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Theories of Failure: Working Stress and Failure Theories A Simplified Approach

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Theories of Failure

Working Stress and Failure Theories


A Simplified Approach
We are interested in learning how static mechanical stress can cause failure
in machine parts. Static stress means that the stress has been applied slowly
and is maintained at a steady level. Failure from cyclic (or dynamic) stress
and impact stress will be treated later. Here, we should also keep in mind
that, there are many other factors such as, surface wear damage from
friction, overheating, chemical corrosion, metallurgical fault or a combination
of these and other factors may also cause failure.

1. Molecular Concept of Mechanical Failure


Engineering materials have a crystalline molecular structure , which means
the atoms (or molecules) of the material are arranged in a fairly ordered
fashion and the atoms are held in fixed position with respect to each other by
strong inter-atomic bond. An external mechanical force tends to displace
these atoms from their original positions in the direction of the force, which is
resisted by the inter-atomic forces. Up to a certain limiting level of the
external force, the atoms are displaced to some extent, but are pulled back to
their original position when the external force is removed. This phenomenon
gives rise to the elastic behavior of material (elastic deformation), that is up
to a certain stress level generally the displacement is proportional to force.
Hooks law essentially is the same that is stress is proportional to strain.
If a force is applied parallel to an atomic plane (shear force) and the force is
high enough, a plane of atoms may slide over the adjacent plane of atoms
overcoming the inter-atomic forces of the immediately neighboring atoms.
When this sliding occurs, atoms in the sliding plane will slip under the
influence of new set of atoms. Conceptual model of this slip deformation is
shown in the diagram below. After the slip has occurred, the positions of the
atoms have changed permanently, resulting in a permanent change in shape or
size of the part. This type of permanent deformation is called plastic

deformation. Plastic deformation is not acceptable in most mechanical


design situations, because the permanently deformed part may no longer
serve its intended purpose, and from the mechanical design stand point we
may say that the part has failed. For example, a landing gear of an aircraft
deforms elastically during landing from the ground reaction forces, but we
certainly dont want it to be permanently (or plastically) deformed, because
then the actuators or other mechanisms may not work properly during the
next landing.

If a force applied normally across the atomic plane (tensile force) and the
force is high enough, two adjacent planes of atoms may separate out from
each other producing a crack. The initial crack will reduce the cross-sectional
area of the load bearing surface, thus helping the crack to propagate until the
entire surfaces separates from the inter-atomic plane. This type of failure,
which produces separation of atomic planes, is called fracture or rupture
type failure. Obviously this type of failure will also not be acceptable in
mechanical design. A conceptual model of fracture failure is shown below.

In macro scale, the materials are aggregate of randomly oriented grains. This
means that the atomic planes in different grains are randomly oriented. The
implication is that, the externally applied force may act as shear force or
tensile force to different grains, depending on their orientation of atomic
plane. As a result of this, the microstructure of a material can influence
whether there will be slip or a crack from an externally applied force.

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