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© www.freestudy.co.uk 1 UNIT 21: MATERIALS ENGINEERING Unit code: F/601/1626 QCF level: 4 Credit value: 15 LEARNING OUTCOME 1 TUTORIAL 4 On successful completion of this unit a learner will: 1 Be able to determine the properties and selection criteria of materials from tests and data sources Criteria for material selection: definitions of material properties and character appropriate to the learner’s programme of study e.g. mechanical, physical, chemical, process character and costs for range of materials (metals, ceramics, polymers, and composites) Categorise materials: an appreciation of the properties of metals: ceramics, polymers and composites; recognition of micro structural characteristics of the more commonly used engineering materials Materials testing: tests to determine the properties of commonly used engineering materials e.g. metals, ceramics, polymers and composites (such as electrical conductivity/resistivity, magnetic susceptibility, mechanical strength, hardness, toughness, fatigue and creep resistance, corrosion and reactivity, wear resistance, optical and thermal properties, formability); appropriate statistical methods and the processing of test data Data sources: published data e.g. British Standards, ISO, product data sheets, IT sources, standard published data sources, manufacturers’ literature, job-specific information such as specifications, test data and engineering drawings; assessment of data reliability

Transcript of UNIT 21: MATERIALS ENGINEERING - FREE STUDY MATERIALS UNIT 21/1t4.pdf · © 1 UNIT 21: MATERIALS...

Page 1: UNIT 21: MATERIALS ENGINEERING - FREE STUDY MATERIALS UNIT 21/1t4.pdf · © 1 UNIT 21: MATERIALS ENGINEERING Unit code: F/601/1626 QCF level: 4 Credit value: 15 LEARNING OUTCOME 1

© www.freestudy.co.uk

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UNIT 21: MATERIALS ENGINEERING

Unit code: F/601/1626

QCF level: 4

Credit value: 15

LEARNING OUTCOME 1

TUTORIAL 4

On successful completion of this unit a learner will:

1 Be able to determine the properties and selection criteria of materials from

tests and data sources

Criteria for material selection: definitions of material properties and character

appropriate to the learner’s programme of study e.g. mechanical, physical,

chemical, process character and costs for range of materials (metals, ceramics,

polymers, and composites)

Categorise materials: an appreciation of the properties of metals: ceramics,

polymers and composites; recognition of micro structural characteristics of the

more commonly used engineering materials

Materials testing: tests to determine the properties of commonly used engineering

materials e.g. metals, ceramics, polymers and composites (such as electrical

conductivity/resistivity, magnetic susceptibility, mechanical strength, hardness,

toughness, fatigue and creep resistance, corrosion and reactivity, wear resistance,

optical and thermal properties, formability); appropriate statistical methods and

the processing of test data

Data sources: published data e.g. British Standards, ISO, product data sheets, IT

sources, standard published data sources, manufacturers’ literature, job-specific

information such as specifications, test data and engineering drawings;

assessment of data reliability

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CONTENTS

1. Introduction

2. Information Sources

3. Tests For Mechanical Properties

Tensile Tests Modulus

Strength

Ductile Failure

Brittle Failure

Impact Tests Izod

Charpy

Hardness Tests

Brinell

Vickers

Rockwell

Fatigue Test

Creep Test

4. Tests For Electrical Properties

Resistivity

Permittivity

Permeability

5. Durability

Friction

Wear And Abrasion

Corrosion And Environment

6. Tests For Thermal Properties

Thermal Conductivity

Thermal Expansion

Glass Transition Temp

Melt Flow Rate

Other Properties

1. INTRODUCTION

In order to determine the properties of materials many standard tests have been devised. This

tutorial covers the main tests for determining mechanical properties. Testing is conducted according

to various standards but as these are copyright they can not be included here.

Testing can be divided up into Destructive and Non Destructive and as the names imply, one

destroys the sample and the other does not. Non destructive tests may be carried out on the actual

component or structure to see if it has any defects (e.g. checking aircraft skins for cracks). As they

are not used to determine properties they will not be covered in detail here. Destructive tests may

use a specimen from a batch of new material to check it meets the specification. Specimens may be

made from a structure that has been in use (e.g. checking material that failed unexpectedly).

2. INFORMATION SOURCES

When searching for a material, the following information should be useful but in reality finding

published data on material properties is quite difficult. You need access to the internet and to be

able to register with various organisations. Good library resources with access to international

standards are very useful. In the work environment, an engineer should have a good selection of

manufacturers catalogues both in paper form and electronic form. These can usually be downloaded

from the internet.

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STANDARDS

A standard is a technical document designed to be used as a rule, guideline or definition. It is a

consensus-built, repeatable way of doing something. They are created by bringing together all

interested parties such as manufacturers, consumers and regulators of a particular material, product,

process or service. All parties benefit from standardization through increased product safety and

quality as well as lower transaction costs and prices.

EUROPEAN STANDARDS

European Standard (EN) automatically becomes a national standard in the 31 member countries.

A standard (French: Norme, German: Norm) is a technical publication that is used as a rule,

guideline or definition. A European Standard (EN) is a document that has been adopted by one

of the three recognized European Standardization Organizations: CEN, CENELEC or ETSI. An EN

is available, in principle, in the three official languages of CEN (English, French and German). A

standard represents a model specification or a technical solution against which a market can trade. It

codifies best practice and is usually state of the art. In essence, standards relate to products, services

or systems. Today standards are no longer created solely for technical reasons but have also become

platforms to enable greater social inclusiveness and engagement with technology, as well as

convergence and interoperability within a growing market across industries.

Visit their web site http://www.cen.eu/cen/pages/default.aspx

AMERICAN STANDARDS

ASTM International, known until 2001 as the American Society for Testing and Materials

(ASTM), is an international standards organization that develops and publishes voluntary consensus

technical standards for a wide range of materials, products, systems, and services. They are widely

mentioned in this tutorial.

INTERNATIONAL STANDARDS ORGANISATION (ISO)

ISO (International Organization for Standardization) is the world's largest developer and

publisher of International Standards.

ISO is a network of the national standards institutes of 162 countries, one member per country,

with a Central Secretariat in Geneva, Switzerland, that coordinates the system.

ISO is a non-governmental organization that forms a bridge between the public and private

sectors. On the one hand, many of its member institutes are part of the governmental structure of

their countries, or are mandated by their government. On the other hand, other members have

their roots uniquely in the private sector, having been set up by national partnerships of industry

associations.

ISO enables a consensus to be reached on solutions that meet both the requirements of business and the broader needs of society

Visit their web site http://www.iso.org/iso/home.htm

Most British Standards now conform to ISO and when viewing BS the equivalent ISO is given.

A useful list of international standards and properties of materials may be found at

http://www.westyorkssteel.com/Steel_Specifications/natstds.htm

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BRITISH STANDARDS SPECIFICATIONS (BS)

This is a very wide range of standards. In relation to materials it specifies sizes and properties to

which manufacturers should conform. For example BS4 gives the dimensions of standard rolled

steel universal beams. These standards are available for purchase.

http://www.bsonline.bsi-global.com/server/index.jsp

MANUFACTURERS AND STOCKISTS and DATA BASES

Properties of materials as well as sizes are also supplied by manufacturers and stockist. Finding

actual properties on the web is difficult.

Often the best way into web sites is through directories and for mechanical engineering many links

will be found at http://www.roymech.co.uk

This website lists the standard sizes of Steel beams and columns.

http://www.processsteels.co.uk/images/sections-big.jpg

This website gives access to the properties of their range of copper, nickel and beryllium alloys.

http://www.brushwellman.com/#

This website gives access to aluminium alloy properties.

http://aluminium.matter.org.uk/aluselect/default.asp

This website gives properties of plastics and in addition you will find much information about

polymers.

http://www.bpf.co.uk/

Many organisations have produced material data bases which are available on CD rom or over the

net. One of the most useful is

www.matweb.com

The following link has limited material search including a useful one on compatibility.

http://www.upchurch.com/TechInfo/chemComp.asp

The following link gives a good data base for noble metals.

http://www.platinummetalsreview.com/jmpgm/index.jsp

Some useful general material properties can be found at this link.

http://www.efunda.com/materials/materials_home/materials.cfm

This web site has some useful information on Aluminium

http://www.world-aluminium.org

This web site had many downloads on properties of metals and other information on the areas

covered in these tutorials.

http://www.aalco.co.uk

These web sites let you check the compatibility of some materials with chemicals.

http://www.coleparmer.com/techinfo/chemcomp.asp

http://www.flotronicpumps.co.uk/templates/page_01.php?cfp=page:0004S

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3. TESTS FOR MECHANICAL PROPERTIES

TENSILE TESTING The tensile test is conducted in order to find the

following properties of a material.

The yield stress.

The ultimate tensile stress.

The elastic range.

The ductile range.

The modulus of elasticity.

Ductility or lack of ductility is indicated by two

results from the test as follows.

The % elongation.

The % area reduction. Pictures courtesy of Lloyd Instruments

www.lloyd-instruments.co.uk/

There are other properties that can be discovered for materials with more complex behaviour.

TEST SPECIMENS

Test specimens may be made from round sections or cut from flat sheets. They should conform to

BS18. The standard round section has four principle dimensions as shown.

The specimens have standard cross sectional areas and so the diameters are not round numbers. The

test should be conducted on approved machines. The specimen is stretched between two chucks and

both the tensile force and extension are measured over a wide range until the specimen breaks.

The gauge length is the length over which the extension is measured with an EXTENSOMETER.

The tensile force is measured with a load cell. On modern machines the force and extension are

measured with electronic instruments and the graph recorded and analysed on a computer. The

diagram shows typical Force – extension graphs for some materials.

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TYPICAL FORCE – EXTENSION GRAPH FOR A DUCTILE MATERIAL

In the elastic range the material will spring back when the force is removed. In the plastic range the

material is permanently damaged and remains

stretched when the force is removed. The

permanent damage starts at the yield point.

Usually this is the same point as the limit of

proportionality. At the necking point the material

starts to narrow at the point where it is going to

break and a pronounced neck forms. Because the

cross sectional area is reduced, the force needed

to stretch it further becomes smaller but the

stress in the material remains the same.

Eventually at some point the specimen will

break and this point gives us the ultimate tensile

stress.

STRESS AND STRAIN

Stress = Force/Area

Strain = Extension/Gauge length

Yield stress y = Yield Load/Original Area.

Ultimate Tensile Stress u = Maximum Load/Original Area

MODULUS of ELASTICITY

As long as the material is within the elastic range and the graph is a straight line as shown, the ratio

of F/x and hence / is constant. The ratio / is called the modulus of Elasticity and has a symbol E. This property determines how elastic the material is.

Substitute

The units of E are the same as the units of stress.

WORKED EXAMPLE No. 1

An aluminium tensile test specimen is 5 mm diameter with a gauge length of 50 mm. The force

measure at the yield point was 982 N and the maximum force was 1.6 kN. Calculate the yield

stress and the ultimate tensile stress.

Cross sectional area A = π d2/4 = π x 5

2/4 = 19.63 mm

2

Yield Stress = 982/19.63 = 50 N/mm2 or 50 MPa (Note 1 MPa = 1 N/mm

2)

Ultimate Tensile Stress = 1600/19.63 = 81.5 N/mm2 or 81.5 MPa

At a point on the proportional section the extension was 0.03 mm and the force 800 N.

Calculate the modulus of Elasticity (Young's Modulus)

GPa 67.9or N/mm 790660.03 x 19.63

50 x 800

Ax

FLE 2o

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SELF ASSESSMENT EXERCISE No. 1

A tensile test specimen has a cross sectional area of 100 mm2. The force measure at the yield

point was 41 kN and the maximum force was 42 kN. Calculate the following.

The yield stress (410 MPa)

The tensile strength. (420 MPa)

The same tensile test showed that the force at the limit of proportionality was 40 KN and the

extension was 0.095 mm over a gauge length of 50 mm.

Calculate the modulus of elasticity. (210 GPa)

DUCTILE FAILURE

After the specimen has fractured, the two halves are placed back together and the final gauge length

and diameter are measured. These values are used to calculate the two indicators of ductility as

follows.

% Elongation = Change in length/Gauge length

% Area Reduction = Reduction in Area/Original Area.

A typical ductile fracture shows a cup and cone as well as a neck.

The larger these values are, the more ductile the material is.

BRITTLE FAILURE

A material such as cast iron can be strong and brittle. The breaking stress

may be high but once it starts to fail it does so suddenly with no further

resistance. On the other hand some polymers are weak but tough. They

will easily yield when stretched but require a lot of energy and stretching

to make it break.

Brittle materials exhibit no yield point and a typical stress – strain

graph is shown. Failure is quite sudden and no neck appears to warn

of impending failure.

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A crack must start at some imperfection in the material such

as a machining groove on the surface. These raise the local

stress level. Sharp corners and undercuts in a machined

component will do the same. In a tough ductile material,

there will be yielding and resistance to the crack spreading.

In a brittle material, the crack, once started, continues to

spread very rapidly.

Grinding and polishing a brittle material makes it less prone to cracking. Glass, when polished,

exhibits a very high strength but the slightest surface blemish makes it crack easily. This is why

glass fibres are so strong but sheet glass so brittle.

Brittle materials are very prone to cracking through sudden impacts that create a crack at a sharp

corner. This is why notched specimens are used in impact testing. The Izod and Charpy notched bar

test determine how sensitive a material is to crack propagation from a sharp corner.

Most materials become brittle when they are extremely cold but some materials, especially certain

types of carbon steels and polymers, may well change from ductile to brittle at temperatures found

in nature. There have been some spectacular structural failures in bridges, oil rigs and ships due to

the steel becoming brittle at near zero temperatures. This is made worse by the presence of sharp

corners (e.g. hatch in ships deck) and by the changes in the steel composition brought about during

welding.

FRACTURE APPEARANCE

Much can be told by examining the fracture surface.

Brittle metals break with little sign of ductility such as tearing. The surfaces are granular.

Ductile metals may not break completely and shows a fibrous surface with evidence of tearing.

Brittle polymers produce smooth glassy surfaces.

Ductile polymers show a large reduction of area with tearing in evidence.

WORKED EXAMPLE No.2

A tensile test on a cold worked brass gave the following results.

The diameter of the test piece d =16mm and the gauge length was 80 mm.

After fracture the gauge length was 86.4 mm and the fracture point was 15.2 mm diameter.

The maximum load was 139 kN.

The load and extension at the elastic limit were 69 kN and 0.3 mm respectively.

Calculate the % elongation and % reduction.

SOLUTION

Area = πd2/4 = π x16

2/4 = 201 mm

2

Maximum load = 139 000 N

UTS = 139000/201 = 691.2 N/mm2 or MPa

At the elastic limit F = 69 0000 N and x = 0.3 mm

GPa 91.5or N/mm 915140.3 x 201

80 x 69000

Ax

FLE 2

8%x100800

8086.4n%Elongatio

%75.9x100

16

2.5161Reduction %

2

22

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SELF ASSESSMENT EXERCISE No. 2

A sample of material is stretched to destruction in a tensile test machine. The original area was

25 mm2 and the original length was 50 mm. The final area and length was 16 mm

2 and 56.4

mm. The peak load reached was 32 kN. Determine

The percentage reduction. (36%)

The percentage elongation. (12.8%)

The tensile strength. (1280 MPa)

During the tensile test described, the results of force against extension in the elastic region gave

a stiffness of F/x =100 kN per mm. Calculate the modulus of elasticity. (200 GPa)

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NOTCHED BAR IMPACT TESTS

These tests are conducted to determine the TOUGHNESS or

BRITTLENESS of the material. There are several forms of the tests.

The basic principle in all cases is that the specimen is struck with a

hammer and the energy absorbed is measured. The greater the energy

absorbed, the tougher the material, the smaller the energy absorbed, the

more brittle the material. The picture shows the universal pendulum

impact tester MAT21 from TQ http://www.tq.com

Brittleness is indicated by the easy way that a crack spreads through

the material. Cracks always start at some scratch or blemish on the

surface. In tension these open out. A tough material is difficult to pull

apart but a brittle material spreads the crack easily. In these tests, the

specimen has a notch cut in it to make the crack start at that point. The

stress level in a material is greatly increased at a notch or any sharp

corner and this point is important in the design of components. Where

sharp corners occur a radius should be used to reduce the effect.

Some materials become brittle when cold and so notch bar tests are

conducted to find the temperature at which they become brittle. Some

steels of certain compositions have been known to crack at cold

temperatures and cause disasters.

TRANSITION TEMPERATURE

Some materials become brittle when cold and so notch bar tests are

conducted to find the temperature at which they become brittle. Some steels

of certain compositions have been known to crack at cold temperatures and

cause disasters. Notched bar tests are conducted over a range of temperatures

to determine where a material becomes brittle and this is one of the properties

that should be seriously considered in material selection. A typical graph of

absorbed energy against temperature from a notched bar test is shown. The

transition temperature is denoted Tg. It is usually taken as the point at which 50% of the fracture is

brittle.

The ductile-brittle transition is exhibited in BCC metals, such as low carbon steel, which become

brittle at low temperature or at very high strain rates. FCC metals, however, generally remain

ductile at low temperatures. (see outcome 1 tutorials

for crystal type explanation)

The graph shows typical data for a mild steel, copper

and zinc. You can see that copper has no transition

temperature. Zinc is more slightly ductile above 20oC.

The steel sample has a transition temperature around

-50oC.

Non metals also exhibit a brittle transition. Nylon for example undergoes the transition above 50oC

so this might be seen as a softening of the material.

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IZOD TEST

The test specimen is a 10 mm square section with a 45o notch 2 mm deep

with a radius of 0.25 mm at the bottom. The specimen is held in a vice

and struck by a swinging hammer. The hammer is raised to a height such

that it has 162.72 J of energy. When released it achieves a velocity of 3.8

m/s just before it strikes the specimen. If the specimen fractures, the

hammer swings beyond the point and the height it reaches indicates how

much energy was absorbed in the blow.

The picture shows an Izod tester for plastic specimens (The MAT20 from TQ)

http://www.tq.com

CHARPY TEST

In the Charpy test the specimen is similar but laid horizontally against stops and

the swinging claw hits it in the middle with a velocity of 5 m/s and energy of

298.3 J. The height of the swing again registers the energy absorbed.

FRACTURE APPEARANCE

Much can be told from the fracture appearance of the sample. The picture

shows a rough surface indicating some ductility.

You can pictures and information on the fracture of samples at this link.

http://pwatlas.mt.umist.ac.uk/internetmicroscope/micrographs/failure/brittle-steel.html

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HARDNESS TESTS

Hardness is the property of a material to resist scratching and indentation. A hard material is needed

to resist wear and abrasion and form a good cutting edge. Some materials become brittle when hard,

e.g. high carbon steels. In tools such as saw blades, the material needs to be hard and tough and

achieving this is difficult. Carbon steels can be hardened on the surface and left tough inside. A

hard metal may be used with a tough metal to form a composite structure as in some hacksaw

blades. Materials that are both tough and hard (such as Titanium) are expensive.

There are many forms of tests to measure hardness. Each gives rise to its own

units of hardness. These can be converted from one to the other and conversion

charts are probably best.

You can find useful material such as conversion charts, formulae and help to

calculate hardness at

http://www.gordonengland.co.uk/hardness/vickers.htm

and at http://www.npl.co.uk/force/guidance/hardness/

Although individual machines may be used for each test, a universal test

machine can do most of them. Illustrated is the MAT24 from TQ http://www.tq.com

BRINELL TEST

A hard steel ball is pressed into the surface with a known force and the diameter of the

impression is measured. The hardness is defined as follows.

22B

dD-D πD

2P

n indentatio theof Area Surface

LoadH

HB is the Brinell Hardness number, D is the diameter of the ball and d is the diameter of

the indentation.

P is the applied load in kg.

To ensure the indentation is a sensible size, an appropriate combination of ball diameter and load is

needed. This is calculated as follows. P/D2 = K

K is a constant that is selected from the table below and D is the ball diameter in mm. P is the load

in kg.

Ferrous materials K = 30 Copper and alloys K = 10

Aluminium and alloys K = 5 Lead, Tin and soft materials K = 1

SELF ASSESSMENT EXERCISE No. 3

Find the load required for ball 10 mm diameter when used on Copper Alloy. (1000 kg)

If the resultant diameter of the impression produced by this load is 3.5 mm, what is the Brinell

hardness? (100.6)

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VICKERS TEST

This is similar in principle to the Brinell test and the same machine is often used

to conduct it. It is most useful on hard tool steels. The indenter is a diamond in the

form of a square pyramid with an angle of 136o between faces.

The mean length of the diagonal is measured (D) and the Vickers hardness

number calculated as follows. 2D

D

P1.844H

Standard loads are used of 5, 10, 20, 30, 50 and 100 kg. It is necessary to state the

test load when quoting the hardness number do for example HD(30) =150 means that the load of 30

kg produced a hardness number of 150.

SELF ASSESSMENT EXERCISE No. 4

The mean length of the diagonal in a Vickers test was 1.2 mm under a load of 50 kg. Calculate

the hardness number. (64)

ROCKWELL TEST

The Rockwell test is based on measuring the depth of penetration of the indenter and so direct

indication is possible on the machine by use of a sensitive dial gauge. A range of indenters and

standard loads are used. A preload is applied to the indenter in order to account for any springiness

in the system. When the dial has settled it is zeroed and then the full load is applied. The hardness is

read directly. There are several scales depending on the load used.

The main indenters are a 1.6 mm hard steel ball and a 120o diamond cone for harder materials. The

initial load is 10 kg. The table shows the scales used.

Scale Indenter Full Load

A Diamond 60 kg

B Ball 100 kg

C Diamond 150 kg

D Diamond 100 kg

For soft materials a range of scales up to V using a ball of 12.7 mm diameter is also available.

Other forms of hardness tests that do not damage the surface are available such as the Shore Scleroscope that drops a plunger onto the surface and records the height of the bounce.

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FATIGUE FAILURE

Fatigue is a phenomenon that occurs in a material that is subject to a cyclic stress. Although the

peak stress in each cycle is less than that needed to make the material fail in a tensile test, the

material fails suddenly and catastrophically after a certain number of cycles.

Here are some examples of things that are subject to cyclic stress.

Railway lines that bend every time a wheel passes over it.

Gear Teeth.

Springs.

The suspension cable on a suspension bridge every time a vehicle passes over it.

The skin and structural members of an aeroplane every time it flies.

A shaft with a pulley belt drive.

The connecting rod in a reciprocating engine.

The stub axle on a vehicle wheel.

The properties to look for in material selection are fatigue strength and endurance limit which are

explained in the following.

STRESS FLUCTUATION

Consider the case of an electric motor with a pulley drive on its shaft.

The shaft bends as shown producing tension on one side and compression on the other. As the shaft

rotates, any given point on the surface experiences a direct stress that changes from tension to

compression once every revolution. The alternating or fluctuating stress causes the failure. A stress

- time graph is likely to be sinusoidal in a case like this.

The fatigue life of a component depends on the values of the fluctuation, the mean stress level and

the way the stress varies with time. This is not covered here.

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FATIGUE TESTING

A fatigue test should ideally reproduce the same

stress levels and fluctuations as in service. The most

common form of test is the Wohler Test. In this test,

the specimen is held in a chuck with a weight pan

suspended from the end as shown. Each revolution

bends the specimen so that the surface stress

fluctuates between equal tensile and compressive values with a mean level of zero. The maximum

stress is easily calculated. The test is repeated with different weights and hence different stress

levels. It is rotated until it fails and the number of revolutions is counted. This is the number of

stress cycles to failure.

S – N GRAPHS

Test data is presented on a S - N graph. S stands

for stress and N for the number of cycles. The

symbol used for stress is (sigma). The graph is normally plotted with logarithmic scales as

shown. This tends to straighten out the graphs.

The diagram shows a typical result for steel.

FATIGUE STRENGTH

The fatigue strength is the stress level that produces failure after a specified number of cycles.

ENDURANCE LIMIT

The lower limit E is called the endurance

limit. If the stress level is below this limit, it

will never fail. Non-ferrous materials have no

endurance limit. The diagram shows

approximate fatigue characteristics of three

materials. Research shows that for ferrous

materials the endurance limit is

approximately proportional to the tensile

strength u.

A conservative relationship is E = 0.3u

For materials with no clear endurance limit, N values are stated instead. This is the number of

cycles required to produce failure at the specified stress amplitude.

WORKED EXAMPLE No. 3

Determine the fatigue strength of a strong steel that gives a life of 10 000 cycles. Use the graph

above. What is the endurance limit?

SOLUTION

From the graph, the stress corresponding to 10 000 (104) on the red graph is approximately

300MPa. The endurance limit is approximately 200 MPa.

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CRACK FORMATION

The crack usually starts at some surface defect or feature that

produces a stress concentration. For example, an undercut in a shaft

for a circlip or a hole for a pin would cause stress concentration. Any

fault in the material such as a slag inclusion will also initiate a crack.

Undercuts should have rounded corners to reduce this to a minimum.

If the material is ductile, the initial crack will not spread easily and

the crack opens up and closes as the stress fluctuates. This wears the

surface of the crack smooth. As the crack progresses, new material is

exposed which starts to wear smooth.

When the crack has spread enough to reduce the cross sectional area of the material to a point where

it can no longer carry the load, sudden failure occurs. Often the fracture has an OYSTER SHELL

appearance due to the early stages being worn smoother than the later stages (also called beach

marks). Cracks spread more easily in brittle material, especially at cold temperatures and failure is

sudden.

FATIGUE NOTCH SENSITIVITY

In ductile materials, the crack will start at some point that

causes a stress concentration. The diagram shows the stress

concentration at the corner of a groove.

The ratio of the raised stress level to the normal stress level is called the stress concentration factor.

of

σ

σk

There are ways of determining values of kf for specified cases but this is not covered here.

WORKED EXAMPLE No. 4

The fatigue strength of a material in a standard test for a specified number of cycles is 250MPa.

The material has a surface notch with a sensitivity factor of 1.4. Calculate the fatigue strength

in this case.

SOLUTION

= o / kf = 250 / 1.4 = 178.6 MPa

WORKED EXAMPLE No. 5

A shaft 50 mm diameter is subject to a bending moment of 3000 Nm. On the surface, there is a

notch with a stress concentration factor of 1.6. Calculate the stress produced at this notch.

SOLUTION

I = D4/64 = (0.05)

4/64 = 306.8 x 10

-9 m

4

o =My/I = 3000 x 0.025/ 30.68 x 10-6

= 244.5 MPa

=o x k = 244.5 x 1.6 = 391.1 MPa

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WORKED EXAMPLE No. 6

The S – N graph shown is for a certain material. Determine the stress level that will produce a

life cycle of 750 000. State the endurance limit of this material.

SOLUTION

From the graph the stress level corresponding to 750 000 cycles is 325 kPa. The endurance

limit is 200 kPa.

OTHER FACTORS AFFECTING THE FATIGUE LIFE

Fatigue failure may be accelerated by any of the following:

Stress concentrations factor

The way the stress fluctuates

Corrosion

Residual surface stress

Surface finish

Temperature

Bulk mass (size) of the component

Stress concentrations were mentioned earlier and are caused by keyways, holes, grooves, undercuts,

corners or any surface mark.

Corrosion takes many forms and weakens the metal. Surface deterioration may set up stress raising

factors. Corrosion of some metals spreads along the grain boundary and so weakens the material. It

has been known for a component to fail in fatigue because a chemical marker had been used to

write part numbers on the surface and the chemicals etched into the surface and weakened the grain

boundaries in that region.

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Residual surface stresses can be set up by bending the material thus leaving a permanent stress in it.

If the surface has a residual compressive stress, this is beneficial and may be produced by shot

blasting or peening.

If a surface is very smooth, there are no points for a crack to start and no stress raisers. Polishing a

component improves its fatigue life. For example, the connecting rods on racing car engines are

designed to have the minimum mass possible and so are designed with a very small stress safety

margin. This would leave them prone to fatigue failure and polishing them makes fatigue failure

less likely. On the other hand, rough surface finishes say from turning on a lathe, reduce the fatigue

life. Components have been known to fail in fatigue simply because a part number was engraved on

the polished surface.

Hot temperatures cause surface oxidation and degradation and so reduce the fatigue life. Thermal

expansion and contraction is itself a cause of fatigue stress For example, the leading edges of

aeroplanes get hot in flight and cool at other time causing expansion and contraction. Aeroplane

body panels are often shaped by shot blasting so inducing a compressive stress on the surface to

counteract fatigue.

SELF ASSESSMENT EXERCISE No. 5

1. A shaft 80 mm diameter is subject to a cyclic bending moment of ±800 Nm. On the surface,

there is a notch with a stress concentration factor of 1.3. Calculate the stress fluctuation

produced at this notch. S – N graph for the material is shown. What is the expected life of the

shaft. (±20.7 MPa and about 300 Mega Cycles)

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CREEP

Creep is a phenomenon where some materials grow longer over a period of time, when a constant

tensile stress is applied to it. The material may well fail although the tensile stress is well below the

ultimate value.

TEST MACHINE

A simple laboratory test machine is illustrated below. The specimen (usually lead or polymer) is

fitted into the clamps with a pin at each end. The weights (W) create the tensile force (F) through a

simple lever such that F = W L2/L1. A dial gauge may be used to measure the extension of the

specimen although an electronic instrument may also be used for recording directly into a computer.

The specimens are normally rectangular in section as they are cut from thin plate.

The tensile stress is = F/A. A is the cross sectional area.

The strain is = x/Lo where x is the extension and Lo the gauge length of the specimen.

The lever is locked in place by a locking pin. A weight is added and the dial gauge is adjusted to

zero. The locking pin is removed and a stop watch started at the same moment. Recordings are

taken of extension and time. These are plotted to produce an extension time graph. A better machine

would use electronic instruments and plot the graph automatically.

TYPICAL RESULTS

A typical result for a lead specimen is shown below.

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CREEP CHARACTERISTICS

Creep usually occurs in three stages called primary, secondary and tertiary. In the primary stage

extension is fast but this stage is not always present. In the second stage the extension is at a

constant rate and relatively slows. In the tertiary stage the extension quickens again and leads to

failure.

The creep rate is affected by the stress level. Higher stress levels increase the creep rate.

FACTORS AFFECTING CREEP

Most materials will not creep at all until a certain stress level is applied. This level is called the

LIMITING CREEP STRESS.

Metals like lead creep very easily at room temperatures and so do polymers. This is made much

worse when the polymer is warmed.

PROLONGED HIGH TEMPERATURE

The limiting creep stress of metals is reduced at high temperatures. This is a very important factor

in the design of turbine blades. In gas turbines, the blades are subject to high temperatures and

prolonged periods of centrifugal force that causes them to creep. If the tip of the blades touches the

casing, a catastrophic failure will occur. Much research has been conducted into finding creep free

materials for turbines.

Test machines for high temperature creep use a heated oven to surround the specimen.

Ceramic materials are much less likely to exhibit creep tendencies and there is research into

composite ceramics for high temperature components. Even so, a sheet of glass in a window for a

very long time will measurably thicken at the bottom due to its own weight.

Another way of indicating creep properties are to state the stress values that produces a certain %

extension within a stated time. For example: not more than 0.5 % within the first 24 hours.

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CREEP MECHANISM

To understand the mechanism of creep you need to have a good knowledge of metallurgy. Here is a

list of the main mechanisms and a brief description.

Dislocation climb/creep - controlled by movement of dislocations, strong dependence on applied stress.

Grain Boundary Diffusion (Coble creep) - stronger grain size dependence than Nabarro

Herring

Bulk Diffusion (Nabarro-Herring creep) - The creep rate decreases as grain size increases

Thermally activated glide - occurs in polymers and other viscoelastic materials

Here is a more detailed description of the main ones.

DISLOCATION, SLIP AND CLIMB

In crystalline materials, dislocations slip through the stressed crystal lattice. A molecule with a free

bond forms the dislocation as shown. When the material is stressed the bonds can jump as shown

until the molecule with the free bond is at the edge. Dislocations can move in either direction or

climb when they meet obstacles such as impurities. Generally, they accumulate at the crystal

boundary.

GRAIN BOUNDARY SLIDING or COBLE CREEP

This is a form of diffusion creep. Coble creep occurs through the diffusion of atoms in a material

along the grain boundaries, which produces a net flow of material and a sliding of the grain

boundaries. As dislocations gather at the grain boundary, voids are created and these change into

ruptures as the material starts to fail. In the tertiary stage of creep the grain slip at their boundaries.

DIFFUSION FLOW

At low stress and high temperatures, atoms diffuse from the sides of the grains to the top and

bottom thus making them longer.

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4. TESTS FOR ELECTRICAL PROPERTIES

Testing for electrical properties are not as clearly defined or easy to explain as mechanical

properties and standards for testing are not easy to find.

RESISTIVITY/CONDUCTIVITY

This is governed by standards such as The American ASTMS and others.

ASTM B193 - 02(2008) Standard Test Method for Resistivity of Electrical Conductor Materials

This test covers the determination of the electrical resistivity of metallic electrical conductor

material. Instruments used to measure resistance and conductor dimensions must meet a specified

standard. Corrections are made for temperature when the measurement is made at any temperature

other than a reference temperature. The test method covers the determination of the electrical

resistivity of metallic electrical conductor material. It provides for an accuracy of ±0.30 % on test

specimens having a resistance of 0.00001 Ω (10 μΩ) or more.

ASTM B63

It is important to know if resistors such as heating element wire or strip of a specified dimension

will have the required resistance. It serves as one basis for the selection of materials for specific

applications and its measurement is a necessary acceptance test for resistance materials.

In the case of materials for electrical contacts, the measurement of resistivity can serve as a test for

uniformity of materials of nominally the same composition and structure.

This test method covers the determination, to a precision of 2%, of the electrical resistivity of

materials used in resistors, heating elements, and electrical contacts, as well as products of powder

metallurgy processes which are used for other purposes.

BSI CT 0004

One standard for testing is British Standard CT 0004 –1:2003

This uses accurate instruments to measure the current and

voltage applied to the specimen and the resistance is simply

calculated by Ohms law R = V/I

The test specimen should be 50 mm long with a cross

sectional area of 10 mm2. Each test specimen should be

prepared by soldering wires to either end (use SP 0007-

4:2003 - Procedure for making permanent electrical joints:

soldering for a soldering procedure).

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DIELECTRIC CONSTANT AND DISSIPATION FACTOR

This is governed by standards DC/DF ASTM D150, IEC 60250. The Dielectric Constant is covered

in tutorial 2. It is used to determine the ability of an insulator to store electrical energy. The

dielectric constant or relative permittivity (r) is the ratio of the capacitance induced by two metallic plates with an insulator between them to the capacitance of the same plates with air or a vacuum

between them.

The dielectric will also possess electrical resistance and a small current will leak through it. This is

not desirable so the resistance needs to be as high as possible. Dissipation factor is defined as the

ratio between the reactance at a specified frequency to its resistance. It measures the inefficiency of

an insulating material.

The test can be conducted at different frequencies, often between the 10Hz and 2MHz range - the

specific frequency depends on the application.

Procedure

A sample is placed between two metallic plates and capacitance is measured. A second run is

measured without the specimen between the two electrodes. The ratio of these two values is the

dielectric constant.

Size

The sample must be flat and larger than the 50mm circular electrodes used for the measurement.

MAGNETIC PROPERTIES (PERMEABILITY)

Permeability of magnetic materials is covered in tutorial 2. Tests to determine the permeability are

difficult to follow in detail as there are a wide range of materials, temperatures and flux density at

which this is of interest to designers. Even materials not normally thought of as magnetic have some

weak properties which can significantly affect the performance of a component especially at high

frequencies. The magnetic characteristics of materials are measured with various forms of

PERMEAMETERS. There are various designs and standards such as the American standards:

ASTM A-773-96 Standard Test Method for DC Magnetic Properties of Materials Using Ring and

Permeameter Procedures with DC Electronic Hysteresigraphs

ASTM A341-95 Standard Test Method for Direct Current Magnetic Properties of Materials Using

D-C Permeameters and the Ballistic Test Methods

ASTM A343-93a Standard Test Method for Alternating-Current Magnetic Properties of Materials

at Power Frequencies Using Wattmeter-Ammeter-Voltmeter Method and 25-cm Epstein Test Frame

ASTM A927-94 Standard Test Method for Alternating-Current Magnetic Properties of Toroidal

Core Specimens Using the Voltmeter-Ammeter-Wattmeter Method.

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Permeameters and Vibrating Sample Magnetometers (VSMs) are the two industry standards in

magnetic characterisation techniques. Permeameters can also be known as hysteresismeter and

permeagraphs.

Early instruments were based on measuring the

force required to separate the sample from the

yoke when a magnetising current was applied.

Modern systems are much more sophisticated.

They work by driving the magnet around its

hysteresis loop using an applied field from the

electromagnet. The measurement system then

detects the applied field and the samples response

to the applied field.

The picture shows a permeameter and details can be found at http://www.hirst-

magnetics.com/character/arp.shtml

BREAKDOWN VOLTAGE

Various American standards define tests to determine the voltage at which dielectric materials

break down such as :

ASTM D149 - 09 Standard Test Method for Dielectric Breakdown Voltage and Dielectric Strength

of Solid Electrical Insulating Materials at Commercial Power Frequencies

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5. DURABILTIY TESTS

FRICTION

The study of bearings and lubrication is major area of study known as Tribology and cannot be

covered here. Friction can occur in many situations when one surface rubs on another. Heat is

generated resulting in wear. The friction coefficient in simple cases is defined as the ratio of the

force to overcome friction to the force pressing the surfaces together. Manufacturers have produced

machines like those shown below for testing materials. Modern machines have sensors and

computer software to produce instant results.

Another testing machine is called the British Pendulum Skid

Tester. In principle it is similar to a small impact testing

machine. A pendulum rotates about a spindle attached to a

vertical pillar. At the end of the tubular arm a head of known

mass is fitted with a rubber slider. The pendulum is released

from a horizontal position so that it strikes the sample surface

with a constant velocity. The distance travelled by the head

after striking the sample is determined by the friction of the

sample surface. A reading of Skid Resistance is obtained.

Typically it is used by highway engineers with a routine method of checking the resistance of wet

and dry surfaces to slipping and skidding, both in the lab and on site.

You can see a video of the tester in action at this link.

http://www.youtube.com/watch?v=lwHpsIKwAOY

WEAR AND ABRASION

The Taber Abraser can be used to test virtually any flat specimen. It may be used to test the

following.

Surface coatings:

Painted

Lacquered

Powder

Electroplated

Textiles and fabrics:

Silk to heavy upholstery and carpeting.

Solid materials

Metals

Stone

Ceramics

Other materials

paper, glass, plastics, leather, rubber, linoleum,

laminates.

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There are standards for this test such as the ASTM

AENOR, AFNOR, ANSI, ASTM, BSI, CEN, DIN, ISO,

JIS and SAE. The Taber Abraser tests a specimen mounted

on a rotating turntable, which is subjected to the wearing

action of two abrasive wheels applied at a specific pressure.

The wheels are driven by the rotating specimen about a

horizontal axis displaced tangentially from the vertical axis

of the specimen.

Rub-wear action is produced by the sliding-rotation of the

two abrading wheels against the specimen. One abrading

wheel rubs the specimen outward toward the periphery and

the other, inward toward the centre.

The resulting abrasion marks form a pattern of crossed arcs over an area approximately 30 square

centimetres. The wheels traverse a complete circle on the specimen surface, which reveals abrasion

resistance at all angles relative to the weave or grain of the material.

More details are at this link http://www.materials.co.uk/wear_test.htm

CORROSION and REACTION TO ENVIRONMENT

Corrosion is a vast and complex area of study. Testing of materials is carried out in laboratories to

see how the materials react with many substances. Finished products are tested to various standards

to see how they corrode in various conditions. Tests may be carried out in environment chambers

with a range of conditions, both natural and man-made. Conditions are set such as temperature

(typically from -80 ºC to +300ºC) and humidity. The corrosive atmosphere can be controlled. This

might contain salt, sulphur dioxide (SO2), hydrogen sulphide (H2S), sand/dust, and fluid

contamination.

Climatic tests are performed to either accepted national and international standards or to customer

specific requirements. Some of the standards for testing are:

BS EN Series e.g. BS EN 60068 BS 3G100

DEF STAN 00-35 DEF STAN 07-55

EN 60948 IEC 60068 Series

MIL STD 202 MIL STD 810

MIL STD 883 RCTA DO 160

National specifications e.g. ASTM, DIN, etc.

Company specific specifications e.g. Ford, Jaguar, VW, etc.

SELF ASSESSMENT No.6

1. Find some references to the standards for using the British Pendulum Tester. Do a search on the

internet and describe how the machine is set up and measurements taken.

2. Do a web search for the Taber Abraser and list the things that can be determined about how a

material responds to abrasion.

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TESTS FOR THERMAL PROPERTIES

THERMAL CONDUCTIVITY

Thermal conductivity testing is done to standards such as:

EN 12667 ISO 8301

ISO 8497 ISO 22007-2:

ISO 22007-4: IEEE Standard 442-1981

IEEE Standard 98-2002 ASTM Standard C518 - 10

ASTM Standard D5334-08 ASTM Standard D5470-06

ASTM Standard E1225-04 ASTM Standard D5930-01

ASTM Standard D2717-95 ASTM E1530

Measurements are made with a thermal conductivity meter such as the one shown. Materials that

can be tested are typically polymers, ceramics, composites, glasses, rubbers, metals of low to

medium thermal conductivity.

Only a relatively small test sample is required. This is held under a compressive load between two

polished metal surfaces. The upper surface is temperature controlled. The lower surface is part of a

calibrated heat flux transducer, which is attached to a liquid cooled heat sink.

After reaching thermal equilibrium, the temperature difference across the specimen is measured

along with the output from the heat flux transducer. These values and the specimen thickness are

then used to calculate thermal conductivity.

More details can be found at this link.

http://thermophysical.tainstruments.com/instruments/thermal-conductivity-

meters/?gclid=CJrxmfSMkLYCFabLtAod90AAJw

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THERMAL EXPANSION

Linear Thermal Expansion is used to determine the rate at

which a material expands as a function of temperature. The

coefficient of thermal expansion is an important property of

most materials especially metals, polymers and ceramics.

Various laboratories conduct tests under strict conditions

measuring the change in length of a sample with temperature.

The picture shows a Thermal Mechanical Analyser (TMA).

A similar machine is called a DILATOMETER.

Thermo Mechanical Analysis (TMA) is used to measure the dimensional changes of a material as a

function of temperature. The specimen is placed in the holder at room temperature. The height is

measured by the probe. The furnace is raised and the temperature is brought to 20 degrees below the

lowest temperature of interest. The specimen is heated at a specified rate, often ten degrees a

minute, over the desired temperature range. A graph is produced. For the TMA, the test specimen

should be between 2 and 10 mm. in length and shall not exceed 10 mm in lateral dimension. The

specimen must be flat on both ends.

You can see a video for a TMA test on a metallic sample at this link

http://www.ptli.com/testlopedia/tests/COTE-E831.asp

There are many types of dilatometers. One type is shown below. The sample is pushed into the oven

along with the temperature sensor. The change in length is measured with a sensor/transducer.

You can see a video for a dilatometer test for a polymer at this link:

http://www.intertek.com/analysis/linear-thermal-expansion/video/

Tests are done to standards such as

ASTM E831, D696, BS1902, ISO 11359

ASTM C372, ASTM E228, DIN 52328

ASTM C531, ASTM E831, DIN 53752

ASTM C824, DIN 51045, SEP 1680

ASTM D696, DIN 51909, SEP 1681

The coefficient of linear expansion is calculated (usually by the computer) with the formula:

α is the coefficient L the change in length and T the change in temperature.

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GLASS TRANSITION TEMPERTAURE

The glass transition of a material marks the temperature below which amorphous materials behave

as a glassy solid and above which the same materials behave as if they are liquids or in a rubbery

state. Physical property changes are measured by the thermal properties labs to help clients

determine a material's suitability for specific intended usage.

Properties that are affected by the value of glass transition analysis include material hardness

(glassy materials are harder than rubbery ones), volume, modulus and percent elongation-to-break.

Testing is carried out with the same equipment as for thermal expansion.

MELT FLOW RATE INDEX (MFR)

Thermoplastic moulding is more efficient when the material has a high

melt flow rate. This enables processors to fill the same part with less

pressure or at a lower melt temperature, which can translate to shorter

cycle times and lower clamp tonnage. It enables more complex shapes to

be moulded. The melt flow rate is determined in machines such as shown.

OTHER THERMAL PROPERTIES

Other thermal properties that can be determined with the same tests are

Softening temperatures

Solid-solid transitions

Melting behaviour

The graph shows a TMA result for type of Teflon. It is possible to find the various crystalline

phases for the material as the changes relate to changes in structure.

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SELF ASSESSMENT No.7

1. The graph shows the results of a TMA test on a material. Calculate the coefficient of thermal

expansion and by searching value suggest what the material is. (Answer 94.3 x 10-6

per K)

2. Register with the web site mathcad.com and find the polymer

DuPont Nucrel® 0902HC Ethylene-Methacrylic Acid Copolymer Resin for Blown and Cast Film

Make a list of all the properties shown there noting that there must be many tests performed to

determine the values.

What is the value given for each of the following properties?

Impact value

Melt flow

Melting temperature

Vicat softening point

Briefly explain the meaning of each of properties.

What is the standard for determining each property?

3. Find and describe the principles of a commercial test apparatus for determining the thermal

conductivity of liquids.