1. Fatigue Failure
It has been recognized that a metal subjected to a repetitive or fluctuating stresswill fail
at a stress much lower than that required to cause failure on a single application of load.
Failures occurring under conditions of dynamic loading are called fatigue failures.
2. Fatigue failure is characterized by three stages
1) Crack Initiation
2) Crack Propagation
3) Final Fracture
3. Fatigue failure examples
1) Jack hammer component, shows no yielding before fracture.
2)VW crank shaft – fatigue failure due to cyclic bending and torsional stresses
3) 928 Porsche timing pulley
4) 1.0-in. diameter steel pins from |
5) Fracture surface of a failed bolt. |
![]() |
![]() |
6) bicycle crank spider arm
This long term fatigue crack in a high quality component took a considerable time to nucleate from
a machining mark between the spider arms on this highly stressed surface.
However once initiated propagation was rapid and accelerating as shown in the increased spacing of
the 'beach marks' on the surface caused by the advancing fatigue crack.
7) Gear tooth failure

8) Hawaii, Aloha Flight 243, a Boeing 737, an upper part of the plane's cabin area rips off in mid-flight.
Metal fatigue was the cause of the failure.
4. Fracture Surface Characteristics
| Mode of fracture | Typical surface characteristics |
| Ductile | Cup and Cone Dimples Dull Surface Inclusion at the bottom of the dimple |
| Brittle Intergranular | Shiny Grain Boundary cracking |
| Brittle Transgranular | Shiny Cleavage fractures Flat |
| Fatigue | Beachmarks Striations (SEM)Initiation sites Propagation zone Final fracture zone |
5. Fatigue Failure – Type of Fluctuating Stresses
![]() |
![]() |
![]() |
| (a) Full reversed σa = σmax, σa = σmin |
(b) Repeated σa = σm = σmax / 2.0 , σmin = 0 |
(c) Fluctuating σa = (σmax - σmin) / 2.0 σm = (σmax + σmin) / 2.0 |
6. Fatigue Failure, S-N Curve
6.1 Test specimen geometry for R.R. Moore rotating beam machine.
1) The surface is polished in the axial direction. A constant bending load is applied.
2) Typical testing apparatus, pure bending
3) Rotating beam machine – applies fully reverse bending stress
6.2 Fatigue Failure, S-N Curve
Se = endurance limit of the specimen
7. Relationship Between Endurance Limit and Ultimate Strength
7.1 Steel |
![]() |
7.2 Cast iron |
![]() |
7.3 Aluminum |
![]() |
7.4 Copper alloys |
![]() |
Correction Factors for Specimen's Endurance Limit
For materials exhibiting a knee in the S-N curve at 106cycles
8. Correction Factors for Specimen’s Endurance Limit
8.1 For materials exhibiting a knee in the S-N curve at 106cycles 8.2 For materials that do not exhibit a knee in the S-N curve, |
![]() |
![]() |
9. Correction Factors for Specimen's Endurance Limit
Se = Cload · Csize · Csurf · Ctemp · Crel · (Se')
Sf = Cload · Csize · Csurf · Ctemp · Crel · (Sf')
9.1 Load factor, Cload (page 326, Norton's 3rd ed.)
1) Pure bending Cload = 1.0
2) Pure axial Cload = 0.7
3) Pure torsion Cload = 1.0
if von Mises stress is used, use 0.577 if von Mises stress is NOT used.
4) Combined loading Cload = 1.0
9.2 Size factor, Csize (p. 327, Norton's 3rd ed.)
Larger parts fail at lower stresses than smaller parts.
This is mainly due to the higher probability of flaws being present in larger components.
1) For rotating solid round cross section
d ≤ 0.3 in. (8 mm) Csize = 1.0
0.3 in. < d ≤ 10 in. Csize = 0.869 (d)-0.097
8 mm < d ≤ 250 mm Csize = 1.189 (d)-0.097
If the component is larger than 10 in., use Csize = 0.6
2) For noncircular section
A95 = (π / 4) [ d2 - (0.95 d)2] = 0.766 d2
dequiv = (A / 0.0766)1/2

9.3 surface factor, Csurf (p. 328-9, Norton's 3rd ed.)
The rotating beam test specimen has a polished surface.
Most components do not have a polished surface.
Scratches and imperfections on the surface act like a stress raisers and reduce the fatigue life of a part.
Use either the graph or the equation with the table shown below.
Csurf= A?(Sut)b ≤ 1
Table. Coefficients for the surface-factor Equation
Source : Shigley and Mischke, Mechanical engineering Design. 5th ed. McGraw-Hill,
New York, 1989, p 283 permission
| Surface Finish | MPa | kpsi | ||
| A | b | A | b | |
| Ground | 1.58 | -0.085 | 1.34 | -0.085 |
| Machined / Cold-rolled | 4.51 | -0.265 | 2.7 | -0.265 |
| Hot rolled | 57.1 | -0.178 | 14.4 | -0.178 |
| As forged | 272 | -0.995 | 39.9 | -0.995 |
9.4 Temperature factor, Ctemp (p.331, Norton's 3rd ed.)
High temperatures reduce the fatigue life of a component. For accurate results,
use an environmental chamber and obtain the endurance limit experimentally
at the desired temperature.
For operating temperature below 450 oC (840 oF) the temperature factor should be taken as one.
Temperature factor (For Steel)
T ≤ 450 °C : Ctemp = 1.0
450 °C T ≤ 550 °C : Ctemp = 1.0 - 0.0058 (T-450)
9.5 Reliability factor, Crel (p. 331, Norton's 3rd ed.)
The reliability correction factor accounts for the scatter and uncertainty of material properties
(endurance limit).
|
![]() |
10. Fatigue Stress Concentration Factor, Kf
Experimental data shows that the actual stress concentration actor is not as high as indicated
by the theoretical value, Kt. The stress concentration factor seems to be sensitive to the notch radius
and the ultimate strength of the material.
1) Fatigue stress concentration factor (p. 340, Norton's 3rd ed.)
Kf = 1 + (Kt - 1)q , q : Notch sensitivity factor
2) Fatigue Stress Concentration Factor, Kf for Aluminum (p. 341, Norton's 3rd ed.)
11. Design process – Fully Reversed Loading for Infinite Life
1) Determine the maximum alternating applied stress (σa) in terms
of the size and cross sectional profile
2) Select material → Sy, Sut
3) Choose a safety factor → n
4) Determine all modifying factors and calculate the endurance limit
of the component → Se
5) Determine the fatigue stress concentration factor, Kf
6) Use the design equation to calculate the size
Kf σa = Se / n
7) Investigate different cross sections (profiles), optimize for size or weight
8) You may also assume a profile and size,
calculate the alternating stress and determine the safety factor.
Iterate until you obtain the desired safety factor
12. Design for Finite Life
1) Design for Finite Life
Sn = a (N)blog Sn = log a + log N
Apply boundary conditions for point A and B to find the two constants “a” and “b”
log 0.9 Sut = log a + b log 10 3, a = (0.9 Sut)2/ Se
log Se = log a + b log 106, b = (- 1 / 3)log [0.9 Sut / Se]
Calculate Sn and replace Se in the design equation
Kfσa = Sn / n Design equation
13.The Effect of Mean Stress on Fatigue Life
Mean stress exist if the loading is |
Repeated
|
Fluctuating |
14.The Effect of Mean Stress on Fatigue Life Modified Goodman Diagram



15. Applying Stress Concentration factor to Alternating and Mean Components of Stress
1) Determine the fatigue stress concentration factor, Kf,
apply directly to the alternating stress --> Kf σa
2) If Kf σmax < Sy then there is no yielding at the notch, use Kfm = Kf
and multiply the mean stress by Kfm --> Kfm σm
3) If Kf σmax > Sy then there is local yielding at the notch, material at the notch is strain-hardened.
The effect of stress concentration is reduced.
Calculate the stress concentration factor for the mean stress using the following equation,
Kfm = (Sy - Kf σa) / σm
Fatigue design equation
( Kf σa) / Se + ( Kfm σm) / Sut = 1 / nf Infinite life
16. Combined Loading
1) All four components of stress exist,
σa : alternating component of normal stress
σxm : mean component of normal stress
τxya : alternating component of shear stress
τxym : mean component of shear stress
2) Calculate the alternating and mean principal stresses,
σ1a, σ2a = (σxa / 2.0 ) ± √ { (σxa / 2) 2 + (τxya) 2 }
σ1m, σ2m = (σxm / 2.0 ) ± √ { (σxm / 2) 2 + (τxym) 2 }
3) Calculate the alternating and mean von Mises stresses,
σa′ = √ (σ1a2 + σ2a2 - σ1a σ2a)
σm′ = √ (σ1m2 + σ2m2 - σ1m σ2m)
4) Fatigue design equation
σ'a / Se + σ'm / Sut = 1 / nf Infinite life
Design Example a) |
![]() |
1) Calculate the support forces,
R1 = 2500, R2 = 7500 lb.
2) The critical location is at the fillet,
Ma = 2500 x 12 = 30,000 lb-in
3) Calculate the alternating stress,
σa = Mc / I = 32 Ma / π d3 = 305,577 / d3?, σm = 0
4) Determine the stress concentration factor
r / d = 0.1 , D /d = 1.5 ---> Kt = 1.7
5) Assume d = 1.0 in , Using r = 0.1 and Sut = 120 ksi,
q (notch sensitivity) = .85
Kf = 1 + (Kt ? 1)q = 1 + 0.85 (1.7 ? 1) = 1.6
6) Calculate the endurance limit
Cload = 1.0 (pure bending)
0.3 in. < d ≤ 10 in. Csize = 0.869 (d)-0.097 = 0.869 (1.0)-0.097 = 0.869
Csurf = A · (Sut)b = 2.7 · (120)-0.265 = 0.759
Ctemp = 1.0 (room temp)
Crel = 1.0 (50% rel.)
Se' = 0.5 Sut Sut ≤ 200 ksi (1400 MPa)
Se = Cload · Csize · Csurf · Ctemp · Crel · (Se')
= (1.0) (0.869) (0.759) (1.0) (1.0) (0.5x120) = 39.57 ksi
7) Design life, N = 1150 x 75 = 86250 cycles
8) Assume d = 2.5 in
All factors remain the same except the size factor and notch sensitivity.
Using r = 0.25 and Sut = 120 ksi, q (notch sensitivity) = 9
Kf = 1 + (Kt ? 1)q = 1 + 0.9 (1.7 ? 1) = 1.63
Cload = 1.0 (pure bending)
0.3 in. < d ≤ ≤ in. Csize = 0.869 (d)-0.097= 0.869 (2.5)-0.097= 0.795
Se = Cload · Csize · Csurf · Ctemp · Crel · (Se')
= (1.0) (0.795) (0.759) (1.0) (1.0) (0.5x120) = 36.2 ksi
9) Design Example ? Observations
n = Sn / ( Kf σa) = 56.5 / (1.6 x 305,577) = 0.116 < 1.6
So d = 1.0 in. is too small
Calculate an approximate diameter
n = Sn / ( Kf σa) = 56.5 / (1.6 x 305,577 / d3) = 1.6
d = 2.4 in.
So, your next guess should be between 2.25 to 2.5
Check the location of maximum moment for possible failure
Mmax (under the load) = 7500 x 6 = 45,000 lb-in
Ma (at the fillet) = 2500 x 12 = 30,000 lb-in
But, applying the fatigue stress conc. Factor of 1.63,
Kf Ma = 1.63x30,000 = 48,900 > 45,000
Design Example b)
A section of a component is shown.
The material is steel with Sut = 620 MPa
and a fully corrected endurance limit
of Se = 180 MPa.
The applied axial load varies
from 2,000 to 10,000 N.
Use modified Goodman diagram and find the safety factor at the fillet A, groove B and hole C.
Which location is likely to fail first? Use Kfm = 1
1) Pa = (Pmax ? Pmin) / 2 = 4000 N , Pm = (Pmax + Pmin) / 2 = 6000 N
2) Fillet
3) Using r = 4 and Sut = 620 MPa,
q (notch sensitivity) = .85
Kf = 1 + (Kt ? 1)q = 1 + .85(1.76 ? 1) = 1.65
4) Calculate the alternating and the mean stresses,
σa = Kf ( Pa / A) = 1.65 [ 4000 / (25 x 5)] = 52.8 MPa
σm= Pm / A = 6000 (25 x 5) = 48 MPa
5) Fatigue design equation
σa / Se + σm / Sut = 1 / n
Infinite life
52.8 / 180 + 48 / 620 = 1 / n ---> n = 2.7
Hole
d / w = 5 / 35 = 0.143 ⇨ Kf = 2.6
7)Using r = 2.5 and Sut = 620 MPa,
q (notch sensitivity)= 0.82
Kf = 1 + (Kt ? 1)q = 1 + 0.82 (2.6 ? 1) = 2.3
8) Calculate the alternating and the mean stresses,
σa = Kf ( Pa / A) = 2.3 [ 4000 / { (35 - 5) x 5}] = 61.33 MPa
σm= Pm / A = 6000 (30 x 5) = 40 MPa
10) Fatigue design equation
σa / Se + σm / Sut = 1 / n
Infinite life
61.33 / 180 + 40 / 620 = 1 / n --> n = 2.5
11) Groove
r / d = 3 / 29 = 0.103 , d / D = 35 / 29 = 1.2
12) Using r = 3 and Sut = 620 MPa,
q (notch sensitivity) = .83
Kf = 1 + (Kt ? 1)q = 1 + .83(2.33 ? 1) = 2.1
13) Calculate the alternating and the mean stresses
σa = Kf ( Pa / A) = 2.1 [ 4000 / { (35 - 6) x 5}] = 58.0 MPa
σm= Pm / A = 6000 (29 x 5) = 41.4 MPa
14) Fatigue design equation
σa / Se + σm / Sut = 1 / n
Infinite life
58.0 / 180 + 41.4 / 620 = 1 / n --> n = 2.57
15) The part is likely to fail at the hole, has the lowest safety factor
Example c)
The figure shows a formed round wire cantilever spring subjected to a varying force F.
The wire is made of steel with Sut = 150 ksi.
The mounting detail is such that the stress concentration could be neglected.
A visual inspection of the spring indicates that the surface finish corresponds closely
to a hot-rolled finish.
For a reliability of 99%, what number of load applications is likely to cause failure.
1) Fa = (Fmax – Fmin)/ 2 = 7.5 lb. , Fm = (Fmax + Fmin) / 2 = 22.5 lb.
Ma = 7.5 x 16 = 120 in - lb , Mm = 22.5 x 16 = 360 in - lb
2) Calculate the alternating stress,
σa = Mc / I = 32 Ma / π d3 = 32 (120) / π (0.375) 3= 23178.6 psi
σm= Mc / I = 32 Mm / π d3= 32 (360) / π (0.375) 3= 69536 psi
3) Calculate the endurance limit
Cload = 1.0 (pure bending)
Csurf = A · (Sut)b = 14.4 · (150)-0.718 = 0.394
Ctemp = 1.0 (room temp)
Crel = 0.814 (99% reliability.)
A95 = 0.10462 d2 (non-rotating round section)
dequiv = (A95 / 0.0766)1/2 = 0.37 d = 0.37 x 0.375 = 0.14
Se = Cload · Csize · Csurf · Ctemp · Crel · (Se')
= (1.0) (1.0) (0.394) (1.0) (0.814) (0.5x150) = 24.077 ksi
σa / Se + σm / Sut = 1 /n
Infinite life 23178.6 / 24077 + 69536 / 150000 = 1 /n ⇨ n = 0.7 < 1
4) Find Sn, strength for finite number of cycle
σa / Sn + σm / Sut = 1
23178.6 / Sn + 69536 / 150000 = 1 ⇨ Sn = 43207 psi

N = 96,000 cycles