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Mechanical Systems Lab HW6: Fatigue Failure Prediction and Experiment Design, Assignments of Mechanical Systems Design

It is part of a Mechanical Systems Lab course and references J.A. Collins's textbook, *Design of Machine Elements and Machines* (section 5.6). The homework consists of two problems: (1) analyzing the fatigue life of a steel-alloy square bar under axial cyclic forces using factors such as load, size, surface finish, temperature, and reliability, and (2) designing an experiment to test fatigue failure using the Instron machine, detailing sample geometry, mounting, settings, and estimated duration. The assignment integrates analytical calculations with experimental design to reinforce theoretical knowledge through practical application. Students are expected to apply methodologies for predicting fatigue life, consider environmental and material factors, and demonstrate proficiency with mechanical testing equipment, aligning with the course's goal of bridging theoretical and experimental engineering practices.

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Mechanical Systems Lab Homework #6
Fall 2024
Note that homework#6 is graded as half of a lab report.
Reading materials: “Prediction of fatigue failure” from J. A. Collins, Design of machine
elements and machines, section 5.6 (Pages 241 to 281).
Problem 1 - Analysis: [40 pts]
A 230 mm by 230 mm square bar is subjected to an axial cyclic force that ranges from 9000
kN (tension) to -6000 kN (compression). The material is a steel-alloy with hot-rolled finish,
ultimate tensile strength of 600 MPa and yield strength of 300 MPa. The part is subjected
to an operating environment where temperatures reach a maximum of 500oC. How many
cycles of operation could be expected from this part if a reliability level of 99% is desired?
Use the following set of equations to calculate the necessary knockdown factors, note that
kld and ktmp are in addition o the other k’s in Collins Table 5.3.
Load factor (kld ): Most published fatigue strength data are for rotating bending tests
using specimens of circular cross-section. There is a consistent difference between the
results from rotations and axial fatigues testing. For that reason:
kld = 0.7 if instead, axial loading,
kld = 1.0 if bending.
Size factor (ksz ): Test specimens are usually small (0.3 in dia.). If the part is larger,
correction factor must be included due to the fact that larger parts fail at lower stresses
due to higher probability of a flaw being present in the higher stressed volume. Also,
if instead the part has rectangular cross-section (b×h) then an equivalent circular
diameter needs to be calculated. For that reason, in millimeters, we have:
dequiv =r0.05 ×b×h
0.0766 ,and (dequiv 8mm, ksz = 1,
8mm < dequiv 250 mm, ksz = 1.189d0.097
equiv
Surface finish factor (ksr ): Test specimens are often polished to a mirror finish to
preclude surface imperfections acting as stress raisers. Rougher finishes will negatively
impact the fatigue strength of the part. For that reason, using the equation proposed
by Shigley and Mischke,
ksr =A(Sut)b,if ksr >11.
Surface finish A [MPa] b
Ground 1.58 -0.085
Machined 4.41 -0.265
Hot-rolled 57.7 -0.718
As-forged 272 -0.995
Table 1: Coefficients for Shigley and Mischke surface-factor equation.
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Mechanical Systems Lab – Homework

Fall 2024

Note that homework#6 is graded as half of a lab report. Reading materials: “Prediction of fatigue failure” from J. A. Collins, Design of machine elements and machines, section 5.6 (Pages 241 to 281).

Problem 1 - Analysis: [40 pts]

A 230 mm by 230 mm square bar is subjected to an axial cyclic force that ranges from 9000 kN (tension) to -6000 kN (compression). The material is a steel-alloy with hot-rolled finish, ultimate tensile strength of 600 MPa and yield strength of 300 MPa. The part is subjected to an operating environment where temperatures reach a maximum of 500oC. How many cycles of operation could be expected from this part if a reliability level of 99% is desired? Use the following set of equations to calculate the necessary knockdown factors, note that kld and ktmp are in addition o the other k’s in Collins Table 5.3.

  • Load factor (kld): Most published fatigue strength data are for rotating bending tests using specimens of circular cross-section. There is a consistent difference between the results from rotations and axial fatigues testing. For that reason:

kld = 0. 7 if instead, axial loading, kld = 1. 0 if bending.

  • Size factor (ksz ): Test specimens are usually small (0.3 in dia.). If the part is larger, correction factor must be included due to the fact that larger parts fail at lower stresses due to higher probability of a flaw being present in the higher stressed volume. Also, if instead the part has rectangular cross-section (b × h) then an equivalent circular diameter needs to be calculated. For that reason, in millimeters, we have:

dequiv =

r

  1. 05 × b × h
  2. 0766

, and

dequiv ≤ 8 mm, ksz = 1, 8 mm < dequiv ≤ 250 mm, ksz = 1. 189 d− equiv^0.^097

  • Surface finish factor (ksr): Test specimens are often polished to a mirror finish to preclude surface imperfections acting as stress raisers. Rougher finishes will negatively impact the fatigue strength of the part. For that reason, using the equation proposed by Shigley and Mischke,

ksr = A(Sut)b, if ksr > 1 → 1.

Surface finish A [MPa] b Ground 1.58 -0. Machined 4.41 -0. Hot-rolled 57.7 -0. As-forged 272 -0.

Table 1: Coefficients for Shigley and Mischke surface-factor equation.

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  • Temperature factor (ktmp): Fatigue tests are mostly conducted at room temperature. For that reason, a temperature factor can be defined according to Shigley and Mitchell as: T ≤ 450 oC : ktmp = 1, 450 oC < T ≤ 550 oC : ktmp = 1 − 0 .0058(T − 450), where T is in oC.
  • Reliability factor (kr): Many of the reported strength data are mean values. There is considerable scatter in multiple tests of the same material under the same test con- ditions. To account for that: Reliability % 50 90 99 99.9 99.99 99. kr 1.00 0.897 0.814 0.753 0.702 0.

Table 2: Reliability factors for steel

Problem 2 - Testing: [60 pts]

To check your prediction it is necessary to conduct an experiment to measure the actual number of cycles to failure under some equivalent fatigue loading conditions. On paper, design your own experiment, which should provide appropriate cyclic stress ranges resulting in fatigue failure. Make sure to detail:

  • The geometry of the sample you intend to use;
  • How it should be mounted to the Instron machine;
  • How the machine should be setup and operated, this includes (forces, cross-head speeds, use of any measuring devices, etc)

This is an open-ended exercise, and there is no single correct answer. In designing the experiment, feel free to choose from the various functionalities of the Instron machine that you have seen over your eight weeks of experience operating it (also note the machine’s operational limitations and tailor your experiment accordingly). Provide all experimental parameters (Instron settings) including speed. Also estimate for how long your test would run, given the fatigue life calculated in the analysis part above.

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