MECHANICAL TESTING OF MATERIALS Tomáš Kruml Jean-Pierre Michel with the participation of John Robinson version 2005 CONTENTS 1. INTRODUCTION 1 2. THE TENSILE TEST 2 2.1 Description of the test 2 2.2 Data treatment 3 2.2.1 Force - elongation curve 3 2.2.2 Engineering stress-strain curve 4 2.2.3 Anelasticity 7 2.2.4 Fragility and ductility 8 2.2.5 Examples of typical tensile curves 9 2.2.6 True stress-strain curve 9 2.2.7 Necking 11 2.2.8 Transition between the elastic and plastic parts of the tensile stress - strain curves 14 2.3 Tensile test machines 15 2.4.1 The force measurement 17 2.4.2 The elongation measurement 17 2.4.3 Standards 19 2.4.4 Specimens 20 3. OTHER MECHANICAL TESTS 21 3.1 The compression test 21 3.2 The multiaxial tensile test 22 3.3 The bending test 22 3.4 The torsion test 23 3.5 The impact test 24 3.6 The hardness test 25 4. FATIGUE 26 4.1 Fatigue tests at constant stress amplitude 28 4.2 Fatigue tests at constant plastic strain amplitude 30 4.3 Fatigue tests at constant total strain amplitude 30 4.4 Fatigue machines 30 5. CREEP 31 5.1 The creep curve 32 5.2 Creep machines 33 SUMMARY 35 REFERENCES 36 APPENDIX - The Considere criterion 37 English - French dictionary 38 1 1. INTRODUCTION This note describes the most important and most frequent mechanical tests. It contains many technical terms which a future engineer should master in English as well as in French. This is the reason why the text is written in English and completed by a short English-French dictionary (the words in the dictionary are written in italics in the text). Moreover, some differences between British (UK) and American (USA) terminology are given. The mechanical properties reflect the response of a material subjected to actions of external forces. Important mechanical properties are, for example, Young's modulus, yield stress, ultimate tensile stress, ductility, hardness, resilience, toughness, etc. In order to measure these properties, it is necessary to perform precise laboratory tests. The tests are standardised so that the results can be used by materials and metallurgical engineers and researchers all over the world. The stress state which develops in the specimen due to the external loading during a mechanical test can be divided into 4 categories, as shown by Mohr's diagram: • tensile (the case of the tensile test) • compressive (compression test) • pure shear (torsion test) • complex stress state. In the bending test, stress is uniaxial (compressive in one half of the specimen and tensile in the other part) but heterogeneously distributed. In the case of multi-axial tensile tests, two or three normal components of the stress tensor are equal and positive, the stress being homogeneous in the specimen. Shears and inhomogeneous stresses develop in a body deformed in the torsion test. The hardness test and the Charpy impact test lead to complex and unexploitable stress state. The load applied to the specimen varies with time in a defined way. The tensile test is performed at a constant strain rate. During the creep test, the stress is kept constant. The term fatigue is used if the specimen is damaged by cyclic deformation. The main part of this note is focused on the uniaxial tensile test, which is surely the most important of all mechanical tests. It has been already partially described in sections 4.2.2, note "Elasticite" and 5.2, note "Notions complementaires...". Other mechanical tests (the compression test, the multiaxial tensile test, the bending test, the torsion test, the impact test and the hardness test) are commented only very briefly. The specific testing conditions of uniaxial fatigue test and creep test are described in more details, because both tests have quite important applications in the industry. This note describes the behaviour of polvcrvstalline materials. Specificities of deformation and data treatment in the case of single crystals will be discussed in further notes. 2 2. TENSILE TEST 2.1 Description of the test The tensile test machine applies a gradually increasing uniaxial tensile load on the specimen, usually until fracture (fig. 2.1). reduced part Figure 2.1 Schematics of the tensile test. The specimen's heads are fixed in the holding grips. The reduced part of the specimen has a uniform cross section, most often circular but rectangular specimens are also used. The reduced part has to be long enough (at least 4 times its diameter; international standards impose to = where S0 =nxl) in order that the stress tensor a in the central part of the specimen, of gauge length to, is purely uniaxial: <7U 0 0" 0 0 0 0 0 0 The strain tensor e is less simple: in the case of an isotropic material deformed elastically, e is diagonal but in strongly anisotropic materials shear strains may develop so that the tensile axis is no longer the principal strain axis. Exercise: Find e for an isotropic material, characterized by Young's modulus E and Poisson ratio v, in the elastic domain (an = a). 3 Solution: e = C7/E 0 0 0 -vcr/E 0 0 0 -vcr/E Usually, the function an[£ii) is plotted and a notation without indices (cr = on and £= £n) is used. 2.2 Data treatment 2.2.1 Force - elongation curve Two parameters are recorded during the test: the applied force F and the corresponding elongation of the specimen At. The raw data curve F (At) is never used in practice. The reason is visible in fig. 2.2 - one could obtain a false impression that the strength of Cu single crystal is comparable with that of high Mn steel, but of course the difference in the initial cross-sectional area So has to be taken into account. Figure 2.2 Comparison of two tensile raw data curves for a Cu single crystal (So = 16 mm2, Zo = 15 mm, room temperature) and high Mn steel (So = 4.4 mm2, Zo = 24.3 mm, 400° C). The elastic part at the onset of the curves is almost vertical. Remark: As force is applied and Al is measured, the Al (F) graphic seems to be more appropriate than F (A£). However, since F can both increase and decrease, At (F) is not always an invertible function. This is the reason why F (A£) graphics are preferred. 4 2.2.2 Engineering stress-strain curve The easiest normalization of F and At is the definition of engineering stress s and engineering strain e (see the note "Notions complementaires...", section 3.2.1): M e = — where So is the initial cross-sectional area and to the initial gauge length. The usual unit of the engineering stress is MPa. The engineering strain is either unitless or expressed as a percentage. This approach does not consider the variations of the cross-section and gauge length during the test; nevertheless, it is the most often used data treatment for engineering applications. It gives a more realistic comparison of the tensile properties of materials than the raw data curve, see fig. 2.3. Figure 2.3 Engineering tensile stress-strain curves, the same specimens as in fig. 2.2. Several important material characteristic are determined from the engineering stress-strain curve and from the measurement of the specimen's geometry before and after the test: Young's modulus, yield stress, ultimate tensile stress, elongation and area reduction. a) Young's modulus E Young's modulus is a slope of the cr(f) curve in the elastic domain. Since s and e are not too different from the true stress o and true strain e (defined in the next chapter) for small strains, it is possible to measure E as the slope of 5 the s (e) curve. The elongation must be measured directly on the specimen (see chapter 2.4.2). Unfortunately, due to anelastic effects, the value of E is always underestimated and an experimental error of at least 5-10% has to be expected. More precise assessments of E are made by the measurement of the elastic wave propagation velocity. b) Yield stress R0.2 In general, most structures are not supposed to change their dimensions permanently when a load is applied. It means that all parts of the structures must deform only elastically. The stress level at which plastic deformation begins (or where the phenomenon of yielding occurs) - the yield stress - is therefore of primary importance. For some materials, the departure from the linear part of the curve is smooth and not easily detectable. Therefore, to avoid any subjectivity, the stress R0.2 at 0.2% of plastic strain is measured as shown in fig. 2.4. This is taken to be the yield stress. 150 - j 100 -; ; ; \ - 'J < < | ■II I ' 50 4 ;' ; i - j i i 1 T 1 1 ' T I I'll I'll I ' 0 fii.................I.......... 0 0.5 1 1.5 2 2.5 3 <-^-~£ e [%] Figure 2.4 Beginning of the curve from figure 2.3 and the definition of R0.2. c) Ultimate tensile stress Rm Most materials harden during plastic deformation. This means that it is necessary to continuously increase the stress in order to continue the plastic deformation. The engineering stress - strain curves show in general a maximum and then decrease until the fracture appears. If the applied stress overcomes the R0.2 value, the structure will deform permanently but it will not fracture immediately. Therefore it is interesting to know the maximum stress level which the material can support before the fracture. This stress is called the ultimate tensile stress, Rm (see fig. 2.3). 6 d) Fracture elongation eF Another measured parameter is the permanent ( = plastic) elongation at the fracture eF (see figure 2.3), expressed most often in percent. It can be measured from the stress-strain curve or by the measurement of the difference in length between the broken specimen and its initial length. e) Area reduction Z This parameter is defined by: Z= S° ~Sp xlOO where Sf is the cross-sectional area at the point of fracture. Sf has to be measured after the test. The unit of Z is percent. Remarks: 1. The term "proportional limit" is used for the point of departure from the linear part of the curve and is almost a synonym for the yield stress. In fig. 2.4, the proportional limit is about 180 MPa, while R0.2 is 197 MPa. 2. At any point of the curve, s e = ep + e„ - = — + e„ e p E p with e the total strain, ee the elastic strain and ep the plastic strain. If s increases after the yield point, both ep and ee increase, i.e. elastic strain of the specimen is larger at point M than at the yield point. 3. The term strength is sometimes used instead of stress (i.e. yield strength, ultimate tensile strength). While "stress" is related to external loading, "strength" is understood as a material property. 4. The Poisson ratio v can only be calculated if the reduction of the cross-sectional area is independently measured in the elastic part of the curve. 5. Contrary to the fracture elongation, the fracture stress is not interesting (fragile materials are an exception). 7 2.2.3. Anelasticity Anelasticity is a special type of plastic deformation. It appears above a certain stress level which can be regarded as a true elastic limit (cet). This limit is not well defined; it decreases when the precision of the stress measurement increases. For stresses between Get and aa, anelasticity is superposed to the elastic deformation, with the irreversible plastic deformation appearing above aa. Anelastic deformation disappears (but not immediately) if the external force is removed. From the thermodynamic point of view, anelasticity is an irreversible transformation since it is accompanied by the degradation of mechanical energy into heat but it is reversible in the mechanical sense since it disappears if stress turns down to zero. Anelastic deformation is always retarded compared to stress, while elastic deformation is in phase with stress; anelasticity is therefore a phenomenon of mechanical hysteresis. This is clearly shown by a loop shape of loading - unloading cycles. Anelasticity is often small, but it cannot be neglected if precise values of elastic deformation are needed, e.g. for the determination of Young's modulus. It is especially important in certain classes of polymers, where it plays a role of mechanical amortisation of vibrations by transforming mechanical energy into heat. Figure 2.5 shows real tensile curves measured in a steel with several loading - unloading cycles which makes the anelastic part of deformation visible. The loop width characterise the phase shift between anelastic deformation and stress. The loop surface is proportional to the dissipated energy. £ —*■ plastic strain Figure 2.5 Real tensile curves measured in a steel, showing important anelastic deformation. Remark: Many pen recorders exhibit their own hysteresis, therefore measurements of anelastic strain have to be done only with a good quality equipment. 8 2.2.4 Fragility and ductility Fragility (or brittleness) is an opposite of ductility. A material is called fragile if it fractures either in the elastic part of the tensile curve, or after a "small" plastic deformation. Contrary, a material able to deform plastically is called ductile. The transition between fragility and ductility is chosen arbitrary, usually around 5% of strain. The quantities Z and ef are also used for the definition of ductility. Temperature and strain rate are two very important parameters which influence fragility, especially in the cases of polymers and bcc metals at low temperatures. Remark: Ferritic steels show so called ductile - fragile (or ductile - brittle) transition if temperature decreases. The steel of which the Titanic's corpse was built becomes fragile at T ~ 10°C. 2.2.5 Examples of typical tensile curves Every material has its own tensile curve, which reflects its chemical composition, its microstructure and the conditions of the tensile test (temperature and strain rate). Four typical shapes of tensile stress - strain curves are shown in fig. 2.6: • Fig. 2.6 a). The typical curve for a fragile material - the fracture occurs in the elastic domain. It is the case of e.g. glasses, ceramics, semiconductors or quenched (but not tempered afterwards) steels at ambient temperature. Generally, the fracture stress gf does not characterise the material itself but depends on the defects properties (geometry and length of cracks or cavities, always present in those materials, or the surface imperfections due to machining). Because spatial distribution, shape and orientations of the defects are random, the dispersion of the measured gf could be quite large. It is necessary to perform several tests and to treat the results statistically, most often with the WEIBULL statistics. However, it is not possible to predict gf for a new specimen. We can only say that e.g. gf will be higher than 150 MPa with a probability of 60%. It means that if we would make tests with 10 new specimens, 6 of them would fracture at stress higher than 150 MPa. • Figs 2.6 b) and 2.3. These two figures show the behaviour of ductile materials. The fracture happens at large plastic strain, after the neck appears (at the maximum of the curve) and develops. The yield stress is defined either as R0.2 or, as in fig. 2.6 b), the upper yield point Reh and the lower yield point Rel are identified. Such curves are typical for e.g. pure or low alloyed metals. For very pure metals, Z can be near to 100% (see Al and Cu in fig. 2.12) and the fracture force can be close to zero. • Fig. 2.6 c). In some cases (e.g. annealed Cu), no appreciable elastic deformation can be observed at the onset of the stress - strain curve. Nevertheless, some definition of the yield stress has to be applied (e.g. 9 R0.2) since we cannot consider that the mechanical strength of such a material is equal to zero. • Fig. 2.6 d). This is a typical curve for elastomers (= rubbers) which exhibit an entropic elasticity. The behaviour of the material is elastic (and anelastic) even if the deformation can be as large as 1000%; after the unloading, the specimen retrieves its initial length to. It is not possible to define one value of the Young's modulus E. It is worth to note that E increases with the temperature, contrary to the behaviour of all others materials. s [MPa] t ® fracture / bx : ceramics, / glasses / / e [%] s [MPa] > / ReL / \ \ r^r / tf sj 1 heterogeneous plastic j j deformation, formation/ Q ; of "Liiders" bands / I 1 j j Ex: carbon steels / / e [%] ■-■->• k s [MPa] 0 R0.2 / ■ Ex: annealed Cu 10.2 % / e [%] k s [MPa] @ Ex : rubber / f 500 - 1000 e [%] ' i * n-► Figure 2.6 Examples of stress - strain curves, a), c) and d) are schematics, the real curves of a carbon steel are shown in b). 2.2.6 Transition between the elastic and plastic parts of the tensile stress - strain curves This paragraph concerns mostly polycrystalline materials. Three typical transitions from elastic to plastic part of the curve are often observed: • Sharp change of the slope between the elastic and the plastic parts of the curve. The yield stress is evident in this case. When used in calculations, such curves are often idealised as shown in fig. 2.7. If the work hardening is neglected, the behaviour is called "perfectly plastic". If the elastic deformation is neglected, the behaviour is called "rigid'. 10 Figure 2.7 Idealised shapes of the tensile stress - strain curve. • Continuous change of the slope. This is the case of figs. 2.3 and 2.6 c). The slope of the curve at the beginning is close to E. It is often possible to model the curve by the equation: 0- = k£n where k and n are material parameters. • Yield point and plateau (fig 2.6 c). After the initial linear stage, a rapid decrease of stress is observed. An unstable behaviour follows: a succession of erratic variation of stress around a certain constant level. The initial maximum is called the upper yield stress Reh. This stress value is not used as a stress limit in the industrial designs for security reasons - Reh is not an intrinsic characteristic of materials. The level of the first minimum is neither very representative. In agreement with the standards, the values Rel defined in fig. 2.6 b) are considered as the yield stress. Such type of behaviour is often observed in hypoeutectic ferritic steels. The deformation of the specimen between Reh and the end of the plateau is heterogeneous. Plastic deformation spreads in bands called "PIOBERT - LUDERS bands", inclined to the stress axis. The formation of a new band causes a drop of stress on the stress - strain curve. The bands are visible by a naked eye (especially if the specimen is flat, polished and covered by a varnish - see fig. 2.8). The plastic strain inside the bands 8pl (in the region of 4 - 8 %) remains constant while the band widens. Other new bands appear in the specimen with the same 8pl. At the end 11 of the plateau, the entire gauge length of the specimen is filled with bands and the macroscopic plastic deformation of the specimen is 8pl. From this moment, the stress increases regularly and homogeneous plastic deformation is produced. Remark: A decrease of the applied force is always caused by a plastic instability (= heterogeneous deformation). One such instability appears during necking, multiple instabilities can be observed in Piobert - Liiders bands formation. Figure 2.8 Piobert - Liiders bands. Thin sheet specimens of a very low carbon steel, deformed by a small amount of plastic strain. 2.2.7 True stress-strain curve As the specimen is strained, its length I increases and the cross-sectional area S decreases. Therefore, s becomes more and more different from F the real cru =— stress. Because the independent measurement of S is not generally performed, it is necessary to use an hypothesis which enables S to be calculated from the known Z value. It will be shown in the following notes that the plastic deformation of a crystal occurs often by dislocation slip and, in this case, the volume of the material remains constant. The instantaneous cross-sectional area S can be therefore calculated using the constant volume hypothesis: In the elastic domain, the above relation would be fulfilled only if v= 0.5, which is almost never the case. Nevertheless, when the elastic strain is small in comparison with the plastic strain (as in fig. 2.3), the constant volume approximation is rather good. S0*0 = 12 The so-called true stress a is defined using this approximation: F F £ £n + M i a = — =--= s—-= s(l S S / / The true strain has already been defined in section 3.2.2, note "Notions complementaires...". Since the gauge length I increases continuously, the strain increase de should be calculated using the instantaneous I value and the true strain is obtained by integration: e = f— = In— = ln(l + e) The relations show that s and e are not too different from a and e if e is small. Because the elastic strain of metals is never larger than 1%, it is not important if the yield stress or E are measured on the s (e) or eM. When the dl • i ' 13 engineering stress reaches its maximum, the phenomenon of necking appears. One part of the specimen deforms more quickly than the rest and the shape of the specimen is no longer uniform (fig. 2.10). The stress in the neck is no longer uniaxial. The a{e) curve after the M point has to be modelized, taking into the account the complex stress state in the neck. neck Figure 2.10 Shape of a specimen with a neck. 2.2.8.1 Why necking? Material elastic - perfectly plastic Let's assume that the a{e) curve has a shape like that in fig. 2.11 (such a material is called elastic-perfectly plastic) and that the A part of the specimen deforms a little bit more quickly than the B part. The cross-sectional area Sa is smaller than Sb and oa is consequently higher than crB- When oa reaches the level of yield stress a?, the A part begins to deform plastically while the rest of the specimen is still elastically strained. In the consequent deformation, oa will always be equal to a? but as Sa decreases, the external force necessary to deform the specimen with a constant strain rate e will decrease too, i.e. crB decreases. The B part will never be plastically deformed with all the plastic deformation being localised in the neck A. A neck is developed in elastic-perfectly plastic materials immediately after the yield stress is reached. G A Figure 2.11 True stress-strain curve for a elastic-perfectly plastic material. 2.2.8.2 Why necking? Elasto-plastic material Most materials exhibits a positive work hardening rate (WHR or 0), defined as the slope of the a{e) curve in the plastic domain (in the elastic domain, this slope is E, see fig. 2.12): 14 0 = —\ In this case, two mechanisms compete: i) because Sa < Sb, deformation in the A part is savoured, ii) since the material strengthens with deformation, the more deformed material in the A part is more resistant to deformation with respect to the material in the B part. Figure 2.12 True stress-strain curve for an elasto-plastic material. In the early stages of plastic strain, 9 is high and the second mechanism prevents the neck form developing. The specimen is mechanically stable. 9 decreases with e and when the CONSIDERE criterion is fulfilled, the necking appears. The Considere criterion has a simple form (see appendix): da — = a de It can be shown that this condition is satisfied exactly at the maximum point of the engineering stress-strain curve (fig. 2.13). Remarks: 1) For the do/de parameter, two equivalent terms are used: work hardening rate (WHR) or work hardening. 2) Just as buckling is an instability which appears in compression, necking is an instability which appears in tensile test. It limits the possibility of studying the o~{e) dependence at high e during the tensile test. 15 800 I—i—i—i—i—|—i—i—i—i—|—i—i—i—i—|—i—i—i—i—|—i—i—i—i—|—i—i—i—r Figure 2.13 Graphic determination of the Considere criterion (the point of the onset of necking instability) on the true stress-strain curve. After this point, the 2000° C). Today, the most common way is to attach a commercially made extensometer directly to the specimen by a spring or elastic (fig. 2-17a, see also 2.15 d). These extensometers give a distance between two sharp blades which are in contact with the specimen. Some practical problems arise: • the extensometer's blades can slip on the specimen surface; 20 • the blades can initiate crack formation if the extensometer is fixed too tightly; • extensometers do not support high or low temperatures (tensile tests at high or low temperatures are often demanded). The extensometer has to be placed outside of the furnace (or cryostat) and connected with the specimen by special rods. Figure 2.17 a) A commercial extensometer. b) A resistive strain gage. R is the resistivity of the wire between the two contacts. The winding shape enables to have a very long wire on a small surface - the precision of the measurement is enhanced. Exercise: Which method was used to measure the data of fig. 2.4? Solution: The slope of the elastic part of the curve of the figure is about 100 GPa. Knowing that E for steels is around 210GPa (room temperature) and about 190 GPa (400° C), the strain was very probably measured by method b). 2.4.3 Standards The results of mechanical test should be understandable, reproducible and usable by engineers and researches all over the world. Therefore, some precise and easily realisable test conditions must be respected. These conditions are described by standards, which define testing machines, specimen shapes, experimental procedures and data interpretations. In the past, standards were defined at a national level, but today there is an effort to unify the standards at European and world scale. One standard usually describes only one category of materials and one part of a mechanical test. 21 Exemples of standards: • "Metallic materials; tensile testing; part 1: method of test". European standard EN 10002-1. • "Metallic materials; tensile testing; part 2: verification of the force measuring system of the tensile testing machines". European standard EN 10002-2. • "Steel and steel products — Location and preparation of samples and test pieces for mechanical testing". European standard EN ISO 377. 2.4.4 Specimens a) Industrial materials A specimen has to be chosen with care that the results are representative for the material. Therefore, to characterise a material in form of a sheet, flat specimens are cut with the same thickness as the sheet. Cylindrical specimens are preferred in the case of bulk materials. During casting, moulds in shape of tensile specimens are filled at the same moment as the object is cast. Again, standards concerning the geometry and fabrication procedure of specimens have to be taken into account. Remark: Sheet metals produced by cold rolling are strongly anisotropic and it is necessary to choose properly the orientation of specimens in the sheet. Notation: RD - the rolling direction, TD - traverse direction (in the sheet, perpendicular to RD), ND - normal direction (normal to the sheet). Usually, a set of specimens is used, with the axis orientation changing gradually from RD to TD. b) Exotic materials If the preparation of specimens and test conditions are unusual (rare, expensive, difficult to manipulate etc. materials), the results must be accompanied by their detailed description. Such a description could serve later as a basis for a new standard if the material overcomes the gap between a laboratory curiosity to industrial applications. c) Objects Sometimes entire object are tested in tensile test: elevator ropes, climbing ropes, long bones etc., mainly in order to measure the maximum force before rupture. Because these objects are often composed of several materials (multimaterial object) it is not possible to fabricate specimens of them; the entire objects must be tested. 22 3. OTHER MECHANICAL TESTS Other important mechanical tests are described here only very briefly. We will focus on their characteristics, their domain of utilization, their advantages and drawbacks. Complementary sources (standards at the first place) are necessary to perform these tests. 3.1 The compression test Tensile machines can be used for the compression test if the direction of the traverse motion is inversed. Specimen's shapes are mostly cylinders or parallelepipeds. The compression fronts have to be mutually parallel and perpendicular to the compression axis; precise manufacturing of specimens is therefore important. The length of the specimen must be i) large enough so that the test is close to the uniaxial one and not to the crunch test, but ii) small enough to prevent the appearance of buckling. As the best compromise, the length of specimens is about 3 times bigger than its diameter. The compression fronts must be lubrified, because they should be able to glide freely - a difficult task considering the magnitude of acting forces. The friction between the specimen and machine induce a barelling of the specimen. In this case, areas close to the machine are less stressed than the rest of the specimen and the stress state is no longer uniaxial (fig. 3.1). Artificially made scratches on the compression fronts can serve as reservoirs for lubricant. At high temperatures, glass powder is a very good lubricant, stable and chemically intact. Figure 3.1 a) Correctly deformed specimen, stress is compressive, uniaxial and homogeneous in entire specimen, b) In the barrelled specimen, stress is no longer uniaxial and homogeneous - the grey parts are less charged than the rest of the specimen, c) Vertical cracks in barrelled Ge prove the existence of tensile stresses perpendicular to the specimen axis. 23 Advantages of the compression test are given in the following: • specimens have a simple form and can be rather small which helps in the case of rare and expensive materials or materials which are difficult to machine; • specimens can be deformed more than in the tensile test. Cracks in fragile materials are closed and necking of ductile materials does not occur, so e.g. cold rolling can be partially simulated. 3.2 The multiaxial tensile test Uniaxial tensile test cannot furnish the constitutive laws for multiaxial loading (e.g. stamping of a sheet, a vessel under pressure etc.). Multiaxial tensile tests have been therefore performed. • A specimen for biaxial tensile test is shown in fig. 3.2 a). Every specimen's head is made of several perforated slices. This special shape enables to load the specimen while its central part is free to deform along the second axis. Triaxial stress state can be reached by applying a compression force along the third direction. • Triaxial tensile test can be performed too. The specimen shape is rather complex, its central part is cubic (fig. 3.2 b). Of course, a special testing machine is needed. Figure 3.2 a) Specimen for biaxial tensile test, b) specimen and two sets of grips for triaxial tensile test (figures from LMT Cachan). 24 3.3 The bending test In the bending test, a specimen of parallelepipedic shape lies on two supports. In 3-point bending test (3PB, fig. 3.3 a), one force is applied in the centre of the specimen. 2 equal forces, symmetric in respect to the centre, are used in 4-point bending test (4PB, fig. 3.3 b). In both cases, every fibre parallel to the surface is subjected to uniaxial loading: compressive above the neutral axis (fibre in the centre of the specimen which does not change its length), tensile below the neutral axis. The absolute value of the uniaxial stress increases with distance to the neutral axis and is maximum at the two external surfaces. In 3PB, the stress is heterogeneous even along every fibre. In the elastic domain, maximum stress amax is reached in the centres of the two extern fibres: <7max=3FL/2bt2 where b is the width of the specimen. An advantage of 4PB is that the stress is constant along one fibre between the two load points. Its maximum value in the elastic case is <7max=3Fa/bt2 Figure 3.3 Schemes and stresses in the elastic domain of a) 3 - point bending test, b) 4 - point bending test. The bending test is used mainly for fragile materials and for materials difficult to machine. Its main drawback is the heterogeneity of the stress. Once a part of the specimen is deformed plastically, there is no simple way to calculate the stress in every point of the specimen. The constitutive law 0"P =f(fP) is needed for this calculation, but this law is what we are searching for. 25 3.4 The torsion test The specimen must be cylindrical in order to keep stress in the pure shear state. In the elastic case, there is only one stress component - a9z -which is not equal to zero: L is the specimen length, cpis the applied rotation angle. Stress is not homogeneous, it increases with the distance to the centre and reaches the maximum value on the surface (r = R). Once the specimen is deformed plastically, the problem of the determination of the stress state arises, as well as in the bending test. The interesting feature of the torsion test is that there is a possibility to reach large deformations, since the necking phenomenon does not appear. 3.5 The impact test This test measures the resistance of a material to the impact. The most common machine is the CHARPY hammer. It is in fact a heavy pendulum with a sharp edge. It is placed in an initial position A and released. At the lowest position, the pendulum hits the specimen with a notch, fractures it (it must be fractured into two pieced for a valid test) and rises up to a certain final position B (fig. 3.4). The absorbed energy AE is normalised to 1 cm2 of the specimen cross-section. This value is not an intrinsic material parameter, since it includes the energy absorbed i) during the elastic deformation, ii) during the plastic deformation, iii) energy of creation of two free fracture surfaces and iv) non negligible kinetic energy of the two pieces of the specimen, ejected after the impact. It depends also on the notch geometry (V shape, U shape,..). Figure 3.4 a) Charpy hammer and the impact test, b) the specimen with a V notch. 26 This comparative test can be easily accomplished at various temperatures. The positioning of the specimen takes only a few seconds so it is possible to take out the specimen from a furnace or cryostat and execute the test before the specimen temperature substantially changes. 3.6 The hardness test The hardness test is appreciated and often used due to the simplicity of both the test procedure and the specimen preparation. Unfortunately its results are only comparatives. A tip called indentor is pressed into a flat specimen by a force; hardness is then defined as e.g. a ratio of the applied force and the surface of the imprint of the indentor. A large set of indentors exist, each of them appropriate for a certain class of materials, and also several different testing procedures (Brinell, Vickers, Rockwell, Knoop, microindentation, nanoindentation...) which differ by the magnitude of used forces (10 000 N for the Brinell test, microNewtons in the nanoindentation apparatus) and also by the details of hardness calculation. There is no reliable correspondence between the different hardness scales and the attempts to connect the hardness with e.g. Rm lead only to a rough estimation in a limited domain of applications. Example: The hardness values are given in a form like "200 HB" or "200/1000/30 HB" which means that the hardness 200 was obtained by the Brinell test executed with a force of 1000 kg (i.e. ~ 10 000 N), applied during 30 seconds. Recently, there has been a tendency, mostly in scientific papers dealing with micro and nanoindentation, to use MPa as a hardness unit (N/mm2 = MPa) which can lead to a confusion. Remarks: 1) One important material parameter is the critical stress intensity factor Kic, a characteristic influencing mostly the crack propagation - a very important problem. In fact, its definition and the measuring procedure necessitate certain knowledge of the fracture mechanics so it cannot be treated here. 2) A machine performing simultaneously tension or compression together with torsion is commercially available. The test is referred as multiaxial loading. 27 4. FATIGUE The term fatigue is used for a process of damage evolution of a material due to cyclic loading. It is a dangerous phenomenon, because no obvious signs of the damage process can be observed throughout the majority of the loading cycles. Moreover, the magnitude of an external cyclic force which leads to fatigue fracture may be so small that its steady application - i.e. in the creep test - would not fracture the specimen. Another unpleasant feature of fatigue is a phenomenon of plastic strain localization. During cycling, the plastic deformation is concentrated in the weakest parts of the specimen, especially close to notches, and the fatigue cracks quickly nucleate in these regions. Fatigue has been implicated in many failures of components and structures. In fact, all parts of machines which move, rotate or are subjected to vibrations are in danger of fatigue fracture. Fatigue is of a primary importance especially in the aeronautic industry. In the following, only uniaxial cyclic loading will be considered. Of course, fatigue due to cyclic deformation in torsion, flexion, combined loading etc. appears in real life too. Thermal fatigue is the damage due to repeated thermal stresses, which originate from the temperature gradient in a specimen. A O -> Figure 4.1 Uniaxial tension - compression cyclic loading with sinusoidal and triangular cycles. In the fatigue test, sinusoidal or triangular cycles are usually applied (fig. 4.1). The cycle is characterized by the stress amplitude aa and the mean stress gm, or by aa and the stress asymmetry parameter R: 28 ^"max Most often, symmetric cycles with R = -1 (or am = 0, see fig. 4.2) are used. Tests with am ^ 0 are sometimes called "creep - fatigue" tests. t P\AA@- ® t © t iVVv pure fatigue, R = -1 creep - fatigue, R >-1 pure creep, R = 1 Figure 4.2 Tests with different R factors. Three types of tests with non constant stress amplitude are performed (fig. 4.3): • in the multiple step test, aa changes few times during cycling; • in the incremental step test, aa increases and decreases gradually through each bloc of cycles; • in the random loading test, aa varies in every half cycle. The random loading tests are used for simulating real processes i.e. as in the landing of a plane. The stress evolution is measured in the real process and reproduced in the laboratory test, so it is not at all "random". Figure 4.3 Other fatigue tests. 29 In the following, we will only consider uniaxial symmetric fatigue tests, i.e. the test as in figure 4.2a). The stress - strain dependence during cyclic loading is in the form of a hysteresis loop. Definitions of stress amplitude aa, strain amplitude ea and plastic strain amplitude eap are clear from figure 4.4 a). As in the tensile test, the notation a and e mean respectively the normal stress and strain, parallel to the loading axis (g = On, e = £n if the loading axis is parallel to the x axis). The fatigue test can be controlled in three ways. Up to now, the figures showed testing in which the stress amplitude is controlled but it is also possible to make tests with constant strain amplitude ea or constant plastic strain amplitude eap (fig. 4.4 b). Figure 4.4 The stress-strain hysteresis loop and the three possibilities of fatigue test control. 4.1 Fatigue tests at constant stress amplitude The first systematic fatigue experiments were performed by August WOEHLER around 1850. He used the fatigue in bending with constant force amplitude. If aa is kept constant, the evolution of ea with cycle number N can be observed. If the material cyclically hardens, the same level of stress causes less deformation and ea as well as eap decrease with N. It is observed that after some time, eap becomes quite stable - the shape of the hysteresis loop does not change appreciably (fig. 4.5 a). This moment is called the saturation. Industrial alloys with high initial dislocation density often show cyclic softening, as schematized in fig. 4.5 b). 30 log N log N Figure 4.5 Evolution of material response with cycling with a constant stress amplitude, a) Material which cyclically hardens, b) cyclic softening. The fatigue life is characterized by the number of cycles up to the fracture Nf. WOHLER observed an asymptotic behaviour of the Nf if plotted as a function of aa - this graphic is called the Wohler curve (fig. 4.6). The asymptote is called the fatigue limit. This is an important parameter for the industrial design - if the expected cyclic stresses are under the fatigue limit, then fatigue fracture should never occur. Figure 4.6 a) The basic Wohler curve, b) dependence of the Wohler curve on R. Remarks: 1) A loading regime in which fatigue fracture occurs at Nf < ~ 105 cycles is called low cycle fatigue; above this value a high cycle fatigue domain exists. The terms "very high cycle fatigue" or "ultra high cycle fatigue" refer to tests in which more than ~ 107 cycles are reached. 2) The asymptotic behaviour is observed generally at Nf ~ 106 cycles. The fatigue limit is therefore sometimes defined as the maximum aa which does not lead to fracture after 106 (or 107) cycles. 3) The most dramatic changes in the material behaviour are observed at the beginning of cycling. To enlarge the first cycles on the graph, the axis along which the number of cycles is plotted always has a logarithmic scale. 4) Many materials do not show a clear saturation and figures 4.5a) and 4.5b) should only be considered as rough schematics. 31 4.2 Fatigue tests at constant plastic strain amplitude The damage of the specimen is caused by plastic deformation. In the case of fig. 4.5a), the specimen is damaged more by the first cycles than by cycling in the saturation regime. This is a disadvantage of the fatigue tests at constant aa : the results are substantially affected by the first cycles. To avoid the early damage and consequently a life reduction, precycling is often used: the test begins with a small aa which is gradually increased up to the desired value (such precycling is called a loading ramp). Another possibility is to cycle with a constant eap during the test. From the scientific point of view, this is the most appropriate test if the mechanisms of fatigue process are to be studied. The dependence eap (Nf) is called the MANSON - COFFIN curve (fig. 4.7). No asymptotic behaviour is observed on such curves. 10" 10"' 10" X • - rectangular cross section o - circular cross section 10* 105 106 10' 10° Nf Figure 4.7 The Manson - Coffin curve for Cu single crystals oriented for single slip. 4.3 Fatigue tests at constant total strain amplitude However, experimental measurement of plastic deformation in every cycle is a little bit complicated and time consuming. A reasonable compromise is to keep the amplitude of total deformation ea constant, which leads to comparable results with the case of constant eap. 4.4 Fatigue machines Electrohvdraulic machines are used most often since they enable full control of the stress or strain as a function of time. The maximum frequency of cycling using these machines is up to 50 Hz, i.e. 107 cycles can be reached in about two days. In resonant fatigue testing machines, the dynamic force is generated by an oscillating system (resonator) which runs at its natural frequency. The 32 oscillating system consists of the tested specimen and masses and springs. Resonant type machines most often use the full resonance, i.e. the operating point is situated at the top of the resonance curve. The resonator is excited by an electromagnetic system. These machines can only produce sinusoidal cycles with control of the force amplitude or displacement amplitude. The maximum frequency of cycling is up to 1000 Hz. Ultrasonic fatigue testing consists in producing stresses and strains in a specimen by ultrasonic waves. As a consequence, the stress pulses can be repeated with a frequency of the order of 10 kHz. The stresses in the specimen can be estimated, but strains are difficult to measure. The stress amplitude is limited to the nearly elastic range since, in the presence of small plastic strain, the specimens heat very rapidly. Such type of testing remains rare. 5. CREEP The creep test refers to tests at constant force or constant true stress (i.e. the force changes as the specimen cross - section changes). Once more, only uniaxial loading is considered here. If the applied stress is relatively high and the testing temperature is not too high, the mechanisms of plastic deformation operating during a creep test are the same as in the case of the tensile test. On the contrary, at temperatures high enough for diffusion processes to be enabled, the specimens can, slowly but steadily, plastically deform even for stresses well below the yield point. Creep testing is therefore often focused on the behaviour of materials at high temperatures and low plastic strain rates. The temperature above which continuing slow deformation can be observed differs in different materials, but often it is not far from 50% of the melting temperature Tm (the ratio of actual temperature T and Tm is called the homologous temperature). Low temperature plasticity is most often governed by dislocation slip. On the contrary, a large variety of mechanisms of plastic deformation have been identified at high temperatures. One practical problem lies in the test duration. Structures like pressure vessels in power plants should be able to resist high temperatures and stresses for many years, but laboratory tests rarely take longer than few months. It is known that an extrapolation of laboratory data to real conditions is a difficult problem. 33 5.1 The creep curve Since either s or a is kept constant, strain is the only measured parameter. The dependence e (t) is known as the creep curve. Alternatively, strain rate as a function of time is often used (fig. 5.1). * e © / TO / c Cl secondary tertiary creep t A 8 © secondary tertiary Figure 5.1 a) Schematic of a creep curve, b) strain rate as a function of time. The creep curves quite often exhibit 3 regimes: • at the onset of the curve, the strain rate decreases rapidly - primary creep; • the secondary creep regime (or steady state creep) is characterized by a constant strain rate, called ess or £min; • accelerating creep in the tertiary regime precedes creep fracture. The minimal creep rate £min and the time to fracture tf are two interesting parameters. If several creep tests at the same temperature and different stresses are carried out, a power law dependence between £min and a is found: -=-- S o We assume that the volume of the material does not change with deformation: „ OT . dS dL V = SL = const =^> — =--= -de S L The local increase of stress da due to the reduction of the cross-section is therefore : do = ode If the work hardening 9 = da/de is larger than a, material strengthens more rapidly with deformation than is the stress increase in the neck due to the cross section reduction. It is more difficult to deform the material in the neck than in the rest of the specimen - the specimen is mechanically stable. Once 9 becomes smaller than the applied stress a, the specimen is mechanically instable and the neck formation is favorized. 38 REFERENCES Generalities: W. D. Callister : Science et génie des matériaux, Dunod Editeur, 2001 Techniques of Metals Research, vol. 5 : "Measurement of Mechanical Properties" (Part 1 and 2), R.F. Bunshah ed., John Wiley 8& Sons -Interscience, 1971. Techniques de 1'ingénieur, volumes MB1 et MB 2 (periodically actualised) H.W. Hayden, W.G. Moffatt, J Wulff : The Structure and Properties of Materials, Vol. Ill, John Wiley & Sons, 1966 A. Mortensen : Deformation et rupture (3 tomes), polycopié de l'Ecole Polytechnique Fédérale de Lausanne, 2002 Fatigue : S. Suresh : Fatigue of materials, Cambridge University Press, 1998 J. Polak : Cyclic plasticity and low cycle fatigue life if metals, Elsevier, 1991 M. Klesnil, P. Lukas : Fatigue of metallic materials, Elsevier, 1992 Creep : F.R.N. Nabarro, H.L. de Villiers : The physics of creep, Taylor 8& Francis, 1995 J.-P. Poirier : Creep of crystals, Cambridge University Press, 1985 R.W Evans, B. Wilshire : Creep of metals and alloys, The Institute of Metals, 1985 39 English - French dictionary 3 (4) point bending flexion 3 (4) points gauge (UK) or gage longueur utile aluminium (UK) Al (USA) length aluminum (USA) glass powder poudre de verre anelasticity anelasticite grips mors annealing recuit hardening or durcissement appendix annexe strengthening area reduction reduction d'aire hardness durete barrelling mise en tonneau homologous temperature bcc metals metaux c.c. temperature homologue bending flexion hysteresis loop boucle d'hysterese blade couteau hysteresis hysterese buckling flambage impact test (or essai d'impact bulk materials materiaux massives Charpy test) de Charpy casting fonderie indentor indenteur cavities cavites invertible function fonction bijective Charpy hammer mouton - pendule laser beam faisceau laser de Charpy to load charger cold rolling laminage ä froid load axis axe de traction compression test essai de load cell cellule de force compression loading - unloading cycles charge - compression front face d'appui cycles decharge Considere criterion critere de Considere loop boucle constitutive law loi de comportement low cycle fatigue fatigue oligocyclique cracks fissures lower yield point limite d'elasticite creep fluage inferieure critical stress facteur d'intensite de machining usinage intensity factor contrainte critique to manufacture usiner cross-section section droite mechanical properties propriétés mécaniques crunch test essai d'ecrasement mechanical test essai mécanique cyclic deformation deformation cyclique mould moules cyclic hardening ecrouissage cyclique necking striction damage endommagement notch entaille defects defauts pen recorder table tracante dislocation slip or glissement de perfectly plastic parfaitement (ou dislocation glide dislocations idéalement) plastique displacement deplacement piston vérin ductility ductilite Poisson ration coef. de Poisson elevator rope cable d'ascenseur polishing polissage elongation allongement power plant centrale électrique engineering curve courbe pressure vessel recipient ä pression conventionnelle proportional limit limite de engineering strain deformation proportionnalité conventionnelle quenching trempe engineering stress contrainte Ro.2 limite d'elasticite conventionnelle conventionnelle fatigue life duree de vie en raw data curve courbe brute fatigue resilience resilience fatigue limit limite de fatigue resistive strain gaug es jauges de fatigue fatigue deformation ferritic steel acier ferritique rigid rigide fracture elongation allongement ä la rod tige rupture rolling direction RD sens du laminage SL fracture rupture rubber caoutchouc fragile, brittle fragile scratches rainures frame cadre screw vis furnace four 40 shear strain shear stress sheet single crystal softening specimen specimen's head spring stainless steel stamping standard steel strain rate strain, deformation strength stress state stress tempering, annealing deformation en cisaillement contrainte de cisaillement tôle monocristal adoucissement échantillon téte ďéchantillon ressort acier inoxydable emboutissage norme acier vitesse de deformation deformation resistance état de contrainte contrainte recuit tensile test thermal fatigue toughness true strain true stress true stress-strain curve ultimate tensile stress upper yield point work hardening (rate) yield stress, yield point (UK), proof stress (USA) yielding or plasticity Young's modulus essai de traction fatigue thermique ténacité deformation vraie ou rationnelle contrainte vraie ou rationnelle courbe rationnelle resistance ä la traction limite ďélasticité supérieure durcissement par écrouissage limite ďélasticité plasticitě module d'Young