ASTM E2368-10(2017)
(Practice)Standard Practice for Strain Controlled Thermomechanical Fatigue Testing
Standard Practice for Strain Controlled Thermomechanical Fatigue Testing
SIGNIFICANCE AND USE
4.1 In the utilization of structural materials in elevated temperature environments, components that are susceptible to fatigue damage may experience some form of simultaneously varying thermal and mechanical forces throughout a given cycle. These conditions are often of critical concern because they combine temperature dependent and cycle dependent (fatigue) damage mechanisms with varying severity relating to the phase relationship between cyclic temperature and cyclic mechanical strain. Such effects can be found to influence the evolution of microstructure, micromechanisms of degradation, and a variety of other phenomenological processes that ultimately affect cyclic life. The strain-controlled thermomechanical fatigue test is often used to investigate the effects of simultaneously varying thermal and mechanical loadings under idealized conditions, where cyclic theoretically uniform temperature and strain fields are externally imposed and controlled throughout the gage section of the specimen.
SCOPE
1.1 This practice covers the determination of thermomechanical fatigue (TMF) properties of materials under uniaxially loaded strain-controlled conditions. A “thermomechanical” fatigue cycle is here defined as a condition where uniform temperature and strain fields over the specimen gage section are simultaneously varied and independently controlled. This practice is intended to address TMF testing performed in support of such activities as materials research and development, mechanical design, process and quality control, product performance, and failure analysis. While this practice is specific to strain-controlled testing, many sections will provide useful information for force-controlled or stress-controlled TMF testing.
1.2 This practice allows for any maximum and minimum values of temperature and mechanical strain, and temperature-mechanical strain phasing, with the restriction being that such parameters remain cyclically constant throughout the duration of the test. No restrictions are placed on environmental factors such as pressure, humidity, environmental medium, and others, provided that they are controlled throughout the test, do not cause loss of or change in specimen dimensions in time, and are detailed in the data report.
1.3 The use of this practice is limited to specimens and does not cover testing of full-scale components, structures, or consumer products.
1.4 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard.
1.5 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
General Information
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Standards Content (Sample)
This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
Designation: E2368 − 10 (Reapproved 2017)
Standard Practice for
Strain Controlled Thermomechanical Fatigue Testing
This standard is issued under the fixed designation E2368; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (´) indicates an editorial change since the last revision or reapproval.
1. Scope 2. Referenced Documents
1.1 This practice covers the determination of thermome- 2.1 ASTM Standards:
E3 Guide for Preparation of Metallographic Specimens
chanicalfatigue(TMF)propertiesofmaterialsunderuniaxially
E4 Practices for Force Verification of Testing Machines
loaded strain-controlled conditions. A “thermomechanical”
E83 Practice for Verification and Classification of Exten-
fatigue cycle is here defined as a condition where uniform
someter Systems
temperature and strain fields over the specimen gage section
E111 Test Method for Young’s Modulus, Tangent Modulus,
are simultaneously varied and independently controlled. This
and Chord Modulus
practice is intended to address TMF testing performed in
E112 Test Methods for Determining Average Grain Size
support of such activities as materials research and
E220 Test Method for Calibration of Thermocouples By
development, mechanical design, process and quality control,
Comparison Techniques
product performance, and failure analysis. While this practice
E337 Test Method for Measuring Humidity with a Psy-
is specific to strain-controlled testing, many sections will
chrometer (the Measurement of Wet- and Dry-Bulb Tem-
provide useful information for force-controlled or stress-
peratures)
controlled TMF testing.
E467 Practice for Verification of Constant Amplitude Dy-
1.2 This practice allows for any maximum and minimum
namic Forces in an Axial Fatigue Testing System
values of temperature and mechanical strain, and temperature-
E606 Test Method for Strain-Controlled Fatigue Testing
mechanical strain phasing, with the restriction being that such
E1012 Practice for Verification of Testing Frame and Speci-
parameters remain cyclically constant throughout the duration
men Alignment Under Tensile and Compressive Axial
of the test. No restrictions are placed on environmental factors
Force Application
such as pressure, humidity, environmental medium, and others,
E1823 TerminologyRelatingtoFatigueandFractureTesting
provided that they are controlled throughout the test, do not
cause loss of or change in specimen dimensions in time, and
3. Terminology
are detailed in the data report.
3.1 The definitions in this practice are in accordance with
1.3 The use of this practice is limited to specimens and does
definitions given in Terminology E1823 unless otherwise
not cover testing of full-scale components, structures, or
stated.
consumer products.
3.2 Definitions:
1.4 The values stated in SI units are to be regarded as
3.2.1 Additional definitions are as follows:
standard. No other units of measurement are included in this
3.2.2 stress, σ—stressisdefinedhereintobetheengineering
standard.
stress, which is the ratio of force, P, to specimen original cross
sectional area, A:
1.5 This international standard was developed in accor-
dance with internationally recognized principles on standard-
σ 5 P/A (1)
ization established in the Decision on Principles for the
The area, A, is that measured in an unloaded condition at
Development of International Standards, Guides and Recom-
room temperature. See 7.2 for temperature state implications.
mendations issued by the World Trade Organization Technical
Barriers to Trade (TBT) Committee. 3.2.3 coeffıcient of thermal expansion, α—the fractional
change in free expansion strain for a unit change in
temperature, as measured on the test specimen.
This practice is under the jurisdiction ofASTM Committee E08 on Fatigue and
Fracture and is the direct responsibility of Subcommittee E08.05 on Cyclic
Deformation and Fatigue Crack Formation. For referenced ASTM standards, visit the ASTM website, www.astm.org, or
Current edition approved Nov. 1, 2017. Published December 2017. Originally contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM
ε1
approved in 2004. Last previous edition approved in 2010 as E2368–10 . DOI: Standards volume information, refer to the standard’s Document Summary page on
10.1520/E2368-10R17. the ASTM website.
Copyright © ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959. United States
E2368 − 10 (2017)
3.2.4 total strain, ε—the strain component measured on the idealized conditions, where cyclic theoretically uniform tem-
t
test specimen, and is the sum of the thermal strain and the perature and strain fields are externally imposed and controlled
mechanical strain. throughout the gage section of the specimen.
3.2.5 thermal strain, ε —the strain component resulting
th
5. Test Apparatus
from a change in temperature under free expansion conditions
(as measured on the test specimen).
5.1 Testing Machine—All tests shall be performed in a test
system with tension-compression loading capability and veri-
ε 5 α·∆T (2)
th
fied in accordance with Practices E4 and E467.The test system
NOTE 1—For some materials, α may be nonlinear over the temperature
range of interest.
(test frame and associated fixtures) shall be in compliance with
the bending strain criteria specified in Practices E606, E1012,
3.2.6 mechanical strain, ε —the strain component resulting
m
and E467. The test system shall be able to independently
whenthefreeexpansionthermalstrain(asmeasuredonthetest
control both temperature and total strain. In addition it shall be
specimen) is subtracted from the total strain.
capable of adding the measured thermal strain to the desired
ε 5 ε 2 ε (3)
m t th
mechanical strain to obtain the total strain needed for the
3.2.7 elastic strain, ε —the strain component resulting
el
independent control.
when the stress is divided by the temperature-dependent
5.2 Gripping Fixtures—Any fixture, such as those specified
Young’s Modulus (in accordance with Test Method E111).
in Practice E606, is acceptable provided it meets the alignment
ε 5 σ/E T (4)
~ !
el
criteria specified in Practice E606, and the specimen fails
3.2.8 inelastic strain, ε —the strain component resulting
withintheuniformgagesection.Specimenswiththreadedends
in
whentheelasticstrainissubtractedfromthemechanicalstrain.
typically tend to require more effort than those with smooth
shank ends to meet the alignment criteria; for this reason,
ε 5 ε 2 ε (5)
in m el
smooth shank specimens are preferred over specimens with
3.2.9 strain ratio, Rε—the ratio of minimum mechanical
threaded ends. Fixtures used for gripping specimens shall be
strain to the maximum mechanical strain in a strain cycle.
made from a material that can withstand prolonged usage,
Rε 5 ε /ε (6)
min max particularly at high temperatures. The design of the fixtures
largely depends upon the design of the specimen. Typically, a
3.2.10 mechanical strain/temperature true phase angle,
φ—for the purpose of assessing phasing accuracy, this is combination of hydraulically-actuated collet grips and smooth
shank specimens provide good alignment and high lateral
defined as the waveform shift (expressed in degrees) between
the maximum temperature response as measured on the speci- stiffness.
men and the maximum mechanical strain response. For refer-
5.3 Force Transducer—The force transducer shall be placed
ence purpose, the angle φ is considered positive if the
in series with the load train and shall comply with the
temperature response maximum leads the mechanical strain
specifications in Practices E4 and E467.
response maximum by 180° or less, otherwise the phase angle
5.4 Extensometers—Axial deformation in the gage section
is considered to be negative.
ofthespecimenshouldbemeasuredwithanextensometer.The
3.2.11 in-phase TMF,(φ=0°)—acyclewherethemaximum
extensometers (including optical extensometers, using an ap-
value of temperature and the maximum value of mechanical
propriate calibration procedure) should qualify as Class B-2 or
strain occur at the same time (see Fig. 1a).
better in accordance with Practice E83.
3.2.12 out-of-phase (anti-phase) TMF, (φ = 180°)—a cycle
5.5 Transducer Calibration—All transducers shall be cali-
where the maximum value of temperature leads the maximum
brated in accordance with the recommendations of the respec-
value of mechanical strain by a time value equal to ⁄2 the cycle
tive manufacturers. Calibration of each transducer shall be
period (see Fig. 1b).
traceable to the National Institute of Standards andTechnology
(NIST).
4. Significance and Use
5.6 Heating Device—Specimen heating can be accom-
4.1 In the utilization of structural materials in elevated
plished by various techniques including induction, direct
temperature environments, components that are susceptible to
resistance, radiant, or forced air heating. In all such cases,
fatigue damage may experience some form of simultaneously
active specimen cooling (for example, forced air) can be used
varying thermal and mechanical forces throughout a given
to achieve desired cooling rates provided that the temperature
cycle. These conditions are often of critical concern because
related specifications in 7.4 are satisfied.
they combine temperature dependent and cycle dependent
NOTE 2—If induction is used, it is advisable to select a generator with
(fatigue) damage mechanisms with varying severity relating to
a frequency sufficiently low to minimize “skin effects” (for example,
the phase relationship between cyclic temperature and cyclic
preferential heating on the surface and near surface material with respect
to the bulk, that is dependent on RF generator frequency) on the specimen
mechanical strain. Such effects can be found to influence the
during heating.
evolution of microstructure, micromechanisms of degradation,
and a variety of other phenomenological processes that ulti- 5.7 Temperature Measurement System—The specimen tem-
mately affect cyclic life. The strain-controlled thermomechani- peratureshallbemeasuredusingthermocouplesincontactwith
cal fatigue test is often used to investigate the effects of the specimen surface in conjunction with an appropriate
simultaneouslyvaryingthermalandmechanicalloadingsunder temperature indicating device or non-contacting sensors that
E2368 − 10 (2017)
FIG. 1 Schematics of Mechanical Strain and Temperature for In- and Out-of-Phase TMF Tests
effect may be substantial at high temperatures. (1)
are adjusted for emisivity changes by comparison to a refer-
ence such as thermocouples.
5.7.1 Calibration of the temperature measurement system
NOTE 3—Direct contact between the thermocouple and the specimen is shall be in accordance with Method E220.
implied and shall be achieved without affecting the test results (for
5.8 Data Acquisition System—A computerized system ca-
example, test data for a specimen when initiation occurred at the point of
contact of the thermocouple shall be omitted from consideration). Com-
pable of carrying out the task of collecting and processing
monly used methods of the thermocouple attachment are: resistance spot
force, extension, temperature, and cycle count data digitally is
welding (outside the gage section), fixing by binding or pressure.
recommended. Sampling frequency of data points shall be
NOTE 4—Under inductive heating, thermocouple wires may act as heat
sinks, and can thus lower the local specimen surface temperature. This sufficient to ensure correct definition of the hysteresis loop
E2368 − 10 (2017)
especially in the regions of reversals. Different data collection 7. Test Procedure
strategies will affect the number of data points per cycle
7.1 LaboratoryEnvironment—Alltestsshouldbeperformed
needed, however, typically 200 points per cycle are required.
under a well-controlled laboratory environment. If testing is
performed in air, uniform ambient temperature conditions
5.9 Alternatively, an analog system capable of measuring
should be maintained throughout the duration of the test.
the same data may be used and would include:
Relative humidity may be measured in accordance with E337
5.9.1 An X-Y-Y recorder used to record force, extension,
unless it has already been determined to have little or no effect
and temperature hysteresis loops,
on thermomechanical fatigue life. If an effect is present,
5.9.2 A strip-chart recorder for several time-dependent pa-
relative humidity should be controlled. In either situation it
rameters: force, extension and temperature,
should be carefully monitored and reported.
5.9.3 A peak detector per signal, and
NOTE 7—It is strongly recommended that the relatively humidity is
controlled within the laboratory environment because of its potential to
5.9.4 A cycle counter.
affect strain gage based extensometry devices.
NOTE 5—The recorders may be replaced with storage devices capable
7.2 Measurement of Test Specimen Dimensions—The diam-
of reproducing the recorded signals either in photographic or analog form.
eter(s) of the gage section (or width and thickness for the case
These devices are necessary when the rate of recorded signals is greater
of a rectangular cross section) should be measured in at least
than the maximum slew-rate of the recorder. They allow permanent
three different locations to an accuracy of 0.0125 mm (0.0005
records to be reproduced subsequently at a lower rate.
in.) or better. Use the minimum of the values to compute the
cross-sectional area.
6. Specimens
NOTE 8—Because of the complexity of defining a gage length on the
6.1 Specimen Design Considerations—All specimen de- specimen due to the thermal expansion/contraction, it is recommended
that the gauge length be fixed to the room temperature dimension. The
signs shall be restricted to those featuring uniform axial gage
error introduced by this definition is reasonably insignificant for engineer-
sections, as these specimen designs offer a reasonable con-
ing purposes.
tinuum volume for testing. Tubular specimens are preferred to
7.3 Specimen Loading—The specimen should be loaded
solid specimen designs because they will tend to facilitate
into the test machine without subjecting it to any damaging
thermal cycling due to lower material mass and will reduce the
forces. (Forces shall not exceed the elastic limit during
potential for unwanted radial temperature gradients during
installation.) C
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