivity factor
Find using figures 6-20and 6-21in book (Shigley) for steelsand aluminums
Use q = 0.20 for cast iron
Brittle materials have low sensitivity to notches
As kfapproaches kt, q increasing (sensitivity to notches, SCs)
If kf~ 1, insensitive (q = 0)
Property of the material
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Example, cont.
= Se/
What do we need?
Se
Considerations? Infinite life, steel
Modification factors
Stress concentration (hole)
Find nom(without SC)
F
F
hdb
P
A
Pnom 2083
101260
-
-
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Example, cont.
Now add SC factor:
From Fig. 6-20,
r = 6 mm
Sut= 448 MPa = 65.0 ksi
q ~ 0.8
nomtnomf kqk - 11
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Example, cont.
From Fig. A-15-1, Unloaded hole
d/b = 12/60 = 0.2
kt~ 2.5
q = 0.8
kt= 2.5
nom= 2083 F
F
Fkq nomt
4583
208315.28.0111
--
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Example, cont.
Now, estimate Se Steel:
Se = 0.5 Sutfor Sut< 1400 MPa (eqn. 6-8)
700 MPa else AISI 1020 As-rolled
Sut= 448 MPa
Se = 0.50(448) = 224MPa
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Constructing an estimated S-N diagram
Note that Se is going to be ourmaterial strength due to infiniteloading
We can estimate an S-N diagramand see the difference in fatiguestrength after repeated loading
For steel and iron, note that thefatigue strength (Sf) is never lessthan the endurance limit (Se)
For aluminum and copper, notethat the fatigue strength (Sf)
eventually goes to zero (failure!),but we will use the value of Sfat108cycles as our endurance limit(Se) for these materials
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Correction factors
Now we have Se (infinite life)
We need to account for differences between the lab specimen and a realspecimen (material, manufacturing, environment, design)
We use correction factors Strength reduction factors
Marin modification factors
These will account for differences between an ideal lab specimen and real life
Se= kakbkckdkekfSe kasurface factor
kbsize factor
kcload factor
kdtemperature factor
kereliability factor
Kfmiscellaneous-effects factor
Modification factors have been found empirically and are described in section 6-9 ofShigley-Mischke-Budynas (see examples)
If calculating fatigue strength for finite life, (Sf), use equations on previous slide
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Example, cont.
Modification factors
Surface: ka= aSutb(Eq. 6-19)
a and b from Table 6-2
Machined
ka= (4.45)(448)-0.265= 0.88
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Example, cont.
Size: kb
Axial loading
kb= 1 (Eq. 6-21)
Load: kc Axial loading
kc= 0.85 (Eq. 6-26)
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Example, cont.
Temperature: kd= 1 (no info given)
Reliability: ke= 1 (no info given)
Miscellaneous: kf= 1
Endurance limit: Se= kakbkckdkekfSe = (0.88)(0.85)(227) = 177 MPa
Design Equation:
kN4.21
8.14583
10x177
8.14583177
6
F
FMPaSe
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Fluctuating Fatigue Failures
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Alternating vs. fluctuating
Alternating Fluctuating
I
Mr
A
P
a
m
Al
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Alternating Stresses
acharacterizes alternating stress
Fl i
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Fluctuating stresses
Mean Stress
Stress amplitude
Together, m
and a
characterize fluctuating
stress
2' minmax
m
2
minmax'
-a
Al i Fl i
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Alternating vs. Fluctuating
M difi d G d Di
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Modified Goodman Diagram
Fl i S i C i d
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Fluctuating Stresses in Compression and
Tension
F il i i f fl i l di
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Failure criterion for fluctuating loading
Soderberg Modified Goodman
Gerber
ASME-elliptic
Yielding
Points above the line: failure
Book uses Goodman primarily
Straight line, therefore easy algebra
Easily graphed, every time, for every problem Reveals subtleties of insight into fatigue problems
Answers can be scaled from the diagrams as a check on thealgebra
G b L Pl f Fl i S
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Gerber Langer Plot for Fluctuating Stresses
Fl i
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Fluctuating stresses, cont.
As with alternating stresses, fluctuating stresses have beeninvestigated in an empirical manner
For m< 0 (compressive mean stress) a> Sf Failure
Same as with alternating stresses
Or,
Static Failure
For m> 0 (tensile mean stress) Modified Goodman criteria
< 1 Failure
)S(ormax ucycam S-
1ut
m
f
a
SS
M difi d G d L E i
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Modified Goodman Langer Equations
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S i l f fl t ti t
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Special cases of fluctuating stresses
Case 1: mfixed
Case 2: afixed
a
aS
m
mS
S i l f fl t ti t
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Special cases of fluctuating stresses
Case 3: a/ mfixed
Case 4: both vary arbitrarily
m
m
a
a SS
ut
m
f
a
SS
1
E l
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Example
Given:
Sut= 1400 MPa
Syt= 950 MPa
Heat-treated (as-forged)
Fmean= 9.36 kN
Fmax= 10.67 kN
d/w = 0.133; d/h = 0.55
Find:
for infinite life, assuming
Fmeanis constant
E pl t
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Example, cont.
Find mand a
MPa28
MPa228
MPa200
Nm8003.0100.67x14
1
4
1
22
Nm7023.010x36.941
41
22
m009.02
mx1016.318107512
1
12
1
12
1
max
maxmaxmax
max
3
maxmax
max
3
max
48333
-
--
-
ma
mm
mm
m
I
yMI
yM
LFLF
M
LFLFM
hy
hdwbhI
I
My
Str C tr ti F t r
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Stress Concentration Factor
E mple ont
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Example, cont.
Since this is uniaxialloading,
m= 200 MPa
a= 28 MPa
We need to take care ofthe SC factors
Su = 1400Mpa
kt~ 2.2 (Figure A15-2) q ~ 0.95 (Figure7-20)
kf= 2.14
11 - tf kqk
nominal
MPa42820014.2
MPa602814.2
nom
nom
mfmm
afaa
k
k
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Example cont
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Example, cont.
Design criteria Goodman line:
For arbitrary variation in
aand m,
nSS ut
m
e
a /1
121
1400
11400121
ma
25.1
1400
428
121
601
1
1400121
ma
Example cont
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Example, cont.
However, we know thatFmean= constant from
problem statement
m= constant
4.160
84
MPa84
11400
428
121
1
a
a
a
a
ut
m
e
a
S
S
S
SS
S
Less conservative!
Combined loading and fatigue
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Combined loading and fatigue Size factor depends on loading
SC factors also depend on loading
Could be very complicated calculation to keep track of each loadcase
Assuming all stress components are completely reversing andare always in time phase with each other,1. For the strength, use the fully corrected endurance limit for
bending, Se
2. Apply the appropriate fatigue SC factors to the torsional stress,the bending stress, and the axial stress components
3. Multiply any alternating axial stress components by the factor1/kc,ax
4. Enter the resultant stresses into a Mohrs circle analysis to findthe principal stresses
5. Using the results of step 4, find the von Mises alternating stressa
6. Compare a with Sato find the factor of safety
Additional details are in Section 6-14
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