Fatigue Design

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Fatigue Design



19.1 Introduction


In this chapter we look at a number of aspects of fatigue that are relevant to designing structures or components against fatigue failure in service. We give data for the fatigue strengths of metals and alloys (useful for designing mechanical components) and for welded joints (important in large structures such as bridges and oil rigs).


We look at the problems of stress concentrations produced by abrupt changes in cross-section (e.g., shoulders or holes). We see how fatigue strength can be improved by better surface finish, better component geometry, and compressive residual surface stress. In addition, we look at how the preloading of bolts is essential in bolted connections such as car engine big-end bearings.


19.2 Fatigue Data for Uncracked Components


Table 19.1 gives high-cycle fatigue data for uncracked specimens tested about zero mean stress. The data are for specimens with an excellent surface finish tested in clean dry air. Fatigue strengths can be considerably less than these if the surface finish is poor, or if the environment is corrosive.



Obviously, if we have a real component with an excellent surface finish in clean dry air, then if it is to survive 108 cycles of constant-amplitude fatigue loading about zero mean stress, the stress amplitude Δσ/2 in service must be less than that given in Table 19.1 by a suitable safety factor. If the mean stress is not zero, then Equation (18.4) can be used to calculate the fatigue strength under conditions of non-zero mean stress. In the absence of specific data, it is useful to know that Δσ/2 = TS. The value of the constant C is typically 0.3 to 0.5 depending on the material.


19.3 Stress Concentrations


Any abrupt change in the cross section of a loaded component causes the local stress to increase above that of the background stress. The ratio of the maximum local stress to the background stress is called the stress concentration factor, or SCF for short. Figure 19.1 gives details of the SCF for two common changes in section—a hole in an axially loaded plate and a shouldered shaft in bending.


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Figure 19.1 Typical stress concentration factors.

The hole gives an SCF of 3. The SCF of the shaft is critically dependent on the ratio of the fillet radius r to the minor shaft diameter d—to minimize the SCF, r/d should be maximized. Obviously, fatigue failure will occur preferentially at sites of local stress concentration. If a component has an SCF then it is the maximum local stress which must be kept below the material fatigue strength, and not the background stress.


19.4 Notch Sensitivity Factor


Taking the shouldered shaft as an example, we can see that as the r/d ratio decreases toward zero (a sharp corner) the SCF should increase toward infinity. This implies that any component with a sharp corner, or notch, will always fail by fatigue no matter how low the background stress! Clearly, this is not correct, because there are many components with sharp corners which are used successfully in fatigue loading (although this is very bad practice).


In fatigue terminology, we define an effective stress concentration factor, SCFeff such that SCFeff < SCF. The two are related by the equation


SCFeff=S(SCF1)+1



where S, the notch sensitivity factor, lies between 0 and 1. If the material is fully notch sensitive, S = 1 and SCFeff = SCF. If the material is not notch sensitive, S = 0 and SCFeff = 1.


Figure 19.2 shows that S increases with increasing σTS and fillet radius r. We would expect S to increase with σTS. As we saw in Chapter 15 for sharp cracks, material at the fillet radius can yield in response to the local stress, and this will limit the maximum local stress to the yield stress. In general, increasing σTS increases σy. In turn, this increases the maximum local stress which can be sustained before yielding limits the stress, and helps keep SCFeff ≈ SCF.


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Figure 19.2 Effect of tensile strength and fillet radius on notch sensitivity factor.

The decrease in S with decreasing r has a different origin. As Figure 19.2 shows, as r tends toward zero, S also tends toward zero for all values of σTS. This is because a sharp notch produces a small process zone (the zone in which the fatigue crack initiates) and this makes it harder for a fatigue crack to grow. We saw in Chapter 17 that the tensile strength of a brittle component increases as the volume decreases. This size effect also applies to the formation of fatigue cracks—the smaller the process zone, the larger the fatigue strength of the component.


The notch sensitivity curves in Figure 19.2 have an interesting implication for designing components with small fillet radii. One would think that increasing the tensile strength (and hence the fatigue strength) of the material would increase the fatigue strength of the component. However, this is partly offset by the increase in notch sensitivity, which increases the value of the effective SCF by Equation (19.1). Fortunately, as we shall see later, there are other ways of increasing the fatigue strength of notched components.


19.5 Fatigue Data for Welded Joints


Welding is the preferred method for joining structural steels and aluminum alloys in many applications. The world is awash with welds subjected to fatigue loading—bridges, oil rigs, ships, boats, chemical plants, and so on. Because welded joints are so important (and because they have some special features) there is a large amount of data in constructional standards for weld fatigue strength.


Figure 19.3 shows how the various types of welded joints can be categorized into standard weld classes. Figure 19.4 gives the fatigue strengths of the classes for structural steel. The 97.7% survival lines are used for design purposes, and the 50% lines for analyzing welds which actually failed. It is important to note that the vertical axis of the fatigue lines in Figure 19.4 is the full stress range Δσ, and not the Δσ/2 conventionally used for high-cycle fatigue data (see Table 19.1). From that table, we can see that Δσ for steel (108 cycles) is at least 2 × 170 = 340 MN m–2. The Δσ for a class G weld (108 cycles) is only 20 MN m–2. This huge difference is due mainly to three special features of the weld—the large SCF, the rough surface finish, and the presence of small crack-like defects produced by the welding process.


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Figure 19.3 Standard weld classes.

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Figure 19.4 Fatigue strengths of the standard weld classes for structural steel. (a) Curves for 97.7% survival; (b) Curves for 50% survival.

It is important to note that the fatigue strength of welds does not depend on the value of the mean stress in the fatigue cycle. Equation 18.4 should not be used for welds. This makes life much easier for the designer—the data in Figure 19.4 work for any mean stress, and the input required is simply the stress range. This major difference from conventional fatigue data is again due to a special feature of welded joints. Welds contain tensile residual stresses that are usually equal to the yield stress (these residual stresses are produced when the weld cools and contracts after the weld bead has been deposited). Whatever the applied stress cycle, the actual stress cycle in the weld itself always has a maximum stress of σy and a minimum stress of σy − Δσ.


19.6 Fatigue Improvement Techniques


We have already seen that the fatigue strength of a component can be increased by minimizing stress concentration factors, and having a good surface finish (a rough surface is, after all, just a collection of small stress concentrations). However, it is not always possible to remove SCFs completely. A good example is a screw thread, or the junction between the shank and the head of a bolt, which cannot be removed without destroying the functionality of the component.


The answer here is to introduce a residual compressive stress into the region of potential crack initiation. This can be done using thread rolling (for screw threads), roller peening (for fillet radii on bolts or shafts), hole expansion (for pre-drilled holes), and shot peening (for relatively flat surfaces). The compressive stress makes it more difficult for fatigue cracks to grow away from the initiation sites in the surface.


Figure 19.5 shows how the fatigue strengths of welds can be improved. The first step is to improve the class of weld, if this is possible. By having a full penetration weld, the very poor class W weld is eliminated, and the class of the connection is raised to class F. Further improvements are possible by grinding the weld bead to improve surface finish, reduce SCFs, and remove welding defects. Finally, shot peening can be used to put the surface into residual compression.


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Figure 19.5 Improving the fatigue strength of a typical welded connection.

19.7 Designing Out Fatigue Cycles


In some applications, the fatigue strength of the component cannot easily be made large enough to avoid failure under the applied loading. But there may be design-based solutions, which involve reducing or even eliminating the stress range that the loading cycle produces in the component. A good example is the design of bolted connections in the bearing housings of automotive crankshafts and con-rod big ends. Looking at Figure 19.6, it is easy to see that if the bolts are left slightly slack on assembly, the whole of the applied loading is taken by the two bolts (there is nothing else to take a tensile load). The load in each bolt therefore cycles from 0 to P to 0 with each cycle of applied loading.


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Figure 19.6 Typical bearing housing, with studs or bolts used to secure the bearing cap.

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Aug 9, 2021 | Posted by in General Engineer | Comments Off on Fatigue Design
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