Mechanical Tests: Yu.M. Tarnopol'skii and Kulakov
Mechanical Tests: Yu.M. Tarnopol'skii and Kulakov
Mechanical Tests: Yu.M. Tarnopol'skii and Kulakov
34.1 STRUCTURAL HIERARCHY OF FIBROUS The test results are used to calculate the
COMPOSITES properties of materials with more complex
configurations of fiber arrangement and of
Fibrous composites are inhomogeneous mate-
hybrids, i.e. materials with different reinforce-
rials with multiple levels of structural scale.
ments in the same lay-up.
The three levels of structural scale can be
For multilayered composites, the largest
arranged in a hierarchy. The characteristic
structural scale is the thickness of the lami-
dimensions for the three levels are: fiber diam-
nated plate that is equal to the sum of stacked
eter, lamina thickness and plate thickness. The
laminae and interleaves. The theory of lami-
most appropriate test methods and structural
nated plates allows one to determine the
analysis techniques are different for each level
properties of the plate using the properties of
in the hierarchy. Test objectives and associated
the monolayers and their stacking sequence. If
problems are also different for each level.
the monolayers are part of a structural ele-
The smallest scale is the diameter of the
ment, then the highest level of scale is the
reinforcing fiber. The properties of the rein-
characteristic size of the object. The dimen-
forcing fiber and polymer matrix and their
sions of structural elements typically exceed
interaction are studied in the field of microme-
chanics. the thickness of the plate by several times. The
The second level scale is the thickness of the properties of components are measured by tra-
unidirectional lamina. Macromechanics ditional mechanical and physical test
describes the properties of a monolayer under methods’.
loading at an angle to the fiber direction. A The results of the analyses or tests at the
monolayer is defined as a flat or curved ele- first level are used as input for the analyses at
ment of material composed of a polymeric the second level. The same relationship holds
matrix and reinforcement of the same type and for the second and third levels. Upon convert-
orientation throughout the layer. It is the basic ing each scale to a continuum at the next
structural element of laminated and fibrous higher scale, it is important that for each level
composites. The characterization of monolay- under consideration the number of elements
ers by mechanical test methods is given be sufficient, e.g. through the width and thick-
particular emphasis in this chapter since test- ness of the lamina or through the thickness of
ing of anisotropic materials is a relatively the plate, so the transition from a discrete
novel and seldom studied field of mechanics. medium to a continuum is performed without
great error. This progression up the hierarchy
eventually leads to solutions of real life prob-
lems involving structural elements or
prototypes.
Handbook of Composites. Edited by S.T. Peters. Published
in 1998 by Chapman & Hall, London. ISBN 0 412 54020 7
Problems of composite testing 779
etc.) must be sufficiently large to support this of fiber waviness can cause the measured val-
approximation43r6. ues of longitudinal modulus of elasticity and
Once the general test method has been strength to be considerably lower than those of
selected, the details of the loading and the materials with ideally straight fibers. Fiber
sample geometry must be selected. For fibrous waviness also influences on the coefficient of
composites, the principal difficulties lie in the thermal expansion in the fiber direction. The
generation of a uniform stress field in a repre- modulus of elasticity perpendicular to the
sentative volume of material, i.e. the fiber direction and the in-plane shear modulus
elimination of end and edge effects. This is dif- are not significantly affected by fiber wavi-
ficult even for the most simple types of tests. ness.
The difficulties increase with increasing All of the aforementioned unique testing
degree of anisotropy, i.e. materials reinforced requirements apply to composites of a fibrous
by high-modulus or high-strength fibers and laminated structure. Additional difficul-
(boron, carbon and organic fibers). ties arise when spatially reinforced composites
End effects are primarily influenced by the are tested because the transverse strength and
method of fastening and loading of the speci- stiffness are derived from a rigid framework
men, the length of the grip section, and the rather than from a compliant matrix.
fiber orientation. The region involved in end
effects extends in the direction of the greatest
34.2.4 SUMMARY TABLES
stiffness of the material and increases with the
anisotropy of the material. The most common methods of testing com-
Edge effects are primarily influenced by the posites in tension, compression, torsion and
size and shape of the specimen, the fiber ori- bending are described in Tables 34.1-34.5 . The
entation and the angle of specimen cutting. If high performance test fixtures designed
strength anisotropy is present, improper load- specifically for composite testing, their
ing and fastening can lead to changes in the description and recommended applications
failure mode and the resulting strength value. are given in Reference 7.
A most important considerationis the selec-
tion of the specimen width. The width must be
34.3 TEST SPECIMENS
large enough to avoid the effect of cut fibers at
free edges which is important for specimens of The important relationships between fabrica-
off -angle, angle-ply and cross-ply materials. tion methods, test methods and required
Edge effects are manifested as interlaminar specimen shapes are shown in Fig. 34.1.
stresses at the free edges of the specimen, the Specimens for mechanical testing are classified
direction and magnitudes of which depend on as flat specimens (bars and plates), rings (com-
the fiber lay-up. plete and segments) and tube@.
Material quality also causes unique require- The specimens and test methods in Fig. 34.1
ments for testing composites. Quality cannot are used to characterize the monolayer. Flat
be ignored during testing because the material monolayers can be characterized with speci-
and structure are formed simultaneously. In mens that have a different fiber lay-ups but the
addition, composites are extremely sensitive same general, flat, long, narrow shape. To ade-
to mechanical and thermal history. Structural quately characterize wound monolayers, it is
imperfections, in particular porosity, waviness necessary to use both rings and tubes. Ring
and misalignment of fibers, require special specimens of a unidirectional fiber lay-up are
attention. The presence of porosity affects the used to assess characteristics in the fiber direc-
measurement of polymer matrix dominated tion. Tubular specimens with a 90" wind angle
properties, e.g. shear strength. Small amounts are used to measure properties perpendicular
Test specimens 781
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782 Mechanical tests
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784 Mechanical tests
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Test specimens 785
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786 Mechanical tests
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Fig. 34.1 Methods of material fabrication and respective specimens for testing.
to the fiber direction. Tubular specimens with methods, loading types, and failure modes are
different balanced fiber lay-ups (fiber angles all different for the two test methods (Table
are symmetric with respect to the longitudinal 34.1).
specimen axis) are employed to assess shear A uniaxial tension or compression test
characteristics and to study complex states of specimen has several functionally different
stress. parts: two loading sections, a gage section,
The specimen shape, to a great extent, and two transition sections. The loading sec-
tions provide a means of fastening the
depends on the objective of the test: verification
of scientific hypotheses, engineering specifica- specimen in the testing machine. They receive
tion of the material, or quality control of the and transmit the external loads to the gage
materials. The most rigorous requirements are section of the specimen. In the gage section,
imposed on specimens of the second group. deformations are measured and stresses are
calculated according to the geometrical
dimensions and external load. The transition
34.4 TENSION AND COMPRESSION
sections serve to attenuate stress-strain per-
turbations in the loading section to isolate
34.4.1 TENSION TESTING OF FLAT SPECIMENS
them from the gage section. The specimen
In spite of any analogy that may be drawn dimensions that are recommended in the
between loading of flat composite specimens existing standards meet these requirements.
in tension and compression, only the calcula- The specimen dimensions (length, width and
tion relationships (taking into account the sign thickness) specified in standards as a function
of the stresses and strains) are common to both of the type of fiber lay-up are shown in Table
cases. The specimen shape and size, gripping 34.1 (Methods (a) and (b)).
Tension and compression 787
The greatest technical challenge in tension forces acting on the specimen ends (Table 34.1,
testing of composites, especially unidirec- Method (c)),it is impossible to achieve a suffi-
tional composites, is the reliable transmission ciently uniform stress distribution over the
of tensile forces from the grips to the speci- faces of the specimen. As a result, premature
men. This is generally performed through the local failure of the specimen occurs. When the
use of friction forces. Tabs bonded to the spec- loading is achieved by shear forces acting on
imen improve the efficiency of load the sides of the specimen as specified by
transmission considerably. The tabs should be ASTM D3410 (Method (d)), the stress distrib-
made of a material that has a much lower ution in the specimen is also non-uniform,
modulus of elasticity and a higher total elon- especially when flat wedge grips are used.
gation than the respective characteristics of the The best method is a combination of the two
specimen material. Tabs have been made of methods in which normal forces are applied
fiberglass reinforced composites, aluminum at the ends and shear forces are applied along
and wood veneers. The thickness of tabs the faces of the specimen grip section
should be between 1.5t and 4t, where t is the (Method (e)).
specimen thickness. The tabs must have a In compression testing of unidirectional
large enough area that the ultimate shear load composites in the fiber direction, three basic
capacity of the bond between the tabs and the modes of failure are observed: buckling of the
specimen is greater than the breaking load of reinforcing fibers, transverse cracking of the
the specimen gage section. matrix, and shearing of reinforcing fibers at a
The mode of failure in tension depends on 45" angle without local buckling of the rein-
the relationship between the external load forcement. Transverse cracking is caused by
and the reinforcing fibers and on the type of differences in the Poisson's ratios of the mate-
reinforcement lay-up. When unidirectional rial components and by a non-uniform
composites are loaded in the reinforcement transverse strain distribution along the speci-
direction, they fail by breakage of the rein- men length. Materials reinforced at an angle to
forcing fibers. This is accompanied by the specimen's longitudinal axis fail in shear
transverse cracks, longitudinal shear cracks without crumpling at the end faces because all
and delamination of the polymer matrix. of the shear load is taken up by the matrix. The
Increasing the angle between the load and the aforementioned basic modes of failure can be
reinforcing fibers causes the mode of failure accompanied by a series of other phenomena:
to change gradually from shear and splitting inelastic and non-linear deformation of the
of the polymer matrix parallel to the fiber reinforcing fibers and matrix, delamination,
direction to pure transverse tensile cracking surface peeling, overall buckling and crushing
of the polymer matrix. The failure mode of of the end faces. Failures with different combi-
composites with a balanced angle-ply rein- nations of these phenomena can make the
forcement depends on the angle of the fiber determination of the failure mode very diffi-
lay-up. cult.
In compression testing, great care must be
taken to ensure stability of the specimen, espe-
34.4.2 COMPRESSION TESTING OF FLAT
cially in the gage section. Buckling of the
SPECIMENS
specimen side face is not always detectable
The main problem in compression testing of and will cause erroneous strain measure-
flat specimens is the selection of a loading ments. Special test fixtures are used to prevent
method that ensures compressive failure. overall buckling of the specimen.
When the loading is achieved by normal
788 Mechanical tests
specimen and to a certain extent it prevents gage section where the state of stress is the
buckling of the specimen. The external pressure most uniform. However, edge effects have
may also be applied by mechanical devices considerable influence on the shear strength.
such as multiple cam. Therefore, it is better to bond the specimen to
The primary difficulty in compression test- the rail links than to use mechanical fasteners.
ing of rings by external pressure is the The stress distribution is not affected by the
selection of a relative thickness, t / R , to reduce loading direction, i.e. along the diagonal or
secondary loading effects. Depending on the parallel to the sides of specimen gage section.
relative thickness of specimen, t / R , and the Measuring the shear properties by tensile
degree of anisotropy of the material E,/G,, loading of an anisotropic strip is distinguished
three different failure modes have been by its apparent simplicity (Table 34.1, Method
observed. Thin-walled rings fail by buckling, (f)). The strip can have one of several different
thick-walled rings fail by biaxial compression, fiber lay-ups. This method is not used to deter-
and optimum thickness rings fail by circum- mine in-plane shear strength because it yields
ferential compression. Analysis of the test data low values. A state of pure shear is not assured
must consider the radial as well as circumfer- even with a +45" lay-up.
ential stresses. A similar test method involves tensile load-
Delamination of the inner layers of the ring ing of a strip of a unidirectional material cut at
makes it difficult to correctly calculate the an angle, 8, to the reinforcing fibers. The opti-
compressive strength. This delamination is mum angle is the one for which the relative
often noisy. The occurrence of this failure shear strain y 1 2 / ~is
x maximized and the shear
mechanism also depends on the relative thick- stress rI2reaches its critical value. This angle
ness of the ring. Delamination of helical depends on the anisotropy of the elastic and
windings can lead to unwinding of the speci- strength properties of the material tested. For
men. Hoop wound rings can fail by advanced composites, the optimum angle is 10
layer-by-layer delamination. to 15". Because the stress ratios are very sensi-
tive to changes in the angle, rigid tolerances,
4 degree, are set on the specimen cut angle,
34.5 SHEAR
the strain gage angle, and the direction of
loading. In order to ensure that the stress state
34.5.1 IN-PLANE SHEAR
is uniform, relatively narrow strips, L/w = 14
Shear properties, especially shear strengths, to 16, are used.
are difficult to measure. The simple and eco- The in-plane shear modulus is often mea-
nomical rail shear test is often used for this sured by twisting a square plate with four
purpose (Table 34.3, Methods (a) and (b)).The point loading (Method (c)). The wide accep-
extent of edge effects and the uniformity of the tance of this method may be attributed to the
shear stress distribution over the specimen simplicity of its calculations. However, the
width depends on the length-to-width ratio of experiments should be performed with utmost
the specimen gage section L/w and on the care. This method is only applicable for small
relation of elastic constants G,/E of the mate- deflections, wp < O.lt, on plates made of mate-
rial. Edge effects are negligible tor L/w > 10. rials which are uniform in thickness and
Edge effects cannot be eliminated for materials orthotropic along the specimen axes. Test
with v, = vyxG -1. Thus, this method cannot be results for several different materials have
used for such materials. The elastic constants shown that the P-wp relationship remains lin-
obtained by the rail shear test are less sensitive ear up to wp/t z 1. However, in practice, the
to the relative ratio, L/w, since the measure- deflection, w should be limited to 0.5t to pre-
P'
ments are taken in the center of the specimen vent instability. Only the initial linear section
790 Mechanical tests
by an apparent increase in shear strength. radial stresses are compressive, a;. In the for-
Three-point bend testing of short bars or mer case, shear and tensile radial stresses
ring segments is the most widely used method combine to decrease the apparent shear
strength. In the latter case, the compressive
792 Mechanical tests
radial stresses impede the growth of the shear and 11),and the Arcan Test (mixed Modes I and
delamination crack and raise the apparent 11). The geometry of the specimens, prepara-
interlaminar shear strength. For accurate tion methods, and analysis procedures have
determination of the interlaminar shear been described in detai113J4.
strength, r&bu,segment dimensions must be Advanced composites, especially those
selected so that the normal circumferential reinforced with carbon and aramid fibers,
stresses, as, and normal radial stresses, or,are have highly anisotropic thermophysical prop-
negligible compared to the shear stresses. erties. This is reflected in the thermomechanical
behavior of the structures fabricated with these
materials. The combination of a polymer
34.7.2 BENDING OF RINGS
matrix having a high coefficient of thermal
Bending of complete rings by diametrically expansion and fibers having a negative coeffi-
opposed loads (Method (c)) is used to deter- cient of thermal expansion allows the
mine elastic and strength properties of fabrication of composites with extremely low
composites. Reliable results are obtained if the thermal expansion. This property of compos-
relative specimen thickness, t l r , is properly ites is used in the fabrication of structures
selected. The acceptable range of relative which are stable over wide temperature
thickness for determining the shear modulus, ranges. Low thermal expansion is commonly
Go,: is based on the material anisotropy, achieved in two directions and the process can
E,b/G,b. The shear modulus is calculated from be extended to materials which are spatially
the load-diametral deflection data using the reinforced in three directions (3-D) or along
same equations for three point bending of four diagonals of a cube (4-D)15.These com-
prismatic bars with a correction factor for the posites possess a thermal expansion coefficient
fraction of deflection induced by shear which is both isotropic and very low.
stresses. When the test is used to determine Measurement of the thermal expansion
the interlaminar shear strength, rOpU,the rela- coefficients of carbon and aramid composites,
tive specimen thickness must be chosen to especially in the reinforcement direction, is not
ensure failure by shear delamination at the a trivial experiment. It must employ modem
specimen mid-radius rather than failure by dilatometer and interferometer methodsI4.
normal circumferential stresses, a?.
34.9 STRUCTURAL TESTING
34.8 SPECIAL TESTS
The unique challenges of designing and test-
Laminates can fail by interlaminar delamina- ing composite parts are due to the fact that the
tion along specific planes. Toughness data is as material and its micro- and macro-structures
important for characterization and failure pre- are created at the same time as the part. The
diction of composites as strength and stiffness design of critical structures must include the
data. Cracks in composites can propagate by design of the material and must consider the
Mode I, (crack faces opening normal to the unique behavior of composite materials which
crack plane), by Mode I1 (crack faces sliding in is influenced by processing techniques, actual
their planes), or by Mixed-Mode (combination service loading, and environmental condi-
of Mode I and Mode 11).The interlaminar frac- tions. Structural testing should start with tests
ture tests include the Double Cantilever Beam of small-scale models fabricated by the same
Test (Mode I), the Edge Delamination Test manufacturing process as the full-scale struc-
(Mode I), the End Notched Flexure (Mode 11), ture, followed by tests of prototype parts,
the Notched Three-Rail Shear Test (Mode 11), specimens cut from structural elements, and
the Cracked Lap Shear Test (mixed Modes I finally, full-scale tests9J9.
References 793