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International Journal of Fatigue
journal homepage: www.elsevier.com/locate/ijfatigue
Crack path and threshold condition for small fatigue crack growth in
annealed carbon steels under fully-reversed torsional loading
M. Endo
⁎
, K. Yanase
Department of Mechanical Engineering, Fukuoka University, Fukuoka, Japan
Institute of Materials Science and Technology, Fukuoka University, Fukuoka, Japan
ARTICLE INFO
Keywords:
Small shear-mode cracks
Three-dimensional crack path
Torsional fatigue limit
Threshold condition
Annealed carbon steels
ABSTRACT
Torsional fatigue tests at an R of -1 were carried out near the fatigue limit, using smooth, round-bar specimens
of annealed carbon steels with banded ferrite/pearlite and isotropic ferrite/pearlite structures. Precise polishing
of the specimens made it possible to observe the interior geometry of fatigue cracks. While the crack-plane was
macroscopically of shear-mode, it was irregular microscopically, bearing many kinked and branched cracks.
Based on calculation of the stress intensity factor for propagating and non-propagating cracks, it was concluded
that the torsional fatigue limit was determined by the threshold condition for continuous Mode I propagation
into the ferrite/pearlite structure.
1. Introduction
Under benign environmental conditions, the S-N curve of common
low- and medium-carbon steels subjected to cyclic stress of a constant
amplitude exhibits a well-defined knee point at the number of cycles
before 10
7
cycles. A fatigue limit can thus be defined at the stress level
of the knee point. The safe-life design of most machine and structural
components scheduled to experience a vast number of cycles in their
design lifetimes is usually based on the infinite-life criterion, for which
the applied stress levels are kept below the fatigue limit stress level by a
margin of safety [1]. It is known that the fatigue limit of steels is not the
limiting stress for crack initiation, but for the non-propagation of a
small crack [2]. Accordingly, it is essential to study the mechanisms of
fatigue limit as they relate to a small fatigue crack problem.
In order to determine the validity of multiaxial fatigue criteria, as
well as to design materials against fatigue failure involving multiaxial
stress, the behavior of small, shear-mode (Modes II and III) fatigue
cracks must be thoroughly investigated. Owing to its practical im-
portance (e.g., for the prevention of rolling contact fatigue failure),
shear-mode crack behavior has been studied extensively. However,
most of the available studies have focused on large shear-mode cracks
(e.g., [3–10]), whereas research on small, shear-mode or mixed-mode
fatigue cracks is quite limited, particularly in relation to near-threshold
behavior. While studying the growth behavior of small shear-mode
cracks, it should be noted that crack-size dependency will appear in the
threshold condition [2], known as the Kitagawa effect in the case of
Mode I cracks [11]. With regard to Mode III cracks, Toyama et al. [12]
and Beretta et al. [13] first reported the crack-size dependency of fa-
tigue crack growth in medium-carbon steel and in gear steel, respec-
tively. Another factor to be considered is that Mode I branching and
kinking can be characteristic of the growth behavior of small, shear-
mode fatigue cracks. Murakami et al. [14] conducted torsional fatigue
tests on bearing steel, observing the propagation of a 100–200-μm-long,
shear-mode crack in the axial direction, followed by branching at an
approximate angle of ± 70.5° normal to the local maximum normal
stress (σ
θmax
). In addition, Murakami and Takahashi [15] performed
torsional fatigue tests on annealed, medium-carbon steel specimens
with shear-mode pre-cracks of 200–1000 μm in length. The tests re-
vealed that the fatigue limit could be successfully predicted by the
application of the area parameter model in combination with the
σ
θmax
criterion that was proposed by Erdogan and Sih [16]. Beretta
et al. [13] and Tarantino et al. [17,18] presented an interesting ex-
perimental method for examining the near-threshold behavior of a
small, Mode III fatigue crack, involving the simulation of the rolling
contact, fatigue loading condition. Pure torsion tests, as well as in-phase
and out-of-phase, combined, axial-torsional fatigue tests, were carried
out employing this method, using SAE 3153 gear steel and bearing steel
specimens with small notches ranging from 125 to 630 μm in area .
They investigated the growth and threshold mechanisms of small, Mode
III fatigue cracks, or small, combined-mode (Modes I + III) fatigue
cracks, by monitoring various aspects including, inter alia, the small
crack effect, the interference of crack-faces and the interaction of
https://doi.org/10.1016/j.ijfatigue.2019.03.027
Received 31 December 2018; Received in revised form 6 March 2019; Accepted 17 March 2019
⁎
Corresponding author.
E-mail address: endo@fukuoka-u.ac.jp (M. Endo).
International Journal of Fatigue 125 (2019) 112–121
Available online 19 March 2019
0142-1123/ © 2019 Elsevier Ltd. All rights reserved.
T