Research Article | Open Access
Evaluation of the Methods for Estimating the Fully Reversed Unnotched Fatigue Limits of Steels
Experimental determination of the fatigue limit is expensive considering the time and effort involved. To overcome this drawback, several empirical relations based on monotonic tensile properties and/or hardness have been developed for estimating the fatigue limit. In this study, ten estimation methods are evaluated and compared using the experimental data of 171 steels from literature. The scatter band criterion, standard deviation criterion, and statistical analysis are all used to evaluate and compare the predictability of the considered empirical relations. It is found that the fatigue limit can be well correlated with the Brinell hardness. In the absence of Brinell hardness, the ultimate tensile strength-based direct estimation method may be an alternative to estimate the fatigue limit of steels. It is not recommended to estimate the fatigue limit by using the indirect method on the basis of Basquin’s fatigue properties estimated by the monotonic tensile properties even though the fatigue limit of steel is often determined by the experimental Basquin’s curve at 106 cycles.
Fatigue failures occur due to the application of fluctuating stresses that are much lower than the stress required to cause failure during a single application of stress. It has been estimated that fatigue contributes to approximately 90% of all service failures due to mechanical causes . Fatigue is a problem that can affect any part or component subjected to cyclic loading. Automobiles on roads, aircraft wings and fuselages, ships at sea, nuclear reactors, jet engines, and land-based turbines are all subject to fatigue failures. However, fatigue phenomena are poorly understood until recently since they occur unexpectedly at relatively low stress levels . As the century progressed and the use of metals expanded with the increasing use of machines, more and more failures of components subjected to repeated loads are recorded. Today, structural fatigue has assumed an even greater importance as a result of the ever-increasing use of high-strength materials and the desire for higher performance from these materials.
The fatigue limit has historically been a prime consideration in long-life fatigue design. For a given material, the fatigue limit has an enormous range, depending on surface finish, specimen or component size, type of loading, temperature, corrosive and other aggressive environments, mean stresses, residual stresses, and stress concentrations . Most long-life S-N fatigue data available in the literature consist of fully reversed uniaxial fatigue strengths or fatigue limits of small, highly polished, unnotched specimens based on 106 to 5 × 108 cycles to failure in laboratory air environment. Therefore, determination of the fatigue limit from tests will be not only time-consuming but also expensive. In contrast, mechanics properties determined from monotonic tensile tests or hardness tests are more convenient than the fatigue tests. Over the years, many researchers have attempted to develop correlations among the monotonic tensile data or hardness and fatigue limit of materials [3–5]. Such correlations are desirable, considering the amount of time and effort required to obtain the fatigue limit, as compared to the monotonic tensile properties or hardness. If reliable correlations with reasonable accuracy can be established, durability performance predictions and/or optimization analyses can be performed, while substantially reducing time and cost associated with material fatigue testing.
In the present study, ten methods utilized for estimating the fully reversed unnotched fatigue limits of steels from monotonic tensile properties or Brinell hardness are analyzed. The study is based on 171 steels which cover quite a range in variables that might affect fatigue behavior such as cyclic hardening/softening characteristics, tensile strengths covering the range from 331 to 2585 MPa, and Brinell hardness from 80 to 660.
2. The Estimation Methods
2.1. The Direct Methods
A common procedure to partially compare materials for their fatigue resistance is to plot the unnotched, fully reversed fatigue limit, σL, obtained under similar ideal laboratory conditions described above, versus the ultimate tensile strength, σu. A traditional idea is that the fatigue limit can be increased by raising the strength of a material, either by the chemical composition of the alloy, or by a heat treatment which increases the hardness. An approximation between the fatigue limit and ultimate tensile strength that is often used for steel is given as follows :
A plot of the fatigue limit vs. ultimate tensile strength is provided in Figure 1. The tested data shown in this figure are taken from AISI Bar Steel Fatigue Database  (Table 1), American Society for Metals (ASM) Reference Handbook  (Table 2), and SAE J1099 Technical Report  (Table 3). It can be seen that there is a good deal of scatter in the data and that predictions based on equation (1) have poor agreement with the data and are nonconservative for most of steels.
To improve the predictions, a modified correlation is given by Roessle and Fatemi :
It should be mentioned that traditionally most fatigue limit data are obtained from rotating bending fatigue tests, where here the values are from axial fatigue tests. In axial fatigue tests, lower strengths are often obtained due to reasons such as higher probability of defects associated with larger stressed volume and bending resulting from specimen misalignment. Therefore, the smaller coefficient obtained by Roessle and Fatemi  can correlate the tested data better. In the present paper, equation (2) is referred to as the σu-based direct method.
The fatigue limit can also be estimated from the Brinell hardness, HB. An approximation has been suggested to be used , which is given as
A plot of the fatigue limit vs. Brinell hardness is provided by using the aforementioned experimental data (Figure 2). Similar to equation (1), there is a poor agreement between the data and the predictions obtained from equation (3). A modification provided by Roessle and Fatemi  is given as
2.2. The Indirect Methods
In view of the asymptotic character of the S-N curve, the fatigue limit can be defined as the constant stress amplitude at which the fatigue life becomes infinite or fatigue failures do not occur. However, in some cases where fatigue testing must be terminated at a specific large number of cycles, this nonfailure stress amplitude is often referred to as the endurance limit. Even the endurance limit needs not be a fatigue limit, but from the engineering point of view, the term of a fatigue limit is commonly used to refer to either case. Here, the fully unnotched fatigue limit σL at 106 cycles for steels is estimated from the monotonic tensile properties.
Many equations have been proposed to describe the S-N curve. The simplest one is Basquin’s equation, which successfully describes the fatigue performance of steels for the high cycle regime :where σa is the fatigue stress amplitude, is the fatigue strength coefficient, b is the fatigue strength exponent, and 2Nf is the number of reversals to failure.
If Basquin’s equation is used to model the S-N curve, the fatigue limit can be determined by the following equation at 106 cycles:
In the absence of tested data, the fatigue strength coefficient, , and the fatigue strength exponent, b, can be estimated using the monotonic tensile properties or Brinell hardness [4,9–12]. Then, the fatigue limit, σL, can also be estimated indirectly by substituting the predicted and b into equation (6). This method will be hereafter referred to as indirect method.
Based on the indirect method, the fatigue strength coefficient and the fatigue strength exponent can be predicted by six existing estimation methods [4,9–12] firstly, and then the fatigue limit is calculated using equation (6). The six existing estimation methods considered in this paper are listed in Table 4. In this table, E is the modulus of elasticity, σu is the ultimate tensile strength, HB is the Brinell hardness, σf is the true fracture strength, and εf is the true fracture ductility.
3. Evaluation of the Estimation Methods
As analyzed above, the direct methods proposed by Roessle and Fatemi  give better predictions than the methods shown in References [1, 3]. Therefore, the direct methods proposed by Roessle and Fatemi  are evaluated by using the tested data of 171 steels. The predicted fatigue limit, σPre, is compared with the experimental one, σExp, in Figure 3. For comparison purpose, the same tested data are also used to evaluate the aforementioned six indirect methods (Figure 4). In these figures, the dotted lines, solid lines, and dashed-dotted lines represent factors of ±10%, ±20%, and ±30% scatter band, respectively. It can be seen that, for most of considered steels, the MFPCM-based indirect method tends to overestimate the fatigue limit, while the FPCM-based and USM-based indirect methods as well as the σu-based direct method tend to underestimate the fatigue limit. Both MUSM-based and HM-based indirect methods tend to overestimate the fatigue limit when the experimental fatigue limit is low (about the experimental fatigue limit less than 400 MPa), while underestimations are presented when the experimental fatigue limit is high (about the experimental fatigue limit larger than 400 MPa). As for the HB-based direct method, it may be said to provide the best estimation results among all the eight estimation methods.
Most of the work done in comparing both the direct and indirect methods use the scatter band criterion where the percentage of predicted fatigue limit versus experimental data falling within a scatter band is compared (Table 5). Factors of ±10%, ±20%, and ±30% deviation from tested values are included in this table, along with the percentages of the data within each factor. It can be seen that the HB-based direct method has the most data with all deviation factors. For example, 86.5% of the predicted values are within a factor of ±20% of the experimental values based on the HB-based direct method. In contrast, the best results predicted by MM-based method among the considered indirect methods from the literature are 76.6% of the predicted fatigue limit within the same factor of experimental values.
It should be noted here that one of the shortcomings of the scatter band criterion is that the trend of the correlation between prediction and experiment cannot be captured. Comparison of the HB-based and σu-based direct methods with experimental data using scatter band criterion is schematically shown in Figure 5. It is observed that both the HB-based and σu-based direct methods predict well within the scatter band and hence have to be considered as equal. However, the trend of the HB-based direct method with experimental data is closer than that of the σu-based direct method, which is not captured by the scatter band criterion. To overcome this drawback, the standard deviation criterion is introduced to compare different estimation methods:where np is the number of experimental data. It can be seen that the bigger the SD is, the more scattered the predictions are. The comparisons using the standard deviation criterion are also tabulated in Table 5. It is shown that the HB-based direct method provides the best predictions.
In order to have a better quantitative comparison, the comparisons for different estimation methods are also given in the format of fitted probability density functions (PDF) for the predicted errors. For the statistical study, each data set is sorted in ascending order, and then each data point is associated with its mean rank. After that, each data set is fitted using the selected probability distribution. Here, the log-logistic distribution is selected based on the recommendation of Meggiolaro and Castro . The cumulative distribution function of the log-logistic distribution function is given by the following equation where p is a shape parameter and a is a scale parameter. The corresponding probability density function (PDF) of the log-logistic distribution is given by 
The cumulative probability Pf of estimated data is evaluated by the mean rank method aswhere i is the rank number and I is the total number of considered steels. Symbols show the σPre/σExp ratio of the considered eight estimation methods (Figure 6). Optimum values of the parameters a and p are obtained by applying the least squares method . The curvilinear lines indicate the results of fitting (Figure 6). The optimum values of a and p are also presented in Figure 6. Then, the best-fitted distributions of different estimation methods are shown in Figure 7. It is clearly shown that the FPCM-based and USM-based indirect methods as well as the σu-based direct method provide underestimations, while the MFPCM-based indirect method provides overestimation. The HB-based direct method provides reasonable predictions while somewhat underestimations are shown in Figure 7. In contrast to the considered estimation methods, the HB-based direct method on the basis of Brinell hardness provides the best predictions for the fatigue limits of most of steels.
Although the HB-based direct method presents the best predictions among the considered estimation methods, it is known that, for advanced steels, the predictability of the fatigue limit based on monotonic properties often fails. The failed predictions may lie in the high notch sensitivity since a lot of the advanced steels belong to the high-strength materials. The inclusions act as micronotches in the material which can generate fatigue crack nuclei, especially in high-strength material . Because of the high-yield strength of these materials, they have a high notch sensitivity, even for micronotches . Therefore, in high-strength steel, inclusions are more harmful because of the higher notch sensitivity. Then, the predictability of the fatigue limit based on monotonic properties for advanced steels is more challengeable, which is needed to be studied further.
(1)The Brinell hardness, HB, can correlate the fatigue limit well. The fatigue limit can be estimated well by the HB-based direct method for most of considered steels. In the absence of HB, the σu-based direct method is recommended to calculate the fatigue limit.(2)In contrast to the direct methods, all the indirect methods are not only relatively complicated to use but also more scattered in predictions.
Finally, it is important to point out that HB-based direct method is not physical law although it correlates the fatigue limit of many steels well. It is still an empirical equation. Therefore, such estimates should not be used to replace experiments. Whenever possible, the fatigue limit should be obtained from the tested data. These estimates, even the HB-based direct method, are only admissible during the first stage of design.
The data used to support the findings of this study are included within the article.
Conflicts of Interest
The authors declare that they have no conflicts of interest.
The authors gratefully acknowledge the financial support of the National Natural Science Foundation of China (No. 51601221), the Natural Science Basic Research Plan in Shaanxi Province of China (No. 2019JQ-353), the Fundamental Research Funds for the Central Universities (No. JB180402), and the National Defense Basic Scientific Research Project (JSZL2017203C012).
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Copyright © 2019 Jing Li et al. This is an open access article distributed under the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.