Lamina Shear Response A shear test of a composite material is performed to determine the shear modulus or shear strength,or both.Ideally,both properties can be deter- mined from the same test,but this is not always the case.In addition,the shear response of a composite material is commonly nonlinear,and full characterization thus requires generating the entire shear stress-strain curve to failure.However,many shear test methods are not capable of generating the entire curve,and sometimes not even a portion of it.Figure 7.1 defines the in-plane shear stress,t(and ta)and shear strain,2(and Y1).The other shear stress and strain components are defined accordingly.The in-plane shear modulus is denoted by G2,and the shear strength by S.Additional definitions and notation are presented in Chapter 2. The major deficiency of all existing shear test methods for composite materials is the lack of a pure and uniform state of shear stress in the test section.Thus,compromises have to be made.Although many shear test methods are described in the literature [1,2],only a relatively few are in common use. In particular,the torsional loading of a thin-walled,hoop-wound tube will not be detailed here.Most discussions of shear testing start with the state- ment,"The torsional loading of a thin-walled tube produces a uniform state of shear stress,but..."Then some or all of the following negative aspects of tube testing are enumerated.Fabrication of the tube,which is typically hoop- wound using the filament winding process,requires special equipment and expertise.Fabrication of a tube with fibers oriented along the axis of the tube is even more difficult.In both cases the resulting tube is relatively fragile. 2 /2Y12 FIGURE 7.1 Definition of in-plane shear stress()and shear strain(Y2). ©2003 by CRC Press LLC
7 Lamina Shear Response A shear test of a composite material is performed to determine the shear modulus or shear strength, or both. Ideally, both properties can be determined from the same test, but this is not always the case. In addition, the shear response of a composite material is commonly nonlinear, and full characterization thus requires generating the entire shear stress–strain curve to failure. However, many shear test methods are not capable of generating the entire curve, and sometimes not even a portion of it. Figure 7.1 defines the in-plane shear stress, τ12 (and τ21) and shear strain, γ12 (and γ21). The other shear stress and strain components are defined accordingly. The in-plane shear modulus is denoted by G12 , and the shear strength by S6. Additional definitions and notation are presented in Chapter 2. The major deficiency of all existing shear test methods for composite materials is the lack of a pure and uniform state of shear stress in the test section. Thus, compromises have to be made. Although many shear test methods are described in the literature [1,2], only a relatively few are in common use. In particular, the torsional loading of a thin-walled, hoop-wound tube will not be detailed here. Most discussions of shear testing start with the statement, “The torsional loading of a thin-walled tube produces a uniform state of shear stress, but…” Then some or all of the following negative aspects of tube testing are enumerated. Fabrication of the tube, which is typically hoopwound using the filament winding process, requires special equipment and expertise. Fabrication of a tube with fibers oriented along the axis of the tube is even more difficult. In both cases the resulting tube is relatively fragile. FIGURE 7.1 Definition of in-plane shear stress (τ12) and shear strain (γ12). TX001_ch07_Frame Page 105 Saturday, September 21, 2002 4:58 AM © 2003 by CRC Press LLC
Equally important,a tube is usually not representative of the material form used in the eventual structural design.For example,because of the radical differences in the processes used to fabricate tubes vs.flat(or curved)panels or structural shapes in general,the material may not have the same strength properties.A torsional loading machine of sufficiently low torque capacity is required,and often not available.The tube specimen must be reinforced at each end in some manner so that it can be gripped within the torsion machine without damaging it.A hoop-wound tube in particular is very susceptible to inadvertent bending loads induced during testing because of nonaxial torsional loads.Any induced bending stresses combine with the shear stress to induce premature failure and thus low shear strength The five most popular current shear tests all happen to be ASTM standards. They include the Iosipescu shear test,ASTM D 5379 [3];the two-and three- rail shear tests,ASTM D 4255 [4];the [+45]ns tension shear test,ASTM D 3518 [5];and the short beam shear test,ASTM D 2344 [6].These test methods are listed above in the order of their relative validity and versatility,and will be discussed in that order as well. 7.1 Iosipescu Shear Test Method (ASTM D 5379) The losipescu shear test method and specimen configuration shown in Figure 7.2 are based on the original work with metals by Nicolai losipescu of Romania [7],from which the test method derives its name.The Composite Materials Research Group(CMRG)at the University of Wyoming led its application to composite materials [8,9].The test method became an ASTM standard for composite materials in 1993 [3].Analysis of the specimen under load reveals that a state of uniform shear stress exists in the center of the notched specimen on the cross section through the notches,although not in the immediate vicinity of the notch roots [9-11].In addition,the normal stresses(the nonshear stresses)are low everywhere on this cross section.By orienting the specimen's longitudinal axis along any one of the three axes of material orthotropy,any one of the six shear stress components,repre- senting the three independent shear stress components(see Chapter 2),can be developed. For example,Figure 7.3 shows the required specimen orientations for measuring the two(nonindependent)in-plane shear stress components,t2 and ta,for a unidirectional composite.However,note that a 0 orientation (fibers parallel to the long axis of the specimen)forms a much more robust specimen and is strongly preferred over a 90orientation.A[0/90]s(cross- ply)specimen is even more robust.Because there is no shear coupling between the plies of a [0/90]ns laminate(see Chapter 2),this orientation will theoretically produce the same shear properties as those of a unidirectional composite.In practice,it is likely to produce shear strengths closer to the ©2003 by CRC Press LLC
Equally important, a tube is usually not representative of the material form used in the eventual structural design. For example, because of the radical differences in the processes used to fabricate tubes vs. flat (or curved) panels or structural shapes in general, the material may not have the same strength properties. A torsional loading machine of sufficiently low torque capacity is required, and often not available. The tube specimen must be reinforced at each end in some manner so that it can be gripped within the torsion machine without damaging it. A hoop-wound tube in particular is very susceptible to inadvertent bending loads induced during testing because of nonaxial torsional loads. Any induced bending stresses combine with the shear stress to induce premature failure and thus low shear strength. The five most popular current shear tests all happen to be ASTM standards. They include the Iosipescu shear test, ASTM D 5379 [3]; the two- and threerail shear tests, ASTM D 4255 [4]; the [±45]ns tension shear test, ASTM D 3518 [5]; and the short beam shear test, ASTM D 2344 [6]. These test methods are listed above in the order of their relative validity and versatility, and will be discussed in that order as well. 7.1 Iosipescu Shear Test Method (ASTM D 5379) The Iosipescu shear test method and specimen configuration shown in Figure 7.2 are based on the original work with metals by Nicolai Iosipescu of Romania [7], from which the test method derives its name. The Composite Materials Research Group (CMRG) at the University of Wyoming led its application to composite materials [8,9]. The test method became an ASTM standard for composite materials in 1993 [3]. Analysis of the specimen under load reveals that a state of uniform shear stress exists in the center of the notched specimen on the cross section through the notches, although not in the immediate vicinity of the notch roots [9–11]. In addition, the normal stresses (the nonshear stresses) are low everywhere on this cross section. By orienting the specimen’s longitudinal axis along any one of the three axes of material orthotropy, any one of the six shear stress components, representing the three independent shear stress components (see Chapter 2), can be developed. For example, Figure 7.3 shows the required specimen orientations for measuring the two (nonindependent) in-plane shear stress components, τ12 and τ21, for a unidirectional composite. However, note that a 0° orientation (fibers parallel to the long axis of the specimen) forms a much more robust specimen and is strongly preferred over a 90° orientation. A [0/90]ns (crossply) specimen is even more robust. Because there is no shear coupling between the plies of a [0/90]ns laminate (see Chapter 2), this orientation will theoretically produce the same shear properties as those of a unidirectional composite. In practice, it is likely to produce shear strengths closer to the TX001_ch07_Frame Page 106 Saturday, September 21, 2002 4:58 AM © 2003 by CRC Press LLC
Fixture Guide Rod Fixture Attached to Guide Rod by Linear Ball Bearing Wedge Adjusting Specimen Screw 0 Specimen Adjustable Alignment Pin Wedge Fixture Base (a) 90° 3.8mm↓ ±45 19,1mm Vstrain gage 3.8mm± rosette 无R=1.3mm 76.2mm (6) FIGURE 7.2 Sketches of(a)losipescu shear test fixture,and(b)test specimen. 412 (a) (b) FIGURE 7.3 losipescu shear test specimens for in-plane shear testing:(a)0 specimen,and (b)90 specimen. true shear strength of the composite material because premature failures are less likely to occur.That is,the cross-ply laminate is likely to produce more accurate(and in this case higher)shear strengths.However,note that pres- ently,the 0 orientation unidirectional specimen is still much more com- monly used,in part because a unidirectional laminate is more likely to be available for testing.This may change if the use of cross-ply laminates and back-out factors to determine unidirectional lamina compressive strength, as discussed in Section 6.7 of Chapter 6,increases in popularity. When a strain gage is attached to one(or both)faces of the specimen in the central region between the notches,a complete shear stress-shear strain curve can be obtained.These attractive features,along with the relatively small specimen size and the general ease of performing the test,have made the losipescu shear test method very popular. ©2003 by CRC Press LLC
true shear strength of the composite material because premature failures are less likely to occur. That is, the cross-ply laminate is likely to produce more accurate (and in this case higher) shear strengths. However, note that presently, the 0° orientation unidirectional specimen is still much more commonly used, in part because a unidirectional laminate is more likely to be available for testing. This may change if the use of cross-ply laminates and back-out factors to determine unidirectional lamina compressive strength, as discussed in Section 6.7 of Chapter 6, increases in popularity. When a strain gage is attached to one (or both) faces of the specimen in the central region between the notches, a complete shear stress–shear strain curve can be obtained. These attractive features, along with the relatively small specimen size and the general ease of performing the test, have made the Iosipescu shear test method very popular. FIGURE 7.2 Sketches of (a) Iosipescu shear test fixture, and (b) test specimen. FIGURE 7.3 Iosipescu shear test specimens for in-plane shear testing: (a) 0° specimen, and (b) 90° specimen. TX001_ch07_Frame Page 107 Saturday, September 21, 2002 4:58 AM © 2003 by CRC Press LLC
FIGURE 7.4 FIGURE 7.5 Photograph of an losipescu shear test fixture A+45 biaxial strain gage rosette bonded to an with specimen installed.(Photograph courtesy losipescu shear test specimen. of Wyoming Test Fixtures,Inc.) The standard losipescu specimen is shown in Figure 7.2(b).The top and bottom edges must be carefully machined to be flat,parallel to each other, and perpendicular to the faces of the specimen,to avoid out-of-plane bend- ing and twisting when the load is applied(see Figure 7.2(a)).The geometry of the notches is less critical [9].The standard fixture,shown in Figure 7.4, can accommodate a specimen thickness up to 12.7 mm,although a thickness on the order of 2.5 mm is commonly used.For most composite materials it is convenient and economical to form the V-shaped notches using a shaped grinding wheel.The notch on one edge of a stack of specimens can be formed, the stack turned over,and the other notch formed. If shear strain is to be measured,a two-element strain gage rosette with the elements oriented +45 relative to the specimen longitudinal axis can be attached to the central test section region,such as shown in Figure 7.5,and the rosette wired in a half-bridge circuit.A single-element gage oriented at either plus or minus 45 can be used and wired in a quarter-bridge circuit,but this is not common practice.If out-of-plane bending and twisting of the speci- men are a concern,back-to-back strain gages can be used to monitor these undesired effects [3,12].However,this is normally not necessary. The specimen should be centered horizontally in the test fixture using the specimen-centering pin (Figures 7.2(a)and 7.4).Vertical alignment is achieved by keeping the back face of the specimen in contact with the fixture while the wedge adjusting screws are finger-tightened to close any gap between the specimen and the fixture.Note that these wedges are not clamps and need not be tightened.They are provided to accommodate any tolerance in the width dimension of the specimen. The upper half of the test fixture is loaded in compression through a suitable adapter,attaching it to the crosshead of the testing machine.The applied load and strain signals are monitored until the specimen fails. ©2003 by CRC Press LLC
The standard Iosipescu specimen is shown in Figure 7.2(b). The top and bottom edges must be carefully machined to be flat, parallel to each other, and perpendicular to the faces of the specimen, to avoid out-of-plane bending and twisting when the load is applied (see Figure 7.2(a)). The geometry of the notches is less critical [9]. The standard fixture, shown in Figure 7.4, can accommodate a specimen thickness up to 12.7 mm, although a thickness on the order of 2.5 mm is commonly used. For most composite materials it is convenient and economical to form the V-shaped notches using a shaped grinding wheel. The notch on one edge of a stack of specimens can be formed, the stack turned over, and the other notch formed. If shear strain is to be measured, a two-element strain gage rosette with the elements oriented ±45° relative to the specimen longitudinal axis can be attached to the central test section region, such as shown in Figure 7.5, and the rosette wired in a half-bridge circuit. A single-element gage oriented at either plus or minus 45° can be used and wired in a quarter-bridge circuit, but this is not common practice. If out-of-plane bending and twisting of the specimen are a concern, back-to-back strain gages can be used to monitor these undesired effects [3,12]. However, this is normally not necessary. The specimen should be centered horizontally in the test fixture using the specimen-centering pin (Figures 7.2(a) and 7.4). Vertical alignment is achieved by keeping the back face of the specimen in contact with the fixture while the wedge adjusting screws are finger-tightened to close any gap between the specimen and the fixture. Note that these wedges are not clamps and need not be tightened. They are provided to accommodate any tolerance in the width dimension of the specimen. The upper half of the test fixture is loaded in compression through a suitable adapter, attaching it to the crosshead of the testing machine. The applied load and strain signals are monitored until the specimen fails. FIGURE 7.4 Photograph of an Iosipescu shear test fixture with specimen installed. (Photograph courtesy of Wyoming Test Fixtures, Inc.) FIGURE 7.5 A ±45° biaxial strain gage rosette bonded to an Iosipescu shear test specimen. TX001_ch07_Frame Page 108 Saturday, September 21, 2002 4:58 AM © 2003 by CRC Press LLC
The(average)shear stress across the notched section of the specimen is calculated using the simple formula t=P/A (7.1) where P is the applied force,and A is the cross-sectional area of the specimen between the notches.For a unidirectional composite specimen tested in the 0 orientation,detailed stress analyses [9-12]indicate that an initially non- uniform elastic stress state exists.However,if any inelastic material response occurs,and particularly if there is initiation and arrested propagation of a crack parallel to the reinforcing fibers at each notch tip (which will occur well before the ultimate loading is attained),the local stress concentrations are significantly relieved.The stress distribution then becomes even more uniform across the entire cross section of the specimen,and increases further the accuracy of Equation(7.1). Shear strain,Y,is simply calculated as the sum of the absolute values of the±45°strain gage readings, Y=e(45)+e(-45) (7.2) or,if only a single-element gage mounted at plus or minus 45 is used, Y=2ke(45 (7.3) The shear modulus,G,is obtained as the initial slope of the shear stress-shear strain curve. Premature damage in the form of longitudinal matrix cracks initiating from the notch roots is a common occurrence in 0 unidirectional specimens.Load decreases are observed at about two thirds of the eventual ultimate load when these cracks initiate and propagate,but they quickly arrest and the specimen then carries additional load until the true shear failure occurs, which involves multiple matrix cracks parallel to the fibers and concentrated in the region of the specimen between the two notches.Because 90 speci- mens often fail prematurely,particularly for brittle-matrix composites,as a result of stress concentrations and induced bending,they may not produce a representative failure stress.Figure 7.6 shows schematic stress-strain curves for unidirectional composites tested in the 90 and 0 directions.The 90 specimen usually fails suddenly,parallel to the fibers(Figure 7.7(a)).The 0specimen fails in a more gradual manner.As noted,a small load decrease is often observed at approximately two thirds of the ultimate shear strength (Figure 7.6),because of cracking at the notch root,as indicated in Figure 7.7(b).Two decreases,relatively close to each other,will occur if the notch root cracks do not happen to occur simultaneously.These are stress-relieving mechanisms,as discussed above,and do not represent the shear strength. The stress that results in total failure across the test section,as shown in Figure 7.7(c),is the failure stress S.Figures 7.8 and 7.9 show typical ©2003 by CRC Press LLC
The (average) shear stress across the notched section of the specimen is calculated using the simple formula τ = P/A (7.1) where P is the applied force, and A is the cross-sectional area of the specimen between the notches. For a unidirectional composite specimen tested in the 0° orientation, detailed stress analyses [9–12] indicate that an initially nonuniform elastic stress state exists. However, if any inelastic material response occurs, and particularly if there is initiation and arrested propagation of a crack parallel to the reinforcing fibers at each notch tip (which will occur well before the ultimate loading is attained), the local stress concentrations are significantly relieved. The stress distribution then becomes even more uniform across the entire cross section of the specimen, and increases further the accuracy of Equation (7.1). Shear strain, γ, is simply calculated as the sum of the absolute values of the ±45° strain gage readings, γ = ε(45°) + ε(–45°) (7.2) or, if only a single-element gage mounted at plus or minus 45° is used, γ = 2ε(45°) (7.3) The shear modulus, G, is obtained as the initial slope of the shear stress–shear strain curve. Premature damage in the form of longitudinal matrix cracks initiating from the notch roots is a common occurrence in 0° unidirectional specimens. Load decreases are observed at about two thirds of the eventual ultimate load when these cracks initiate and propagate, but they quickly arrest and the specimen then carries additional load until the true shear failure occurs, which involves multiple matrix cracks parallel to the fibers and concentrated in the region of the specimen between the two notches. Because 90° specimens often fail prematurely, particularly for brittle-matrix composites, as a result of stress concentrations and induced bending, they may not produce a representative failure stress. Figure 7.6 shows schematic stress–strain curves for unidirectional composites tested in the 90° and 0° directions. The 90° specimen usually fails suddenly, parallel to the fibers (Figure 7.7(a)). The 0°specimen fails in a more gradual manner. As noted, a small load decrease is often observed at approximately two thirds of the ultimate shear strength (Figure 7.6), because of cracking at the notch root, as indicated in Figure 7.7(b). Two decreases, relatively close to each other, will occur if the notch root cracks do not happen to occur simultaneously. These are stress-relieving mechanisms, as discussed above, and do not represent the shear strength. The stress that results in total failure across the test section, as shown in Figure 7.7(c), is the failure stress S6. Figures 7.8 and 7.9 show typical TX001_ch07_Frame Page 109 Saturday, September 21, 2002 4:58 AM © 2003 by CRC Press LLC