MULTIAXIAL ASSESSMENT METHOD FOR FATIGUE CALCULATIONS IN COMPOSITE COMPONENTS

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MULTIAXIAL ASSESSMENT METHOD FOR FATIGUE CALCULATIONS IN COMPOSITE COMPONENTS Peter Heyes HBM-nCode Abstract Fatigue analysis methods are well-established as part of the product development process for metallic automotive components and structures. The majority of these fatigue and associated finite element calculations assume that materials are homogeneous and isotropic. Fatigue analysis of composite materials presents a number of additional challenges due to the inhomogeneity and anisotropy of parts and structures, heavily influenced by their manufacturing processes. Fatigue damage is driven by local stress and strain fluctuations, and due to the spatial variation of fibre orientations inherent in most composite structures, even simply loaded structures are likely to experience multiaxial stresses. In addition, whereas in metal fatigue, damage normally initiates at free surfaces, this is not generally true in composites. This means that for many composite components, the simplifications allowed by an assumption of plane stress may be invalid. This paper describes a procedure for multiaxial fatigue assessment of composite structures, based on finite element models. It is targeted primarily at short fibre injection moulded materials, but with potential for application to other manufacturing systems, including laminates. The procedure can handle layered composite shell and solid models, and takes into account all combinations of microstructure and complex stress state variations throughout a structure. Background Fatigue is a mode of failure in which structural damage occurs due to cyclic or varying loads which do not exceed the level required to cause failure in a single application. It is important because it is a major cause of failure in engineering components and structures, often leading to economic loss and sometimes to loss of life. Avoiding premature fatigue failure is therefore a major concern for designers in many different industrial sectors. Fatigue failure in metallic materials is essentially a process of crack initiation and growth. Cracks initiate on slip planes within individual grains, or from pre-existent defects or other microstructural features, and grow in a stable manner until they reach a critical size. Eventually a peak load may be sufficient to overcome the fracture toughness of the material and the crack will grow rapidly to failure. The process is highly non-linear; often the majority of the lifetime will be spent initiating and growing a small crack. Typically there is no obvious sign of damage or loss of function before catastrophic failure. In most cases, damaging cracks initiate from free surfaces. Figure 1, taken from Ref [1], shows an impression of a surface fatigue crack in a high strength steel, made after the application of 71 000 load cycles. The specimen broke at around 100 000 cycles. The majority of the life was expended at the point the impression was taken, but if such a crack were present in a working component or structure, there would be no loss of function, no practical way of detecting a crack of this size (about 100 m), and no significant redistribution of the stress at this point. Page 1

Figure 1: Impression of surface fatigue crack in a high-strength steel. The specimen failed after the application of about 100 000 cycles. It is because of this behaviour that useful predictions of metallic component or structural fatigue life may be made based on local stresses or strains, without the need to model the redistribution of stress and strain due to fatigue damage. Local stress strain approaches to fatigue life prediction are therefore relatively efficient, and they lend themselves to connection with finite element solvers in software. Such solutions (e.g. as described in Ref [2]) allow design analysts to predict durability and optimize designs against fatigue damage before the construction of physical prototypes, and this type of calculation now forms a vital part of the product development process for many manufacturers. In the local approach, once the expected dynamic service or test loads for a component or structure are understood, the fatigue damage calculation process has two essential steps: 1. Defining the relationship between applied loads and local stresses/strains. 2. Defining the relationship between time-varying stresses and/or strains and the consequent fatigue life/damage. The first step normally involves a finite element solution, sometimes combined with an approximate method for estimation of notch plastic strains and stresses, such as the Neuber method [3] or one of its variants [4,5,6]. These calculations almost invariably assume that the material is homogeneous and isotropic. The second step requires the definition of a stress and/or strain-based damage parameter, such as the largest principal strain or the Smith-Watson-Topper parameter [7], rainflow cycle counting [8] and linear damage accumulation [9,10]. The purpose of these calculations is to allow an estimate of fatigue life to be made for a component, based on an understanding of the stresses and strains in that component, and informed by the performance of a number of test coupons that have been subjected to simple constant amplitude fatigue loadings. In test coupons, the stress state is usually uniaxial, whereas real components on test or in service may experience multiaxial loadings. Since the nature and extent of fatigue damage is not only a function of the level of stress or strain, but also of the stress or strain state, it is necessary to have a means of understanding this state of stress and taking it into account with suitable damage models [11,12]. Fatigue analysis of composite materials poses a number of additional challenges, including (but not limited to!) the following: Page 2

1. In a composite material there may be multiple damage modes interacting 2. The material is in general inhomogeneous, not only at the micro scale, but also at the macro scale. The microstructure may vary across the structure as a function of the manufacturing process in effect the material is produced at the same time as the component. 3. Fibre reinforced materials are normally strongly anisotropic, in terms of both stressstrain behavior and fatigue strength. 4. Fatigue damage in composites tends to be more widespread and progressive in nature compared to that in metals. This means that there will often be significant redistribution of stress as damage progresses, significant residual life after damage initiation, and gradual loss of function/stiffness prior to structural collapse. This is especially true of long/continuous fibre materials and laminates. This paper does not consider the final point concerning damage progression; it is concerned with problems that can reasonably be addressed using a local approach, i.e. fatigue damage initiation in long/continuous fibre composites, and failure of short fibre composites. In particular it focuses on the relationship between multiaxiality of loading and the orientations of reinforcing fibres. Multiaxial assessment The fatigue properties of a metallic material are determined from a set of fatigue tests, normally under axial load and in displacement (strain) or load control. Some other test configurations may be used such as rotating bend tests. The aim of such tests is normally to generate a state of uniaxial stress in the gauge section. In real components multiaxial stress states may arise, based on the geometry and the applied loads. For example, consider a simple notched shaft such as that used by Barkey et al. [13] and illustrated in Figure 2. Figure 2: Notched shaft specimen as used in Ref [13] If this specimen is subjected to a cyclic axial load, the critical location for fatigue will be on the surface at the root of the notch. At this point, because of the shape of the specimen, in addition to the axial stress there will be a significant circumferential stress, depending on the sharpness of the notch and the Poisson ratio of the material. Alternatively, if the specimen is loaded in torsion, the stress state at the root of the notch will be one of pure shear. Both these cases are examples of proportional loading, i.e. when the applied load is varied, the components of the stress tensor in the critical location remain in proportion to one another. However, if the shaft is subjected to a combination of dynamic axial and torsional loadings Page 3

and if these are out of phase or random and independent, the loading will be non-proportional. The distinction is important, because the methods required to model notch plasticity and fatigue damage are much more complex for non-proportional than for proportional loadings. In metals the problems are somewhat simplified by the fact that fatigue cracks usually initiate at free surfaces where a state of plane stress exists. Heyes et al [14,15] described a method for characterizing the nature of the stress state variations at the surface of components subjected to complex loadings, through an analysis of the variations in magnitude, orientation and ratios of the principal stresses. This method allows the user to identify whether the loading (by which is meant the stress variations at a given location) is proportional, nearly proportional, or non-proportional, and for proportional cases to define a biaxiality ratio. The biaxiality ratio is the average ratio of the smaller to the larger inplane principal stress. A value of 0 indicates uniaxial loading, -1 indicates pure shear and +1 indicates equibiaxial loading. What became clear on applying this assessment method to a wide range of components and structures was that it was relatively uncommon to find real fatigue problems that were non-proportional in nature. Even in structures of complex shape and with multiple independent loads, the geometry of the component most often both concentrates and aligns the stresses in critical locations such that the fatigue problems can be treated as nearly proportional. Critical locations with non-proportional loadings may be selectively analysed using a critical plane approach, which searches for planes with greatest damage. However, whilst useful, this approach was limited by the need for visual inspection of the data at each calculation point. A more numerically robust approach has been implemented in ncode DesignLife [2], similar to the method described by Chu, Conle and Hübner [16]. In its first implementation the method was applicable to 2-D (free surface) stress states. A sampled free-surface stress-time history ij (t) may be visualized as a cloud of data in which every point in the time history is represented by a point on a 3-D scatter plot of xx vs yy vs xy. An example is illustrated in Figure 3. Figure 3: 2-D (free surface) stress history represented as a 3-D scatter plot. Page 4

If the data points lie on a straight line through the origin we have a proportional loading. In the plot, the line of best fit through the data (minimizing the sum of the squares of the distances of the data points from the line) is shown in red. The line is determined by solving an eigenvalue problem, equivalent to finding the axis of the cloud with minimum moment of inertia, relative to its centre of gravity. Also shown in Figure 3 are the loci of points representing particular stress states, namely equibiaxial (solid black line), uniaxial (blue conic) and pure shear (pink plane). So by analyzing the shape and orientation of this data cloud we can obtain numerical measures of the mean biaxiality (stress state) and non-proportionality of the loading. The non-proportionality of loading is a function both of the scatter of the data, and the offset of the axis of the data from the origin. A proportionality factor has been somewhat arbitrarily defined that combines these two considerations. Consider Figure 4. Figure 4: Calculation of offset factor. Let the aspect ratio of the cloud (ratio of smallest to largest eigenvalue) be A and an offset ratio Q be defined as the ratio of the Offset (distance from the origin to the line of best fit) and the maximum distance (Max) of any point in the data cloud from the origin. The nonproportionality factor is then defined as: For example, the loading represented in Figure 3 is taken from the critical location of an automotive steering knuckle, subjected to simulated road loads. It has a non-proportionality factor of about 0.13 and a biaxiality ratio of about 0.1, and can reasonably be treated as uniaxial. Page 5

The same basic concerns about multiaxial loading apply to fatigue of composite materials, i.e. that the state of stress and proportionality of the loading will affect the nature of the fatigue damage and the most appropriate choice of calculation procedure. However, there are now some additional issues: 1. The interaction between anisotropic layers with different orientations is likely to generate multiaxial stress states in individual laminae, even if the laminate scale stresses are uniaxial. However, it is still expected that the majority of fatigue failures will initiate in locations where the loading is proportional or nearly proportional. 2. It can no longer be assumed that damage will initiate predominantly at free surfaces. In a composite component it is quite likely that an interior layer will be loaded in a direction where the material is relatively weak. 3. Because the materials are in general anisotropic, it is not only the proportionality and biaxiality of the loading (stress) that is important, but also the orientation of the stresses relative to the fibre orientations. 4. In the interior of a composite component, the combination of interlaminar shear stresses, and through thickness stresses around joints and radii, may lead to stress states that are genuinely triaxial. In order to address these concerns, it is necessary to extend the multiaxial assessment method described above, in particular to include 3-D stress states. Mathematically, the process is similar, but now the calculation is in 6 dimensions rather than 3. Unfortunately this means we cannot visualize the data in the same way, but we can still calculate a non-proportionality factor based on the aspect ratio (ratio of smallest to largest eigenvalue) and offset of the data cloud. Now however to describe the state of stress for the proportional or near proportional case, we need 2 biaxiality ratios and 4 angles or a cosine matrix to define the orientation. In proportional or near proportional cases it is simpler to express the average stress state as a tensor. In effect we are calculating for a given stress history an averaged, normalized stress tensor such that. Where C(t) is a scalar time history. In the case of proportional loading, if the tensor is normalized such that its largest eigenvalue is unity, C will be equivalent to the absolute maximum principal stress (principal stress with the largest magnitude). The usefulness of this decomposition is explored further in the next section. Composite fatigue analysis process Since in a composite component, the material is effectively created at the time of manufacture, any realistic simulation must begin with a simulation of the manufacturing process. It is the manufacturing process that controls the placement and orientation of the fibres and this in turn controls the material performance at each location. The following discussion refers mainly to injection moulded short fibre materials, but in principle the process is also applicable to damage initiation in other systems. Page 6

Figure 5: Summary of fatigue analysis process Commercial injection moulding simulation tools can predict the microstructure of parts in terms of fibre orientation tensors for each integration point. Given the basic physical properties of the fibres and matrix, together with fibre aspect ratios and volume fractions, homogenization theories (for example the Mori-Tanaka approach [17]) may be used to predict the material stiffness matrix and map it to each integration point of the structural analysis mesh. This is sufficient if a linear elastic FE solution is to be used. Alternatively, if more complex material behaviours are to be simulated, software solutions such as Digimat [18] can provide non-linear models that may be plugged into the FE using user material definitions. The purpose of the process so far is to generate stresses at the composite/lamina level that reasonably reflect the inhomogeneity and anisotropy of the material. Once believable stresses have been calculated, the fatigue analysis can begin. This requires that we define the mission profile (service or test loading history, or duty cycle) and provide sufficient material test data to calibrate the fatigue model for the material. In this context, sufficient material test data means that we need at least three SN curves. Each SN curve is derived from a series of constant amplitude, load controlled fatigue tests. The test specimens should have as near as possible uniform microstructure, and so will normally be cut from the centre of an injection moulded plaque. The three sets of specimens tested will be cut parallel, transverse and at an intermediate angle (e.g. 45 degrees) to the flow direction. See Figure 6 for an example. The idea is that these three SN curves, representing three different combinations of stress state and microstructure (orientation tensor), will be sufficient to calibrate a fatigue model which can then be used to predict the fatigue damage in the same material with any other combination of stress state and orientation tensor. The fatigue simulation brings together at each calculation point (element/layer/integration point) the stress history, microstructure and material model to predict fatigue damage and hence life. Page 7

Figure 6: Coupon fatigue test data for calibration of fatigue model The fatigue calculation process for proportional loadings is illustrated in more detail in Figure 7. At each calculation point (element, layer, section point) the stress tensor history is constructed based on an appropriate FE solution and the applied loads. A multiaxial assessment is then carried out as described in the previous section. This determines whether the loading is proportional or non-proportional (depending on whether the non-proportionality factor exceeds a certain threshold), and for the proportional case allows the stress history to be approximately decomposed into a normalized average stress tensor and a scalar time history. At this point the normalized stress tensor is passed to the fatigue model (previously calibrated using experimental SN curves) together with the orientation tensor for that calculation point. The fatigue model is used to generate a unique SN curve for that location, as a function of the microstructure and stress state. The final step is now a conventional stress-life fatigue calculation based on rainflow cycle counting [8] and linear damage accumulation [9,10]. Critical plane methods will not be discussed in detail here. The process is quite generic any suitable fatigue model may be used to provide the SN curve generator. At the time of writing, the local SN curve may be estimated using a simple interpolation routine, based on the fibre share in the dominant loading direction, or via a function call to Digimat. Page 8

Figure 7: Fatigue calculation process details The Digimat fatigue model is based on an extension of the Tsai-Hill static failure criterion to fatigue strength, in combination with the principles of mean-field homogenization. A representative volume element (RVE) of the material is decomposed into a number of pseudo grains, each of which has aligned fibres. It is assumed that the fatigue strength at a given lifetime of each pseudo grain may be predicted using a transversely isotropic Tsai-Hill model. where X, Y and S are the longitudinal, transverse and shear fatigue strengths (relative to the orientation of the pseudo-grain). These pseudo grain fatigue strengths are established for a range of lifetimes by reverse engineering based on the macroscopic SN curves. The same model can then be used in the forward direction to predict a macroscopic SN curve for the material, for any state of stress and orientation tensor, assuming the same basic fibre and matrix properties and volume fraction. The process of reverse engineering the pseudo-grain fatigue properties and predicting macroscopic SN curves is illustrated in Figure 8. Page 9

Figure 8(a) Digimat fatigue module overview Figure 8(b) Representative volume element decomposition and homogenization (courtesy of e-xstream engineering) Page 10

Example Figure 9 shows an example of the fatigue analysis process described above, applied to an automotive part. The part is a tyre fit made by hot pressing a number of layers of sheet moulding compound. Figure 9: Fatigue analysis process in ncode DesignLife The moulding compound starts out with a 2D random distribution of fibres that are somewhat aligned by the hot-pressing operation, leading to anisotropic stiffness and fatigue properties. Simulation of the hot-pressing operation allows the flow of material to be modeled and the resulting anisotropy of the material to be estimated and incorporated into a structural analysis. The component being analysed is built into a section of vehicle body, and loaded with 9 displacement time-histories representative of a test track event. The composite part is modeled using thin shell elements with 10 orthotropic layers through the thickness, so that in this case a 2-D stress state is assumed. The material characterization and fatigue analysis is described in more detail by Vervoort in Ref [19]. The component is used here primarily to illustrate the overall analysis process, in particular the use of multiaxial assessment. Figure 10 shows an element fill plot of estimated fatigue damage, highlighting the most critical area. The values represent the most damaged layer in each element. The process also allows the results of the multiaxial assessment for each calculation point to be reviewed. For example, Figure 11 shows an element fill plot of the non-proportionality factors corresponding to the damage values illustrated in Figure 10. A comparison of Figures 10 and 11 suggests that the most damaged areas tend also to have low values of nonproportionality. Page 11

Figure 10: Element fill plot of fatigue damage for composite tyre fit. Figure 11: Element fill plot of non-proportionality factor for composite tyre fit. For individual calculation points it is also possible to retrieve the local stress histories, and since the elements are thin shells, these may be visualized as 3-D scatter plots. Figure 12 shows the scatter plot for the most damaged layer of the most damaged element in Figure 10. It may be seen by inspection that the loading is more or less uniaxial and in the local Y direction. The non-proportionality factor and mean biaxiality ratio for this location are both about 0.06. For comparison Figure 13 shows the corresponding scatter plot for another location with low magnitude but highly non-proportional stresses. Here the non-proportionality factor is about 0.8. Page 12

Figure 12: Scatter plot of stress history at most critical location Figure 13: Scatter plot of stress history at low stress location Summary and next steps A method has been described for finite element-based fatigue analysis of composite components, using a local approach. The method provides a means of automatically assessing the state of stress at any location in a component, and choosing an appropriate analysis method. For proportional loadings, approximating the stress history by the product of a scalar time history and a normalized stress tensor allows a simple and efficient analysis process in which a unique SN curve is calculated for each location in a structure, based on the stress state and microstructure at that point. The different fatigue models for short fibre composite materials require validation through application to real components. There are also many ways in which these models might be improved, for example through consideration of mean stress effects, notch sensitivity, temperature, loading rate, environment etc. In addition there is scope for exploring how this approach might be extended to damage initiation and evolution in long and continuous fibre composites. Page 13

Bibliography 1. Heyes, P. (1991) The growth of short fatigue cracks at a stress concentration in an aqueous saline environment. PhD Thesis, University of Sheffield. 2. ncode DesignLife Theory Guide, version 9.0 (2013) HBM-nCode. 3. Neuber, H. (1961) "Theory of stress concentration for shear strained prismatic bodies with arbitrary nonlinear stress-strain law." Journal of Applied Mechanics, Vol. 28, pp. 544-5512. 4. Hoffmann, M. and Seeger, T. (1989) "Estimating multiaxial elastic-plastic notch stresses and strains in combined loading." Biaxial and Multiaxial Fatigue, EGF3. Edited by M. W. Brown and K. J. Miller, MEP, pp. 3-24. 5. Seeger, T. and Beste, A. (1977) "Zur Weiterentwicklung von Näherungsformeln für die Berechnung von Kerbbeanspruchungen im elastisch-plastischen Bereich." VDI- Fortschrittsberichte, Reihe 18, Nr. 2, Düsseldorf. 6. Seeger, T. and Heuler, P. (1980) Generalised application of Neuber s rule." J. Test. Eval 3: 199-204. 7. Smith, K,N., Topper, T.H. and Watson, P. (1970) "A stress-strain function for the fatigue of metals." Journal of materials Vol. 5, pp. 767-778. 8. Matsuishi, M., and Endo, T. (1968) "Fatigue of metals subjected to varying stress." Japan Society of Mechanical Engineers, Fukuoka, Japan. 9. Palmgren, A. (1924) "Durability of ball bearings." ZVDI 68.14: 339-341. 10. Miner, M. A. (1945) Cumulative damage in fatigue. J. Appl. Mech. 12, A159-A164. 11. Wang, C. H., and M. W. Brown. (1993) "A path independent parameter for fatigue under proportional and non-proportional loading." Fatigue & Fracture of Engineering Materials & Structures 16.12: 1285-1297. 12. Fatemi, A. and Socie, D.F. (1988) "A Critical Plane Approach to Multiaxial Fatigue Damage Including Out Of Phase Loading." Fatigue & Fracture of Engineering Materials & Structures 11.3: 149-165. 13. Barkey, M.E., Socie, D.F. and Hsia, H.K. (1994) "A yield surface approach to the estimation of notch strains for proportional and nonproportional cyclic loading." Journal of engineering materials and technology 116.2: 173-180. 14. Heyes, P., Dakin, J., & St. John, C. (1995). The assessment and use of linear static FE stress analyses for durability calculations. SAE Technical Paper 951101. 15. Heyes, P.J., Milsted, M.G. and Dakin, J. (1996) "Multiaxial fatigue assessment of automotive chassis components on the basis of finite-element models." In Multiaxial Fatigue and Design, ESIS PUBLICATION 21, pp. 461-476. 16. Chu, C-C., Conle, F.A. and Hübner, A. (1996) Ein kombiniertes Lebensdauerberechnungsverfahren für einachsige und mehrachsige Beanspruchszustande. VDI Berichte Nr. 1283. 17. Mori, T., Tanaka, K. (1973) "Average Stress in the Matrix and Average Elastic Energy of Materials with Misfitting Inclusions". Acta metall. 21: 571 574 18. Digimat user guide, version 4.4.1 (2013) e-xstream engineering. 19. Vervoort, S. (2012) Fatigue analysis of fibre reinforced polymers. Proceedings of the European Congress on Computational Methods in Applied Sciences and Engineering (ECCOMAS 2012). Page 14