Fatigue Life of Machined Components

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Pramanik, A. et al., “Fatigue life of machined components”, Adv. Manuf. (2017) 5: 59-76.

doi:10.1007/s40436-016-0168-z

Fatigue life of machined components


A. Pramanik1*, A.R. Dixit2, S. Chattopadhyaya2, M. S. Uddin3, Yu Dong1, A. K. Basak4, G. Littlefair5
1
Department of Mechanical Engineering, Curtin University, Bentley, WA 6102, Australia
2
Department of Mechanical Engineering, Indian School of Mines, Dhanbad-826004, India.
3
School of Engineering, University of South Australia, Mawson Lakes, SA 5095, Australia
4
Adelaide Microscopy, The University of Adelaide, Adelaide, SA, Australia
5
School of Engineering, Deakin University, Waurn Ponds, VIC, Australia

*Corresponding author
Phone: +61 8 9266 7981, Fax: +61 8 9266 2681, Email: alokesh.pramanik@curtin.edu.au

Abstract

The correlation between machining process and fatigue strength of machined components clearly
exists. However, a complete picture of the knowledge on this is not readily available for practical
applications. This study addresses this issue by investigating the consequence of machining methods
on fatigue life of commonly used materials such as titanium alloys, steel, aluminium alloys and nickel
alloys from previous literatures. Effects of turning, milling, grinding and different non-conventional
machining processes on fatigue strength of above-mentioned materials have been investigated in details
with correlated information. It is found that the effect of materials is not significant except steel in
which phase change causes volume expansion, resulting in compressive/tensile residual stresses based
on the amounts of white layers. It is very complex to identify the influence of surface roughness on the
fatigue strength of machined components in the presence of residual stresses. The polishing process
improves the surface roughness, but removes the surface layers that contain compressive residual
stresses to decrease the fatigue strength of polished specimens. The compressive and tensile residual
stresses improve and reduce fatigue strength, respectively. Grinding process induces tensile residual
stresses on the machined surfaces due to the generation of high temperature. On the other hand, milling
and turning processes induce compressive residual stresses. High temperature non-conventional
machining generates a network of micro-cracks on the surfaces in addition to tensile residual stresses

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to subsequently reduce fatigue strength of machined components. Embedded grits of abrasive water jet
machining degrade the fatigue performance of components machined by this method.

Key words: Traditional machining, non-traditional machining, fatigue strength, surface roughness,
residual stress, phase change.

1. Introduction

Materials under a fluctuating stress fail at much lower stress level than those under the static fracture
stress. This fact is particularly important when designing aerospace, automobile and biomedical
components (Bentley, Mantle et al. 1999, Zhang, Kiat et al. 2009, Pramanik, Zhang et al. 2010). It is
well known that the cracks due to fatigue usually start from free surfaces as it undergoes the maximum
load and environmental effects (Zahavi, Torbilo et al. 1996, Javidi, Rieger et al. 2008). The fatigue
performance of a component depends on the topography/integrity of the machined surfaces produced
by different machining procedures. Thus the surfaces generated from diverse machining processes
show a wide range of fatigue behaviours (Zlatin and Field 1973). Therefore, machining induced
residual stresses, microstructures, microhardness and notch-like surface irregularities affect the fatigue
strength significantly (Novovic, Dewes et al. 2004, Dieter 2015). The high cycle fatigue strength is the
main mechanical property that is affected by machining, in which rougher surfaces inspire the start of
fatigue crack, especially for notch-sensitive materials (Koster and Field 2001). The surface
microstructure includes phases, plastic deformation, tears, voids, pits, burrs, cracks and hardness. The
machined surfaces are work-hardened severely with micro cracks. This change in the surfaces depends
on the harshness of the parameters used during a machining process (Mantle and Aspinwall 1997). The
tensile residual stresses on the machined surfaces degrade the fatigue life (Taylor and Clancy 1991,
Javidi, Rieger et al. 2008).

Cast or wrought processes produce near net shape, but machining processes generate final details of
products. Appropriate precautions must be taken during the machining of components to ensure
expected roughness and integrity of the machined surfaces/subsurfaces as those affect the service life
duration significantly. There are some studies on the fatigue behaviour of machined components, which
shows that a variety of materials and machining processes have different effects on fatigue strength. A
clear understanding of these effects is not yet available though it is imperatively required to utilise
machined components more efficiently. This paper investigates the contributions of machining
parameters on the fatigue strength of various materials such as titanium alloys, steels, aluminium alloys
and nickel alloys in the previous work. This review is anticipated to bridge all the understandings

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obtained by various researchers and, scientifically and systematically analyse those to give a complete
understanding of fatigue behaviour of machined components.

2. Titanium alloys

Titanium alloys are mainly used in high-tech applications because of their excellent properties, but with
high processing cost (Pramanik and Littlefair 2014, Pramanik and Littlefair 2015). Therefore much
research has been performed on this metal alloy material. The latest work has been dedicated to
experimental investigations of the inherent basis of inconsistency in fatigue strengths of machined
titanium alloys. A significant scatter in fatigue data is evident specifically due to metallurgical
aspects (Jha, Szczepanski et al. 2012).

2.1 Effect of turning

The S-N results of Ti–45Al–2Nb–2Mn–0.8%TiB2 turned at different feeds and speed are given in Fig.
1. The scatter of the results for turned specimens is quite high at all stress levels, which becomes lower
for polished specimens at higher stress levels. The fatigue life of turned specimens diminishes at higher
stresses owing to corresponding cracks initiation. No clear trends of fatigue lives of specimens
machined at speeds of 10 and 25 m/min, feeds of 0.1 and 0.05 mm/rev with the depth of cut of 0.3 mm
are noted (Mantle and Aspinwall 1997).

Fig. 1. Rotating bending fatigue life of Ti–45Al–2Nb–2Mn–0.8%TiB2 (Mantle and Aspinwall 1997).

According to Mantle and Aspinwall (Mantle and Aspinwall 1997), turned gamma alloys contain high
compressive residual stresses in machined surfaces (around 600 MPa). The stresses in the longitudinal

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direction were smaller than those in the transverse direction. The surfaces generated from grinding also
contain compressive residual stresses (Zhang 1995). It is natural that the work pieces machined by worn
tools would have higher compressive residual stresses on the surfaces (Xie, Bayoumi et al. 1989), which
reduces the peak tensile stress and shows longer fatigue lives at the given stress when compared to the
specimens machined at 10 m/min in speed, 0.1 mm/rev in feed and 0.3 mm in depth of cut. However,
Fig. 1 does not support the above. The specimens polished at 450, 600 and 650 MPa have lower fatigue
life as opposed to turned specimens, as shown in Fig. 1. This indicates that the fatigue life of polished
specimens is shorter due to little/no compressive residual stresses in the machined surfaces though
polished specimens were free from cracks. Unfortunately, specimens polished at 550 MPa possess the
highest average fatigue life. An approximate endurance limit of 350 MPa for all the specimens was
calculated based on Fig. 1. A significant difference in endurance limit for different machining
parameters was not manifested. The similar trend was noted for Inconel 718, which got endurance
limits of 420 MPa when gentle ground surfaces were compared with gentle and harsh turned surfaces
(Field, Kahles et al. 1972).

2.2 Effect of grinding

Fig. 2 shows flat S–N curves for high cycle four-point bending of Ti–45Al–2Nb–2Mn–0.8%TiB2
processed at different conditions. The similar results are noted for electrical discharge machined (Trail
and Bowen 1995) and turned specimens (Mantle and Aspinwall 1997). The fatigue strengths of fine-
ground workpieces are inferior to those of polished and rough-ground counterparts. It seems that tensile
residual stresses take place in the machined surfaces, which might be due to too much heating from the
grinding process, as previously mentioned by Koster et al. (Koster and Field 1973) when grinding an
α/β titanium alloy. Characteristically, rough grinding generates higher tensile residual stresses than that
of finish-grinding, thus leading to higher fatigue life of a finish ground (Bentley, Mantle et al. 1999).
Metallographic sections show no microstructural differences between polished and fine-ground
surfaces. Distorted lamellae were seen in the rough-ground and high speed milled surfaces.

2.3 Effect of milling

Distorted lamellae were also seen in the high speed milled surfaces where the depth of the distorted
lamellae was up to 20 μm. Cracks were observed in single-point-turned specimens (Mantle and
Aspinwall 1997) and in the samples after high speed milling with worn tools, depicted in Fig. 3. High
speed milled specimens show significantly higher fatigue strength due to the increase of subsurface
microhardness and deformation. The workpieces machined at the high speed have much harder and
plastically deformed subsurfaces compared to ground and polished surfaces. Such plastic deformation

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associated with the ploughing by the cutting tool, causes compressive residual stresses. The cracks in
the machined surface generated from high speed milling (HSM) by worn tool explain lower run-out
values (Bentley, Mantle et al. 1999).

In general, trans-lamellar fracture and inter-lamellar failure are the predominant micro-mechanisms of
failure (Trail and Bowen 1995). The deformation of the surfaces during high-speed milling may limit
the crack growth from the lamellae borders, which restricts failure among lamellar and increases the
fatigue strength of the components (Bentley, Mantle et al. 1999). Roughness of the machined surfaces
significantly affects the fatigue strength of components. The surface waves act as stress concentrators
and initiates cracks (Taylor and Clancy 1991). However, the increase of fatigue strength was not
obvious with the increase in surface finish due to the presence of residual stresses in the machined
surfaces (Bentley, Mantle et al. 1999).

Fig. 2. High cycle, four-point bending, S–N curves for machined and polished Ti–45Al–2Nb–2Mn–
0.8%TiB2surfaces (Bentley, Mantle et al. 1999).

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Fig. 3. Cracks in the machined surfaces produced by HSM with a worn tool (Bentley, Mantle et al.
1999).

All titanium alloy specimens experienced brittle fracture, as shown in Fig. 4 (Bentley, Mantle et al.
1999), which displays inter-lamellar, intra-lamellar and trans-lamellar fracture. Inter-lamellar and intra-
lamellar transmission yields fracture surfaces parallel to lamellar boundaries and trans-lamellar spreads
nearly in the normal direction to the lamellar boundaries. Fracture commencement locations on the
surface are difficult to assess. It appears that untimely fracture at points 1 and 2 in Fig. 1 might be
associated with the surface imperfection or favourable alignment of neighbouring groups to facilitate
interfacial fractures.

Fig. 4. Ti–45Al–2Nb–2Mn–0.8%TiB2 fatigue fracture surfaces (Mantle and Aspinwall 1997)

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2.4 Effect of electrical discharge machining (EDM)

EDM process of Ti–6Al–4V produces lower surface roughness (Ra ∼ 0.2 μm) and fatigue limits
(200 MPa) (Klocke, Welling et al. 2011). However, the aggressive EDM processing parameters on bi-
modal, annealed Ti–6Al–4V results in higher surface roughness (Ra = 11.6 μm
and Rmax = 78 μm) (Janeček, Nový et al. 2011). Rotating-beam tests demonstrate severely reduced
fatigue strength due to the EDM process. The fatigue limit is less than 100 MPa for the specimens after
EDM while that of electro-polished specimens produced a fatigue limit of approximately 550 MPa.
This degradation was attributed to both a high population of micro-cracks and tensile residual stresses
on the specimen surfaces produced by EDM. The electro-polished specimens were reported to have
zero roughness. The endurance limit of bi-modal, EDM-processed specimens can be increased
significantly by stress relieving at 500°C (Mower 2014). Fatigue behaviour of EDM processed Ti–6Al–
4V alloy consists of three types of microstructures namely, equi-axed, bimodal and coarse lamellar,
illustrated in Fig. 5. The S–N curves are for all three microstructures of titanium alloys after EDM is
compared with electro-polishing. The fatigue behaviour of equi-axed and bi-modal microstructures
after electro-polishing depends on the prior ageing and the size of grains (Stráský, Janeček et al. 2011).
The fatigue endurance limit of electro-polished equi-axed and bi-modal microstructures is equal. The
fatigue strength of coarse lamellar structure is much poorer than that of equi-axed or bi-modal structures
(Mueller, Rack et al. 2007). Fig. 5 (b) compares the fatigue performances of different microstructures
processed by EDM, which shows a significant decrease in the fatigue performance of all
microstructures after EDM. This is due to the notch sensitivity of titanium alloys, perhaps brittle surface
layers and micro-cracks generated from the EDM. It is also shown that the effect of EDM processed
microstructure on the high cycle fatigue strength is small. The commencement of cracks in rotating
bending is generally controlled by the quality and topography of machined surfaces (Leinenbach and
Eifler 2006). Better fatigue performance at high stress amplitudes is noted for the coarse lamellar
structure due to slower crack propagation, which is caused by the deviations of the crack tip from the
average transmission plane. The longer high cycle fatigue life of bi-modal structure at low stresses
proposes a longer micro-crack spreading phase (Janeček, Nový et al. 2011).

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Fig. 5 S-N curves of Ti–6Al–4V alloy with different microstructures after (a) electro-polishing and
(b) EDM (Stráský, Janeček et al. 2011).

2.5 Comparison of different non-traditional machining processes

Fig. 6 shows the S-N curves for Ti–6Al–4V samples manufactured by different processes. The curves
are comparatively straight where the number of cycles to failure varied significantly with similar
amounts of stresses. The specimens manufactured by turning has highest run-out strength of 475 MPa.
Electro-chemical machined (ECM) samples had a marginally lower run-out strength of 440 MPa, while
the electro-discharge textured sample by low energy parameters (EDT-L) and electro-discharge
textured samples by high energy parameters (EDT-H) had considerably lower values of 357 and
225 MPa, respectively (Sharman, Aspinwall et al. 2001).

Fig. 6. S-N curves for turned, ECM and EDT specimens (Sharman, Aspinwall et al. 2001).

The existence of cracks that propagate into the bulk of the material, is the main cause of low fatigue
strength of specimens produced by the EDT, as shown in Fig. 7 (a). Very high temperature is produced
in the EDT process (∼12,000°C), which melts the metal during machining. A molten pool of metal

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resolidifies at the workpiece surface after machining. This solidification process is very rapid, which
generates tensile residual stresses and micro-cracks on the machined surfaces. The cracks were not
constrained to the recast white layers, but also prolonged into the material beneath (Sharman, Aspinwall
et al. 2001). These cracks tended to follow lamellae and colony boundaries without much resistance to
the spread of fatigue cracks (Campbell, Rao et al. 1997). Comparatively rough surfaces (Ra = 1.43 μm)
of ECM specimens were generated by a discerning etching of distinct lamellae within individual
colony, as shown in Fig. 7 (b). Apparently there were no cracks on the surfaces generated by ECM.
However, the selectively etched lamellae act as stress concentration points and the adherence of distinct
lamellae offers the minor resistance to the crack commencement. On the other hand, there are small
shallow cracks (<5 μm deep) in the turned specimens, as exhibited in Fig. 7 (c), and these cracks did
not spread during fatigue tests. Crack origination on the specimens produced by turning occurred due
to the failure of inter-lamellar plate within lamellae colonies that were oriented at a certain angle to the
applied load. In this case, the crack propagated at surfaces and internal sites. The longer fatigue life
was demonstrated by the turned specimens as it required more cycles to propagate cracks through the
compressive residual stress layers (Sharman, Aspinwall et al. 2001).

Fig. 7 (a) Crack morphology of EDT specimens; (b) selective etching of the workpiece produced by
ECM; (c) crack morphology of turned specimens (Sharman, Aspinwall et al. 2001).

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The fabrication of metallic components using EDM generally creates residual tensile stresses within
the surface layers, because it shrinks during cooling while restrained by the adjacent cooler interior
material. This effect is exacerbated by the low thermal conductivity of titanium. Tensile residual
stresses in Ti–6Al–4V plate machined by micro-EDM can be as high as 350 MPa at depths up to
12 μm (Murali and Yeo 2005). In addition, it can be 250 MPa at depths up to approximately 40 μm in
titanium-alloy bars (Stefanescu, Truman et al. 2006). These levels of measured residual stresses are a
significant fraction of the fatigue limit, which directly contribute to reduce the fatigue strength.

It is well-known that surface finish can influence the fatigue life of materials quite strongly. Influential
parameters available in wire EDM of Ti–6Al–4V include electrode materials, electrical discharge time
and current. These parameters affects the surface roughness and recast-layer thickness, which
ultimately contributes to the fatigue performance (Hasçalık and Çaydaş 2007). The average recast-layer
thickness could be reduced from nearly 100 to 5 μm by reducing both the pulse duration and current
with the aid of aluminum wire instead of graphite or copper. The corresponding reduction of surface
roughness was from almost 10 to 1 μm. The surface micro-cracks density could decrease with the
increase in pulse current and decrease in pulse duration (Yu, Xiao et al. 2009). Substantial
improvement in the quality of EDM surfaces can be achieved through the use of “minimum damage
generator technology” (Aspinwall, Soo et al. 2008) where pulse waveform and frequency varied in
addition to electrical current. Average surface roughness below 0.5 μm and negligible thickness of
recast layer can be achieved with both Inconel 718 and Ti–6Al–4V specimens using this technology
(Mower 2014). During high-cycle fatigue of many metals, the majority of cyclic lifetime (up to 90%)
is consumed during the creation of an initial flaw, or sub-critical crack (Newman, Phillips et al. 1992,
Nicholas 2006). The presence of micro-cracks in brittle, thermally-processed surface layers – typical
of EDM processing – creates ripe for pre-existing flaws to exist (Pramanik, Basak et al. 2015). In such
cases, it is expected that the lifetime of parts placed into cyclic stress conditions would be abbreviated,
relative to nominally similar components in absence of such defects.

Tensile fatigue strength of specimens turned, ground with “low stress” and mechanically polished, and
electro-polished varies by more than an order of magnitude at a given stress level. This suggests that a
“short-life” mode of fatigue crack initiation evolves at near-surface alpha grains that are suppressed by
polishing process (Golden, John et al. 2010). The table 1 summarises the major studies on the effect of
machining on fatigue strength of titanium alloys.

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Table 1 Effect of machining on fatigue strength of titanium alloys

Reference and Machining process Conclusion


test type
(Mantle and Turned at speed of 10 & 25 m/min, The scatter of the results for the turned
Aspinwall 1997) feed of 0.1 & 0.05 mm/rev and specimens is quite high at all stress levels. The
depth of cut of 0.3 mm are noted. fatigue life of turned specimens diminishes at
Rotary bending higher stresses because of the cracks initiation
fatigue test. at higher stresses. No clear trends of the fatigue
lives of samples are noted.
(Bentley, Mantle Ground specimens were machined A reduction in fatigue life was noted due to
et al. 1999) on a surface grinding unit with finish grinding compared to that of rough
conventional SiC abrasive wheels. grinding and polishing. The fatigue strength
Four-point bend Milled specimens were produced was substantially increased by milling in spite
(tension-tension) by four-flute, coated, cemented of surface cracks and deformed lamella. It is
fatigue test. tungsten carbide ball nose end likely that this was due to compressive residual
tools. stresses near the surface and/or deformation of
the lamellae restricting crack growth.
(Stráský, Janeček EDM with graphite electrodes and Very low fatigue endurance of electro-eroded
et al. 2011) using hydrocarbon oil as dielectric (EDM processed) specimens. This was caused
liquid. High peak current of 29A by tensile stresses in near-surface regions, pre-
Rotary bending was employed. The samples were existing micro-cracks and by high surface
fatigue test. electrolytically polished at the roughness. The fatigue limit is less than
temperature of −20 °C and removed 100 MPa for the samples after EDM while that
100 μm from the surfaces after of electro-polished specimens produced a
machining. fatigue limit of approximately 550 MPa. Both
transcrystalline and atypical faceted fractures
were initiated.
(Mower 2014) Specimens produced by EDM were EDM process reduces fatigue strength by 15–
treated by (i) bead blasting using 50 30% when compared to that machined
Tension-tension μm silica beads from a 2.4 mm in conventionally. This strength degradation is
fatigue test where diameter nozzle at 400 kPa in attributed to the presence of stress-
cyclic loading pressure, (ii) electrochemically concentrating defects within the EDM recast
used a sinusoidal polished using nitric acid based layers. Specimens fabricated with the EDM
waveform at solution to remove 20 μm layer process were shown to create the roughest
10 Hz. from all surfaces, (iii) surfaces. Post-processing with either
electrochemically polished and electrochemical polishing or bead blasting was
thermal stress-relieved 594 °C for demonstrated to alleviate the deleterious effects
two hours, and (iv) chemically of EDM, thereby restoring the intrinsic fatigue
milled using a nitric acid based behaviour, as indicated by the crack initiation
solution to remove 10–20 μm from at interior locations.
all surfaces.
(Sharman, The turned samples were made The presence of cracks penetrating into the
Aspinwall et al. under operating conditions that bulk of fatigue specimens, in combination with
2001) cause the minimal surface damage. the presence of tensile residual stresses,
The ECM specimens were initially resulted in the substantially reduced fatigue life
Tension-tension turned oversize and subsequently of the EDT specimens compared to those that
fatigue test machined to remove 250 μm from had been turned and ECMed. The lower life of
the test surfaces. Two levels of EDT-H, as compared to EDT-L specimens,
EDT operating energy were reflects the presence of deeper cracks and

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selected, one using high energy higher tensile residual stresses. It is likely that
parameters (EDT-H) to provide the higher fatigue life of turned specimens was
specimens with deep cracks and due to the highly compressive residual stresses
one using low energy parameters present in the machined surfaces.
(EDT-L) to produce shallow
cracks.

3. Stainless steel

Machining of steels alters the surface layers of workpieces, which produces surfaces that are
harder/softer than those of bulk materials (Kahles and Field 1967, Griffiths 1987).

3.1 Effect of turning

Thiele and co-workers (Thiele, Melkote et al. 1999) studied the influences of workpiece hardness on
residual stresses of hardened AISI 52100 steel surface produced by finish hard turning. For the
considered experimental conditions and cutting edge geometry, it was noted that the axial stress
component for the workpiece with higher hardness is more compressive. The microstructural analysis
reveals that three basic microstructural patterns exist on the workpiece surface such as continuous
white, intermittent white and dark layers. These layers are created by heating and successive cooling
of machined surfaces during the machining process. The white layers are created by heating the samples
above the α-γ phase transformation temperature and successive quick cooling during the cutting
process. Dark layers are composed of over-tempered martensite with easy etching. Dark layers are
typically located beneath continuous white layers and, below and adjacent to intermittent white layers.
The interior surfaces of the workpieces are tempered martensite. Surface residual stresses in the axial
and hoop directions are associated with individual microstructural patterns. Specifically, compressive
residual stresses in the hoop and axial directions are evident when the workpiece surfaces contain
continuous white layers (Abrāo and Aspinwall 1996). The main cause of compressive residual stress
formation in samples exhibiting continuous white layers to contribute volume expansion is phase
transformation. During machining, the tempered martensite in the workpiece surface transforms to
austenite. Rapid cooling causes the generation of untempered martensite, which attempts to inflate. The
interior workpiece material places the surface layers in compression residual stresses. Samples that
show dark layers on the workpiece surfaces normally correlate with tensile residual stresses in the hoop
and axial directions. By considering the thermal expansion and subsequent cooling of the workpiece
surfaces, constrained by the workpiece interior, the correlation between formation of dark layers and
tensile residual stress could be explained. Thermal gradient produced by the cutting process causes the

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surface layers to expand more than inner layers, eventually leading to plastic deformation. Upon
cooling, the surface layers attempt to shrink to a length smaller than the interior layers, and are placed
in residual tension to maintain equilibrium. Finally, surface layers consisting of intermittent white
layers may undergo tensile or compressive stresses depending on the amount of existing white layers.
Large amounts of intermittent white layers correlate with compressive residual stress in the hoop and
axial directions or vice versa (Thiele, Melkote et al. 1999).

Javidi and co-worker (Javidi, Rieger et al. 2008) investigated the correlation between turning
parameters, surface integrity and fatigue properties of 0.34% carbon steel type 34CrNiMo6 (quenched
and tempered). A larger feed gives quicker machining but a higher surface roughness. The larger nose
radius generates lower surface roughness but an extremely long nose radius may induce vibration
affinities, unacceptable chip breaking and higher tool wear owing to inadequate cutting edge
engagement. An increase of the nose radius of the insert reduces the compressive residual stresses.
Higher compressive residual stress induces longer fatigue life and the influence of residual stresses on
fatigue behaviour outperforms that of surface roughness (Sasahara, Obikawa et al. 2004, Javidi, Rieger
et al. 2008). Fig. 8 shows the influence of nose radius on S-N curve for 34CrNiMo6 steel. It clearly
indicates that the fatigue strength of the components produced by turning increases with the decrease
in nose radius.

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Fig. 8 S-N curves of samples turned with inserts of different nose radius (Javidi, Rieger et al. 2008)

Lower feed causes the surface residual stress to swing towards the compression, which influences the
fatigue behaviour significantly. The trend towards higher tensile stresses due to the increase of
temperature during machining at the higher feed (Outeiro, Dias et al. 2004). The compressive residual
stresses that are ahead of the crack tip are detrimental to the propagation of cracks. A crack that starts
beneath the machined surfaces might propagate until a compressive stress region where the crack will
be retarded till the relaxation of stresses. The higher feed generates tensile residual stress zone, and
therefore the crack propagates until rupture. If the probability to start cracks from the surface increases,
the crack initiation will be first in samples produced by small feed, which then propagates till the
compressive stress zone. The samples with higher compressive residual stresses on the surfaces require
a longer time to start and spread a crack from the surfaces (Schwach and Guo 2006). The cracks up to
5 μm deep in the surfaces produced by turning can be compensated for by compressive residual stresses,
which further decreases the applied tensile stress. In a similar manner, turning becomes more
favourable than grinding with respect to the fatigue behaviour of hardened bearing steel (Abrāo and
Aspinwall 1996). High speed milling with the proper machining conditions might increase fatigue
strength (Bentley, Mantle et al. 1999). The process causes higher plastic deformation/strain hardening

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and lower temperatures, which generates compressive residual stresses at/adjacent to the machined
surfaces (Novovic, Dewes et al. 2004).

The effect of the cutting edge geometry of turning tools on the fatigue life was investigated by Sasahara
(Sasahara 2005). The residual stresses in the hoop direction in the surface machined by chamfered
cutting edge were more compressive than those of the machined surfaces produced by sharp cutting
edges. However, the variation of hoop residual stresses is minor between surfaces machined by the
chamfered and sharp edge tools. The smaller corner radius of chamfered tools increases the hardness
of machined surfaces, which indicates that the plastic deformation of the machined surfaces increases
with decreasing the corner radius. This is another reason of the wide variation for the fatigue life of the
specimens with identical surface roughness. Effects of hardness and axial residual stresses on fatigue
life at different edge preparation and cutting conditions are given in Fig. 9. The fatigue life nearby point
A is short where the tensile residual stresses and lower surface hardness are noted. Conversely, the
fatigue life nearby point B is longer where the axial residual stress is close to neutral and the hardness
is more than 290 HV. Higher compressive residual stresses and hardness that are identical to those of
point A are noted around the point C where fatigue life is higher than that around point A. Therefore,
high compressive residual stresses and high surface hardness are necessary for longer fatigue life, as
shown in the region D in Fig. 9 (Sasahara 2005).

All normal residual stress components in the finish hard turned through-hardened AISI 52100 steel
becomes more compressive with rise of cutting edge hone at a constant feed rate. The stresses in the
radial direction are generally smaller than the other stress components (Thiele, Melkote et al. 1999).
The principal stresses produced by each edge preparation are somewhat different, despite the
similarities in the normal stress components (Thiele, Melkote et al. 1999). The fatigue life increases
with the increase of surface hardness due to the increase of the yield strengths of surface layers by the
work hardening. The work hardening and the residual stress depend on each other through the
machining processes. The distribution profiles of residual stresses and hardness also influence the
fatigue life. The residual stresses and the surface hardness can be regulated through the proper selection
of feed rate, corner radius and cutting edge radius during a machining process. The residual stress
becomes nearly zero and the surface hardness hardly changes when the corner radius of cutting tool is
small. Machining by cutting tools with a smaller corner radius at the low feed rate increases the fatigue
life of the machined components. Therefore, the correlation between residual stresses and the surface
hardness might be evaluated to identify optimum machining parameters (Sasahara, Obikawa et al. 2004,
Sasahara 2005).

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The increase of cutting edge radius reduces the real rake angle on the way to the negative values
(Sasahara, Obikawa et al. 2004). Hence, the influence of larger edge radius is comparable to a negative
rake angle (i.e., inducing compressive residual stresses underneath the machined surfaces). Abhang et
al. (Abhang 2010) argued that the contact area for heat dissipation increases as the radius of tool nose
increases, which generates lower tensile residual stresses on the machined surfaces as the local
temperature along the cutting edge decreases. However, with the increase in contact area, the friction
between tool and workpiece is enhanced as well, which increases the heat generation owing to the
friction and contributes to higher tensile residual stresses. Simultaneously, lower tool/part pressure per
area decreases plastic deformation as the contact area increases. Hence, the increase of tool nose radius
infers increased temperatures due to the friction and lower plastic deformation, thus resulting in more
tensile surface residual stresses (Sasahara, Obikawa et al. 2004).

Garcia et al., (García Navas, Gonzalo et al. 2012) concluded that the higher cutting speed tends to
induce tensile residual stresses, but the tendency is not certain as to the peak width for AISI 4340 steel.
Increased cutting speed enhances the local temperature close to the cutting edge, which promotes tensile
residual stresses (thermal stresses) on the machined surfaces. If the generated temperature is higher at
the surfaces and the depth of heat infiltration is lower, the martensite transformation in quenching is
likely to occur, which facilitates the generation of the compressive residual stresses.

Rech et al. (Rech and Moisan 2003) and M'Saoubi et al. (M’Saoubi, Outeiro et al. 1999) used coated
tools with stable cutting parameters (i.e., reduced cutting forces and better chip formation), which
generated less tensile residual stresses because of better tribological behaviour (i.e. lower friction and
lower heat generation during machining). However, the coating of inferior thermal conductivity hinders
the machining heat from degrading the cutting tool and extends the tool life, but tends to transmit higher
amounts of heat to the workpieces. This heating of the workpieces could be accounted for tensile
residual stresses when using coated tools (García Navas, Gonzalo et al. 2012).

16
Fig. 9 Effect of axial residual stresses and hardness on fatigue life at different edge preparation and
cutting conditions (where R and F represent the roughness and the feed rate, respectively. S indicates
sharp edges and C means chamfered edges) (Sasahara 2005).

Tool wear is unavoidable during machining processes, which makes cutting tools blunt. Thus the wear
of the tool increases the heat generation and thus the increase of residual stresses. Dry machining
increases the heat generation in the contact areas (Fetullazade, Akyildiz et al. 2010). Measured residual
stresses on the surfaces dry machined with worn tools may exceed the yield strength of SAE 4340 steel.
This is due to sever plastic deformation and very high strain hardening of the machined surfaces. In the
same fashion, heating from the friction might change the phase and generate residual stresses.
Hardening of machined surface layers is influenced by elastic and plastic behaviour of materials,
thermal expansion coefficient and similar physical properties (Fetullazade, Akyildiz et al. 2010). The
machining conditions influence the endurance limits of the threaded SAE 4340 steel over a wide range.
The most noteworthy thread machining factor to influence the fatigue behaviour is tool wear, which is
followed by the machining speed. However, the radial feed and thread cutting method are less
influential. Residual stresses and strain hardening both need to be considered for the design purposes
that depend on the material and machining parameters (Fetullazade, Akyildiz et al. 2010).

The residual stresses on the machined surfaces rest on the materials being machined and on the cutting
conditions (Field 1971). Akyildiz and co-workers (Akyildiz and Livatyali 2010) demonstrated that the
machining conditions such as cutting speed, feed rate, and tool nose radius had great effect on the
fatigue behaviour and surface quality of machined components (Arola and Williams 2002, Dahlman,

17
Gunnberg et al. 2004). A complete knowledge on the influence of surface topography on the fatigue
behaviour can only be obtained by investigating residual stress-free specimens and specimens where
no phase change occurred. Unluckily, stress relieving treatments after machining processes alters the
metallurgical state on the machined surface. Taylor and Clancy (Taylor and Clancy 1991) studied the
fatigue behaviour of stress free En19 steel (equivalent to AISI 4140) and found that comparatively low
surface roughness (Ra 0.5–1.4 μm, Rt 7–14 μm) generated by modest grinding decreases the fatigue
life compare to that of polished specimens where the surface roughness (Ra 0.1–0.3 μm, Rt 3–5 μm) is
further low. The surfaces produced by grinding show higher fatigue strength than that of milled surfaces
with identical surface finish (Ra, Rt). This resulted from the rounded feed marks generated by milling,
which initiated premature cracks in the normal direction to the axis of samples. It was suggested that
the roughness parameters such as Rt and Rz, are more suitable indicators of fatigue behaviour than Ra
as they revealed the ‘worst’ flaws existing on the machined surfaces.

3.2 Effect of grinding

The fatigue strengths from tension-tension tests of through-hardened AISI 52100 steel (60–62 HRC)
machined by different processes are given in Fig. 10 (Smith, Melkote et al. 2007) with with various
surfaces of specimens clearly shown. Those are: (a) hard turned surfaces with continuous white layers
(HTWL), (b) hard turned surfaces with no white layers (HTnoWL), (c) ground surfaces (G), (d) hard
turned surfaces (uninterrupted white layer) with super finish (HTSF), and (e) ground surfaces with
super finish (GSF). The hard turned specimens showed better performance in all cases when compared
with ground counterparts. The average fatigue life of HTWL specimens is 56,867 cycles as opposed to
27,360 cycles for the G specimens based on a traditional assessment. In reality, the poorest HTWL
specimens have a fatigue life of 16,106 cycles, which go beyond the average life of G specimens when
the outlier is removed. The average value for the HTnoWL surfaces is similar to that of ground
specimens (24,657 versus 27,360 cycles) even in the absence of white layer. In the same manner, the
average fatigue life of the HTSF specimens (323,897 cycles) appears to be far higher than that of GSF
counterparts (19,427). The discrepancy in the fatigue behaviour is higher and such distribution is
characteristic of high cycle fatigue testing. The harsh manufacturing parameters and discrepancy in
tooling are two additional sources of this variation (Smith, Melkote et al. 2007).

18
Fig. 10. Axial high cycle fatigue life results (Smith, Melkote et al. 2007)

It is well accepted that the increase of compressive residual stresses substantially increases the fatigue
life with such a relation that does not exist between surface finish and fatigue life. This indicates that
the most significant dissimilarity between the surface integrity of specimens is the dissimilarity in the
residual stress profiles. In the absence of obvious surface defects, the fatigue performance of the
specimens is ascribed to residual stress profiles, in which the fatigue life rises with the increase in
compressive residual stress. This tendency is expected between the HTnoWL and G specimens along
with the HTSF and GSF counterparts. Nevertheless, the fatigue behaviour of HTWL specimens
indicates that the existence of white layers does not change this tendency. This shows that the influence
of the hard turning method on the fatigue behaviour of specimens is determined mainly by the
subsequent profiles of residual stresses. (Smith, Melkote et al. 2007). Fig. 11 plots the effect of the
surface residual stresses in the axial direction on the average fatigue life. The figure demonstrates that
the fatigue life of machined specimens is approximately linearly proportional to the compressive
residual stresses of machined surfaces.

19
Fig. 11 Fatigue life vs. surface residual stress in the axial direction (Smith, Melkote et al. 2007)

Rolling contact fatigue tests were performed to study the consequence of precision hard turning and
grinding on the fatigue life by Matsumoto and co-worker (Matsumoto, Hashimoto et al. 1999). The
change of the surface microstructures after grinding along with hard turning during the process of
making bearings with optimum conditions was not manifested. The most important dissimilarity
between ground bearings and hard turned bearings after super finishing was the residual stress profile
and depth of compressive residual stresses. Fig.12 compares the residual stress profile in the ground
and then super finished surfaces to that in the hard turned and super finished surfaces. After grinding
and super finishing, higher compressive residual stress is induced near the surfaces, which is yet
reduced sharply as the distance increases along the depth from the machined surfaces. In contrast, the
residual stresses extend to higher depth from the machined surfaces after hard turning and super
finishing. Matsumoto and co-worker (Matsumoto, Hashimoto et al. 1999) reported significant local
plastic deformation around micro-cracks during fatigue tests. A clear relation between the depths at
which butterflies 1 were noted and the fatigue life was distinguished, namely the deeper the butterflies,
the longer the fatigue life. Therefore, deeper compressive residual stress generated by hard turning is
advantageous (Matsumoto, Hashimoto et al. 1999).

1
This region has the appearance of butterfly wings when viewed in cross sections
20
Fig. 12 Residual stresses along the depth of machined surfaces for different machining processes
(Matsumoto, Hashimoto et al. 1999).

The basic dissimilarities in the integrity of hard turned and ground surfaces and the successive influence
on rolling contact fatigue behaviour were studied by Hashimoto et al. (Hashimoto, Guo et al. 2006). It
was reported that the turning process with the smaller depth of cut and feed rate produces better (≈
30%) surface roughness when compared to that of ground surface. Turned and ground surfaces are not
thermally damaged, while grinding temperature has a much deeper excursion on the subsurfaces. It is
evidently shown that the subsurfaces have two different zones categorised by a strain hardened zone in
near surfaces and a thermally affected zone in the subsurfaces (not softened enough as compared to
bulk hardness). White layers do not belong to the strain hardened zone. It is not darker than the bulk
material and the thermally affected zone encountered in hard turning as shown in Fig. 13. The
dissimilarity of the two zones is just ascribed to their different resistance to etching due to the variation
in grain deformation and size (Hashimoto, Guo et al. 2006).

Fig. 13. Hard turned and ground surfaces (Hashimoto, Guo et al. 2006)

21
The variation of hardness at different depth may be influenced by different interactions between
material phases and indenters. The fundamental mechanism for the harder ground surfaces/subsurfaces
is most likely due to the size effect induced by the very high strain gradient during the grinding process.
The lower down feed in grinding incurs very high strain gradient on near surfaces, though
comparatively high depth of cut in turning may significantly decrease the size effect. The super finished
turned surfaces may have 100% more fatigue life than those of ground specimens with similar surface
roughness. The facts that contribute to the inconsistency in fatigue behaviour are the distinct surface
structures and properties generated in the processes (Hashimoto, Guo et al. 2006). According to the
results of different studies, it could be concluded that the main dissimilarity between hard turning and
grinding is that hard turning may induce deeper “surface” compressive residual stresses despite the
provision of similar or better surface finish, form and accuracy. Thus, the dissimilar features of residual
stresses induced by hard turning and grinding influence the fatigue behaviour of machined components
in rolling contact (Guo and Yen 2004).

3.3 Effect of milling

The effect of grinding and fly cutting (single point milling) methods on the fatigue behaviour of
hardened AISI 4340 steel and their relation to surface integrity is studied by Matsumoto and co-workers
(Matsumoto, Magda et al. 1991, Matsumoto, Hashimoto et al. 1999). It was noted that the residual
stresses produced by the milling process are mostly compressive. The compressive stresses are well
known to improve fatigue strength in some cases. Three residual stress distributions on the machined
surfaces measured parallel to the machining direction are shown in Fig. 14. The specimens were
produced by grinding in the direction of the length of the specimen, fly cutting with feeding in the
direction perpendicular to the length of the specimen, and fly cutting with feeding in the direction of
the length of the specimen. All specimens carried compressive residual stresses except the top layer of
machined surfaces milled perpendicular to length. The residual stress distribution produced by grinding
had a high peak compressive residual stress on the machined surfaces. The stress on ground surfaces
was shallow with a very steep gradient, while as for the others it reached much deeper. It appears that
the residual stresses produced by grinding lie in a very shallow depth, and it might not have a noticeable
influence on the fatigue limit. Conversely, the higher and deeper compressive residual stresses on the
fly cut surfaces increased the fatigue limit in this investigation. It should also be noted that the residual
stresses in the deeper layers becomes a more important factor, when the nucleation of a crack starts
from inclusions in the subsurfaces. The investigation on the cross sectional structures of three machined
surfaces indicates that there is no distinct structural change on the machined surfaces. The measured

22
roughness of the ground surfaces had the largest maximum height Rmax and the lowest endurance limit
of fatigue (Matsumoto, Magda et al. 1991).

Fig. 14 Residual stresses measured in the direction of machining process (Matsumoto, Magda et al.
1991).

There are three sources that are responsible for creating residual stresses on the machined surfaces.
These are a martensitic phase transformation in the near surface structures, yielding surface or near
surface elements due to thermal stresses caused by machining heat, and uneven plastic deformation of
surface or subsurface elements. Under usual situations, when there is no excessive tool wear or abusive
machining practice, very little martensitic formation is observed in the machined surface layer of
hardened steel (Matsumoto, Barash et al. 1986).The existence of untempered martensite on the
subsurfaces produces a compressive residual stress due to its larger volume. On the other hand, if the
temperature rise in that the machining process does not reach the α-γ transformation temperature,
further tempering can take place. If the further tempering takes place, more martensite is transformed
into ferrite and cementite, thus volume reduction near the surfaces takes place. The result is a tensile
residual stress on the surfaces. The surface residual stresses on all machined surfaces are also
compressive and if there is any tempering, its influence on the residual stresses could be minor.

3.4 Effect of non-conventional machining

Electro-discharge machining (EDM) is a high energy density non-contact method (Pramanik 2016), in
which layered structures on the machined surfaces are generated due to melting and quick solidification
of materials. The EDM of tool steels (Ghanem, Sidhom et al. 2002) creates three noticeable layers, such

23
as (a) a “white layer” near the surface, with a dendritic structure resulting from the re-solidification of
metal melted during the EDM, (b) a quenched layer with a martensitic structure just beneath the white
layer, and (c) a transition zone between the quenched layer and the base material. The EDM specimens
demonstrate a higher surface hardening compared to conventionally machined (milled) specimens
because of the near-surface phase changes and increased amounts of carbon. Under this circumstance,
tensile stress is produced adjacent to the surfaces. A network of micro-cracks is also observed on the
surfaces. This scatter of cracks changes significantly of any kind of applied stresses. The cracks initiate
and propagate freely to and form an uninterrupted network, which leads to untimely failure of the
specimens manufactured by the EDM as compared to specimens manufactured by milling to generate
better surface integrity and finish.

The metallurgical alterations of machined surfaces in EDM the near-surface layers occurs due to the
sparks that extremely heats locally (up to 10000°C) in a very short time (6 µs), and the successive
cooling by the dielectric fluid and transfer of heat into the bulk material (Pramanik and Littlefair 2015).
The thermal flux evaporates and melts the samples in order to generate craters of different sizes and
shapes on the surfaces. Thus an irregular surface profile is generated from this process. The heating
effect changes the machined surfaces, and the melted material goes through a “quenched” then to a
“tempered” and, to the unaffected bulk material. The changes on the machined surfaces are influenced
by thermal behaviour of machined materials and its capacity to harden (Ghanem, Braham et al. 2003).
The changes in hardness occur because of chemical and thermal effects (Mamalis 1987) including the
increase in carbon content and martensitic formation in the quenched layer. The disintegration of the
dielectric causes diffusion of carbon results. The strains caused by the thermal effects and phase
transformation after the EDM induce tensile residual stresses on the machined surface. These stresses
are partially relaxed at the surfaces because of the cracks produced from the EDM. The diffusion of
hydrogen into the machined surfaces after the disintegration of the dielectric fluid causes near-surface
embrittlement. Generally the cracks and tensile residual stress distribution on the machined surfaces
undermine fatigue behaviour of specimens produced by the EDM. Samples produced by the EDM and
milling have similar fatigue properties because of the reduction of residual stresses from substantial
cycling strain hardening in low cycle fatigue tests. The spread of fatigue cracks in bulk materials is a
key factor to regulate the fatigue behaviour of specimens produced by the EDM and milling in that the
hardening embrittlement of changed layers from both methods are nearly undistinguishable. The
residual stresses on the machined surfaces have greater influence on the high cycle fatigue properties
(Bouzid Saı̈ , Ben Salah et al. 2001), in which 35% reduction of endurance limit (at 106 cycles) was

24
shown for specimens by the EDM treatment rather than milling treatment (Ghanem, Sidhom et al.
2002).

Fig. 15 depicts the S-N curves from the axial fatigue tests on AISI 301 membranes produced from
diverse manufacturing methods. The results are significantly scattered despite clear common trends.
The membranes produced by stamping have a considerably better fatigue life than those produced from
laser-cut and abrasive water-jet cut. The top stress to failure of stamped membranes is 15% higher than
that of other processes for 1 million cycles fatigue life. The influence of stress concentration is
predominantly significant at the low cycle fatigue behaviour (i.e. where the stress is high). This is
evident from the lower fatigue life of laser-cut specimens, as demonstrated in Fig. 22(a), in which each
fatigue crack started at a single initiation location on the hole surfaces. Nonetheless, the high cycle
fatigue properties of the membranes produced by LBM and AWJ are almost similar. Though the
samples produced by AWJ and LBM (0°) show identical fatigue behaviour, the fatigue life of
specimens from LBM (90°) doubles that of samples produced by LBM (0°) at identical stresses. Fig.11
(b) demonstrates the fatigue behaviour of stamped, EDM and EDM-shot peened membranes. The stress
for failure for 5 million cycles and low cycle behaviour are almost identical for stamped and EDM-shot
peened membranes. The membranes produced from the EDM have 20% lower fatigue strength at 5
million cycles than that of stamped membranes. Similarly, stamped membranes demonstrate higher
fatigue strength that that of EDM at the low cycle (Fordham, Pilkington et al. 1997).

Fig. 15. S-N curves for AISI 301: (a) stamped, LBM and AWJM membranes and (b) stamped, EDM
and EDM-SP membranes (Fordham, Pilkington et al. 1997).

25
It is proposed that micro-cracks on the machined surfaces with higher surface finish (e.g., polished
surfaces), start from slip bands or at grain boundaries (Suhr 1988, Suresh 1998, Dieter 2015).
Nevertheless, micro-notches were generated through machining processes (e.g. grinding, turning and
milling), concentrated stresses and localised plastic strain with the application of stresses. This happens
in a discrete grain as a slip band that outlines the route of shear cracks (Suhr 1988, Novovic, Dewes et
al. 2004). Siebel and Gaier (Siebel 1957) has found that the highest depth (Rt) of surface profile
generated from machining processes is the most important roughness factor to influence the fatigue
behaviour of machined components. The decrease of fatigue endurance limit is proportional to log (Rt)
when the maximum depth of the surface profile is bigger than a certain critical groove depth. The
critical groove depth are 1–2 μm for tempered and 4–6 μm for annealed steels, as demonstrated in Fig.
16. It is possible to eliminate the effect of surface finish on fatigue behaviour of machined components
by inducing compressive residual stresses on the surface through post-machining mechanical treatment
(Novovic, Dewes et al. 2004). The table 2 summarises the major studies on the effect of machining on
fatigue strength of stainless steel.

Fig. 16. Effect of maximum depth of surface profile on the fatigue strength of various steels in
repeated tension (Siebel 1957).

26
Table 2 Effect of machining on fatigue strength of stainless steel

Reference and Machining process Conclusion


test type
(Javidi, Rieger et Turning was performed in wet The residual stress becomes more
al. 2008) condition using inserts with 0.2, compressive as the feed rate increases. An
0.4, 0.8 mm in nose radius where increase of the nose radius of the insert
Rotating bending feeds were 0.05, 0.1, 0.2, 0.3, 0.4 reduces the compressive residual stresses.
fatigue tests at mm/rev, the depth of cut was 0.5 An increase of compressive residual stress
3800 rpm. mm and the speed was 80 increases the fatigue life of turned
m/min. specimens.
(Abrāo and Dry turning was performed at Superior fatigue strength was obtained with
Aspinwall 1996) the speed of 200 m/min, feed the turned specimens, particularly with
rate of 0.06 mm/rev and depth of PCBN cutting tools which produced the
Axial fatigue test cut of 0.5 mm. finest surface finish.
on a 100kN
amsler Cylindrical grinding was
vibrophore at performed at wheel speed of 23
stress ratio 0.1. m/s, work speed of 8 m/min,
infeed of 0.25 mm/pass and
transverse of 0.13 mm/rev using
a consort alumina wheel and
water soluble oil coolant.
(Sasahara 2005) Turning at feed rates of 0.05, Higher fatigue life to the machined
0.1, 0.2 and 0.4 mm/rev, corner components can be achieved compared to
Rotating bending radius of 0.2 and 0.8 mm, tool that of virgin materials if compressive
fatigue test edge chamfer and sharp, depth of residual stresses and high hardness within
cut of 0.2 mm, cutting speed of surface layers can be induced by the cutting
100 m/min. process. This can be obtained at a low feed
rate, a small corner radius and a chamfered
cutting edge tool.
(Akyildiz and The effects of cutting speed, Large variations of endurance limits of
Livatyali 2010) radial feed, tool wear, and two threaded specimens depends on machining
different cutting methods on the conditions. The most significant factor is
A four-point fatigue strength of threaded tool wear and the second strongest factor is
rotary bending specimens were investigated for cutting speed while the radial feed and
fatigue test thread precision and tool life. thread cutting method were less influential.
The “compound straight” and Thus, it is necessary to consider machining
“compound swivelled” thread conditions for the fatigue design of
cutting methods were used. precision threaded parts.
(Smith, Melkote Fatigue test specimens were (i) Hard turned specimens exhibited at least as
et al. 2007) hard turned surfaces with high a fatigue life as the baseline ground
continuous white layers, (ii) hard specimens. The white layers present on the
Tension–tension turned surfaces with no white surfaces of the hard turned specimens had
axial fatigue tests layers, (iii) ground surfaces (G), no conclusive impact on the axial fatigue
with load ratio (iv) hard turned surfaces (i.e., performance. The superfinishing improved
of 0.1 at continuous white layers) with the performance of the hard turned
300 MPa single super-finish, and (v) ground specimens by an order of magnitude while
maximum stress surfaces with super-finish. The producing only marginal improvements in
cutting speed of 122 m/min, feed the ground specimens. The fatigue life was

27
with 8 Hz rate of 0.127 mm/rev, depth of directly proportional to both the surface
frequency. cut of 51 and 255 μm, cutting compressive residual stress and the
edge radi of 25 and 70 μm Hone. maximum compressive residual stress in
the specimen.
(Matsumoto, Hard turning was done using a Hard turned and super-finished bearings
Hashimoto et al. high precision CNC lathe to had at least as long fatigue life as ground
1999) create a bearing race profile. A and super-finished bearings. In one test, it
CBN cutting tool with a 10 was better than ground and super-finished
Two fatigue tests degree and 0.2 mm chamfer was bearings. The depth of compressive
were conducted used. No tool edge honing was residual stresses is the major difference
using small taper applied. between hard turned and ground surfaces.
roller bearing The other group of bearings was Depth of cut does not produce a significant
assemblies of a ground. All the race surfaces effect on residual stresses for precision hard
120 mm outside were super-finished. turning. The primary deformation zone has
diameter for the a secondary effect on residual stresses.
first test and Feed rate only changes residual stress near
large taper roller the surface, but not in a deep layer. Tool
bearings of a 450 edge geometry is the dominant factor for
mm outside determining the residual stress profile.
diameter for the
second test

4. Other materials

Bayomi and Abd El-Latif (Bayoumi and Abdellatif 1995) interrelated different surface roughness
variables to the fatigue endurance limit of an aluminium alloy where Ra and Rq rather than spatial
variable had a guiding effect on endurance limit. The influence of surface finish on the S-N curve and
endurance limit is presented in Fig. 17, which shows that surface roughness has a full control on the
fatigue life for machined aluminium alloy components. The samples with lower surface roughness
gives higher fatigue strength at low as well as high cycle strengths. The endurance limit also reduces
with the rise of surface roughness. The influence of residual stress is insignificant due to the removal
of top surface of sample through polishing processes. The influence of the surface roughness hybrid
parameters Dq (root mean square slope) and λq (spacing between local peaks and valleys) on fatigue
endurance limit is less than that of the arithmetic mean surface finish Ra. The shape of grooves as well
as maximum height (Rt) of the surface profile are critical as the both factors inspire stress
concentrations (Leverant, Langer et al. 1979) and initiates crack under fatigue conditions (Novovic,
Dewes et al. 2004). Surface residual stress is often a better display of fatigue behaviour than surface
features when the surface roughness, Ra is in range of 2.5–5 μm. This influence decreases with the rise
of temperature because of the easing of residual stress with thermal exposure (Koster 1991). These are
not due to the change of surface finish, but because of modifications of the integrity on the machined
surfaces owing to the machining operation (Koster and Field 1973).

28
Fig. 17. Influence of surface roughness on (a) S-N curves and (b) endurance limit for aluminium
alloys (Bayoumi and Abdellatif 1995)

Non-traditional machining methods influence workpiece surface integrity in different ways, and hence
the fatigue behaviour, subjected to the mechanism material removal (Pramanik, Basak et al. 2015).
Fig.18 presents the influence of different non-conventional machining on S-N curves for Inconel
718(Fordham, Pilkington et al. 1997). In the EDM process, the machined surface is often described by
a heat affected zone with an upper hard, brittle and recast layers containing cracks and micro-cracks
located normal to the machined surface. The machined surfaces also contain tensile residual stresses
due to the thermal shrinkage on the subsurfaces. Worse fatigue behaviour is achieved from the
combination of these facts (Trail and Bowen 1995, Fordham, Pilkington et al. 1997, Griffiths 2001).
An identical circumstance is frequently noted from laser-beam machining (LBM), where thermal
shrinkage of machined subsurfaces owing to the rapid solidification also incorporates unwanted tensile
residual stresses (Novovic, Dewes et al. 2004).

Abrasive water-jet machining (AWJM) mainly depends on the non-thermal mechanism of material
removal, which occurs through the impacts of discrete grits suspended inside the fluid. Hence the
method usually introduces compressive residual stresses on the machined surfaces, which contributes
to better fatigue behaviour. Unfortunately, the machined surfaces frequently contain embedded grits
(Fordham, Pilkington et al. 1997, Hirano, Enomoto et al. 1997), usually with the diameter of 10–50
μm, which, if combined with a lower surface finish, may give rise to stress concentration and
considerably worsened fatigue performance (Fordham, Pilkington et al. 1997).

29
Fig.18 S-N curves for Inconel 718 membranes: stamped, LBM, EDM and EDM-SP (Fordham,
Pilkington et al. 1997)

5 Summary

The research on the influence of machining on fatigue behaviour is still at early stage. The fatigue
strength of the machined components depends on the workpiece material and, machining type and
conditions. So far, the information in this research area is available only for very few alloys such as
titanium, steel, aluminium and nickel alloys. Based on our holistic review, the following key points can
be summarised from the above investigations:

(a) There is no clear trend on the effect of feed rate and speed on the fatigue strength of turned
titanium alloys. The polishing process improves the surface roughness, but removes the surface
layers with compressive residual stresses. This decreases the fatigue strength of polished
specimens accordingly.
(b) The effect of residual stresses on the machined surfaces is more pronounced than that of surface
roughness. The compressive residual stresses improve the fatigue strength and tensile stress
reduces the fatigue strength by facilitating the crack growth.
(c) Grinding process induces tensile residual stresses on the machined surfaces due to the
generation of high temperature. But milling process yields compressive residual stresses on the
machined surfaces though surface roughness is worse in this case. Thus, higher fatigue strength
is achieved on the workpieces produced by the milling process.
(d) Fatigue failure of titanium alloys is primarily due to the brittle fracture, in which the fracture
surfaces show inter-lamellar, intra-lamellar and trans-lamellar fracture formations.

30
(e) Electrical discharge machining (EDM) reduces the fatigue strength of titanium alloys due to the
high population of micro-cracks and the presence of tensile residual stresses in recast layers.
However, the electro-polishing improves the fatigue life by removing the recast layers.
(f) Phase change is very common during the machining of steel, which contributes to the formation
of residual stresses on the machined surfaces. Due to the turning process, compressive residual
stresses in the axial and hoop directions are noted when there are continuous white layers, which
contributes to volume expansion due to the phase transformation on the surfaces of the
workpieces. Surface layers consisting of intermittent white layers may undergo tensile or
compressive stresses depending on the amounts of present white layers.
(g) The decrease in the feed allows the surface residual stress to shift towards compression residual
stresses in both longitudinal and axial directions for steel. Higher compressive residual stresses
cause higher fatigue life and the effect of residual stresses on fatigue life outperforms that of
surface roughness. An increase of the nose radius of the insert causes a decrease in compressive
residual stress. An increase in cutting speed increases the local temperature near the cutting tip,
thus resulting in surface tensile stresses. If this temperature is high enough, the martensite
transformation may occur in quenching by generating compressive residual stresses. High
compressive residual stresses and high surface hardness are necessary to benefit a longer fatigue
life. Smaller corner radius tool with chamfer increases surface hardness, which means the plastic
deformation within the machined surface layer becomes more pronounced.
(h) Steel surfaces generated from grinding have weaker fatigue performance when compared to that
of turning and milling for the similar reasons as noted for titanium alloys.
(i) Non-conventional machining such as EDM and laser machining generates a network of micro-
cracks in addition to tensile residual stresses on the surfaces of all the materials. This network
of cracks changes substantially whatever the level of applied stresses. The cracks initiate and
propagate, and form a continuous network, leading to the premature failure of the specimens
prepared by the EDM, as opposed to those prepared by traditional machining processes with
better surface integrity and lower roughness.

Water jet machining produces compressive residual stresses on the Inconel 718 machined surfaces.
However, the machined surfaces often contain embedded grits that can act as stress concentration
sites to significantly degrade fatigue performance if combined with a high workpiece surface
roughness.

31
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