This article reviews the common methods of shear and multiaxial testing for the evaluation of engineering components such as fasteners and mill products. It discusses shear test methods, including through-thickness tests, in-plane shear tests, and double-notched shear test. The article provides information on torsional (rotational shear) tests as well as the basic equipment and setup of torsion testing. Motors, twist and torque transducers, torque sensors, and heating systems as well as the specimen preparation procedure are also discussed.

The main objective for the study of combined-stress fatigue is to obtain fatigue data for axles and to find the criterion for fatigue limit under combined stress. This article begins with a description of the stress states of combined stress and stress fields near crack tips. It provides an account of the various biaxial and multiaxial fatigue testing methods, specimen geometries, and stress intensity factors important in the study multiaxial fatigue. Widely used test methods are the torsion-rotating bending fatigue test and biaxial and triaxial fatigue tests. Common specimen geometries include rectangular plate specimens, cruciform specimens, compact tension shear specimens, compact shear specimens, mode II crack growth specimen, circumferentially notched cylindrical specimens, tubular specimens containing a slit, and solid cylindrical specimens containing a small hole or initial crack.

This article presents effective stress equations that are based on the von Mises criterion, the Tresca criterion, and the Huddleston criterion. It describes the calculation of effective stresses for different cases: elastic stresses, steady-state creep stresses, stresses in a fully plastic case, and thermal stresses in a tube. The article illustrates the comparison of life predictions by the stress criteria and presents a simple mean diameter hoop stress equation, which is used for designing components. It also provides information on the multiaxial creep ductility of tubular components and multiaxial testing methods.

This article focuses on the modeling and simulation of cavitation phenomena. It summarizes the experimental observations of cavitation and reviews the modeling of cavity nucleation and growth. The article discusses the modeling of the cavity growth based on mesoscale and microscale under uniaxial versus multiaxial tensile-stress conditions. Mesoscale models incorporate the influence of local microstructure and texture on cavitation. The article outlines the descriptions of cavity coalescence and shrinkage. It also describes the simulation of the tension test to predict tensile ductility and to construct failure-mechanism maps.

This article provides some new developments in elevated-temperature and life assessments. It is aimed at providing an overview of the damage mechanisms of concern, with a focus on creep, and the methodologies for design and in-service assessment of components operating at elevated temperatures. The article describes the stages of the creep curve, discusses processes involved in the extrapolation of creep data, and summarizes notable creep constitutive models and continuum damage mechanics models. It demonstrates the effects of stress relaxation and redistribution on the remaining life and discusses the Monkman-Grant relationship and multiaxiality. The article further provides information on high-temperature metallurgical changes and high-temperature hydrogen attack and the steps involved in the remaining-life prediction of high-temperature components. It presents case studies on heater tube creep testing and remaining-life assessment, and pressure vessel time-dependent stress analysis showing the effect of stress relaxation at hot spots.

The design of components against fatigue failure may involve several considerations of irregular loading, variable temperature, and environment. This article focuses on design considerations against fatigue related to material performance under mechanical loading at constant temperature. It reviews the traditional methods of fatigue design on smooth and notched components. The article discusses high-cycle fatigue in terms of fatigue strength and tensile strength, mean stress effects, stress concentration, and multiaxial fatigue. It describes low-cycle fatigue in terms of deformation behavior and concludes with a discussion on lifetime analysis based on a strain approach.

This article provides the theoretical background for understanding many of the physical processes relevant to mechanical testing methods, experimental results, and analytical approaches described in this volume.

High strain rate testing is important for many engineering structural applications and metalworking operations. This article describes various methods for high strain rate testing. Several methods have been developed, starting with the pioneering work of John Hopkinson and his son, Bertram Hopkinson. Based on these contributions and also on an important paper by R.M. Davies, H. Kolsky invented the split-Hopkinson pressure bar, which allows the deformation of a sample of a ductile material at a high strain rate, while maintaining a uniform uniaxial state of stress within the sample.

This article provides information on the typical experimental observations of formation and propagation of small fatigue cracks under various stress states and explores the relation to long crack fracture mixed-mode fracture mechanics. It discusses state I crystallographic and stage II normal stress-dominated growth, along with some observations regarding the influence of combined stress state on the propagation of small cracks. The article discusses the differences between low-cycle fatigue and high-cycle fatigue (HCF) behaviors. Several other features of multiaxial fatigue are also explained, including mean stress effects, sequences of stress/strain amplitude or stress state, nonproportional loading and cycle counting, and HCF fatigue limits. In addition, the article covers the formation and propagation of cracks on the order of several grain sizes in diameter in initially isotropic and ductile structural alloys.

Failure of structural polymeric materials under cyclic application of stress or strain is a subject of industrial importance. The understanding of fatigue mechanisms (damage) and the development of constitutive equations for damage evolution, leading to crack initiation and propagation as a function of loading or displacement history, represent a fundamental problem for scientists and engineers. This article describes the approaches to predict fatigue life and discusses the difference between thermal and mechanical fatigue failure of polymers.

Open molding is the method used in the polymer-matrix composites industry to make thermoset composite products. This article discusses the advantages, disadvantages, and applications of the open molding. It describes the various process of the open molding, such as hand lay-up process and spray-up process. Workmanship for hand lay-up and spray-up processes is reviewed. The article provides information on the matrix-resin materials used for open molding, including unsaturated polyester resins, epoxy vinyl ester resins, and reinforcements. It explains the component design and short- and long-term properties of a fiber reinforced composite laminate depending on material selection and workmanship. The article also presents the basic design guidelines for open molding.

Brittle materials, such as ceramics, intermetallics, and graphites, are increasingly being used in the fabrication of lightweight components. This article focuses on the design methodologies and characterization of certain material properties. It describes the fundamental concepts and models associated with performing time-independent and time-dependent reliability analyses for brittle materials exhibiting scatter in ultimate strength. The article discusses the two-parameter and three-parameter Weibull distribution for representing the underlying probability density function for tensile strength. It reviews life prediction reliability models used for predicting the life of a component with complex geometry and loading. The article outlines reliability algorithms and presents several applications to illustrate the utilization of these reliability algorithms in structural applications.

An integral aspect of designing and material selection is the use of mechanical properties derived from various mechanical testing. This article introduces the basic concepts of mechanical design and its relation with the properties derived from various mechanical testings, namely, tensile, compressive, hardness, torsion and bend, shear load, shock, and fatigue and creep testings. It describes the design criteria for combined properties derived from each of the mechanical testing. The article concludes with a discussion on the effect of environment on the mechanical properties.

The purposes and methods of fatigue modeling and simulation in high-cycle fatigue (HCF) regime are to design either failsafe components or components with a finite life and to quantify remaining life of components with pre-existing cracks using fracture mechanics, with the intent of monitoring via an inspection scheme. This article begins with a discussion on the stages of the fatigue damage process. It describes hierarchical multistage fatigue modeling and several key points regarding the physics of crack nucleation and microstructurally small crack propagation in the HCF regime. The article provides a description of the microstructure-sensitive modeling to model fatigue of several classes of advanced engineering alloys. It describes the various modeling and design processes designed against fatigue crack initiation. The article concludes with a discussion on the challenges in microstructure-sensitive fatigue modeling.

This article offers an overview of fatigue fundamentals, common fatigue terminology, and examples of damage morphology. It presents a summary of relevant engineering mechanics, cyclic plasticity principles, and perspective on the modern design by analysis (DBA) techniques. The article reviews fatigue assessment methods incorporated in international design and post construction codes and standards, with special emphasis on evaluating welds. Specifically, the stress-life approach, the strain-life approach, and the fracture mechanics (crack growth) approach are described. An overview of high-cycle welded fatigue methods, cycle-counting techniques, and a discussion on ratcheting are also offered. A historical synopsis of fatigue technology advancements and commentary on component design and fabrication strategies to mitigate fatigue damage and improve damage tolerance are provided. Finally, the article presents practical fatigue assessment case studies of in-service equipment (pressure vessels) that employ DBA methods.

Torsion tests can be carried out on most materials, using standard specimens, to determine mechanical properties such as modulus of elasticity in shear, yield shear strength, ultimate shear strength, modulus of rupture in shear, and ductility. This article discusses the torsional deformation of prismatic bars of circular cross-section and torsional response of prismatic bars of noncircular cross-section. It analyzes the elastic deformation, plastic deformation, and the effect of strain rate on plastic deformation. The article describes the theory of anisotropy in plastic torsion and the various components of a torsion testing machine. These include drive system, test section, torque and rotational displacement transducers, and rigid frame.

This article summarizes many approaches that are used to simulate relaxation of bulk residual stresses in components. It presents analytical examples to highlight the complexity of residual stress and strain distributions observed in simple geometries, with ideal material behavior and trivial loading and boundary conditions. The article discusses approximate and advanced solution techniques that can be employed in practice for simulation of residual stress relief: finite-difference method and finite-element method. It also describes advanced techniques applicable to transient creep, advanced constitutive models, and complicated stress and temperature loading histories.

This article provides an overview of the safety aspects and integrity concept for pressure vessels, piping, and tubing. It focuses on the fracture mechanics approaches used to validate components with longitudinal cracks and circumferential cracks and to analyze crack growth behavior under cyclic loading. Full-scale testing facilities and the typical test results required for various applications are discussed. The article also presents information on the transferability of mechanical properties of materials.

The goal of micromechanics and analysis is to use the predictive methodology to develop tailored composites and also to make accurate predictions of their performance in service. This article reviews results derived from micromechanics analyses, based on finite-element method of unidirectional fiber reinforced metal matrix composites (MMCs). It discusses the elastic deformation and elastic-plastic deformation analysis of discontinuously reinforced MMCs. The article provides an overview of analysis of strength, fatigue, and fracture toughness for macromechanics fiber-reinforced and discontinuous reinforced composites.