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If, in the ideal world, S–N curves had a horizontal asymptote at some reasonably achievable number of cycles, then the terminology infinite life, endurance limit, or FLS corresponding to

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26 Introduction and Background

scenario to explain the events that occurred, however unlikely it might seem Incidents such as these bring to mind the words of the famous detective Sherlock Holmes who said

“when you have eliminated the impossible, whatever remains, however improbable, must

be the truth” [13] Hopefully, the information contained within this book will add to the understanding of many of the aspects of high cycle fatigue material behavior

REFERENCES

1 Wöhler, A., “Über die FestigkeitsVersuche mit Eisen und Stahl” [On Strength Tests of Iron

and Steel] Zeitschrift für Bauwesen, 20, 1870, pp 73–106.

2 Schütz, W., “A History of Fatigue”, Engng Fract Mech., 54, 1996, pp 263–300.

3 Crouch, J.O., “Air Force Turbine Engine Reliability”, presented at the NAS Committee of National Statistics Sponsored Reliability Workshop, Washington, DC, 9–10 June 2000

4 Engine Structural Integrity Program (ENSIP), MIL-HDBK-1783B (USAF), 15 February 2002

5 Engine Structural Integrity Program (ENSIP), MIL-STD-1783 (USAF), 30 November 1984

6 John, R., Nicholas, T., Lackey, A.F., and Porter, W.J., “Mixed Mode Crack Growth in a Single

Crystal Ni-Base Superalloy”, Fatigue 96, Vol I, G Lütjering and H Nowack, eds, Elsevier

Science Ltd, Oxford, 1996, pp 399–404

7 Grandt, A.F., Jr., Fundamentals of Structural Integrity, John Wiley & Sons, Inc., Hoboken,

NJ, 2004

8 Greenfield, P., and Suhr, R.W., “The Factors Affecting the High Cycle Fatigue Strength of

Low Pressure Turbine and Generator Rotors”, GEC Review, 3, No 3, 1987, pp 171–179.

9 Hawkyard, M., Powell, B.E., Husey, I., and Grabowski, L., “Fatigue Crack Growth under

Conjoint Action of Major and Minor Stress”, Fatigue Fract Eng Mater Struct., 19, 1996,

pp 217–227

10 Barenblatt, G.I., “On a Model of Small Fatigue Cracks”, Eng Fract Mech., 28, 1987,

pp 623–626

11 Miller, K.J., “The Short Crack Problem”, Fatigue Engng Mater Struct., 5, 1982, pp 223–232.

12 Lankford, J., “The Influence of Microstructure on the Growth of Small Fatigue Cracks”,

Fatigue Engng Mater Struct., 8, 1985, pp 161–175.

13 Sir Arthur Conan Doyle, The Sign of Four, 1890.

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Characterizing Fatigue Limits

2.1 CONSTANT LIFE DIAGRAMS

Unlike in LCF where life is a function of applied stress or strain, and stress ratio is a parameter, HCF tries to deal with infinite life, endurance limits, or FLSs In the long-life regime, then, the issue is whether HCF failure will occur under a stress level that is exceeded, or infinite (or very long) life can be achieved if the stresses are below that level If, in the ideal world, S–N curves had a horizontal asymptote at some reasonably achievable number of cycles, then the terminology infinite life, endurance limit, or FLS corresponding to some large number of cycles would all refer to the same information

In the early days of fatigue, it was generally felt that such an endurance limit existed and that the information on the stresses corresponding to this limit could and should be represented by some simple equation or plot Material capability of this type is often called the run-out stress, but it is more correct to refer to it as the FLS corresponding to

a given number of cycles, typically 107or greater

In the 1850s, Wöhler [1] introduced the fatigue limit at 106 cycles because that was considered the useful engineering life for many HCF applications such as steam engine components Further, it would appear that it was also a practical limitation based on available test techniques While 106 and 107have been used widely as the fatigue limit for many years in many applications, recent data indicate that FLSs for some materials may continue to decrease at cycle counts up to and beyond 1010cycles [2, 3] Today, high speed rotating machinery can achieve service lives approaching and perhaps exceeding cycle counts of 109–1010 Thus testing must include large numbers of cycles representative

of potential service exposures This, in turn, requires high frequency testing capability or extremely long testing times

2.2 GIGACYCLE FATIGUE

In the field of “gigacycle fatigue,” indicating lives of the order of 109 cycles or higher, data have been generated indicating that some materials do not have a fatigue limit within the range of cycles tested using ultrasonic test machines For many materials, the behavior is as depicted in Figure 2.1 where a dual behavior is noted For example, the observed fatigue behavior in the region between 107 and 109 cycles has shown that the S–N curve still has a slightly negative slope [4] The duality of the S–N curves has been linked in many cases with fractographic observations that partition the behavior

27

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28 Introduction and Background

Number of cycles

Surface initiation Interior initiation

Figure 2.1. Schematic of observed behavior in gigacycle fatigue.

into failures that initiate at or near the surface, and failures that initiate subsurface In the latter case, longer lives are observed as depicted in the figure An example of such observed behavior is illustrated in Figure 2.2 for 2024 T3 aluminum [5] In this case, two mechanisms are observed from fracture surfaces Mode A denotes specimens that failed from broken inclusions in the material These events occurred for tests that lasted less than 106 cycles Mode B refers to longer life specimens where failure is believed

to have been initiated by persistent slip bands If all of the data are taken together, the scatter in life is extremely large, especially at stress levels corresponding to average lives around 106 cycles However, if the data are segregated according to the two observed mechanisms, the scatter for each mode is much less and the duality of the S–N curve is more easily distinguished The authors attribute the scatter in lives about 106cycles to the competition between these two mechanisms of crack initiation In this particular material,

160 200 240 280 320 360 400

σmax

Nf (Cycles)

Mode A

Mode B

Figure 2.2 S–N curve for 2024/T3 aluminum alloy (R = 01) from [5].

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the two mechanisms of crack initiation are not distinguished by being on or away from the surface

Data on two materials from another source [6] illustrate the more common demarcation between surface and subsurface initiation as depicted schematically in Figure 2.1 In Figure 2.3, data on Ti-6Al-4V are shown that were obtained with an ultrasonic test apparatus operating at 20 kHz as well as with a conventional machine operating at 150 Hz The two frequencies produced data that could not be distinguished from each other and are not separated in Figure 2.3 The first part of the curve up to 107 cycles appears to have a fatigue limit above 600 MPa below which infinite life could be expected to occur

It is only with the addition of the longer life data that the drop in the S–N curve is noted and a fatigue limit of approximately 340 MPa is observed corresponding to 1010 cycles The sharp drop in fatigue strength between 107and 1010cycles is attributed to a change

in failure mechanism whereby fatigue changes from surface to subsurface initiation as identified in the figure The authors also point out the possibility that mean stress (these experiments were conducted at R= 0) plays an important role in the decrease in fatigue strength at very high fatigue lives

Data from the same investigation [6] on a martensitic stainless steel produced results that have some similarities but some differences from that on titanium The results, shown

in Figure 2.4, show no indication of a drop in fatigue strength as longer lives are reached This tends to validate the test procedure involving ultrasonic excitation of the specimen

On the other hand, the change from surface to subsurface initiation at very long lives is also observed in the stainless steel

The concept of material behavior at the surface of a specimen compared to that at the subsurface is discussed in Chapter 5 in conjunction with shot peening However, the behavior at the surface being different from that at the subsurface has been a common

0 200 400 600 800 1000 1200

Surface initiation Subsurface initiation Run out

Curve fit

Ti-6Al-4V Mill annealed

R = 0

Fatigue cycles

Figure 2.3. Fatigue data for Ti-6Al-4V from tests up to 20 kHz.

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30 Introduction and Background

0 200 400 600 800 1000 1200

Surface initiation Subsurface initiation Run out

Fatigue cycles

Martensitic Stainless Steel X20CrMoV121

R= 0

Figure 2.4. Fatigue data for tempered martensitic steel from tests up to 20 kHz.

observation in many works dealing with gigacycle fatigue where the duality of S–N curves has been observed in some cases, as noted in Figure 2.4 Shiozawa et al [7] point out that the fracture mode is different in steels in the gigacycle regime and can be characterized, in general, as being either surface initiation or subsurface initiation In the latter case, while they do not specifically distinguish the internal material being different than the material on the surface as was done by [8], they distinguish the mechanisms

of crack initiation as being different Internal initiations, characterized by the presence

of defects which lead to what is termed a “fish-eye” pattern, are deemed to constitute

a different fracture mechanism The two different modes are deemed to have different S–N curves, each one having its own characteristic curve based on stress level and cycle count, dependent on the probability of the dominant mode being present Figure 2.5, after [7], illustrates the concept of each mode having a different probability of occurrence at

Fatigue life

Surface failure mode

Internal failure mode

I S

Figure 2.5. Schematic of probabilities for surface and internal failure modes [7].

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different fatigue lives From these concepts, the authors [7] propose that four different types of S–N behavior in steels can take place as illustrated conceptually in Figure 2.6 Each S–N curve corresponds to the relative position of the probability distributions of the internal and surface initiation modes illustrated in Figure 2.5 Type A is the common S–N curve governed by the surface fracture mode with the internal fracture mode occurring (speculatively) at very long or infinite lives as illustrated in Figure 2.4 for martensitic steel Data on another material, forged titanium plate (Figure 2.7), also illustrate such behavior as shown by Morrissey and Nicholas for Ti-6Al-4V [9] In this figure, the 20 kHz

Type A

Fatigue life

S

I Type B

Fatigue life

S < I

S << I

S

I Type C

Fatigue life

S

I Type D

Fatigue life

Figure 2.6. Classification of S–N curves using the concept of duplex S–N curves [7].

0 100 200 300 400 500 600

60 Hz (servohydraulic)

Not Cooled

Cooled

Cycles

Figure 2.7 S–N fatigue data obtained at 20 kHz on Ti-6Al-4V forged plate [9].

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32 Introduction and Background

data were obtained with and without cooling applied to the specimen The temperature rise of under 100C and the data show that temperature effects had no effect on the fatigue behavior The data obtained at 20 kHz are also compared with 60 Hz data obtained

on a conventional test machine and again show no difference In this figure, the data at both frequencies at cycle counts of exactly 107 108, and 109are all run-outs Further, the staircase test results provide an FLS of 510 MPa at both 108 and 109 cycles, but these points are not shown in the figure

In this case, long-life data points at 108and 109cycles, not shown, were obtained using statistical methods to establish the mean of the long-life fatigue strength at specified cycle counts (see Chapter 3 for a discussion of these methods) Type B is the well-known step-wise S–N curve for which the probability distributions for the surface and subsurface modes are separated Type C is called a duplex S–N curve and occurs when the probability distributions of Figure 2.5 are close to each other Type D is the S–N curve governed only

by the internal fracture mode because the probability distribution for the internal mode

is at a shorter lifetime than that for the surface mode In these figures, the dashed lines represent the hypothetical curves that are never obtained experimentally because failure

is dominated by another mode present at a lower cycle count for the given stress level Whether the duality of the S–N curves is attributed to different mechanisms or internal versus surface behavior, the observations and proposed explanations available in the literature point to a conclusion that there are two different S–N curves Further, the data in hand seem to indicate that there is no general relationship between the two curves One of the main distinctions between internal versus surface initiation, particularly in the long-life HCF regime where initiation constitutes a major portion of life, is the often overlooked role of environment While surface initiation occurs in the laboratory or operational test environment, subsurface initiation is representative of vacuum or an inert environment that can have a major role in extending the fatigue life compared to behavior in air Gigacycle fatigue, often conducted using ultrasonic test machines, has also been per-formed rather extensively on rotating bending apparatus operating at nominal frequencies under 60 Hz, thereby taking much longer times to reach the very high cycle regime Compared to axial resonance testing where uniform stresses are achieved, under rotating bending the maximum stress occurs at the surface For subsurface initiations, the stress

is lower than at the surface but can be corrected for the actual stress at the location of the fatigue origin This is not always done in the literature Nonetheless, comparison of short- and long-life behavior and mechanisms can be performed using this technique S–N curves from rotating bending tests, demonstrating the dual mechanism behavior

of surface versus subsurface initiation, are shown in Figures 2.8 and 2.9 for two high-strength steels [10] SUJ2 is a high-carbon-chromium-bearing steel while SNCM439 is

a nickel chrome molybdenum steel The data shown are for specimens that were ground during the machining process and contained surface residual stresses The lines are those

of the authors whereas the actual data may or may not really demonstrate a plateau in

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800 1000 1200 1400 1600 1800

Surface initiation Subsurface initiation

Cycles to failure

SUJ2

R= –1

Figure 2.8. Fatigue behavior of SUJ2 steel under rotating bending.

600 800 1000 1200 1400 1600

Surface initiation Subsurface initiation Run out

Cycles to failure

SNCM439

R= –1

Figure 2.9. Fatigue behavior of SNCM439 steel under rotating bending.

the 106–107life regime after which the curve drops A single continuous curve without a plateau could easily be drawn to fit the data However, the data show the dual behavior where surface initiation occurs at shorter lives whereas subsurface initiation from an inclusion occurs for longer lives in both materials This seems to contradict the notion that

a mean stress contributes to the observed decrease in fatigue strength, certainly not for all materials Further, the behavior under bending fatigue is similar to that observed under axial loading though the values for fatigue strength are generally different Based on these observations, when presenting data in the form of S–N curves into the gigacycle regime,

it is important to note the conditions under which the tests were conducted including the

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34 Introduction and Background

maximum number of cycles attempted (definition of run out) Additionally, for failed specimens, information about the mechanism such as surface versus subsurface initiation should be provided

The general subject of gigacycle fatigue has been addressed in the Euromech Collo-quium 382, held in Paris in June 1998, the papers of which were published in a special issue of a journal [11] A second conference was held in Vienna in July 2001 Papers from the International Conference on Fatigue in the Very High Cycle Regime were published

in another special issue [12] A third conference was in Japan in September 2004 A sum-mary of a large amount of experimental data on gigacycle fatigue as well as a description

of the test apparatus used in such studies can be found in the book by Bathias and Paris [13] To date, there have been numerous attempts made to understand the very long-life

of materials and the apparent lack of a fatigue limit using ultrasonic test machines [5] They show that in higher strength materials such as spring steel and martensitic stainless steel there is no fatigue limit up to 109 cycles whereas in carbon steel and cast iron a fatigue limit may exist somewhere beyond 108cycles While the lack of a fatigue limit is seen in many of the reported tests in the literature, materials such as cast 319 aluminum show a definite fatigue limit beyond 108 to 109 cycles [14] The data of Morrissey and Nicholas [9] shown earlier in Figure 2.7 for a forged titanium alloy also show evidence

of a definite fatigue limit beyond 109cycles

Ultrasonic test devices are not yet common laboratory equipment and require skill and experience for their proper use There are not a large number in existence, so the generation

of data in the long-life regime is still fairly limited As an engineering compromise, cycle counts of the order of 107 using conventional testing machines operating at their maximum frequencies are often used as the definition of run-out or an endurance limit The gigacycle fatigue community certainly takes issue with such a low number based on data that continue to be generated on many structural materials in the longer-life regime

2.3 CHARACTERIZING FATIGUE CYCLES

Before the twentieth century was very old, there were already several methods for repre-senting endurance limit data Under constant stress-controlled conditions, there are five variables that can be used to characterize the fatigue cycle that is shown schematically in Figure 2.10, only two of which are independent parameters:

max, the maximum stress,

min, the minimum stress,

mean= max+ min/2, the average or mean stress,

alt= max− min/2, the alternating stress or half of the stress range, and

R= min/ , the stress ratio

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Time

Max Mean Min

R= min/max

(a)

(b)

Figure 2.10. Schematic of (a) portion of a fatigue cycle included within (b) portion of a more complicated

combined LCF–HCF cycle.

The stress range is defined as the difference between maxand min An alternate nomen-clature, used at times in industry, is the amplitude ratio defined as

A= alt

mean =1− R

1+ R

It is somewhat disappointing that, to this day, no general agreement has been reached

in the technical community regarding which pair of parameters should be used to char-acterize a fatigue cycle The reason for this is that each parameter has some physical

or mathematical significance, or is convenient to the user For example, stress ratio, R, may have no real physical significance, but many tests are conducted where R is the parameter that is varied from one test to another and appears in the resultant database as the constant under which the test was conducted It was probably this type of thinking and the number of available parameters that led the pioneers of HCF research to adopt many different methods for representing endurance limit data The diagrams on which the data are represented can be classified as constant life diagrams, even though the intent may have been for them to represent endurance limits For practical purposes, tests were often carried out to some reasonably long life, depending on the machines available, the required number of tests or parameters to be varied, or the patience or available resources

of the investigator

2.4 FATIGUE LIMIT STRESSES

The terminology “fatigue limit stress” or “strength” refers to the stress at a constant (long) life that is normally used in place of the endurance limit (infinite life) in a constant life diagram Methods, particularly accelerated methods, for obtaining such stress values are commonly obtained from S–N plots either by having data at the desired life or

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