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The Iosipescu Shear Test as Applied

to Composite Materials

by D.E. Walrath and D.F. Adams

ABSTRACT--A history of the Iosipescu shear test as applied beam tests induce stress concentrations within the test
to composite materials is presented along with a description section, at the corners, and the specimens are compli-
of the test fixture and specimen design. !osipescu's shear cated to fabricate and require large amounts of material.
test is compared to similar test techniques, including the The plate twist and split-ring shear tests measure only
asymmetrical four-point bending (AFPB) test. Finally, in-plane shear modulus, while the short-beam shear-test method
and through-the-thickness shear properties measured using
the Iosipescu shear tests are presented for a variety of measures only shear strength.
materials, including a unidirectional graphite/epoxy, random The ideal test method is one which is relatively simple
and continuous-fiber sheet molding compounds, and two to conduct, requires small, easily fabricated specimens,
polymer materials. and is capable of measuring both shear strength and shear
stiffness simultaneously. One very attractive method is
that originally proposed by Nicolae Iosipescu of Bucharest,
Introduction
Rumania in the early 1960's. This method was discussed
Due to the orthotropic behavior of most composite extensively by Iosipescu, as Shown by the list of Rumanian
materials, a recognized need exists for a simple, inexpensive language papers referenced in his 1967 English language
test method to measure the shear properties of these publication. 2~ As the title of this publication states, he
materials. A variety of test methods exists for introducing was primarily interested in testing (isotropic) metals. The
shear stresses in materials. However, all of these test test method as applied to composite materials was brought
methods possess some disadvantage, making them less to the attention of the present investigators by Thomas
than ideal. R. Place of the Aeronutronic Division, Ford Aerospace
The most uniform shear-stress state can be achieved in and Communications Corporation in the early 1970's,
a material by applying torsional loading to a thin-walled where it was being used to test three-dimensionally re-
tube specimen. ~'2 However, tubular specimens of com- inforced ceramic matrix materials? ~ The method was first
posites are usually expensive to make, requiring special used by the Composite Materials Research Group at the
fabrication procedures. A similar test method is torsion of University of Wyoming in 1977 to test three-dimensionally
solid rods, 3 but composite-rod specimens also require reinforced carbon-carbon composites, these results being
special fabrication techniques, and the test is limited to reported in Ref. 22. Since then, the present authors have
unidirectional materials. Several test methods are used it to test a wide variety of composite materials,
currently used for determining shear properties of flat ranging from unidirectionally reinforced glass/epoxy and
test specimens. These include the off-axis tensile test, '-7 graphite/epoxy to chopped-glass fiber-reinforced poiy-
picture-frame and rail shear tests, 8-'' cross-sandwich beam ester sheet molding components (SMC), and even materials
test, '2-~ slotted-tension shear test, ~' plate-twist test, ' ' ' ~ such as wood and foam. Many of these results are
short-beam shear test, 18 and the split-ring shear test, ~9 presented in Refs. 23-28, and' include shear fatigue as
among others. weU as static shear data. In all of these applications, the
Off-axis tensile tests work well for determining the method has worked well, resulting in apparent shear
shear properties of unidirectional, continuous-fiber com- failures and very reproducible results.
posites, but this method cannot be applied to composites Based upon the authors' continuing work with three-
with multi-ply oriented plies, nor to randomly oriented dimensional carbon-carbon composites, and frequent
chopped-fiber composite materials. The picture-frame and discussions with early workers in this area, it appears that
rail shear tests induce stress concentrations at the speci- the Iosipescu shear test was first used in the United
men edges, producing questionable shear-strength values. States to test carbon-carbon composite materials. The
Specimen installation is also somewhat cumbersome. The test was probably introduced by means of Iosipescu's
slotted-tension shear test requires special biaxial test 1967 paperJ ~ One of the earliest users was Lockheed Palo
equipment often not readily available. Cross-sandwich Alto Research Laboratories, as discovered during a recent
visit there by the present authors. 29 Because of the
restrictions on dissemination of information related to
work with carbon-carbon composites, no known open-
D.E. Walrath (SESA Member) and D.F. Adams (SESA Member) are literature publications were written. During a general lull
Staff Engineer and Professor, respectively, Composite Materials Research
Group, Department of Mechanical Engineering, University of Wyoming,
in carbon-carbon composites research activity in the mid-
Laramie, WY82071. 1970's, the test method seems to have been forgotten.
Original manuscript submitted: February 16, 1981. Authors notified o f When activities were resumed in the late 1970's, the many
acceptance: September 10, 1982. Final version received: June 28, 1982. new investigators becoming involved were not aware of

Experimental Mechanics * 105


the Iosipescu shear-test method, or at least were not Test.method Description
aware of its potential. In fact, even Lockheed appears to
have lost the technology in large part; however, they do The Iosipescu shear test achieves a state of pure shear
use it to test adhesives and adhesive bonds, yet another loading at specimen midlength by application of two
counteracting moments produced by two force couples, as
potential application.
illustrated in Fig. l(a). For a total force P, as measured
Based upon Iosipescu's original work, 2~ several modified
by the external testing machine, the applied forces are, as
versions of the test method have evolved. Slepetz et aL30
shown, calculated from equilibrium requirements where a
utilized a slightly modified loading scheme, and termed
is the distance between forces of the innermost force
the test the 'asymmetrical four-point bending (AFPB)
test.' While this modification permits easier specimen couple. A state of constant shear loading, as shown in the
shear diagram of Fig. l(b), is induced through the middle
loading, the induced shear stress becomes a function of
section of the test specimen, equal in magnitude to the
the loading-point location dimensions, a distinct dis-
total force P. The moment diagram of Fig. 1(c) shows
advantage in comparison to the Iosipescu configuration,
that induced moments exactly cancel at the midlength of
as discussed in detail in Ref. 25. Slepetz et aL did do a
the specimen, producing a pure-shear loading state.
very thorough study, however, including an investigation
A means by which such loading may be applied is
of stress uniformity using strain gages, moir6-fringe inter-
illustrated in Fig. 2. Basically, each end of the test speci-
ference, and a finite-element analysis. The latter was also
men is restrained from rotating by the loading fixture,
used to study the influence of specimen notch geometry.
while at the same time undergoing shear loading. Iosipescu
Another variation, intended primarily as a method of
tested several different specimen designs and test fixtures
inducing a general biaxial stress state in a composite
plate, but useful also as a shear-test method, is that
utilized by Arcan et al. 31-34 The test specimen is a circular
disk with cutouts, resulting in a small test zone in the
central region. In the practical sense, this test method,
when used with unidirectional composites oriented in the Pb Po
principal directions of the fixture, corresponds to the a-b a-b
Iosipescu shear test.
An excellent finite-element analysis of the test con-
figuration utilized by Arcan et al. 31-34 has been presented
by Marloff25 I
The Iosipescu shear-test method has also been subjected
to finite-element analyses by several investigators. In P__~_b
addition to the work of Slepetz et al.3~ previously referred o-b a-b
to, several investigators at Virginia Polytechnic Institute
and State University have also performed detailed
studies2 6,37 A two-dimensional, linearly elastic analysis
was used. The specimen was modeled as bonded to stiff
end fixtures, loaded in tension. Thus, one concern, not
present in the Iosipescu test method as used by the present
a. Force Diagram
investigators, was the influence on stress distributions of
the bonded tabs. They also investigated the influence of
rounding the notch tips. Their general conclusions were P
that the Iosipescu specimen produces a region of uniform
shear stress at the center of the specimen for both iso-
tropic (as demonstrated by Iosipescu 2~ originally) and
orthotropic materials. ~6 The uniformity of the shear stress
between the notch tips was found to be highly dependent _ P._~_b _ pb
upon the elastic properties of the orthotropic material, a-b o-b
being most evident for unidirectional composites. The
complex state of stress at the notch tips was considered to
contribute to failure, hence their interest in rounding the b. Shear Diagram
notch tips.
In Ref. 37, the authors concluded that the double V-
notched (i.e., the Iosipescu) shear specimen is worthy of
further investigation, both numerically and experimentally.
No experimental work was performed in Refs. 36 and 37.
Currently the present authors are also performing a
detailed analytical study of the stress state in the Iosipescu Pb
specimen, using their recently developed three-dimensional,
nonlinear, orthotropic finite-element analysis28 The
influences of notch depth and notch-root radius are being
analyzed for various degrees of material orthotropy.
These results will be published in a subsequent paper
:-...j
when the investigation is complete. Preliminary results 2
appear to generally correlate with those of Refs. 20, 30,
c. M o m e n t Diagram
and 35-37. It is expected that the capability of performing
a full three-dimensional analysis, in the inelastic range of Fig. 1--Force, shear and moment diagrams for the
material response, will lead to useful new results also. Iosipescu shear-test method

106 * March 1983


during his research on this subject and found this type of
v =
loading to be the most advantageous. 2~ a+b
Iosipescu also found that by cutting 90-deg notches on instead of Iosipescu's expression
each edge of the test specimen, the shear-stress distribution
within the test specimen could be altered from the para- V=P
bolic shear-stress distribution present in constant cross-
section beams, to a constant shear-stress distribution in as shown in Fig. l(b). This may not at first Seem like a
the region between the two notches. Contrary to intuitive serious disadvantage of the AFPB configuration, as the
expectations, no stress concentrations are caused by these loading points of the fixture in Fig. 3 can be accurately
notches, at least for isotropic materials, as the sides of the determined. However, the cylindrical loading points cause
notches are parallel to the normal Stress directions at that local crushing on the edges of composite specimens,
point in the test specimen. 2~ Therefore, the value of shear requiring the use of reinforcing tabs as noted by Slepetz. 3~
stress r for the test shown in Figs. 1 and 2 is simply the Although exact force distributions and loading-point
shear force divided by the net cross-sectional area, i.e., locations [dimensions a and b in Fig. l(a)] cannot be
P determined for Iosipescu's test fixture, they are not
T -- needed. Furthermore, as the loads are less concentrated
wt
by the flat loading faces, as indicated in Fig. 2, large
where w is the net width between the two notches and t is local compressive stresses are avoided and tabs are not
the thickness of the test specimen. required. Thus, for the fixture used in the present research
It should be pointed out that this test arrangement as program, the applied shear force, V, is equal to the total
originally used by Iosipescu is different from that used force, P, applied to the test fixture by the testing machine.
by Slepetz et aL 3~ and illustrated in Fig. 3. Slepetz's As previously discussed, a constant shear distribution is
method, termed the asymmetrical four-point bending assumed to exist in the specimen test section; therefore,
(AFPB) test, while providing greater latitude in specimen the shear stress, r, is simply equal to the shear force
width, requires use of the fixture dimensions in calculating divided by the net cross-sectional area of the test specimen.
the shear stress. The midlength shear loading, V, is now The test fixture used for Iosipescu shear testing at
dependent on the distances between forces, i.e., Wyoming is shown in Fig. 4. An example test specimen
of Plexiglas is in place within the fixture; the piece
extending above the test fixture behind the ball is a
removable alignment tool used for centering specimens by
indexing on the upper notch. Compressive forces are
~)~P ,fLooding applied to the steel-ball loading point, resulting in down-
u fixture ward motion of the right half of the test fixture. This half
slides up and down on a 1.9-cm (0.75-in.) diameter steel
post. The fixture is an adaptation of a similar fixture in
use at the Aeronutronic Division of Ford Aerospace and
Communications Corporation. ~'

Specimen Design
The test specimens used for the Wyoming version of the
~ / / / / / ~ TestSpecirnen Iosipescu shear test are 51-mm (2-in.) long, 12.7-mm (0.5-

Fig. 2--Schematic of the loading fixture for an


Iosipescu shear test

| @
/N
@ @

L
Fig. 3--Schematic of the
asymmetrical four-point bending
(AFPB)shear-loading fixture a~ Fig. 4--1osipescu shear-test fixture

Experimental Mechanics 9 107


in.) wide and 'as-received' thickness. A 90-deg notch is average shear strain. However, due to compressive
cut on each edge of the specimen at the midlength to a deformations at the four loading points, a fixture dis-
depth of 2.5 mm (0.1 in.), as shown in Fig. 5. In general, placement measurement is not suitable for calculating
the specimen thickness, t, should be on the order of 2.5 shear strains in the Iosipescu shear-test method.
mm (0.1 in.) to avoid buckling-induced failures. It is Strain gages oriented at _+45 deg to the longitudinal
possible to test very thin materials by bonding multiple axis of the specimen, and centered between the notches,
layers to increase thickness, or by using reinforcing tabs can also be used to measure the shear strains. Limited
in the loading regions. ~7 The maximum thickness is arbit- photoelastic studies have shown that the region of uniform
rary, within practical limits. The fixture shown in Fig. 4 stress (strain) is of finite width, about 2.5 mm (0.1 in.), at
will accommodate a specimen up to 12.7-mm (0.5-in.) the center of the test specimen as shown by the isochro-
thick. matic-fringe pattern of Fig. 7 and also as discussed in
For any given material there are six possible material Ref. 20. Thus, a potential problem with large strain
orientations within the specimen, corresponding to the six gradients within the strain gages themselves is avoided.
shear-stress components. For use in this paper and for Strain-gaged test specimens work well under room-
future reference, it is useful to define a coordinate system. temperature test conditions.
The in-plane directions are defined as 1 and 2, with the For elevated-temperature tests, tests of moisture-pre-
1 direction defined as the principal in-plane material conditioned specimens, or for testing very compliant
direction. For the case of truly randomly oriented fiber- materials, it may be desirable to use an external strain-
reinforced composites, the choice of the primary (1) measuring device installed just prior to testing, analogous
coordinate direction is arbitrary. The 3 direction is the to extensometers used in tensile tests.
out-of-plane or through-the-thickness direction. Con- A modified extensometer is being used at Wyoming to
ventional notation for shear stresses is used with shear measure shear strains in Iosipescu test specimens in place
loading applied on a plane perpendicular to the first- of strain gages. This shear-strain transducer, shown in
given coordinate direction and parallel to the second-given Fig. 8, is the result of several design and test iterations.
coordinate direction. Therefore, in-plane shear tests are The device is attached to the test specimen at four points,
12 or 21 tests, while through-the-thickness shear tests two on each side of the test region of the specimen
are denoted as 13, 31, 23, or 32. between the roots of the notches, as shown in Fig. 9. The
In-plane shear properties of several materials are pre- transducer is held in place on the test specimen between
sented in a later section, measured using the specimen
shown in Figs. 5 and 6(a). The through-the-thickness or
interlaminar shear properties can be measured with the
Iosipescu shear test by using laminated specimens as
shown in Fig. 6(b) and 6(c), if the material as-received is
not of sufficient thickness. Such shear tests have been
conducted for sheet molding compounds (SMC). ~4'2'
These materials were nominally 2.5-mm (0.1-in.) thick.
Theoretically, identical results should have been obtained
between the two specimen types due to symmetry of the /X
stress tensor. In fact, shear strengths for the specimens O. One Loyer
described in Fig. 6(b) were much lower than for the 12 or 21
specimens fabricated as in Fig. 6(c). The 31 and 32 speci-
mens, Fig. 6(b), were very fragile due to low through-the
thickness tensile strengths, and easily damaged by even
very slight bending loads. The specimen type shown in
Fig. 6(b) is also much more time consuming to fabricate
and is therefore not recommended for use. I' ;123
Shear.strain Measurement
The maximum s h e a r strain occurs on a line in the
region between the roots of the notches. Ideally, this
]h II [ll I
shear strain could be measured by monitoring the relative b. Twenty Loyers
displacement of the two fixture halves and calculating the 31 or 32

9 0 ~ Notch

td

D j, A

" L
c. Five Loyers
13 or 23
Fig. 5--1osipescu shear-test specimen;
t = 'as received,' w = 7.62 mm (0.3 in.), Fig. 6--1osipescu shear-test-
d = 2.54 mm (0.1 in.) and L -- 50.8 mm specimen configuration,
(2.0 in.) assuming t = 2.5 m m (0.1 in.)

108 9 March 1983


two pairs of pointed screws, spaced at the corners of a Table 1. Complete test results are available in the re-
2.3-mm (0.09-in.) square, a region within the approximately ferenced publications.
uniform shear-strain area shown in Fig. 7. The properties shown in Table 1 do not 'prove' the
The left two attachment points as shown in Fig. 9 mox,e validity of the Iosipescu shear test as a test method. They
the top half of the extensometer, shown in Fig. 8, while do, however, demonstrate the usefulness of the test method
the right two attachment points move the bottom half of for measuring shear properties of a wide variety of
the extensometer. The measurement thus provided is the materials, including the flexibility of testing for properties
shear displacement across the test section of the specimen. on the different shear planes. A great deal of work still
Tests have been performed with both strain gages and the remains to be done in standardizing the test sample and
modified extensometer, with similar results being obtained: test fixture, as well as optimizing the lYLxture design
for ease of use.
Test Data The shear-modulus values shown for the polyethylene,
polyurethane sheet, and polyurethane foams were further
The [osipescu shear test has been used at Wyoming to verified from tension tests also performed on these
characterize a wide variety of materials including several materials. Presuming the four materials are isotropic, the
different glass-reinforced sheet molding compounds, 2~-:~,2a shear modulus is related to the tensile elastic coefficients
unidirectional graphite/epoxy =6 and glass epoxy~ ~' three- by the well known relation
dimensional carbon-carbon, ~2,39 solid ABS, polyurethane
and polyethylene, =7 and even wood and polyurethane- E
G --- - -
foam core materials, z7 Average shear properties obtained 2(1 + ~)
for a small sample of these materials are presented in
In all four cases, the shear moduli measured in the
Iosipescu shear test with a modified extensometer were
found to differ from shear moduli calculated from tensile
TABLE 1--AVERAGE SHEAR PROPERTIES OF VARIOUS elastic properties by less than 10 percent.
MATERIALS AS MEASURED WITH THE IOSIPESCU
SHEAR TEST
Summary
Shear Shear Strength Shear Modulus
Material Orientation (MPa) (ksi) (GPa) (Msi) The Iosipescu shear test is a most versatile and useful
method for measuring shear properties of a wide variety
SMC-R50 12 122.7 17.8 5.10 0.74 of materials. It can be applied to both isotropic and
13 75.2 10.9 2.14 0.31 anisotropic solids, including metals, polymers, uni-
XMC-3 12 131.7 19.1 5.24 0,76 directional and angle-plied laminates, as well as randomly
13 84.1 12.2 3.10 0.45 oriented fiber-reinforced composites. It can be used to
AS/3501-6 graphite/epoxy 12 80.7 11.7 4.90 0.71
measure both the through-the-thickness and in-plane shear
properties of materials. The Iosipescu shear test is relatively
polyethylene sheet * 17.2 2.5 0.24 0.035 easy to use, requiring only small amounts of material.
polyurethane sheet * 0.3 0.5 0.02 0.003 Specimens do not require elaborate fabrication steps and
polyurethane foam: are easy to install in the test fixture. Finally both shear-
specific gravity 0,24 * 2.8 0.4 0.06 0.009 strength and shear-modulus measurements are obtained.
specific gravity 0.56 * 11.0 1.6 0.23 0.033 Analytical studies have been performed to study the
stress state within the test specimen, using linear-analysis
techniques. Further work is currently being performed at
*Assumed isotropic, therefore orientation is arbitrary Wyoming to model the stress states, including the effect

Fig. 7--Photoelastic losipescu shear-test specimen


showing the isochromatic-fringe pattern in the strained Fig. 8--Shear-strain transducer mounted on a test
test region specimen within the Iosipescu test fixture

Experimental Mechanics 9 109


~ - 2 . 5 m m ( O . I in.]
Stress-Strain Response of Unidirectional Composites, "' Composite
Materials: Testing and Design, ASTM STP 460, 83-93 (1969).
14. Lenoe, E.M., "'Testing and Design of Advanced Composite
Materials," J. Engrg. Mech. Div. A.S.C.E., 96, 809-823 (Dec. !970).
15. Duggan, M.F., "'An Experimental Evaluation of the Slotted-tension
Shear Test for Composite Materials, "' EXPERIMENTAL MECHANICS,
20 (7), 233-239 (July 1980).
I ? . 5 rnrn(0.5 in.) 16. With R.K., Hoppman 11, W.H. and Buxbaum, R.S., "'Deter-
mination of Elastic Constants of Orthotropic Materials with Special
Reference to Laminates, ""ASTM BuL No. 194, 53-57 (1953).
17. Tsai, S.W., "'Experimental Determination of the Elastic Behavior of
Orthotropic Plates, ""J. Engrg. for Industry, 315-318 (Aug. 1965).
18. "Apparent Horizontal Shear Strength of Reinforced Plastics by
Short Beam Method, ""ASTM D 2344-76, Part 36, 361-364.
Fig. 9--Shear-strain-transducer attachment points for the 19. Greszczuk, L.B., "Shear Modulus Determination of Isotropic and
Iosipescu shear test Composite Materials, "" Composite Materials: Testing and Design, ASTM
STP 460, 140-149 (1969).
20. ,Iosipescu, N., "'New Accurate Procedure for Single Shear Testing
of Metals," J. Mar'is., 2 (3), 537-566 (Sept. 1967).
21. Place, T.R., Private Communication, Aeronutronic Div., Ford
Aerospace and Communications Corp., Newport Beach, CA (1974),
of nonlinear material behavior. The test fixture is also 22. Walrath, D.E. and Adams, D.F., "'Damage Mechanisms~Failure
being redesigned in an effort to further improve its Mechanics of Carbon-Carbon Composite Materials, "Report No. UWME-
ease of use. DR-904-101-1, Department of Mechanical Engineering, Univ. of Wyoming,
Laramie, W Y (1979).
The major purposes of the present paper are to call 23. Adams, D.F. and Walrath, D.E., "`1osipescu Shear Properties of
attention to the Iosipescu shear test as a viable shear-test SMC Composite Materials," Proc. ASTM 6th Conf. on Composite
method, and to stimulate discussion within the testing Materials: Testing and Design, Phoenix, AZ (May 12-13, 1981).
community. Comments, advice, and questions are all 24. Walrath, D.E. and Adams, D.F., "Shear Strength and Modulus of
SMC-R50 and SMC-3 Composite Materials," Report UWJl4E-DR-O04-105-1,
welcome. Dept. of Mechanical Engineering, Univ.. of Wyoming, Laramie, W Y
Finally, recognition should be give n to Iosipescu's (March 1980).
original work in developing this technique. This test, or 25. Walrath, D.E. and Adams, D.F., "'Static and Dynamic Shear
variations of it, have been in use in the United States for Testing of SMC Composite Materials," Report UWME-DR-O04-103-1,
Dept. of Mechanical Engineering, Univ. of Wyoming, Laramie, W Y
several years. However, the Iosipescu method has fre- (May 1980).
quently been called by other names, including the Rumanian 26. Walrath, D.E. and Adams, D.F., "Iosipescu Shear Tests to Study
shear test, and often variations on Iosipescu's original Effects of Variations in the Fiber~Matrix Interface of Graphite~Epoxy
work have been renamed, probably due to the difficulty Composites," Report UWME-DR-O04-108-1, Dept. of Mechanical
Engineering, Univ. of Wyoming, Laramie, W Y (Nov. 1980).
in pronouncing his name. Hopefully, Iosipescu's con- 27. Davis, S.J. and Adams, D.F., "'Thermal Deformation of Various
tributions in describing this shear-test method will con- Composite Material Ski Constructions, "" Report UWME-DR-I01-103-1,
tinue to be recognized by retaining the name the 'Iosi- Dept. of Mechanical Engineering, Univ. of Wyoming, Laramie, W Y
pescu shear: test.' (May 1981).
28. Walrath, D.E. and Adams, D.F., "'Mechanical Properties of ISF-
Toughened Graphite~Epoxy Composites," Report UWME-DR-104-103-1,
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