Load Analysis in Mechanical Systems
Load Analysis in Mechanical Systems
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Load Analysis
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Load Analysis
Seong-woo Woo
Email: twinwoo@[Link]
Abstracts: This chapter will explain how to model the mechanical/civil systems – automobiles, aircraft,
satellites, rockets, space stations, ships, bridge, and building subjected to the random loading.
Product have their own particular structural loads in field. A typical pattern of repeated load or
overloading may cause structural failure in product lifetime. Such possibility should be assessed in the
design phase whether structure subjected to loads endures in its lifetime. A modeling is a
mathematical representation of the dynamics system to describe the real world used by traditional
system modeling method like Newtonian. Here, as alternative method, the bond-graph will be
introduced because it is easily applicable to the mechanical/civil systems. If products are modeled,
the time response of system simulation for (random) dynamic loads will obtain. As the time response
is simplified and counted as a sinusoidal input, the rain-flow counting method and miner’s rule can
assess the system damage. Because there are a lot of assumptions, this analytic methodology is
exact but complex to reproduce the reliability disasters due to the design failures. So we should
develop the final solutions – experimental method like parametric ALT that will be discussed in
Chapter 7. Load analysis will be helpful to figure out the failure of problematic parts and finally
Keywords: Load Analysis, Mathematical modeling, Bond-graph, Miner’s rule, Rain-flow counting,
5.1 Introduction
Loads cause stresses, deformations, and displacements in the structures of product. Assessment of
their effects can be implemented by the structural modeling and its analysis using finite element. In a
Two generic types of mechanical static or dynamic loading exist. A static load – tension or
compression can exhibit motion or permenent change like dislocation if repeated in a lifetime.
Eventually, they will be a permanent deformation. The examples of static loading are as following:
A dynamic load, sometimes also referred to as probabilistic loads, is a force exerted by a moving body
on a resisting member, usually in a relatively short period of time. Because such loads are usually
unstable, we can say the dynamic load. Dynamic loads involve motion and therefore are time varying
An impact load is one whose time of application on a material is less than one-third of the natural
period of vibration of that material. A variety of cyclic loads on a structure can lead to fatigue damage,
cumulative damage, or fracture. These loads come from repeated loadings on a structure or can be
due to vibration.
5.2 Modeling of Mechanical System
5.2.1 Introduction
models might describe the system behavior that can be represented in random variables (or state
space). In a result the state space are expressed as vectors and provides a convenient and compact
random stochastic load curves due to the street roughness, car speed, and environmental conditions.
And for airplane, a mean load change repetitively occurs on the wing of a transportation airplane
On the other hands, the load of the gas turbine blade in an airplane is to a large extent deterministic
that there is no randomness in the system states, though the load sequence is still variable. With
simple algorithms and fast processors an on-line load measurement for parts can be directly
However, a measurement during operation is quite time-consuming and actually impossible to figure
out the whole transmitted loads in product lifetime. To do that, the engineer depends on the
mathematical modeling, analysis and response such as the Newtonian model that was develeoped for
Fig. 5.2. Random loads and modeling of the automobiles by Newtonian modeling
Engineer uses D'Alembert's principle and free body diagram to model mechanical system. If there is
separated from a wall by a spring and a dashpot. The mass could represent an automobile, with the
considered, it is represented
sented in Figure 5.3.
5.3
The free body diagram is a drawing method showing all external forces acting on a body. There is
only one position in this system defined by the variable "x" that is positive to the right. It is assumed
that x=0 when the spring is in its relaxed state. As seen in Figure 5.4, there are four forces to develop
a model from the free body diagram: 1) An external force (Fe) such as friction force and air resistance
force, 2) A spring force that will be a force from the spring, k·x, to the left, 3) A dashpot force that will
be a force from the dashpot, b·v, to the left, 4) Finally, there is the inertial force which is defined to be
opposed to the defined direction of motion. This is represented by m·a to the left.
Newton's second law states that an object accelerates in the direction of an applied force, and that
∑F − m⋅a = 0
all lexternal
(5-2)
If we consider the m·a term to be inertia force (or D'Alembert's force), D'Alembert's law will be left
∑ F ⋅ δr = 0
all
(5-3)
To visualize this consider pushing against a mass (in the absence of friction) with your hand in the
positive direction. Your hand experiences a force in the direction opposite to that of the direction of the
force (this is the -m·a term). The inertial force is always in a direction opposite to the defined positive
F e (t ) − ma (t ) − bv (t ) − k ⋅ x (t ) = 0 (5-4)
5.3.1 Introduction
Bond Graph is an explicit graphical tool for modeling multidisciplinary dynamic systems including
components from different engineering areas – the mechanical/civil, the electrical, the thermal, and
the hydraulic system. When designing a new dynamic system, it is a good method to utilize a
graphical representation for communicating other engineers to express the dynamic modeling. In
engineering disciplines, linear graphs have long traditions among several graphical representation
means.
In 1959 Bond Graph method was developed by Professor Henry Payner and his former students at
MIT, who gave the revolutionary idea of portraying systems in terms of power bonds, connecting the
elements of the physical system to the so called junction structures which were manifestations of the
In 1961 the Paynter’s books were published as entitled “Analysis and Simulation of Simulation of
Multiport Systems.” In 2006, the three authors have published the fourth edition entitled as “System
Dynamics – Modeling and Simulation of Mechatronic Systems”. Now several disciplines of Bond
Graph have been widely accepted in the world as a modeling methodology. There are many
literatures about Bond Graph method and its applications to analyze dynamic systems.
In a result this method will give a brief description for analyzing loads applied to structure and
Fig. 5.6.
[Link] hydrostatic transmission modeling
A Bond Graph is a graphical representation of a physical dynamic system. It is similar to the better
known block diagram and signal--flow graph. While the symbols in Bond Graph represent bi-directional
bi
The dynamic systems analysis is relatively simple when the steady state behavior or the few degrees
of freedom has.. In most of the cases, the main concern of engineers is to establish the mathematical
As the fundamental bases of the Bond Graph theory, energy flow is a basic element in a system. It
flows in from one or more sources, is temporarily stored in system components or partially dissipated
in resistances as heat, and finally arrives at “loads” where it produces some desired effects. Power is
Bond Graph represents this power flow between two systems. This flow is symbolized through an
arrow (Bond) as Figure 5.7 illustrated. Each bond represents the instantaneous energy flow or power.
The flow in each bond is denoted by a pair of variables called 'power variables' whose product is the
instantaneous power of the bond. Because power is not easy to measure directly, engineers can be
represented as two temporary variables - flow and effort. Every domain has a pair of effort and flow
variable. For example in mechanical system, flow represents the “velocity” and effort the “force”, in
electrical system, flow represents the “current” and effort the “voltage”. The product of both temporary
P = e(t ) ⋅ f (t ) (5-6)
The method makes possible the simulation of multiple physical domains, such as mechanical,
electrical, thermal, hydraulic, etc. Flows and efforts should be identified with a particular variable for
each specific physical domain which is working. Table 5.1 also shows the physical meanings of the
The Bond Graph is composed of the "bonds" which link together "1-port", "2-port" and "3-port"
elements. Whether power in bond graph is continuous or not, every element is represented by a multi-
port. Ports are connected by bonds. The basic blocs of standard bond graph theory are listed in Table
5.2.
For 1-ports there are effort sources, flow sources, C-type elements, I-type Elements, and R-type
Elements that can connect power discontinuously. For 2-ports, there are Transformer and Gyrator
that can connect power continuously. For 3-ports, there are 0-junction and 1-junction that can make
up the network.
Power bonds may join at one of two kinds of junctions: a “0” junction and a “1” junction. In a “0”
junction, the flow and the efforts satisfy Eqs (5.7) - (5.8):
This corresponds to a node in an electrical circuit (where Kirchhoff's current law applies). In a “1”
junction, the flow and the efforts satisfy Eqs. (5.9) - (5.10):
Effort Se =
1-Port
Elements
(Sources)
Flow Sf =
1
C-type Elements C =
1-Port
1
I-type Elements I =
Elements
10 20 = ∙
Transformer TF 1
= ∙
2-Port
Elements
10 20 = ∙
Gyrator GY 1
= ∙
10 20
0-junction 0 =
3-Port
junction
elements 10 20
1-junction 1 =
This corresponds to force balance at a mass in a system. An example of a “1” junction is a resistor in
series. In junction, the premise of energy conservation is assumed, no lost is allowed. There are two
For any element with a bond with power variables – effort and flow, the energy variation from t0 to t
H (t ) − H (t 0 ) = ∫ e (τ ) f (τ )d τ
t
(5-11)
t0
is obtained as
q (t ) = ∫ f (t )dt = f (t )
dq
⇒ (5-12)
dt
If Eq. (5.11) is changing variables from t to q, the linear case can be expressed as:
H (q ) − H (q 0 ) =
1
2C
(
q 2 − q 02 ) (5-13)
obtained as
p (t ) = ∫ e (t )dt ⇒ = e (t )
dp (5-14)
dt
If Eq. (5.11) is changing variables from t to p, the linear case can be expressed as:
H ( p )− H ( p0 ) =
1
2I
(
p 2 − p 02 ) (5-15)
Resistor elements represent situations where energy dissipates - electrical resistor, mechanical
damper, and coulomb frictions. In these sorts of elements there is a relationship between flow and
effort as the Eq. (5.16) shows. The value of “R” can be constant or function of any system parameter
including time.
Compliance elements represent the situations where energy stores - electrical capacitors, mechanical
springs, etc. In these sorts of elements there is a relationship between effort and displacement
variable as the Eq. (5.17) shows. The value of “K” can be constant or function of any system
e (t ) = K ⋅ q (t ) (5-17)
Inertia elements represent the relationship between the “flow” and Momentum (electrical coil, mass,
moment of inertia, etc.) as the Eq. (5.18) shows. The value of “I” tends to be constant
p(t ) = I ⋅ f (t ) (5-18)
A transformer adds no power but transforms it, such as an electrical transformer or a lever.
Transformers represent those physical phenomena that are variation of the values of output flow and
effort on the values of input flow and effort. If the transformation ratio is given by the “TF” value, then
the relationship between input and output is shown in Eqs. (5.19) - (5.20).
f output (t ) = ⋅ f input (t )
1
(5-20)
TF
One is the "half-arrow" sign convention. This defines the assumed direction of positive energy flow. As
with electrical circuit diagrams and free-body diagrams, the choice of positive direction is arbitrary,
with the caveat that the analyst must be consistent throughout with the chosen definition. The other
feature is the "causal stroke". This is a vertical bar placed on only one end of the bond. It is not
On each Bond, one of the variables must be the cause and the other one the effect. This can be
deduced by the relationship indicated by the arrow direction. Effort and flow causalities always act in
opposite directions in a Bond. The causality assignment procedure chooses who sets what for each
bond. Causality assignment is necessary to transform the bond graph into computable code.
Any port (single, double or multi) attached to the bond shall specify either "effort" or "flow" by its
causal stroke, but not both. The port attached to the end of the bond with the "causal stroke" specifies
the "flow" of the bond. And the bond imposes "effort" upon that port. Equivalently, the port on the end
without the "causal stroke" imposes "effort" to the bond, while the bond imposes "flow" to that port.
Once the system is represented in the form of Bond-graph, the state equations that govern its
behavior can be obtained directly as a first order differential equations in terms of generalized
variables defined above, using simple and standardized procedures, regardless of the physical
The winch structure is designed for launching, owing, and handling the cable and array in ship. The
operation conditions of sea-borne winch can be varied such as operation conditions – sea state, ship
speed, and towing cable length. Because its operation requires high tension, sea-borne winch is
commonly used by the hydrostatic transmission (HST). It consists of electric motor, pump, piping,
hydraulic motor, and loads. Tension and the response characteristics under the states of launching,
towing, and hauling should be known before the design of HST. Tension data can be obtained from
tension experiment. However, as an experiment, obtained the exact time response characteristics has
many difficulties. And many previous design methods for HST involve extensive calculations because
energy type of HST changes from mechanical to hydraulic, and then mechanical system. Bond Graph
can easily model HST system and the dynamic response (Figure 5.8).
Fig. [Link]-driven winch system in ship-borne
Fig. [Link] Graph and derivation
erivation of the state equations of the Hydrostatic transmission in sea-
borne winch
HST as shown in Figure 5.9 is commonly divided into electric motor, hydraulic pump, piping system,
safety switches, and hydraulic motor. A rotating electric motor operates a hydraulic pump, which
As cylinders in a hydraulic motor are filled with oil, shat rotates load. Therefore, HST is a kind of the
closed-loop power transmission. The effort and flow in the rotating mechanical/civil system are torque
and angular velocity, respectively. If two elements are integrated, they became momentum and
volume. No matter what systems in HST may be, power does not change.
Bond Graph of electric motor and hydraulic pump is shown in Figure 5.11. Source flow SF11 indicates
an electric motor with constant angular velocity. It is assumed that a 10% among total torque perishes
out by resistance element R12. Transducer element MTF11 represents the capacity of a variable piston
A bulk modulus B with implies oil compressibility chooses 10,000 bar among 6,000 ~ 12,000 bar. Fluid
condensers C23 = C21 are described as V/B. Fluid inertia I24 represents oil mass. Using the least
square method, resistance R22 and R26 are calculated from the pump and motor leakage. Because
pipe flow is laminar, fluid resistance R25 can be calculated. Motor capacity TF3128 is determined from
the number of filling cylinders. Moment of inertia of drum and flange I33 can be calculated. It is
assumed that torque loss of flange R32 is about 10%. When Bond Graph is drawn from top and
bottom – starting with the electric motor and ending with the load, a total Bond Graph and derivation
~ P Q ~ t 1
p= , q~ = , t = −1 = (5-21)
IQ or ω CP ωn IC
dQ d (CP q~ ) d (CP q~ ) d t
~
= = ~ = CP ωn q~& (5-22)
dt dt dt dt
dP d (IQ ~
p ) d (IQ ~
p) dt
~
= = ~ = IQ ωn ~
p& (5-23)
dt dt d t dt
where P,Q and t are dimensional integral of pressure, volume and time p , q and t̃ are non-
dimensional integral of pressure, volume and time, respectively. Therefore non-dimensional state
C 23ω n P ~& P Q
q 23 + q~23 + ~
p 24 = 1 (5-24)
SF11 MTF2113 R23 SF11 MTF2113 SF11 MTF2113
I 24ω n ~& P ~ P ~
p 24 − q 23 + ~
p 24 + q 27 = 0 (5-25)
R25 R25 Q R25 Q
Q R26 ~ ~ ωTF 3128R26 ~
C27ωn R26q~&27 − p24 + q27 + p33 = 0 (5-26)
P P
To investigate the dynamic stability of the system, simple asymptotic approach can be used and
( )
q~23 = q~230 + ε 1q~231 + O ε 2 (5-28)
~
p24 = ~
p240 + ε 1 ~
p241 + O ε 2( ) (5-29)
( )
q~27 = q~270 + ε 1q~271 + O ε 2 (5-30)
~
p33 = ~
p330 + ε 1 ~
p331 + O ε 2( ) (5-31)
Substitute Eq. (5.24) to (5.27) into (5.28) to (5.31), then the terms of ε is yield
0
P
(q~230 ) + Q ~
p 240 = 1 (5-32)
R22 SF11 MTF2113 SF11 MTF2113
P ~ P ~
− q230 + ~
p240 + q270 = 0 (5-33)
R25Q R25Q
P TF3128 ~ R ω
− q270 + 32 ~p330 = −1 (5-35)
SE34 SE34
C 23ω n P ~& P Q
q 231 + q~231 + ~
p 241 = 0 (5-36)
SF11 MTF2113 R23 SF11 MTF2113 SF11 MTF2113
I 24ω n ~& P ~ P ~
p 241 − q231 + ~
p 241 + q 271 = 0 (5-37)
R25 R25Q R25Q
If the perturbed Eqs. (5.36) to (5.39) are expressed as state space form
⁄
= , then
1 Q
− R C ω −
C23ωn P
0 0
q~& 231 ~
22 23 n
−P
− 25
R
−
P q231
~& ~ p241
0
p241 = Q I 24ωn I 24ωn Q ωn I 24
q~& 271 1 1 ωTF3128 q~271 (5-40)
~& 0 − −
P C27ωn C27ωn R26 P C27ωn ~
331
p
p331
− P TF3128 R
0 0 − 32
I 33ωωn I 33ωn
To investigate the dynamic stability of the non-dimensional state Eq. (5.40), eigen-value of The Bond
Graph can be represented as a state equation form | − # | = 0. The system is unstable if eigen-
value are λ > 0 and the system is stable λ < 0. When the state equations are represented as state
space form of
dQ23 −
1 1
− 0 0
dt C 23 R 22 I 24
Q MTF
dP 1 R 1 0
0
23
− 25 −
2113
24
P24 0 0
dt = C 23 I 24 C 27
+ [
TF3128 Q27 0 11 0 34
SF ] + [SE ] (5-41)
dQ27 1 1
dt 0 − −
I 24 C 27 R26 I 33 P33 0
− 1
dP
33 TF3128 R32
0 0 −
dt C 27 I 33
When Eq. (5.41) is integrated, the pump pressure and motor pressure are obtained as
Ppump 1 C 23 0 Q 23
= (5-42)
Pmotor 0 1 C 27 Q 27
HST simulations are classified as models of low speed, high, and maximum tension. The tension
values might be obtained by the drag force analysis of cable. A steady solution of ε equation and
0
eigen-values from high speed, low speed, and maximum tension are calculated as stable. The values
of (a) perturbed state Q23 (b) perturbed state P24 (c) perturbed state Q27 (d) perturbed state P33 from
high speed mode are shown in Figure [Link] variables are converged after they perturbed around
steady state value ε . It can figure out that simulations results with a big overshoot reach a stead state
0
The mechanical icemaker system in a side-by-side (SBS) refrigerator with a dispenser system
consists of many structural parts. Depending on the customer usage conditions, these parts receive a
variety of mechanical loads in the ice making process. Ice making involves several mechanical
processes: (1) the filtered water is pumped through a tap line supplying the tray; (2) the cold air in the
heat exchanger chills the water tray; and (3) after ice is made, the cubes are harvested, stocking the
bucket until it is full. When the customer pushes the lever by force, cubed or crushed ice is dispensed.
In the United States, the customer typically requires an SBS refrigerator to produce 10 cubes per use
and up to 200 cubes a day. Ice production may be influenced by uncontrollable customer usage
conditions such as water pressure, ice consumption, refrigerator notch settings, and the number of
times the door is opened. When the refrigerator is plugged in, the cubed ice mode is automatically
selected. A crusher breaks the cubed ice in the crushed mode. Normally, the mechanical load of the
However, for Asian customers, fused or webbed ice will frequently form in the tray because they
dispense ice in cubed mode infrequently. When ice is dispensed under these conditions, a serious
mechanical overload occurs in the ice crusher. However, in the United States or Europe, the icemaker
system operates continuously as it is repetitively used in both cubed and crushed ice modes. This can
Figure 5.14 overviews the schematic of the ice maker. Figure5.15 and Figure5.16 show a schematic
diagram of the mechanical/civil load transfer in the ice bucket assembly and its bond-graphs. An AC
auger motor generates enough torque to crush the ice. Motor power is transferred through the gear
system to the ice bucket assembly – that is, to the helix upper dispenser, the blade dispenser and the
ice crusher.
Fig.5.14. Robust design schematic of ice maker
The Bond Graph can be represented as a state equation form, that is,
dfE 2 dt = 1 L a × eE 2 (5-43)
dfM 2 dt = 1 J × eM 2 (5-44)
eE 2 = e a − eE 3 (5-45a)
eE 3 = R a × fE 3 (5-45b)
eM 2 = eM 1 − eM 3 (5-46a)
eM 1 = (K a × i ) − T Pulse (5-46b)
eM 3 = B × fM 3 (5-46c)
Because fM 1 = fM 2 = fM 3 = ω and i = fE 1 = fE 2 = fE 3 = i a ,
From Equation (5-45)
eE 2 = e a − R a × fE 3 (5-47)
fE 2 = fE 3 = i a (5-48)
di a dt = 1 La × (e a − R a × i a ) (5-49)
i = ia (5-50b)
fM 3 = fM 2 = ω (5-50c)
So the state equation can be obtained from Eq. (5.49) and (5.51) as following
di a dt − R a La 0 i a 1 La 1
dω dt = mk +
− B J ω 0 ea + T Pulse (5-52)
a − 1 J
When Eq.(5-52) is integrated, the angular velocity of the ice bucket mechanical assembly is obtained
as
i
y p = [0 1] a (5-53)
ω
5.4 Load Spectrum and Rain-flow Counting
5.4.1 Introduction
As seen in previous sections, we know that product subjected to a variety of loads can be simulated
through dynamics modeling like bond-graph. On the other hands, to experimentally measure the load
over time, strain gage type transducers are attached to the critical areas of the component. The
acquired data from the transducers are usually recorded and stored by a computer or by other
devices. After the recorded data is filtered to isolate the primary loads from noise, the recorded data
converted from the strain values to torque are counted by rain-flow counting methods. After
simplifying the fatigue damage computations, we can apply the Miner's rule (See Figure 5.17).
With the measurement data over time, we can perform a peak and trough detection to find the turning
points in the data. This is known as rain-flow counting. The output of this calculation is called the
torque count statistics. Some engineers stop at this point and define the rain-flow data as the load
spectrum, however it is not. Using the rain-flow data, it is then possible to calculate the histogram.
This histogram is the load spectrum. This load spectrum is very import during the design phase or a
refinement phase. The information from the load spectrum can be used with test rigs or simulation
software to reduce, but not remove, the need for field tests.
Realistic representation of loads is a key ingredient to successful fatigue analysis & design. It will
accurately measure the applied loads on an existing product and predict loads on a component or
structure that does not yet exist. Historically, complex load histories are often replaced by more
simplified loadings. The rain-flow cycle counting is a method for counting fatigue cycles from a time
history. The fatigue cycles are stress-reversals. The rain-flow method allows the application of Miner's
rule in order to assess the fatigue life of a structure subject to complex loading. And rain-flow counting
method may enable cumulative damage or the fatigue effects of loading events. The term "spectrum"
in fatigue often means a series of fatigue loading events other than uniformly repeated cycles.
Maximum and minimum loads are also used to define the classifications in which the counts of cycles
are listed.
Fig.5.17 Classification and counting of the dynamic load
5.4.2 Rain-flow Counting
With the load-time, stress-time, or strain-time history, rain flowing down a roof can be represented by
the history of peaks and valleys. Rain-flow counting is a concept developed in Japan by Tatsuo Endo
and M. Matsuishi in 1968 [1] and in the USA for the segmentation of any arbitrary stress curve into
complete oscillation cycles. Rain-flow counting counts closed hysteresis loops in a load-time-function,
Cyclic stable material behavior, that means that the cyclic stress-strain curve remains
Validity of the masing hypothesis, which means that the form of the hysteresis loop branches
Memory behavior of the material which means that after a closed hysteresis loop, a
previously not yet completely closed hysteresis loop follows the same σ, ε path.
As seen in Figure 5.18, the tips of the largest hysteresis loop are at the largest tensile and
compressive loads in the load history (points 1 and 4). The notch strain-time history (Figure 5.18(c)) is
quite different from the corresponding notch stress-time history (Figure 5.18(e)). During each segment
of the loading the material “remembers” its prior deformation (called material memory). The damage
from each counted cycle can be computed from the strain amplitude and mean stress for that cycle as
soon as it has been identified in the counting procedure. The corresponding reversal points can then
be discarded.
That sequence clearly has 10 cycles of amplitude 10 MPa and a structure's life can be estimated from
.
Fig.5.18. Rain-flow counting method
An advantage of rain-flow counting is when it is used with notch strain analysis. The rain-flow counting
results in closed hysteresis loops, which representing a counted cycle. Therefore, the closed
hysteresis loops can also be used to obtain the cycle counting. If the dynamic load-time behaviors are
acquired in Figure 5.19., they can be summarized by rain-flow counting as Table 5.3.
• Half-cycle starts at (A) and terminates opposite a greater tensile stress, peak (B); its range is
100MPa.
• Half-cycle starts at tensile peak (B), flow through (C), and terminates a greater tensile stress,
MPa range, one cycle for 150 MPa range, and one cycle for 200 MPa range. Since calculated lifetime
estimations are afflicted with large uncertainties, it is desired to reconstruct the stochastic load-time
functions out of the load spectrums, in order to carry out experimental lifetime proofs with servo-
hydraulic facilities.
However, the reconstruction of a representative load-time function is not possible with the load
spectra alone. Two parametric rain-flow counting method is the most suitable method for the
acquisition of the local stress-strain hysteresis curves and influences the result of lifetime estimation.
G-H 0 50 50 0.5
H-G 50 0 50 0.5
J-K 0 50 50 0.5
In the presence of a steady stress superimposed on the cyclic loading, the Goodman relation [2] can
be used to estimate a failure condition. It plots stress amplitude against mean stress with the fatigue
limit and the ultimate tensile strength of the material as the two extremes.
σm
σ a = σ e' × 1 −
σ u'
(5-54)
where '( effective alternating stress at failure for a lifetime of Nf cycles, '′* is ultimate stress.
A very substantial amount of testing is required to obtain as S-N curve for the simple case of fully
reversed loading, and it will usually be impractical to determine whole families of curves for every
combination of mean and alternating stress. There are a number of strategems for finessing this
difficulty, one common one being the “Augmented” Modified-Goodman diagram, shown in Figure 5.20.
Here a graph is constructed with mean stress as the abscissa and alternating stress as the ordinate,
and a straight “lifeline” is drawn from ' on the '+ axis to the ultimate tensile stress ' on the ',
axis. Then for any given stress, the endurance limit (or fatigue limit) – the value of alternating stress at
which fatigue facture never occurs - can be read directly as the ordinate of the lifeline at line is drawn
from the origin with a slope equal to that ratio. Its intersection with the lifeline then gives the effective
Fatigue properties of a material (S-N curves) are tested in rotating-bending tests in fatigue testing
apparatus. The S-N curve is required as a description of the material behavior for the calculation of
fatigue strength and operational fatigue strength. Well before a micro-structural understanding of
fatigue processes was developed, engineers had developed empirical means of quantifying the
fatigue process and designing against it. Perhaps the most important concept is the S-N diagram,
such as those shown in Figure 5.21, in which a constant cyclic stress amplitude S is applied to a
specimen and the number of loading cycles N until the specimen fails. Millions of cycles might be
required to cause failure at lower loading levels, so the abscissa in usually plotted logarithmically.
3
Low cycle fatigue: high loads, plastic and elastic deformation, N = 10 ~ 10 cycles (1 stage)
High cycle fatigue: fatigue strength, the zone of the sloped lines, until the corner load cycles
6 7
to failure ND = 10 ~ 10 (2 stage)
Fatigue limit (endurance limit), zone of the horizontal lines starting from N > ND. However,
several materials such as austenite steels dot possess a distinct endurance strength (3
stage)
In this case, the S—N curve becomes horizontal at large N. The fatigue limit is maximum stress
amplitude below which the material never fails, no matter how large the number of cycles is. In most
alloys, S decreases continuously with N. In this case the fatigue properties are described by fatigue
7
strength at which fracture occurs after a specified number of cycles (e.g. 10 ). Fatigue life is number
Fatigue failure has three stages:1) crack initiation in the areas of stress concentration or near stress
raisers, 2) incremental crack propagation, and 3) final rapid crack propagation after crack reaches
critical size. The total number of cycles to failure is the sum of cycles at the first and the second
stages. That:
N f = Ni + N p (5-55)
where Nf number of cycles to failure, Ni Number of cycles for crack initiation, Np Number of cycles for
crack propagation
In the fatigue strength zone, the S – N curve can be described by the following equation if
represented in the double logarithmic form.
−k
σ
N = N D ⋅ a (5-56)
σ D
If possible, the determination of the S – N curve for operational fatigue strength calculation should be
carried out on real parts. Often, however, due to cost and time limitations, the calculations are only
The resulting load cycles to failure are random variables, which mean that they lie scattered around
the mean value. Today, the transformation of results won from a tension/compression trial onto a real
component is difficult. Thus, the exact determination of a notch over the entire load cycle zone is still
not possible today. Therefore, one is forced to rely on tests and trials.
In some materials, notably ferrous alloys, the S – N curve flattens out eventually, so that below a
certain fatigue limit ' failure does not occur no matter how long the loads are cycled. Obviously, the
designer will size the structure to keep the stresses below ' by a suitable safety factor if cyclic loads
are to be withstood. For some other materials such as aluminum, no fatigue limit exists and the
designer will size the structure to keep the stresses below ' by a suitable safety factor if cyclic loads
are to be withstood. For some other materials such as aluminum, no fatigue limit exists and the
designer must arrange for the planned lifetime of the structure to be less than the fatigue point on the
S - N diagram.
perhaps twenty specimens at each of ten or so load levels to define the S-N diagram with statistical
confidence. It is generally impossible to cycle the specimen at more than approximately 10Hz and at
7
that speed it takes 11.6 days to reach 10 cycles of loading. Obtaining a full S-N curve is obviously a
At first glance, the scatter in measured lifetimes seems enormous, especially given the logarithmic
scale of the abscissa. If the coefficient of variability in conventional tensile testing is usually only a few
percent, why do the fatigue lifetimes vary over orders of magnitude? It must be remembered that in
tensile testing, we are measuring the variability in cycles at a given number of cycles, while in fatigue
we are measuring the variability in cycles at a given stress. State differently, in tensile testing we are
generating vertical scatters bars, but in fatigue they are horizontal. Note that we must expect more
variability in the lifetimes as the S-N curve becomes flatter, so that materials that are less prone to
fatigue damage require more specimens to provide a given confidence limit on lifetime.
Numerous different researchers have occupied themselves with the damage accumulation hypothesis
in fatigue failure, so that currently several variations exist. In general, the variations only distinguish
themselves by the fundamental S-N curve used: either fictitiously extrapolated or the real curve itself.
Oscillating loads cause an effect in materials, this is often referred to as “Damage” as soon as this
load surpasses a certain limit. It is assumed that this damage accumulates from the individual load
cycles and leads to a material fatigue. For an exact calculation this damage must be collected and
recorded quantitatively. This, however, has not yet been achieved with success.
Despite this fact, in order to gather information concerning the lifetime L out of the results of Wöhler
trials with irregular load cycle effects, around the year 1920, Palmgren [3] developed the fundamental
idea of linear accumulation, specific for roll bearing calculation. In 1945, Miner published the same
absorbed work to the maximal work which can be absorbed is a measurement for the current damage.
Thus, the ratio of the load cycle number n to the load cycles to failure N, which is determined in the
single-stage zone with the corresponding amplitude, is equal to the ratio of absorbed work w to
w n
= (5-57)
W N
When the cycle load level varies during the fatigue process, a cumulative damage model is often
hypothesized. By definition of the S-N curve, take the lifetime to - cycles at stress level and -
at . If damage is assumed to accumulate at a constant rate during fatigue and a number of cycles
. is applied at stress , where . <- , then the fraction of lifetime consumed will be . ⁄- .
The Palmgren-Miner hypothesis asserts that the damage fraction at any level Si is linearly
proportional to the ratio of number of cycles of operation to the total number of cycles that would
nj
Di = (5-58)
Nj
The limiting condition of strength happens when the absorbed work and absorbable work are the
same. That is, the prerequisite that the absorbed fracture work W is the same for all occurring load
sizes, allows the addition of the individual damage portions for load cycles of different sizes
w1 + w2 + L + wm
=1 (5-59)
W
w1 w 2 w n n n
D1 + D 2 + ... + D m = + +L+ m = 1 + 2 +L+ m =1 (5-60)
W W W N1 N 2 Nm
The generalization of this approach is called Palmgren-Miner’s Law, and can be written
nj
∑N ≤1 (5-61)
j
Minor’s law should be viewed like many other material laws that might be accurate enough to use in
design. But damage accumulation in fatigue is usually a complicated mixture of several different
mechanisms, and the assumption of linear damage accumulation inherent in Miner’s law should be
viewed skeptically. If portions of the material’s microstructure become unable to bear load as fatigue
progresses, the stress must be carried by the surviving micro-structural elements. The rate of damage
accumulation could drop during some part of the material’s lifetime. Miner’s law ignores such effects,
and often fails to capture the essential physics of the fatigue process
With knowledge of the load spectrum and the tolerable material load in the form of the S – N curve, a
lifetime prediction can be made for a mechanical/civil system with the help of a damage accumulation
hypothesis. Here it should be considered, that this prediction can only be made with a certain
probability, since among other things the load spectrum as well as the load capacity expressed in the
form of S – N curve are random variables. Likewise, the damage accumulation hypotheses known
today have only been proven empirically in material science. Therefore, a practical lifetime prediction
requires balance field tests, test stand trials, calculation and a careful assessment and evaluation of
the data, if the prediction should be able to serve as an effective tool for the designer.
4 3
Example 5.1 Stress σ1 has lifetime N1 = 10 cycles, and a more rigorous stress σ2 has lifetime N2 =10
cycles. If 700 cycles at stress σ2 is operated, when will it stop to operate at stress σ1?
Solution) From Palmgren-Miner’s Law Eq. (5-61), we can calculate the cycles to fail.
700 x
+ =1
1000 10000
Example 5.2 A part is subjected to a fatigue environment where 10% of its life is spent at an
alternating stress level, σ1, 30% is spent at a level σ2, and 60% at a level σ3. How many cycles, n, can
1
n=
0.1 0.3 0.6
+ +
N1 N 2 N 3
If N1, N2, N3 are 103,104, and 105, the time to failure n will be 7353 cycles
REFERENCES
[1]. Matsuishi M & Endo T (1968) Fatigue of metals subjected to varying stress. Japan Soc. Mech.
Engineering.
th
[2]. Mott & Robert L. (2004) Machine elements in mechanical design (4 ed.) Upper Saddle River NJ:
[3]. Palmgren AG (1924) Die Lebensdauer von Kugellagern Zeitschrift des Vereines Deutscher