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Article history: The recommendations of the International Institute of Welding (IIW) on fatigue of welded components
Received 19 October 2007 and structures and on the effect of weld imperfections in respect to fatigue have been published firstly
Received in revised form 28 March 2008 in 1996. It was published in English, German, Japanese and French. A comprehensive code was estab-
Accepted 9 April 2008
lished, which covered all current methods of verification, as e.g. component testing, nominal stress, struc-
Available online 13 April 2008
tural stress, notch stress method as well as fracture mechanics assessment procedures. Detailed guidance
for assessment of weld imperfections is also given. The safety philosophy covers the different strategies,
Keywords:
which are used in various fields of application and gives a specified choice for the designer. The update of
Welded joint
Fatigue design
the recommendations was finalized in 2006. The main areas of update are the structural hot-spot stress
Steel concept, which allows now for an economic and coarser meshing in finite element analysis, the extension
Aluminium alloys of the effective notch stress concept to welded aluminium structures and the numerical assessment of
post weld treatments for improving the fatigue properties. It is expected that the new update will exert
the same impact on design and codes as the old one.
Ó 2008 Elsevier Ltd. All rights reserved.
1. Introduction have been merged and condensed into the new update. It is
expected that the new update will extend its importance in respect
The International Institute of Welding (IIW) set up a working to design and codes in comparison to the old one. One of the rea-
group (Joint Working Group XIII–XV) and put it in charge to review sons of the success of these new design recommendations was that
the current assessment procedures for welded joints on a purely it describes the fatigue behaviour and assessment on an entire sci-
scientific basis and, if possible to combine them in a comprehensive entific basis, very much directly without any respect to existing
and consistent recommendation. Existing gaps had to be spotted codes or special interests of application groups. Also here, it was
and research work was initiated to fill in as far as possible. The task assumed that the weld performs always the same way indepen-
performed and came to a certain end under the chair of the author dently of the area of application, where it was built in. Different
in 1994. The ‘‘IIW Recommendations for Fatigue Design of Welded points of view and different regulations in codes originate mainly
Components and Structures” have been published firstly in 1996 from the different histories and traditions of the various applica-
[1], which have been published in several languages. The recom- tion groups. Possible different fabrication and safety requirements
mendations embraced all current methods of verification, as e.g. are also covered by the clear modular structure of the recommen-
component testing, nominal stress, structural stress, notch stress dations. So, different application groups may use it according to
method as well as fracture mechanics assessment procedures. their needs and different safety strategies can be applied.
Detailed guidance for assessment of weld imperfections was also The same way, the results of a fatigue analysis had to be inde-
given. The safety philosophy covered the different strategies, which pendent of the chosen assessment method, be it nominal stress,
are used in various fields of application and gave a specified choice structural hot spot stress, notch stress or fracture mechanics
for the designer. method. This was firstly achieved with the IIW recommendations
The update of the recommendations was finished in 2006 [2]. It on fatigue.
was a collaborative scientific effort of the most important research Besides a permanent discussion and update of details, some
institutions worldwide. The collaboration came from Europe, new items have been included. Finite element meshing for the
Japan, Canada and the United States. Experimental data, evalua- application of the structural hot spot method has been considered
tions and scientific assessment of the collaborating institutions in a new way. Clear recommendations have been given in order to
avoid different engineering assessments for meshing in different
design offices. Two types of meshing have been developed, a fine
* Tel./fax: +49 4421 501 638. and a coarse meshing. The next is the introduction of post-weld
E-mail address: hobbacher@t-online.de treatment for improvement of fatigue properties. It was well
0142-1123/$ - see front matter Ó 2008 Elsevier Ltd. All rights reserved.
doi:10.1016/j.ijfatigue.2008.04.002
A.F. Hobbacher / International Journal of Fatigue 31 (2009) 50–58 51
imum usable improvement is given, which can be used without Assessment Type of a fatigue action Information
verification tests. Component test Load on component No information
S–N curve of detail Nominal stress Structural detail
2. Basic considerations S–N curve of weld Structural hot-spot stress Type of weld
S–N curve of material Notch stress Effective notch stress
Paris power law Stress intensity at cracktip Material parameters
Within the multitude of various concepts and assessment meth-
ods, a few elements can be recognized, which appear repeatedly in
calculation procedures and codes, as shown in Table 1. 3.1. Nominal stress method
The determination and representation of fatigue actions depend
on the applied assessment concept. The representation of fatigue The definition of nominal stress is simple at a first glance: It is
actions may be done by forces on the component, nominal stress average stress in a welded joint, calculated by an agreed formula.
in the section, structural hot-spot stress at a weld toe, notch stress Nominal stress is the basis of most codes but at a closer look, the
at an effective weld notch or stress intensity at a crack tip. problems emerge. Special fatigue data are needed for each struc-
The actions may be given as a direct measured graph, a list of tural detail. Variations within the detail in dimensions, welding
stress peak data, as a Markov transition matrix or as a stress spec- procedures etc. are not covered. The consequence is that this
trum. The exact knowledge of the actions is one of the greatest reduction in information gives rise to the scatter. Sometimes, the
problems and a source of many uncertainties. For many applica- nominal stress concept may become uneconomic or even not
tions, only estimations of the stress history can be made. In other applicable. So it is not possible to define a reasonable nominal
fields of application there are standardised load assumptions given stress in a node of a tubular structure. At establishing a code, a
by a code, which have to be considered. But also here, the problem good compromise has to be found, which may be different in the
is only partially solved. The fatigue design recommendations of the various fields of application. The new IIW recommendations have
International Institute of Welding (IIW) [2] give no regulations for a list of about 81 structural details, of which Table 3 gives an exam-
the load side. It is assumed that the characteristic values of the fa- ple. The designation of the fatigue class (FAT) is the characteristic
tigue actions have been factored with an appropriate partial safety value of the stress range at 2 million cycles.
factor. Besides the numerous structural details, no details of tubular
Because of its modular structure, the recommendations can be joints are regulated. These questions are discussed in a special
applied to all types of welded structures, especially where no codes IIW working group (SC-XV-E) [3]. Their recommendations have
exist, or where these codes are not appropriate to the specific de- been recently updated and published [4].
sign problem. The recommendations are also useful for bodies, Another problem is the possible variation of stress in the section
which establish special application codes. They may perform fur- under consideration. Macro-geometrical notch effects in the vicin-
ther simplifications according to their needs. ity of the welded joint have to be taken into account, as e.g. at cut-
outs, frame edges, or unequal stress distribution by several reasons
3. Verification concepts (Fig. 1), but the distinction between stress concentrations, which
have to be considered or not, is not always clear. This problem is
A consistent application requires that all elements of the fatigue even more important since modern design workflow makes
assessment shall correspond to each other. This correspondence increasing use of finite element methods (FEA). By definition, FEA
can be seen in Table 2. determines notch stresses and not nominal stress. Up to now, no
Besides component testing and fracture mechanics, all other common code or guidance is available, which guides the designer
verification procedures depend on Woehler S–N curves. All regula- in determining nominal stress from FEA results. Most codes refer
tions concerning these curves have been considered in a uniform to nominal stress and it is left to the engineering assessment of
and modular way, such as e.g. location of the knee point, high cyc- the designer to determine a nominal stress. Often the stress at a
lic and giga-cyclic fatigue, cumulative fatigue and multi-axial pro- spot 1 or 1.5 times wall thickness apart from the weld toe is taken
portional and non-proportional out of phase load histories. as nominal stress, which might be discussed. Even more, FEA calcu-
lates the geometrical stress concentration and so the factor kt,
whereas the effective factor kf is relevant for fatigue. It depends
Table 1 on the stress gradient, but up to now, no provisions or guidance
Elements of a design code is given in any code for the transition from kt to kf. Since kt is al-
ways bigger than kf, the error is on the conservative side and can
Fatigue actions (load history) Fatigue resistance (strength)
only lead to an uneconomic design.
Assessment procedures
The individual structural details are inserted into the grid of
Safety considerations
Woehler S–N curves. For normal stress and welded joints, a uni-
Table 3
Example of a structural detail in the catalogue of structural details
Structural detail Description (St. = steel; Al. = alum.) FAT FAT Requirements and remarks
St. Al.
Cruciform joint or T-joint, K-butt welds, full penetration, no 80 28 Material of intermediate plate to be checked against
lamellar tearing, misalignment e < 0.15 t susceptibility of lamellar tearing
52 A.F. Hobbacher / International Journal of Fatigue 31 (2009) 50–58
Fig. 2. Net of S–N Woehler curves at constant amplitude (steel). Fig. 4. Extrapolation to the hot spot.
A.F. Hobbacher / International Journal of Fatigue 31 (2009) 50–58 53
Table 4
Resistance against crack propagation (Paris power law)
destructive testing. For a direct application of fatigue analysis, low- 4. Modifications by various effects
er specified crack propagation rates and smaller initial crack
dimensions might be more useful. The determination of a final The effect of residual stress is covered by the fatigue resistance
crack length can be done by an engineering assessment. The over- of the given FAT values. If a stress relieving annealing was done or
whelming portion of life cycles is spent at small cracks. If a crack if there were other reasons for assuming a low residual stress level,
had reached a certain extension, e.g. one third of wall thickness, a bonus factor on the fatigue resistance values may be used.
the life is almost consumed and only a few more cycles are left, The effect of wall thickness is considered by different thickness
which are insignificant. correction exponents varying from 0.1 to 0.3, by which the wall
The rising computing power, the widespread use of FEA meth- thickness reduction has to be calculated. It is not necessary at
ods and the simplicity of the method will make fracture mechanics the effective notch stress and at the fracture mechanics method.
a wider used tool for fatigue assessment of welded joints in the The effect of high temperatures on fatigue resistance is in propor-
near future. This is especially true for thick-walled components tion to the decrease of the elasticity modulus of the material at
and complicated shapes. higher temperatures.
The world wide accepted standard for weld quality is ISO 5817
[19]. It distinguishes between 26 different types of weld imperfec-
tions, as e.g. cracks, porosity, worm holes, inclusions, lack of pene-
tration, lack of fusion, lack of fit, undercut, excessive weld overfill,
insufficient weld throat, root overfill, misalignment, weld sag,
incomplete root, cold lap, arc strike, sputter etc. For each of these
imperfections, the allowable extent of each type of imperfections
is tabulated for the different quality levels B, C and D.
This standard has a congenital defect. It is an adoption of the old
German standard DIN 8563, which was established as a standard
for communication between the welders and the inspectors. The
classification criterion was the difficulty, the expenses or the ef-
forts to fabricate or to inspect by NDT. It was not fatigue strength.
So by the nature, ISO 5817 cannot be applied directly to fatigue
problems, it is un-scientific and inconsistent in respect to fatigue
properties and needs application guidance. Most codes specify a
general quality level according to ISO 5817 and give additional reg-
ulations [20].
In this situation, the IIW recommendations have extended
Fig. 8. Scatter of experimental data. the scope of usual fatigue design codes by describing the fatigue
A.F. Hobbacher / International Journal of Fatigue 31 (2009) 50–58 55
Table 6
Examples of formulae for assessment of misalignment
Table 7 hoped that in the near future imaging procedures will be available,
Acceptance levels for weld toe undercut in steel by which these dimensions are directly visible. This point is impor-
Fatigue class Allowable undercut u/t tant, because all fracture mechanics procedures are sensitive to the
Butt welds Fillet welds location and dimensions of the initial flaw.
100 0.025 Not applicable
90 0.05 Not applicable 7. Cumulative fatigue
80 0.075 0.05
71 0.10 0.075 7.1. Damage summation
63 0.10 0.10
56 and lower 0.10 0.10
A usual fatigue load in service is not a constant amplitude load-
Notes: (a) undercut deeper than 1 mm assessed like a crack. (b) The table is valid for ing as assumed in material testing laboratories for experiments.
plate thicknesses from 10 to 20 mm.
Anyhow, the design codes start from a constant amplitude loading
and then give guidance for the assessment of the effects of variable
amplitudes. Here, a cumulative damage assessment procedure is
6.4. Crack-like imperfections
needed.
Several procedures have been developed, but most of the codes
Planar discontinuities, cracks or crack-like defects are identified
specify Palmgren–Miner rule [24,25]. It is simple and effective. The
by non-destructive testing and inspection. NDT indications are ide-
more complicated and accurate procedures require special param-
alized as elliptical cracks for which the stress intensity factor is cal-
eters, which have to be derived from special experiments. I.e. from
culated. A simplified procedure has been developed which is based
experiments, which where intended to be avoided by the damage
on the integration of the crack propagation law from an initial de-
calculation. The Haibach [26] modification (Fig. 11) of the Palm-
fect size ai to defect size of 0.75% of wall thickness. This cracked
gren–Miner rule was adopted with limitations of the damage
component has a lower Woehler S–N curve than initial one. The
sum to a usable sum of 0.5. This limitation is a result of an evalu-
new fatigue class can be calculated and tabulated in advance. In
ation of several hundred observed damage sums [27].
the tables e.g. in Table 9, the stress ranges at 2 * 106 cycles corre-
sponding to the definition of the fatigue classes (FAT) of classified
structural details are shown. The tables have been calculated using
the correction functions and the weld joint local geometry correc-
tion given in Refs. [16,17].
The real problem in non-destructive testing is the determina-
tion of the dimensions of a crack or a crack-like imperfection.
These dimensions are needed for calculative assessment. It is
Table 8
Acceptance levels for porosity and inclusions in welds in steel
Table 9
Example of a table of fatigue classes of welds containing cracks
ai Short surface crack not at edge, fillet welds l/t = 2.5, a/c = .5
Surface cracks at fillet weld toes
25.0 0 0 0 0 0 0 0 0 0 0 0 0 0 17 23 35
20.0 0 0 0 0 0 0 0 0 0 0 0 15 21 24 29 38
16.0 0 0 0 0 0 0 0 0 0 0 18 23 27 30 34 42
12.0 0 0 0 0 0 0 0 0 0 21 27 32 35 37 40 45
10.0 0 0 0 0 0 0 0 0 20 27 33 36 39 41 43 47
8.0 0 0 0 0 0 0 18 24 28 34 39 41 43 45 47 49
6.0 0 0 0 0 0 23 30 34 37 42 45 47 48 49 51 52
5.0 0 0 0 0 22 31 36 39 42 46 48 50 51 52 53 53
4.0 0 0 0 20 32 38 42 45 47 50 52 54 54 55 55 55
3.0 0 0 26 33 42 47 50 52 53 55 57 58 58 58 58 57
2.0 22 36 43 48 53 56 58 60 61 62 62 62 62 62 62 59
1.0 53 60 63 66 68 69 70 70 70 70 69 69 68 67 66 62
0.5 74 76 78 78 79 78 78 77 77 76 74 73 72 71 69 64
0.2 92 91 91 90 88 86 85 84 83 81 79 77 75 74 72 65
t= 3 4 5 6 8 10 12 14 16 20 25 30 35 40 50 100
A.F. Hobbacher / International Journal of Fatigue 31 (2009) 50–58 57
Table 10
Damage sums D or comparison values CV in IIW recommendations
For multi-axial fatigue at variable amplitude, several solutions (f) A direct fatigue assessment of most weld imperfections,
are in discussion, which has not yet completely ended. A provi- which is consistent with the fatigue analysis at the design
sional guidance is given in the document, but will be re-discussed stage.
in the future.
Besides all achievements, numerous tasks are still left for future
7.2. Multiaxial stress scientific research.
The assessment of multi-axial stress in fatigue is still in devel- (a) Recommendations for the determination of nominal stress
opment. For proportional loads in phase, i.e. normal and shear by finite elements analysis are needed, because most of
stress vary proportionally in phase, the proposals of Gough and the existing codes refer to nominal stress.
Pollard are preferred [28]. For non-proportional loading out of (b) Recommendations or algorithms for the transition from the
phase, the scientific discussion is still going on [29]. The IIW rec- geometric notch concentration factor kt to the notch concen-
ommendations have introduced regulations, which cover the most tration factor kf, which is effective for fatigue at welded
recent experiments and so, they can be regarded as state of art and structures, should be developed.
science. Almost all other codes give neither regulations nor recom- (c) The prediction of residual stress should be improved in order
mendations at this point. to make fatigue assessments more accurate.
The assessment of a combined multiaxial loading, as shown (d) A possible change of the slope of the Woehler S–N curve by
in Table 10, is based on equivalent stress in terms of fatigue. improvement techniques should be studied in order to
The equivalent stress Drs,d or Dss,d is calculated by the use of derive a higher benefit at high cycles.
the Palmgren–Miner rule and its appropriate modification. The (e) Fracture mechanics methods should be standardized for a
subscripts S indicate the loading, R the fatigue resistance corre- simple and conservative approach to fatigue properties.
sponding to the design life cycles of the Woehler S–N curve, d (f) A special emphasis in research should be given to the ques-
indicates the design value, i.e. the characteristic value (about tions of multiaxial fatigue at variable amplitude and non-
mean minus two standard deviations), factored by a partial proportional out of phase loading.
safety factor cM.
The update of the recommendations had the influx of ideas and
knowledge of leading scientists and laboratories in the world from
8. Conclusive remarks a wide range of fields of applications. It will have its impact on the
scientific community and engineering design codes.
The review of the updating procedure may be summarized in a
list of innovative achievements and a task list for future research References
work. The first achievement is the direct scientific description of
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