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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    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.

  • 8/10/2019 5.Failures Resulting From Static Loading

    10/56MEStress Concentration

    - 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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    11/56ME Failure Theories

    - 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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