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Received 28 March 2003; received in revised form 9 February 2004; accepted 26 April 2004
Abstract
In this paper, a brief review of the experimental facts associated with the crack growth delay period following a tensile overload
is given. In the retardation process, crack closure is considered to play a dominant role. A scenario for the two crack opening
processes which develop as a fatigue crack penetrates the overload plastic zone is presented. This scenario deals with the effect of
specimen thickness on the crack opening processes. Consideration is given to the delay distance and to the minimum crack
growth rate. A method of analysis for the determination of the number of delay cycles following an overload is then developed.
Finally the method of analysis is used to compare with recent experimental results.
# 2004 Elsevier Ltd. All rights reserved.
In the present paper a brief review of the current front, a method used by Matsuoka and Tanaka [6].
understanding of the physical nature of the retardation Matsuoka and Tanaka found that under baseline load-
process will be given. In addition an analysis of recent ing conditions the crack front was curved, with the
results of overload behavior under plane-strain con- crack at the surface lagging behind the crack in the
ditions will be provided. interior. After an overload and again under baseline
loading the curvature initially decreased, a reflection of
an initially faster growth rate at the surface. Then the
2. Brief review curvature gradually increased until retardation was
complete at the surface. Thereafter, there was an accel-
2.1. The retardation process eration in the rate of crack growth at the surface until
the curvature decreased toward the curvature charac-
Fig. 1 is a schematic plot of crack length under con- teristic of the baseline condition. They also noted that
stant DK cyclic conditions before and after an over- even in an 18-mm thick steel specimen both the
load. In this figure the number of delay cycles, ND, distance to the point of maximum retardation and the
associated with the overload is defined. Fig. 2 shows distance to the end of the overload effect were smaller
the typical variation in the rate of fatigue crack growth in the mid-thickness, plane-strain region than at the
as the fatigue crack penetrates the overload zone, surface, plane-stress region. It has also been observed
although in some cases the initial acceleration in the (e.g. Ref. [7]) that in some cases a pop-in event may
fatigue crack growth rate may not be detected. occur during the overload, which will lead an initial
As the crack advances after an overload, the crack increase in curvature of the crack front and a slower
front shape can differ from that under constant ampli- overall rate of propagation in the interior than at the
tude loading. The crack front shape is best revealed by surface as the fatigue crack propagates through the
the periodic use of a number of cycles of relatively low overload affected zone.
amplitude to outline the shape of the advancing crack The measurement techniques which are most often
used to determine the crack length as a function of the
number of baseline cycles applied are (a) visual (aided
by a low power telescope), (b) the potential drop
method in which the crack length is related to a change
in the potential drop, and (c) the compliance method
which is used to determine the crack length as well as
the crack-opening levels. These methods have their
shortcoming, e.g. the visual method provides no infor-
mation on the crack length other than at the surface,
and the potential drop method only gives the average
crack length and assumes that a given potential drop
corresponds to a given crack length as calibrated
under constant amplitude loading conditions. This
shortcoming is also true of the compliance method.
Therefore, none of these methods may give a true rep-
Fig. 1. Definition of the number of delay cycles, ND [8]. resentation of the crack shape as the crack grows
through the overload zone. Despite this shortcoming,
the use of any of these methods provides useful infor-
mation concerning the fatigue crack growth processes
occurring after an overload.
It is usually considered that the retardation process
is a result of plasticity-induced crack closure [8,9] as
originally proposed by Elber [10]. In the case of plas-
ticity-induced closure, the yield stress level is the most
important material property affecting the extent of
overload-related retardation. The higher the yield stress
the smaller will be the size of the plastic zone, and as a
result the less will be the extent of retardation.
It has been demonstrated by machining away the
surface layers after an overload, that the surface,
Fig. 2. Characteristic features of the variation in the post-overload plane-stress regions can be important in affecting over-
fatigue crack growth rate [8]. load behavior [11]. When plane-stress effects dominate,
A.J. McEvily et al. / International Journal of Fatigue 26 (2004) 1311–1319 1313
the machining process leads to a marked reduction in ated over a range of DKb values. An example of Fig. 2
the effects of the overload. On the other hand, as type behavior in the plane-strain region has been
shown by Matsuoka and Tanaka [6], when plane-strain obtained by Bichler and Pippan [13] who carried out
conditions dominate, this machining has little or no overload tests using 9-mm-thick specimens of an
effect on post-overload behavior. For example, surface austenitic Cr–Ni steel (rY ¼ 890 MPa). Immediately
removal from an 18-mm-thick specimen of HT80 steel following the overload, the fatigue crack in the plane-
(yield stress, rY ¼ 800 MPa) had little effect upon the strain region accelerated due to a reduction in near-tip
number of delay cycles, which were relatively small, crack closure as evidenced by an increase in the spacing
of fatigue striations over the baseline spacing. Follow-
being of the order of 2 104 . On the other hand, for
ing the initial acceleration, the crack growth rate then
4-mm-thick specimens of the aluminum alloy A5083
gradually decreased to a minimum with crack advance
(rY ¼ 145 MPa), as a result of machining, the number
before increasing back to the baseline level as the fati-
retardation cycles dropped by more than an order of gue crack exited the overload-affected zone. Bichler
magnitude, from 7 105 to 4 104 cycles at a DKb and Pippan also observed that the trends based upon
level of 12 MPa m1=2 , a clear indication of the impor- striation measurements were in close agreement with
tance of plane stress in this case. fatigue crack behavior based upon surface observations
Fig. 2 is applicable to both plane-stress dominated as well as potential drop measurements.
and plane-strain dominated conditions, although the However, even the type of plane-strain behavior
shapes of the plastic zones for these two conditions observed by Bichler and Pippan may be influenced by
vary considerably, as shown in Fig. 3 [12]. In the plane- the surface regions. For example, as shown in Fig. 4, a
strain region away from the surfaces only in-plane 53% overload test of a 6.35 mm thick 9Cr–2Mo steel
movement of material occurs, and striations are cre- specimen (rY ¼ 480 MPa) at R ¼ 0:05 exhibited the
type of delayed retardation behavior shown in Fig. 2,
but when 1.5 mm was machined away from each sur-
face after an overload, what appeared to be immediate
retardation was observed [14]. On the other hand, in
the case of a 100% overload of an 18-mm-thick steel
specimen (rY ¼ 400 MPa), delayed retardation still was
evident after machining following an overload (M.
Skorupa, personal communication).
When plane-stress conditions dominate, the retar-
dation effect is attributable to the plastic stretch and
lateral contraction of material at the tip of the crack
during the overload [8]. The stretched material results
in an increased level of compressive stress ahead of the
used to approximate this distance: increment of crack growth as the stress intensity
factor is raised beyond Kop2 to its maximum value.
1 KOL 2
OLPZS ¼ ð2Þ (d) The opening process is three-dimensional in nature.
p rY
The crack in the overload plastic zone first begins
In the present paper we will modify the above equation to open in the mid-thickness of the specimen. As
to take into account the baseline closure level, Kopb, as the load increases the opening process spreads lat-
follows: erally toward the specimen surfaces, and at the
same time the crack advances. The last portions of
1 KOL Kopb 2 the crack front to open are the plane-stress regions
OLPZS ¼ ð3Þ
p rY at the surfaces, and the value of Kop2 corresponds
to this opening level.
where OLPZS is the size of the overload plastic zone,
(e) The thicker the specimen the more easily will the
KOL is the stress intensity factor at the overload level,
plane-stress, surface regions be opened, i.e. there
and rY is the yield strength. However, since there is an
will be a reduction in the level of Kop2 with increas-
asymptotic return of the crack growth level to the base-
ing thickness. Consider a through crack in plate of
line level after an overload it is difficult to establish
thickness B which has been subjected to a tensile
experimentally the actual distance with certainty.
overload. As the baseline stress level is increased to
Eq. (3) will be used since it represents the size of the
the maximum stress of the baseline cycle, the crack
overload zone at the surface, the last region to open.
will initially open everywhere except at the surfaces
where due to the overload it is closed to a depth D.
2.2. Scenario for the crack opening process The opened length of the crack in the thickness
direction is B2D. The stress intensity tending to
On the basis of the above experimental evidence the open the closed portion at the surfaces will vary as
following scenario for the crack opening process fol- pffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
B 2D. Therefore, the greater the thickness the
lowing an overload is proposed:
lower will be the applied stress needed to open the
closed surface regions, i.e. the crack opening level will
(a) Immediately after the overload, the wake closure
decrease with increasing thickness, as observed [16].
level, which had previously been developed under
(f) As the crack penetrates into the overload zone a
baseline loading, is reduced due to crack-tip blunt-
reduction in growth rate occurs due to the develop-
ing. As the load is increased from its minimum
ment of additional crack closure in the overload
value, this now reduced wake effect shields the
zone. The crack growth rate will continue to
crack tip until the crack wake opens. The crack tip
decrease up to the point of the maximum in the
now can move forward under a higher DKeff and a
value of Kop2.
higher crack growth rate than at the baseline level,
(g) After the maximum Kop2 has been reached the
and this is why the initial rate of crack growth fol-
crack growth rate will increase as the value of Kop2
lowing an overload is often observed to be higher
decreases to the baseline level, Kopb, at the limit of
than the baseline growth rate. In some materials of
the overload-affected zone.
low yield strength, e.g. 304 stainless steel
(rY ¼ 245 MPa) [20], the blunting action may be
2.3. Objective
so severe that the lower opening level is eliminated
entirely, and the full range of stress is effective in The main objective in the remainder of this paper is
propagating the crack at an accelerated rate. to analyze recent data on the effect of an overload on
(b) As the crack penetrates into the overload zone, the delay behavior as a function of thickness. In a study
compressive stresses which had been contained in carried out by Skorupa et al. [18], center-cracked,
material formerly ahead of the crack tip now 100-mm-wide specimens of a steel (rY ¼ 400 MPa)
appear in the wake of the crack tip, giving rise to were tested under constant load amplitude conditions
an increase in crack closure. When the applied in thicknesses ranging from 4 to 18 mm at R values of
stress is just sufficiently high to open the crack 0.05 and 0.5. The potential drop method was used to
everywhere except in the overload plastic zone the determine the average crack length. The overloads were
Kop1 level is reached. applied when the semi-crack length, a, had reached a
(c) As the stress intensity factor is increased beyond length of 13 mm, which corresponds to a DK value of
Kop1, the specimen behaves in a near-linear–elastic 16:8 MPa m1=2 . One hundred percent overloads were
manner until the start of the upper opening process used. The percentage overload can be defined either as [8]
in the overload-affected zone is reached. At the
completion of the upper opening process the speci- rOL rmaxb
%OL ¼ 100; ð4Þ
men is at Kop2 and the crack can advance by an DKb
1316 A.J. McEvily et al. / International Journal of Fatigue 26 (2004) 1311–1319
Table 2
Stress intensity factorsa and OLPZS
B R ND ; 105 ND ; 105 Ratio Calc./Exp. We now consider other aspects of the results of
(mm) calculated experiment Skorupa et al. Fig. 6 shows little effect of thickness on
the minimum growth rate following an overload. Mini-
4 0.05 2.1 2 1.05
12 0.05 1.3 1.25 1.05
mum growth rates were calculated using the following
18 0.05 1.1 0.75 1.5 equation.
4 0.5 1.4 2 0.7
12 0.5 0.9 0.95 0.95 da
Avg: ¼ 1:05 ¼ AðKmaxb Kop2max DKeffth Þ2 ð13Þ
dN min
Comment: Note that the experiments were carried out under constant
load amplitude conditions, whereas the computations were for con- The calculated and experimental results are compared
stant DK conditions. Nevertheless it is considered that the calculated in Table 4.
values of Nd are in reasonable agreement with the experimental
values.
3.3. Overload plastic zone size
4. Concluding remarks
Table 4
Calculated and experimental minimum growth rates
B (mm) R Calc. minimum da/dN (m/cycle) Exp. minimum da/dN (m/cycle) Ratio Calc./Exp.
9 9
4 0.05 1:8 10 3:4 10 0.5
12 0.05 3:5 109 3:0 109 1.2
18 0.05 5:4 109 7:8 109 0.7
4 0.5 3:5 109 3:0 109 1.2
12 0.5 6:3 109 2:9 109 2.2
Comment: The calculated minimum growth rates increase with thickness. However the variation is not large, and may well be within the range of
experimental variation.
A.J. McEvily et al. / International Journal of Fatigue 26 (2004) 1311–1319 1319
Table 5
Calculated and experimental overload plastic zone sizes
B (mm) R Exp. delay distance (m) Calc. OLPZS (m) Ratio Calc. OLPZS/Exp.
4 0.05 0.0073 0.0019 0.26
4 0.5 0.0061 0.0023 0.38
12 0.05 0.0035 0.0019 0.54
12 0.5 0.0030 0.0023 0.77
18 0.05 0.0040 0.0019 0.48
Comment: The calculated values of the overload plastic zone sizes are less than the experimental values. This is due in part to the extended ter-
minal regions of high growth rate in the experiments where the growth rate asymptotically approaches the baseline value as the crack leaves the
overload zone. Because of their relatively high growth rates, these terminal regions do not contribute significantly to the number of delay cycles
since there is a relatively small difference in growth rate between the steady state case and the overload case.