5.failures resulting from static loading
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MECopyright The McGraw-Hill Companies, Inc. Permission required for reproduction or display.
Chapter 5
FailureResulting from
Static Loading
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ME Failure Resulting from Static Loading
- Strengthis aproperty or characteristic of a mechanical element. This property
results from the material identity, the treatment and processing incidental to
creating its geometry, and the loading, and it is at the controlling or critical
location. In addition to considering the strength of a single part, we must becognizant that the strengths of the mass-produced parts will all be somewhat
different from the others in the collection or ensemble because of variations in
dimensions, machining, forming, and composition.
- A static loadis astationary forceor couple applied to a member. To be
stationary, the force or couple must be unchanging in magnitude, point or points
of application, and direction. A static load can produce axial tension or
compression, a shear load, a bending load, a torsional load, or any combination of
these. To be considered static, the load cannot change in any manner.
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ME Failure of machine components
- In this chapter we consider the relations between strength and static loading in
order to make the decisions concerning material and its treatment, fabrication,
and geometry for satisfying the requirements of functionality, safety, reliability,
competitiveness, usability, manufacturability, and marketability.
-Failurecan mean a part has separated into two or more pieces; has become
permanently distorted, thus ruining its geometry; has had its reliability
downgraded; or has had its function compromised, whatever the reason. A
designer speaking of failure can mean any or all of these possibilities.
- In this chapter our attention is focused on the predictability of permanent
distortion or separation.
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ME Failure of machine components
Fail ure of a truck drive
shaf t spline due to
corrosion fatigue.
Impact fai lure of a lawn mower blade
driver hub. The blade impacted a
sur veying pipe marker.
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ME Failure of machine components
Failure of an overhead-pulley retaining bolt on a weightl i f ting
machine. A manufactur ing error caused a gap that forced the bolt
to take the entire moment load.
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ME Failure of machine components
Chain test f ixture that failed in one cycle. To alleviate complaints of
excessive wear, the manufactur er decided to case-harden the material.
(a) Two halves showing f racture; this is an excellent example of bri ttle
fracture ini tiated by stress concentration.
(b) Enlarged view of one portion to show cracks induced by stress
concentration at the support-pin holes.
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Valve-spring failur e caused by
spring surge in an oversped
engine. The fr actures exhibit the
classic 45shear failure.
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8/56MEStatic Strength
- In designing any machine element, the engineer should have available the
results of a great many strength tests of the particular material chosen. These tests
should be made on specimens having the same heat treatment, surface finish, and
size as the element the engineer proposes to design; and the tests should be made
under exactly the same loading conditions as the part will experience in service.
- The cost of gathering such extensive data prior to design is justified if failure of
the part may endanger human life or if the part is manufactured in sufficiently
large quantities.
- More often than not it is necessary to design using only published values of
yield strength, ultimate strength, percentage reduction in area, and percentage
elongation.
- How can one use such poor data to design against both static and dynamicloads, two- and three-dimensional stress states, high and low temperatures, and
very large and very small parts?
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8/10/2019 5.Failures Resulting From Static Loading
9/56MEStress Concentration
- Stress concentrationis a highly localized
effect. In some instances it may be due to a
surface scratch. If the material is ductile and
the load static, the design load may cause
yielding in the critical location in the notch.This yielding can involve strain strengthening
of the material and an increase in yield
strength at the small critical notch location.
- Since the loads are static and the material isductile, that part can carry the loads
satisfactorily with no general yielding. In
these cases the designer sets the geometric
(theoretical)stress concentration factorKtto
unity.
An idealized stress-strain curve. The dashed
l ine depicts a strain-strengthening material.
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- Designers do not applyKtinstatic loadingof a ductile materialloaded
elastically, instead settingKt= 1.
- When using this rule for ductile materials with static loads, be careful to assure
yourself that the material is not susceptible to brittle fracture in the environmentof use.
- The usual definition of geometric (theoretical)stress-concentration factorfor
normal stress Ktandshear stress Ktsis
nomtK max nomtsK max
- An exception to this rule is a brittle material that inherently contains
microdiscontinuity stress concentration, worse than the macrodiscontinuity that the
designer has in mind. Sand molding introduces sand particles, air, and water vapor
bubbles. The grain structure of cast iron contains graphite flakes, which are literallycracks introduced during the solidification process. The strength of a cast iron
reported in the literature includes this stress concentration. In such casesKtorKts
need not be applied.
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- If thefailure mechanismis simple, then simple tests can give clues. Just what is
simple? The tension test is uniaxial (thats simple) and elongations are largest in
the axial direction, so strains can be measured and stresses inferred up to
failure. Just what is important: a critical stress, a critical strain, a criticalenergy?
- Next, failure theories will be shown that have helped answer some of these
questions. Unfortunately, there is no universal theory of failure for the general
case of material properties and stress state. Instead, over the years several
hypotheses have been formulated and tested, leading to todays accepted
practices. These practices will be charactersied as theories.
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Structural metal behavior is typically classified as being ductile or brittle.
Ductile :f 0.05
have an identifiable yield strength (often Syt= Syc= Sy)
Brittle :f < 0.05do not exhibit an identifiable yield strength
classified by Sut, Suc
Ductile materials (yield criteria)
- Maximum shear stress (MSS)- Distortion energy (DE)
- Ductile Coulomb-Mohr (DCM)
Brittle materials (fracture criteria)
- Maximum normal stress (MNS)
- Brittle Coulomb-Mohr (BCM)
- Modified Mohr (MM)
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14/56ME Maximum-Shear-Stress Theory (MSS) for ductile material
The maximum-shear-stresstheory predicts that yielding begins whenever the
maximum shear stress in any element equals or exceeds the maximum shear stress
in a tension test specimen of the same material when that specimen begins to yield.
TheMSS theoryis also referred to as the Trescaor Guesttheory.
As a strip of a ductile material is subjected to tension, slip lines (calledLder
lines) form at approximately 45 with the axis of the strip. These slip lines are the
beginning of yield, and when loaded to fracture, fracture lines are also seen at
angles approximately 45 with the axis of tension. Since the shear stress is
maximum at 45 from the axis of tension, it makes sense to think that this is the
mechanism of failure.
However, it turns out the MSS theory is an acceptable but conservative predictor of
failure; and since engineers are conservative by nature, it is quite often used.
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45
ductile brittle
F
F F
F
sI
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16/56ME Maximum-Shear-Stress Theory (MSS) for ductile material
For simple tensile test, the maximum shear stress at yield is
The MMS theory predicts yielding when
This implies that
The design equation
2
31
max
22
31
max
yS yS 31
ysy S.S 50
For a general state of stress, three principal stresses can be ordered that 1 2 3
n
S
y
2max
n
S
y 31
2max
yS
or
or
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ME Maximum-Shear-Stress Theory (MSS) for ductile material
The MSS theory for plane
stress, where Aand Bare the
two nonzero pri ncipal stresses.
For plane stress (one of the principal stresses
is zero and )BA
A 1Case 1:
yA S
0 BA 03
Case 2:
Case 3:
A 1BA 0 B 3
yBA S
01
BA 0 B 3
yB S
Shaft design problems typically fall into
case 2 where a normal stress exists from
bending and/or axial loading, and a shear
stress arises from torsion (sx, txy, sy= 0)
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ME Distortion-Energy Theory (DE) for ductile material
The distortion-energy theorypredicts that yielding occurs when the distortion
strain energy per unit volume reaches or exceeds the distortion strain
energy per unit volume for yield in simple tension or compression of the
same material
Yielding of ductile materials was not a simple tensile or compressive
phenomenon at all, but, rather, that it was related somehow to the angular
distortion of the stressed element.
The stress tensor can be divided into 2 components:
a) Hydrostatic component
b) Distortional component
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ME Distortion-Energy Theory (DE) for ductile material
Due to the stress sav
acting in each of the
same principal direction.
3
321
av
The element undergoes
pure volume change, no
angular distortion.
This element subjected to
pure angular distortion, no
volume change.
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ME Distortion-Energy Theory (DE) for ductile material
The strain energy per unit volume for simple tension is
For the element shown in the last page the strain energy per unit volume is
u
2
1
332211
2
1u
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ME Distortion-Energy Theory (DE) for ductile material
Strain energy per unit volume for general state of stress can be found from
Strain energy for producing only volume uvchange can be obtained by substitute
1= 2= 3= av
Then the distortion energy is obtained by
For yielding in simple tension; 1= Sy, 2= 3= 0
133221
2
3
2
2
2
1 2
2
1
Eu
133221
2
3
2
2
2
1 222
6
21
E
uv
23
1 2
13
2
32
2
21
E
uuu vd
Note that the distortion energy is zero if 1= 2= 3.
2
3
1yd S
E
u
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ME Distortion-Energy Theory (DE) for ductile material
Yielding is predicted when
where the von Mises stress is
yS
2122 /BBAA
For plane stress (1= A, 2= B, 3= 0)
21
2
13
2
32
2
21
2
/
The left of this equation can be thought of as asingle, equivalent, or effective
stressfor the entire general state of stress given by 1, 2,and 3. This effective
stress is usually called the von Mises stress, ,or it can be written as
y
/
S
21
2
13
2
32
2
21
2
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ME Distortion-Energy Theory (DE) for ductile material
Using xyz components of 3D stress, the von Mises stress can be written as
21222 3 /xyyyxx
For plane stress
21222222 62
1 /
zxyzxyxzzyyx
The DE theory for plane stress states.
The failure surface for DE is a
circular cylinder with an axis
inclined at 45 from each principal
stress axis, whereas the surface for
MSS is a hexagon inscribed withinthe cylinder.
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ME Distortion-Energy Theory (DE) for ductile material
- Consider an isolated element, in which the normal stresses on each surface are
equal to the hydrostatic stress av. There are eight surfaces symmetric to the
principal directions that contain this stress. This forms an octahedron. The shear
stresses on these surfaces are equal and are called the octahedral shear stresses.
Through coordinate transformations the octahedral shear stress is given by
21213
2
32
2
21
3
1 /
oct
yoct S3
2
- By comparing two above equations, yielding is
predicted when
- For yielding in simple tension; 1= Sy, 2= 3= 0
y
/
S
21
2
13
2
32
2
21
2
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ME Distortion-Energy Theory (DE) for ductile material
For the case of pure shear xyin plane stress x= y= 0
Principal stresses are 1= xy, 2= - xy
Thus the shear yield strength predicted by DE theory is
The design equation is
y/
xy S 212
3 yy
xy S.S
5770
3
ysy S.S 5770
n
S
y
or
The DE theory predicts no failure under hydrostatic stress and agrees well with all
data for ductile behavior. Hence, it is the most widely used theory for ductile
materials and is recommended for design problems unless otherwise specified.
is about 15 percent greater than the 0.5 Sypredicted by
the MSS theory.
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ME Distortion-Energy Theory (DE) for ductile material
The model for theMSStheory ignores the contribution of the normal stresses onthe 45 surfaces of the tensile specimen. However, these stresses areP/2A, and
notthe hydrostatic stresses which areP/3A. Herein lies the difference between
theMSSandDEtheories.
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ME
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ME MMS and DE theory for ductile material
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ME MMS and DE theory for ductile material
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ME MMS and DE theory for ductile material
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ME MMS and DE theory for ductile material
F i l i ld h i
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ME Coulomb-Mohr (CM) Theory for ductile material
For some materials, yield strength in
tension and compression are not
identical, e.g., magnesium (Syc
0.5Syt), gray cast iron (Suc 3-4Syt)
Mohrs hypothesiswas to use theresults of tensile, compression
and torsion shear test to construct
the three Mohrs circles.
Line ABCDE is calledfailureenvelope. It needs not be straight
but may be circular or quadratic.
Tension
Compression
Pure shear
Failure envelope
The three Mohr circles describe the
stress state in a body growing during
loading until one of them becametangent to the failure envelope,
thereby definingfailure. (yielding
occurs)
Three Mohr cir cles (uniaxial compression test,
test in pure shear, and the uniaxial tension test)
are used to define failure by the Mohrhypothesis. The strengths Scand Stare the
compressive and tensile strengths, respectively;
they can be used for yield or ultimate strength.
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SSS
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ME Coulomb-Mohr (CM) Theory for ductile material
Simplifying above equation gives
For pure shear t, s1= -s3= t. The torsional yield strength occurs when tmax=Ssy.It can be obtained by substituting 1= -3=Ssy
The design equation is
131 ct S
S
22
22
22
22
31
31
tc
tc
t
t
SS
SS
S
S
ycyt
ycyt
sySS
SSS
nS
S
ct
131
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ME Coulomb-Mohr (CM) Theory for ductile material
Plot of the Coulomb-Mohr theory
of failur e for plane stress states.
For plane stress ( ) the Coulomb-
Mohr theory provides the hexagon as shown
BA
0 BA
A 1Case 1:
tA S
0 BA 03
Case 2:
Case 3:
A
1BA 0
B
3
1
c
B
t
A
S
S
01
BA 0 B 3
cB S
Case 1
Case 2
Case 3
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ME
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ME Coulomb-Mohr Theory for ductile material
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ME Failure of ductile material (summary)
- The selection of one or the other
of these two theories is something
that you, the engineer, must
decide.
- von Mises theory passes closer
to the central area of the data. It is
the most precise criteria to predict
yielding of ductile materials.
While the Tresca theory is thesimplest to be used. Exper imental data
superposed on failur e
theories.
- For ductile materials with unequal yield strengths, Sytand Syc, the Mohr
theory is the best available. However, the theory requires the results fromthree separate modes of tests. The alternative to this is to use the Coulomb-
Mohr theory, which requires only the tensile and compressive yield
strengths and is easily to be dealt with.
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ME Failure of ductile material
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ME Failure of ductile material
plane stress:
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ME Failure of ductile material
Plane stress Eq. (3-14):
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ME Failure of ductile material
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ME Failure of ductile material
plane stress:
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ME Failure of ductile material
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ME Failure of ductile material
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ME Maximum-Normal-Stress Theory for brittle materials
The Maximum-Normal-Stress (MNS)theory states thatfailure occurs
whenever one of the three principal stresses equals or exceeds the strength.
For a general stress state in the ordered form
1 2 3,the failure occurs when
Graph of maximum-normal-stress (MNS) theory of failure for plane
stress states. Stress states that plot inside the fai lure locus are safe.
utS 1 ucS 3
utA S
or
For plane stress with A B,the failure
occurs when
ucB S or
ultimate
tensile
strength
ultimate
compression
strength
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ME Maximum-Normal-Stress Theory for brittle materials
The design equations:
B ittl C l b M h (BCM)
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ME Modification of the Mohr Theory for brittle materials
*These theories is restricted to plane stress and be of design type incorporating the factor of safety.
Brittle-Coulomb-Mohr (BCM)
n
S
utA
nS
S
uc
B
ut
A 1
n
S ucB
0 BA
BA 0
BA 0
Biaxial fr acture data of gray cast ironcompared with var ious fai lu re cri ter ia.
Case 1
Case 2
Case 3
M difi d M h (MM)
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ME Modification of the Mohr Theory for brittle materials
*These theories is restricted to plane stress and be of design type incorporating the factor of safety.
Modified-Mohr (MM)
n
S
utA
nS
SS
SS
uc
B
utuc
Autuc 1
n
S
ucB
0 BA
BA 0
BA 0
Case 1
Case 2
Case 3
BA 0
and 1A
B
and 1A
B
Biaxial fr acture data of gray cast iron
compared with var ious fail ure cri ter ia.Case 4
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ME
31When ss ucut
SSNModified Mohr theory Normal stress theory
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ME
mucut Nss
131
ss
31
311
When)(
ss
sss
utuc
mm
SSN
31
1
When sss
utmms
N
Modified Mohr theory
Coulomb Mohr theory
Normal stress theory
for brittle material
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ME Modification of the Mohr Theory for brittle materials
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ME Modification of the Mohr Theory for brittle materials
Eq. (3-13):
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ME Modification of the Mohr Theory for brittle materials
- Ductile materials may develop a
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ME Failure of brittle materail (Summary)
y p
brittle fracture or crack if used
below the transition temperature.
- In the 1stquadrant the data appear
on both sides and along the failure
curves of MNS, CM and MM. All
failure curves are the same and fit
well.
- In the 4th
quadrant the MM theoryrepresents the data the best.
- In the 3rdquadrant the points data
are too few to make any suggestion
concerning a fracture locus.
A plot of exper imental data points obtained from
biaxial tests on cast i ron. Shown also are the graphs
of three failure theor ies for br ittle mater ials.
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