Metal fatigue is one of the subtlest types of metal failures, and one of the most dangerous. Although metal failure can occur from excessive tensile loads, shear loads and impact loads, to name a few, metal fatigue is a failure type that can go unnoticed right up until the point when it is too late.
In order to stop metal fatigue failures, it is important to understand how the characteristics of a metal affect its ability to resist fatigue. The most obvious and important of these is the fatigue strength of a metal. Fatigue strength is measured through fatigue testing, a group of evaluation methods that run material specimens of a determined size and shape through repeated cycles of a certain stress level. This is done for many stress levels, and a graph is plotted that highlights how many cycles, at a given stress level a material can withstand without fracturing. Being informed about the fatigue strength of a metal is extremely important to avoid metal fatigue failures.
Metal fatigue should be a consideration for all applications. However, there are several components and structures that are especially at risk for metal fatigue failure. Examples of some of these include:
Metal fatigue is a phenomena that can be lessened or altogether avoided with proper engineering considerations. One key method of preventing metal fatigue is by running a software fatigue analysis on component or structure designs. By running analysis and iterating the design process each time, metal failure can be avoided. For instance, software analysis could reveal an area subjected to substantial fatigue loads. If this was near a geometric feature such as a hole, the hole may be able to be moved elsewhere. Also, redesign could focus the stresses to an area that would be less subject to metal fatigue failure.
Another method to prevent metal fatigue is through appropriate material selection. Different materials have different fatigue strengths. For instance, steel can typically withstand higher amounts of stress cycles than aluminum can. By determining the fatigue strength of a material and evaluating how that will match up with the application, metal fatigue failure can be avoided.
In materials science, fatigue is the initiation and propagation of cracks in a material due to cyclic loading. Once a fatigue crack has initiated, it grows a small amount with each loading cycle, typically producing striations on some parts of the fracture surface. The crack will continue to grow until it reaches a critical size, which occurs when the stress intensity factor of the crack exceeds the fracture toughness of the material, producing rapid propagation and typically complete fracture of the structure.
Fatigue has traditionally been associated with the failure of metal components which led to the term metal fatigue. In the nineteenth century, the sudden failing of metal railway axles was thought to be caused by the metal crystallising because of the brittle appearance of the fracture surface, but this has since been disproved.[1] Most materials, such as composites, plastics and ceramics, seem to experience some sort of fatigue-related failure.[2]
To aid in predicting the fatigue life of a component, fatigue tests are carried out using coupons to measure the rate of crack growth by applying constant amplitude cyclic loading and averaging the measured growth of a crack over thousands of cycles. However, there are also a number of special cases that need to be considered where the rate of crack growth is significantly different compared to that obtained from constant amplitude testing, such as the reduced rate of growth that occurs for small loads near the threshold or after the application of an overload, and the increased rate of crack growth associated with short cracks or after the application of an underload.[2]
If the loads are above a certain threshold, microscopic cracks will begin to initiate at stress concentrations such as holes, persistent slip bands (PSBs), composite interfaces or grain boundaries in metals.[3] The stress values that cause fatigue damage are typically much less than the yield strength of the material.
Historically, fatigue has been separated into regions of high cycle fatigue that require more than 104 cycles to failure where stress is low and primarily elastic and low cycle fatigue where there is significant plasticity. Experiments have shown that low cycle fatigue is also crack growth.[4]
Fatigue failures, both for high and low cycles, all follow the same basic steps: crack initiation, crack growth stages I and II, and finally ultimate failure. To begin the process, cracks must nucleate within a material. This process can occur either at stress risers in metallic samples or at areas with a high void density in polymer samples. These cracks propagate slowly at first during stage I crack growth along crystallographic planes, where shear stresses are highest. Once the cracks reach a critical size they propagate quickly during stage II crack growth in a direction perpendicular to the applied force. These cracks can eventually lead to the ultimate failure of the material, often in a brittle catastrophic fashion.
The formation of initial cracks preceding fatigue failure is a separate process consisting of four discrete steps in metallic samples. The material will develop cell structures and harden in response to the applied load. This causes the amplitude of the applied stress to increase given the new restraints on strain. These newly formed cell structures will eventually break down with the formation of persistent slip bands (PSBs). Slip in the material is localized at these PSBs, and the exaggerated slip can now serve as a stress concentrator for a crack to form. Nucleation and growth of a crack to a detectable size accounts for most of the cracking process. It is for this reason that cyclic fatigue failures seem to occur so suddenly where the bulk of the changes in the material are not visible without destructive testing. Even in normally ductile materials, fatigue failures will resemble sudden brittle failures.
PSB-induced slip planes result in intrusions and extrusions along the surface of a material, often occurring in pairs.[5] This slip is not a microstructural change within the material, but rather a propagation of dislocations within the material. Instead of a smooth interface, the intrusions and extrusions will cause the surface of the material to resemble the edge of a deck of cards, where not all cards are perfectly aligned. Slip-induced intrusions and extrusions create extremely fine surface structures on the material. With surface structure size inversely related to stress concentration factors, PSB-induced surface slip can cause fractures to initiate.
These steps can also be bypassed entirely if the cracks form at a pre-existing stress concentrator such as from an inclusion in the material or from a geometric stress concentrator caused by a sharp internal corner or fillet.
Most of the fatigue life is generally consumed in the crack growth phase. The rate of growth is primarily driven by the range of cyclic loading although additional factors such as mean stress, environment, overloads and underloads can also affect the rate of growth. Crack growth may stop if the loads are small enough to fall below a critical threshold.
When the rate of growth becomes large enough, fatigue striations can be seen on the fracture surface. Striations mark the position of the crack tip and the width of each striation represents the growth from one loading cycle. Striations are a result of plasticity at the crack tip.
When the stress intensity exceeds a critical value known as the fracture toughness, unsustainable fast fracture will occur, usually by a process of microvoid coalescence. Prior to final fracture, the fracture surface may contain a mixture of areas of fatigue and fast fracture.
The American Society for Testing and Materials defines fatigue life, Nf, as the number of stress cycles of a specified character that a specimen sustains before failure of a specified nature occurs.[24] For some materials, notably steel and titanium, there is a theoretical value for stress amplitude below which the material will not fail for any number of cycles, called a fatigue limit or endurance limit.[25] However, in practice, several bodies of work done at greater numbers of cycles suggest that fatigue limits do not exist for any metals.[26][27][28]
Whether using stress/strain-life approach or using crack growth approach, complex or variable amplitude loading is reduced to a series of fatigue equivalent simple cyclic loadings using a technique such as the rainflow-counting algorithm.
A mechanical part is often exposed to a complex, often random, sequence of loads, large and small. In order to assess the safe life of such a part using the fatigue damage or stress/strain-life methods the following series of steps is usually performed:
Since S-N curves are typically generated for uniaxial loading, some equivalence rule is needed whenever the loading is multiaxial. For simple, proportional loading histories (lateral load in a constant ratio with the axial), Sines rule may be applied. For more complex situations, such as non-proportional loading, critical plane analysis must be applied.
Materials fatigue performance is commonly characterized by an S-N curve, also known as a Whler curve. This is often plotted with the cyclic stress (S) against the cycles to failure (N) on a logarithmic scale.[31] S-N curves are derived from tests on samples of the material to be characterized (often called coupons or specimens) where a regular sinusoidal stress is applied by a testing machine which also counts the number of cycles to failure. This process is sometimes known as coupon testing. For greater accuracy but lower generality component testing is used.[32] Each coupon or component test generates a point on the plot though in some cases there is a runout where the time to failure exceeds that available for the test (see censoring). Analysis of fatigue data requires techniques from statistics, especially survival analysis and linear regression.
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