Introduction

Machine parts subjected to repeated stress cycles usually fail at stress levels lower than their yield or tensile strength. This phenomenon is caused by the progressive loss of structural performance of engineering components under cyclic stressing. Information obtained from completely reversed loading conditions is insufficient for the design of machine components, which are frequently subjected to fatigue loads in addition to superimposed static loads. The two primary components of fatigue loading are mean stress and variable stress, with the former having a substantial effect on the cyclic strength of the composites [1]. Constant life diagram (CLD) depicts the influence of mean stress and anisotropy of materials on the life of machine elements subjected to fatigue loading. Due to its simplicity of construction, the conventional Goodman diagram is the constant life diagram that is most frequently used, especially for metals. However, because composite materials differ in their strengths in compression and tension, the CLD obtained from the Goodman method is insufficient to determine the fatigue strength of composites [2]. As a result, the highest point of a CLD is positioned distantly to the right from the stress ratio, R = − 1, line for composite materials. Hence, straight lines joining alternating stress points on the ‘y axis where the stress ratio, R = − 1, and ultimate compressive and tensile strength points on the ‘x′ axis on the mean stress points cannot determine the influence of cyclic mean stress for composite materials. The R ratio, mean stress, σm, and alternating stress, σa, are the three basic factors that constitute a constant life diagram. Figure 1 depicts an example of a CLD annotation. The half-plane of the positive side of plane (σmσa) is distributed into three regions, with the center one including both compressive loads and mean loads. The outward lines, that represent the SN diagrams at R = 0 and R = 1, signify the tension–tension (T–T) region. Positive R values smaller than unity are found in SN curves belonging to this region. The annotations in Fig. 1 can be used to make similar observations about the other regions.

Fig. 1
figure 1

A typical CLD annotation for σm and σa plane [3]

Radial lines that are emerging from the origin constitute a single SN curve and are denoted as

$$ \sigma_{{\text{a}}} = \frac{{\left( {1 - R} \right)}}{{\left( {1 + R} \right)}} \sigma_{{\text{m}}} $$
(1)

where σa is alternating stress, and \(\sigma_{{\text{m}}}\) is mean stress, at stress ratio, R. The locations on the SN diagram for a specific stress ratio, R, are indicated by the points along these radial lines. The points of consecutive radial lines, each of which corresponds to a particular number of failure cycles, are connected to form CLD. The information obtained from completely reversed loading conditions (R = − 1) is inadequate for the design of composite materials, which are frequently subjected to fatigue loads in addition to superimposed static loads. Several alternative models for dealing with the variable characteristics of composites for varying mean stress levels have been proposed in the literature by various researchers. Nasr et al. [4] investigated the influence of mean stress on thin-walled glass fiber-reinforced composite materials under torsional stresses. The authors conducted fatigue tests at stress ratios of R = 0, − 0.25, − 0.50, − 0.75, and − 1. Using Goodman's equation, they found that mean stress had a negative impact on the fatigue behavior of composites. Kar et al. [5] investigated the fatigue behavior of glass-carbon fiber composite rods with varying R ratios under tension–tension loading. The fatigue behavior of composite rods was affected substantially with increase in stress levels. The influence of mean stress on the cyclic behavior of glass-polyamide composites was investigated by Mallick and Yuanxin Zhou [6]. The authors performed fatigue tests at five distinct levels of mean stress. They perceived that increasing the mean stress resulted in a substantial drop in fatigue strength of the composite specimens. This result was attributed to the creep ratcheting phenomenon during fatigue loading. Yong-Hak Huh et al. [7] conducted the axial fatigue test for three stress ratios, namely − 0.2, 0.1, and 0.5. The fatigue limit of unidirectional composites was found to be lowest for a bidiagonal composite with a fiber orientation of ± 45°and to be highest for a stress ratio of 0.1. For R = − 0.2, the authors [8] discovered a similar dependence between fiber orientation and fatigue behavior. In their experimental investigation, the linear Gerber and Goodman diagram was used to calculate the fatigue life of the composites. Shaoxiong Liang et al. [9] investigated the fatigue response by applying various stress ratios to glass-flax/epoxy composites (T–T). It was found that the experimental data and Wohler's linear model had good agreement. The usefulness of CLD for predicting the fatigue life of composites was examined by Vassilopoulos et al. [10]. The authors demonstrated the use of CLD models at various stress ratios using existing experimental data sets. All these works show that it takes a significant amount of time and effort to run several experiments to obtain the required SN curve for various mean stress values. To determine the fatigue response over time and with different loading scenarios, many SN curves would therefore be required. Henceforth, this study employs three constant life diagram (CLD) models with only a few experimental data points to demonstrate the influence of mean stress on the fatigue strength of glass/epoxy [NH]4 and glass-carbon/epoxy [H]4 composites for stress ratios, R = 0.5, 2, 0.1, − 0.5, − 2, and 10.

Materials

Non-hybrid and hybrid hollow cylindrical test specimens were prepared in this study using E-glass and carbon fiber rovings, respectively, as shown in Fig. 2. Suntech Fiber Pvt., Ltd., Bengaluru, provided both fibers. Epoxy-3202 (Lapox-L-12) thermoset resin was used as a matrix material due to its excellent adhesion characteristics, fatigue strength, and high-temperature endurance. Triethylenetetramine (K-6 hardener) with a density of 950 kg/m3 was selected to aid the curing process. Epoxy and K-6 hardener were supplied by Yuje Enterprises Bengaluru.

Fig. 2
figure 2

Stacking arrangement of non-hybrid [NH]4 and hybrid [H]4 composites

The volume fractions of fiber (vG), (vC), resin (vR) and voids (vv) along with the density of non-hybrid [NH]4 and hybrid [H]4 composites are given in Table 1.

Table 1 Volume fraction and density of composites

The tensile modulus, as well as the compressive and tensile strength values of non-hybrid [NH]4 and hybrid [H]4 composites, are summarized in Table 2.

Table 2 Tensile and compressive strength of [NH]4 and [H]4 composites

Constant Life Diagram (CLD) Models

The constant life curves show the distinct fatigue behavior of the materials for various combinations of amplitude and mean stress levels on the mean-amplitude plane. These areas reflect different cyclic loading regimes, as explained in Sect. "Introduction" (e.g., tension–compression). In this study, the three most widely used CLD models are used to illustrate the effect of mean stress on the fatigue life of [NH]4 and [H]4 composites.

  1. a)

    Linear CLD [11]

  2. b)

    Piecewise linear CLD [12]

  3. c)

    Kawai’s CLD model [13, 14]

  • a. Linear CLD

A single SN curve identified through experiment serves as the basis for the linear CLD model. This model considers fatigue test data points obtained at completely reversed loading (R = − 1) as a basis to determine other SN curves. All additional SN curves can be derived from the given SN curve using straightforward calculations. The constant lifeline for any R ratio may be determined as

$$ \sigma_{{\text{a}}} = k_{1} \sigma_{{\text{m}}} + \sigma_{R = - 1} {\text{ for }}\;{\text{UCS}} \le \sigma_{{\text{m}}} \le 0 $$
(2)
$$ \sigma_{{\text{a}}} = k_{2} \sigma_{{\text{m}}} + \sigma_{R = - 1} \,{\text{for}} \,0 \le \sigma_{{\text{m}}} \le {\text{UTS}} $$
(3)

where two factors, k1 and k2, are model constants and σR = − 1 corresponds to the alternating stress amplitude fatigue data obtained at R = − 1. UCS and UTS correspond to ultimate tensile and compressive strength values, respectively. Using Eqs 1, 2 and 3, alternating stress, σa, and mean stress, σm, can be calculated simultaneously for different stress ratios, R under consideration.

  • b. Piecewise Linear CLD

Linear interpolation among the data points in the (σmσa) plane yields the desired SN curve at different R ratios using a piecewise linear constant life diagram model. Using this model constant life diagram can also be constructed through linear interpolation between static strength data (compressive or tensile strength) and a small number of experimentally obtained fatigue data. For each portion of the CLD, the linear interpolation between uncertain and given fatigue data is done using the analytical equations. If the interpolation is done among the known R ratio and at R = 1, in the tension–tension section, then unknown alternating stress, σa′, is determined by Eq 4.

$$ \sigma_{a\prime } = \frac{{{\text{UTS}}}}{{\left( {\frac{{{\text{UTS}}}}{{\sigma_{{a^{\prime} 1 {\text{TT}}}} }}} \right) + r^\prime - r_{{1{\text{TT}}}} }} $$
(4)

where UTS = tensile strength, σa′1TT = stress amplitude obtained from the fatigue test, r′ is the unknown stress ratio, and r1TT is the known stress ratio. If the interpolation is done between R = 1 and known R ratio, in the compression–compression region, then unknown alternating stress, σa′, is determined by

$$ \sigma_{a\prime } = \frac{{{\text{UTC}}}}{{\left( {\frac{{{\text{UTC}}}}{{\sigma_{{a^{\prime}1 {\text{CC}}}} }}} \right) + r^\prime - r_{{1{\text{CC}}}} }} $$
(5)

where UTC = compressive strength, σa′1CC = stress amplitude obtained from the fatigue test, r′ is the unknown stress ratio, and r1CC is the known stress ratio. The following equation can be used for linear interpolation if R lies between two R ratios (Ri + Ri + 1).

$$ \sigma ^\prime_{a} = \frac{{\sigma_{a,i} \left( {r_{i} - r_{i + 1} } \right)}}{{\left( {r_{i} - r^\prime } \right)\left( {\frac{{\sigma_{a,i} }}{{\sigma_{a,i + 1} }}} \right) + \left( {r\prime - r_{i + 1} } \right)}} $$
(6)

where σa, i is the known (first) alternating stress at R = Ri and ri is the known (first) stress ratio.

  • c. Kawai’s CLD

The fundamental tenet of the Kawai CLD model is that as fatigue life increases, the form of the constant failure curves shifts to a parabola from straight line. The static failure envelope according to Kawai is indicated as two straight lines joining compressive and tensile strength, which is bounded by the CLD with maximum alternating stress on the experimentally determined SN curve. This model allows the designers to construct an SN curve at desired R ratio by varying different mean and alternating stress components with the help of a single experimentally acquired SN curve. Thus, the resulting anisomorphic constant life diagram, developed by Kawai and Koizumi, is asymmetric and is described by Eqs 7 and 8.

$$ \frac{{\sigma_{{\text{a}}}^{\gamma } - \sigma_{{\text{a}}} }}{{\sigma_{{\text{a}}}^{\gamma } }} = \left( {\frac{{\sigma_{{\text{m}}} - \sigma_{{\text{m}}}^{\gamma } }}{{{\text{UTS}} - \sigma_{{\text{m}}}^{\gamma } }}} \right)^{{2 - \varphi_{\gamma } }} {\text{for UTS}} \ge \sigma_{{\text{m}}} \ge \sigma_{{\text{m}}}^{\gamma } $$
(7)
$$ \frac{{\sigma_{{\text{a}}}^{\gamma } - \sigma_{{\text{a}}} }}{{\sigma_{{\text{a}}}^{\gamma } }} = \left( {\frac{{\sigma_{{\text{m}}} - \sigma_{{\text{m}}}^{\gamma } }}{{{\text{UCS}} - \sigma_{{\text{m}}}^{\gamma } }}} \right)^{{2 - \varphi_{\gamma } }} {\text{for UCS}} \ge \sigma_{{\text{m}}} \ge \sigma_{{\text{m}}}^{\gamma } $$
(8)

where \(\sigma_{{\text{a}}}^{\gamma }\) and \({\upsigma }_{{\text{m}}}^{{\upgamma }}\) are alternating and mean stress components that are experimentally obtained from fatigue stress values at critical stress ratio, R = − 1 and

$$ \varphi_{\gamma } = \frac{{\sigma_{\max }^{\gamma } }}{{\sigma_{B} }} $$
(9)

\(\varphi_{\gamma } \) represents the ratio of the stress,\( \sigma_{\max }^{\gamma }\) is obtained from the experimental data for the critical SN curve to the maximum stress,\( \sigma_{{\text{B}}}\) (absolute) value between tensile strength and compressive strength.

These three models can be used to estimate the amplitude and mean stresses under different loading situations for which there is no experimental data. In this work, fatigue cycles count was varied from 103 to 107 to get a clear understanding of stress ratios and to handle a wide variety of loading options between maximum compressive strength (UCS) and maximum tensile strength (UTS), the models were fitted using the corresponding equations, across the entire range of mean stress values.

Results and Discussion

Using an in-house built rotational bending fatigue machine as described in reference [15], fatigue tests were performed at a stress ratio of R =  − 1 at an operating frequency of 10 Hz, to investigate the fatigue strength of composite specimens for different stress ratios using CLD models. Six stress levels were chosen as a reference for constant amplitude fatigue testing at room temperature, covering "high stress-low cycle" and "low stress-high cycle" fatigue regimes, as illustrated in Table 3 with the number of failure cycles.

Table 3 Details of applied stress levels versus number of failure cycles of [NH]4 and [H]4 specimens

Fatigue Life Modeling

  • a. Linear CLD

Two model coefficients, k1 and k2, are determined by solving Eqs 2 and 3 at the UTS and UCS points of [NH]4 and [H]4 composite specimens.

$$ k_{1 = - } \frac{{\sigma_{R = - 1} }}{{{\text{UCS}}}} $$
(10)
$$ k_{2 = - } \frac{{\sigma_{R = - 1} }}{{{\text{UTS}}}} $$
(11)

The corresponding results of model coefficients, k1 and k2, for several cycles ranging from 103 to 107 under “low stress-high cycle” fatigue are depicted in Table 4.

Table 4 Model coefficients, k1 and k2 for [NH]4 and [H]4 composites

The calculated alternating and mean stress for [NH]4 composites using the linear model is depicted in Tables 5 and 6, respectively.

Table 5 Calculated alternating stress for [NH]4 composites according to the linear model
Table 6 Calculated mean stress for [NH]4 composites according to the linear model

Similarly, the calculated alternating and mean stress for [H]4 composites is depicted in Tables 7 and 8, respectively.

  • b. Piecewise Linear CLD

Table 7 Calculated alternating stress for [H]4 composites according to the linear model
Table 8 Calculated mean stress for [H]4 composites according to the linear model
Table 9 Calculated alternating stress for [NH]4 composites according to piecewise linear model
Table 10 Calculated mean stress for [NH]4 composites according to piecewise linear model

For different regions of the CLD, the alternating and mean stress are computed using the Eqs. 4, 5, and 6. The calculated alternating and mean stress for [NH]4 composites using a piecewise linear model are depicted in Tables 9 and 10 respectively.

Similarly, the calculated alternating and mean stress for [H]4 composites is depicted in Tables 11 and 12, respectively.

  • c. Kawai’s CLD Model

Table 11 Calculated alternating stress for [H]4 composites according to piecewise linear model
Table 12 Calculated mean stress for [H]4 composites according to piecewise linear model

For Kawai’s CLD model, fatigue loading data with R =  − 1 were applied. This stress ratio is commonly referred to as the critical stress ratio. For different regions of the CLD, the alternating and mean stress are computed using Eq 7 and 8. For different sections of the CLD, constant life curves were constructed using a sixth-order polynomial function. Tables 13 and 16 show the parameters computed for this model, as stated in Eq 9 for [NH]4 and [H]4 specimens, respectively.

Table 13 Parameters calculated for [NH]4 composites according to Kawai’s model
Table 14 Calculated alternating stress for [NH]4 composites according to Kawai’s model
Table 15 Calculated mean stress for [NH]4 composites according to Kawai’s model
Table 16 Parameters calculated for [H]4 composites according to Kawai’s model

The calculated alternating and mean stress components for [NH]4 composites using Kawai’s model are depicted in Tables 14 and 15, respectively.

The calculated alternating and mean stress components for [H]4 composites using Kawai’s model are depicted in Tables 17 and 18, respectively.

Table 17 Calculated alternating stress for [H]4 composites according to Kawai’s model
Table 18 Calculated mean stress for [H]4 composites according to Kawai’s model

Constant Life Diagram (CLD)

When modeling fatigue life of [NH]4 and [H]4 composite specimens for different stress ratios (R), the linear model has a lower level of accuracy when the stress ratio is 0.5 and 10 as shown in Fig. 3 for [NH]4 composites. The mean stress component increases from ultimate compressive strength to zero, with alternating stress having a greater value in compression-predominant areas. With decreasing alternating stress in the tension-dominating zone, mean stress increases from zero to ultimate tensile strength. Figure 6 demonstrates that when the stress ratio is 10, the linear model for [H]4 composites becomes less reliable. Constant life curves for [NH]4 and [H]4 composites were able to connect accurately with all the points for the specified stress ratios using the linear piecewise CLD, as shown in Figs. 4 and 7. Kawai's model, on the other hand, is less accurate when R = 10 for [NH]4 and [H]4 composites, as shown in Figs. 5 and 8. This model's main shortcoming is that it cannot predict the effect of mean stress at larger stress amplitudes for shorter life cycles. The constant life curves follow a second-order polynomial function as the cycles to failure increase, as shown in Figs. 5 and 8. As a result, designers can precisely construct continuous life diagrams for fiber-reinforced composites using piecewise linear CLD model.

Fig. 3
figure 3

CLD for [NH]4 specimens according to the linear model

Fig. 4
figure 4

CLD for [NH]4 specimens according to piecewise linear model

Fig. 5
figure 5

CLD for [NH]4 specimens according to Kawai’s model

Fig. 6
figure 6

CLD for [H]4 specimens according to the linear model

Fig. 7
figure 7

CLD for [H]4 specimens according to piecewise linear model

Fig. 8
figure 8

CLD for [H]4 specimens according to Kawai’s model

Comparison of CLD Models

When modeling fatigue data with stress ratios R = 0.5, 2, 0.1, − 0.5, − 2, and 10 using each of these models, the linear piecewise model is extremely accurate for predicting the fatigue behavior of [NH]4 and [H]4 composites for all stress ratios. By joining all the data points for the specified stress ratios, R, constant life curves were successfully formulated using linear piecewise model. The assumption that the fatigue life data must be fitted with a power law function forms the basis for all the derived constant life diagrams. The predictive power of each of the employed models was evaluated. The R2 value of predicted curves for [NH]4 and [H]4 composites values is shown in Tables 19 and 20.

Table 19 Comparison of the coefficient of correlation (R2) for predictive power function for [NH]4 composites
Table 20 Comparison of the coefficient of correlation (R2) for predictive power function [H]4 composites

Figures 9, 10, 11, 12, 13, and 14 show the SN diagrams that were constructed for each stress ratio (R) using each of these models. Since it is not derived on any assumptions, the piecewise linear model is inherently more stable than other two models. The linear model understates the fatigue life of the [NH]4 and [H]4 composites for all stress ratios investigated, resulting in a conservative design under fatigue loads. Whereas Kawai's model exaggerates fatigue behavior of the [NH]4 and [H]4 composites, suggesting an overestimate of fatigue life and, as a result, it leads to non-conservative fatigue design. Hence, the piecewise linear model appears to be highly accurate and reliable CLD model for the full range of stress ratios investigated in this work. Therefore, designers may use a linear piecewise model to precisely draw constant life diagrams for accounting mean stress and anisotropy of materials on the fatigue strength of fiber-reinforced composites for varying stress ratios.

Fig. 9
figure 9

SN curves for [NH]4 and [H]4 composites at R = 0.5

Fig. 10
figure 10

SN curves for [NH]4 and [H]4 composites at R = 2

Fig. 11
figure 11

SN curves for [NH]4 and [H]4 composites at R = 0.1

Fig. 12
figure 12

SN curves for [NH]4 and [H]4 composites at R =  − 0.5

Fig. 13
figure 13

SN curves for [NH]4 and [H]4 composites at R =  − 2

Fig. 14
figure 14

SN curves for [NH]4 and [H]4 composites at R = 10

Conclusions

The effect of mean stress was studied for stress ratios, R = 0.5, 2, 0.1, − 0.5, − 2, and 10 using three constant life diagrams (CLDs) applied to composite materials. When compared to linear and Kawai's CLD models, the linear piecewise model is highly accurate for predicting the fatigue behavior of [NH]4 and [H]4 composites. By joining all the data points for the specified stress ratios, constant life curves were successfully drawn using linear piecewise model. The linear and Kawai's CLD models are less accurate for stress ratios R = 0.5 and 10. At these R-ratios, constant life curves were unable to connect all data points. SN predictions made by the linear model understate the fatigue strength of the [NH]4 and [H]4 composites for all stress ratios investigated, resulting in a conservative design under fatigue loads. In contrast, Kawai’s model exaggerates fatigue behavior of the [NH]4 and [H]4 specimens, implying an overestimation of fatigue life and, as a result, it leads to non-conservative fatigue design. Therefore, for the entire range of R ratios investigated in this study, the piecewise linear model appears to be a highly accurate and reliable constant life diagram model.