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    V I S H A Y M I C R O - M E A S U R E M E N T S

    Measurement of Residual Stressesby the Hole-Drilling* Strain Gage Method

    Tech Note TN-503Strain Gages and Instruments

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    Revision 15-Aug-07

    I. Residual Stresses and Their Measurement

    Residual (locked-in) stresses in a structural materialor component are those stresses that exist in the objectwithout (and usually prior to) the application of anyservice or other external loads. Manufacturing processesare the most common causes of residual stress. Virtuallyall manufacturing and fabricating processes casting,

    welding, machining, molding, heat treatment, etc. introduce residual stresses into the manufactured object.Another common cause of residual stress is in-servicerepair or modification. In some instances, stress may alsobe induced later in the life of the structure by installationor assembly procedures, by occasional overloads, byground settlement effects on underground structures, orby dead loads which may ultimately become an integralpart of the structure.

    The effects of residual stress may be either beneficialor detrimental, depending upon the magnitude, sign,and distribution of the stress with respect to the load-induced stresses. Very commonly, the residual stresses aredetrimental, and there are many documented cases in which

    these stresses were the predominant factor contributingto fatigue and other structural failures when the servicestresses were superimposed on the already present residualstresses. The particularly insidious aspect of residual stressis that its presence generally goes unrecognized until aftermalfunction or failure occurs.

    Measurement of residual stress in opaque objectscannot be accomplished by conventional procedures forexperimental stress analysis, since the strain sensor (straingage, photoelastic coating, etc.) is totally insensitive tothe history of the part, and measures only changes instrain after instal lation of the sensor. In order to measureresidual stress with these standard sensors, the locked-instress must be relieved in some fashion (with the sensorpresent) so that the sensor can register the change instrain caused by removal of the stress. This was usuallydone destructively in the past by cutting and sectioningthe part, by removal of successive surface layers, or bytrepanning and coring.

    With strain sensors judiciously placed before dissectingthe part, the sensors respond to the deformation producedby relaxation of the stress with material removal. Theinitial residual stress can then be inferred from themeasured strains by elasticity considerations. Most ofthese techniques are limited to laboratory applications on

    flat or cylindrical specimens, and are not readily adaptableto real test objects of arbitrary size and shape.

    X-ray diffraction strain measurement, which doesnot require stress relaxation, offers a nondestructivealternative to the foregoing methods, but has its own severelimitations. Aside from the usual bulk and complexity ofthe equipment, which can preclude field application, the

    technique is limited to strain measurements in only veryshallow surface layers. Although other nondestructivetechniques (e.g., ultrasonic, electromagnetic) have beendeveloped for the same purposes, these have yet to achievewide acceptance as standardized methods of residualstress analysis.

    The Hole-Drilling Method

    The most widely used modern technique for measuringresidual stress is the hole-drilling strain-gage method ofstress relaxation, illustrated in Figure 1.

    Briefly summarized, the measurement procedure involvessix basic steps:

    A special three- (or six-) element strain gage rosette isinstalled on the test part at the point where residualstresses are to be determined.

    The gage grids are wired and connected to a multi-channel static strain indicator, such as the VishayMicro-Measurements Model P3 (three-element gage),or System 5000 (six-element gage).

    Figure 1. Hole-Drilling Strain Gage Method

    Strain GageRosette

    Drilled Hole

    * Drilling implies all methods of introducing the hole (i.e., drilling,milling, air abrasion, etc).

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    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

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    Vishay Micro-Measurements

    Document Number: 11053

    Revision 15-Aug-07

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    20

    A precision milling guide (Model RS-200, shown inFigure 1) is attached to the test part and accurately

    centered over a drilling target on the rosette. After zero-balancing the gage circuits, a small, shallow

    hole is drilled through the geometric center of therosette.

    Readings are made of the relaxed strains, correspondingto the initial residual stress.

    Using special data-reduction relationships, theprincipal residual stresses and their angular orientationare calculated from the measured strains.

    The foregoing procedure is relatively simple, and has beenstandardized in ASTM Standard Test Method E 837.1Using commercially available equipment and supplies, andadhering to the recommendations in the ASTM standard,

    the hole-drilling method can be applied routinely byany qualified stress analysis technician, since no specialexpertise is required for making the measurements. Themethod is also very versatile, and can be performed ineither the laboratory or the field, on test objects rangingwidely in size and shape. It is often referred to as a semi-destructive technique, since the small hole will not, inmany cases, significantly impair the structural integrity ofthe part being tested (the hole is typically 132 to 316 in [0.8 to4.8 mm] in both diameter and depth). With large testobjects, it is sometimes feasible to remove the hole aftertesting is completed, by gently blending and smoothing thesurface with a small hand-held grinder. This must be donevery carefully, of course, to avoid introducing residual

    stresses in the process of grinding.

    NOTE 1: In its current state of development, the hole-drilling method is intended primarily for applications inwhich the residual stresses are uniform throughout thedrilling depth, or essentially so. While the proceduresfor data acquisition and reduction in such cases are well-established and straightforward, seasoned engineering

    judgment is generally required to verify stress uniformityand other criteria for the validity of the calculatedstresses. This Tech Note contains the basic informationfor understanding how the method operates, but cannot,of course, encompass the full background needed forits proper application in all cases. An extensive list oftechnical references is provided in the Bibliography as afurther aid to users of the method.

    NOTE 2: Manual calculation of residual stresses fromthe measured relaxed strains can be quite burdensome,but there is available a specialized computer program,H-DRILL, that completely eliminates the computationallabor.

    II. Principle and Theory of theHole-Drilling Strain Gage Method

    The introduction of a hole (even of very small diameter)into a residually stressed body relaxes the stresses at that

    location. This occurs because every perpendicular to afree surface (the hole surface, in this case) is necessarily

    a principal axis on which the shear and normal stressesare zero. The elimination of these stresses on the holesurface changes the stress in the immediately surroundingregion, causing the local strains on the surface of the testobject to change correspondingly. This principle is thefoundation for the hole-dril ling method of residual stressmeasurement, first proposed by Mathar.2

    In most practical applications of the method, the drilledhole is blind, with a depth which is: (a) about equal toits diameter, and (b) small compared to the thickness ofthe test object. Unfortunately, the blind-hole geometryis sufficiently complex that no closed-form solution isavailable from the theory of elasticity for direct calculationof the residual stresses from the measured strains

    except by the introduction of empirical coefficients. Asolution can be obtained, however, for the simpler caseof a hole drilled completely through a thin plate in whichthe residual stress is uniformly distributed through theplate thickness. Because of this, the theoretical basis forthe hole-drilling method will first be developed for thethrough-hole geometry, and subsequently extended forapplication to blind holes.

    Through-Hole Analysis

    Depicted in Figure 2a (following) is a local area withina thin plate which is subject to a uniform residual stress, x. The initial stress state at any point P (R, ) can beexpressed in polar coordinates by:

    r

    x

    x

    r

    x

    21 2

    21 2

    22

    cos

    cos

    sin

    Figure 2b represents the same area of the plate after asmall hole has been drilled through it. The stresses in thevicinity of the hole are now quite different, since r and rmust be zero everywhere on the hole surface. A solutionfor this case was obtained by G. Kirsch in 1898, and yieldsthe following expressions for the stresses at the pointP (R, ):3

    r

    x x

    x x

    r r r

    r r

    21

    1

    21

    3 42

    21

    1

    21

    32

    2 4 2

    2 4

    cos

    cos

    r

    x

    r r21

    3 22

    4 2 sin

    (1a)

    (1b)

    (1c)

    (2a)

    (2b)

    (2c)

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    Document Number: 11053

    Revision 15-Aug-07

    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    where:

    o

    o

    o

    rR

    RR R

    R

    R

    hole radius

    arbitrary radius from hole centerarbitrary radius from hole center

    Subtracting the initial stresses from the final (after dri lling)stresses gives the change in stress, or stress relaxation atpoint P (R, ) due to drilling the hole. That is:

    r r r

    r r r

    Substituting Equations (1) and (2) into Equations (3) yieldsthe full expressions for the relaxed (or relieved) stresses. Ifthe material of the plate is homogeneous and isotropic in itsmechanical properties, and linear-elastic in its stress/strainbehavior, these equations can then be substituted intothe biaxial Hookes law to solve for the relieved normalstrains at the point P (R, ). The resulting expressions areas follows:

    rx

    E r r r

    1

    2

    1 32

    4

    12

    2 4 2cos cos

    x

    E r r r

    1

    2

    1 32

    4

    12 4 2cos coss2

    The preceding equations can be written in a simplerform, demonstrating that along a circle at any radiusR (R Ro) the relieved radial and tangential strains vary ina sinusoidal manner:

    Comparison of Equations (5) with Equations (4)

    demonstrates that coefficients A, B, and C have thefollowing definitions:

    Thus, the relieved strains also vary, in a complex way, withdistance from the hole surface. This variation is illustrated in

    Figure 3 on page 22, where the strains are plotted alongthe principal axes, at = 0 and = 90. As shown by thefigure, the relieved strains generally decrease as distancefrom the hole increases. Because of this, it is desirable tomeasure the strains close to the edge of the hole in orderto maximize the strain gage output signal. On the otherhand, parasitic effects also increase in the immediatevicinity of the hole. These considerations, along withpractical aspects of strain gage design and application,necessitate a compromise in selecting the optimum radius(R) for gage location. Analytical and experimental studieshave established a practical range of 0.3 < r < 0.45 wherer = Ro /R and R is the radius to the longitudinal center ofthe gage.

    It can be noticed from Figure 3 that for= 0 (along the axisof the major principal stress) the relieved radial strain, r,is considerably greater than the tangential strain, , in thespecified region of measurement. As a result, commercialstrain gage rosettes for residual stress analysis are normallydesigned with radially oriented grids to measure therelieved radial strain, r. This being the case, only Equation(5a) is directly relevant for further consideration in thissummary. It is also evident from the figure that the relievedradial strain along the major principal axis is opposite insign to the initial residual stress. This occurs because the

    Z

    RP(R, )

    Y

    x

    x

    r

    r

    R

    P(R, )

    Y

    x

    x

    X

    Ro

    X

    (a)

    (b)

    Figure 2. Stress states at P (R, a),

    before and after the introduction of a hole.

    (3a)

    (3b)

    (3c)

    (4a)

    (4b)

    r x

    x

    A B

    A C

    cos

    cos

    2

    2

    (5a)

    (5b)

    AE r

    BE r r

    1

    2

    1

    1

    2

    4

    1

    1 3

    2

    2 4

    CE r r

    1

    2

    4

    1

    1 32 4

    (6a)

    (6b)

    (6c)

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    Vishay Micro-Measurements

    Document Number: 11053

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    22

    coefficients A and B in Equation (5a) are always negative,and (for = 0) cos 2= +1.

    The preceding treatment considered only the simplestcase, uniaxial residual stress. In practice, however, residualstresses are more often biaxial, with two nonzero principalstresses. This condition can readily be incorporated in theanalysis by employing the superposition principle, whichis applicable to linear-elastic material behavior. Referringto Figure 2 again, it is apparent that had the uniaxialresidual stress been along only the Y axis instead of the Xaxis, Equations (1) and (2) would still apply, with cos 2replaced by cos 2( + 90), or by the equivalent, cos 2.Thus, the relieved radial strain at the point P(R, ) dueto uniaxial residual stress in only the Y direction can bewritten as:

    And, employing the corresponding notation, Equation (5a)becomes:

    When both residual stresses are present simultaneously,the superposition principle permits algebraic addition ofEquations (7) and (8), so that the general expression for therelieved radial strain due to a plane biaxial residual stressstate is:

    Or, in a slightly different form,

    Equations (9) represent the basic relationship underlyingthe hole-drilling method of residual stress analysis. Thisrelationship must be inverted, of course, to solve for the twoprincipal stresses and the angle a in terms of the measuredstrains that accompany stress relaxation. Since there arethree unknown quantities, three independent measurementsof the radial strain are required for a complete solution.These three measurements can be substituted successivelyinto Equation (9a) or Equation (9b) to yield three equationswhich are then solved simultaneously for the magnitudesand directions of the principal stresses.

    The common procedure for measuring the relieved strainsis to mount three resistance strain gages in the formof a rosette around the site of the hole before drilling.Such a rosette is shown schematically in Figure 4, wherethree radially oriented strain gages are located with theircenters at the radius R from the center of the hole site.Although the angles between gages can be arbitrary (butmust be known), a 45-degree angular increment leads tothe simplest analytical expressions, and thus has becomethe standard for commercial residual stress rosettes.As indicated in Figure 4, 1 is the acute angle from thenearer principal axis to gage no. 1, while 2 = 1 +45 and3 =1 + 90, with positive angles measured in the directionof gage numbering. It should be noted that the direction ofgage numbering for the rosette type sketched in Figure

    4 is clockwise, since gage no. 2, although physically atposition 2a, is effectively at position 2b for gage numberingpurposes. Equations (9) can be used to verify that both

    Figure 3. Variation of relieved radial and tangential

    strains with distance (along the principal axes) from the

    center of the drilled hole uniaxial residual stress.

    Ro

    r

    1 2 3 4 5

    = 0= 90R/R

    o

    r

    5

    4

    3

    2

    1

    +1 0 1

    R /Ro

    +1

    0

    1

    ry

    y A B cos2 (7)

    (8) rx

    xA B cos2

    r x yA B A B cos cos2 2 (9a)

    r x y xA B y cos2 (9b)

    x

    Y

    +

    1

    R

    45

    Ro

    1

    2b

    2a

    3

    45

    Figure 4. Strain gage rosette arrangement

    for determining residual stress.

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    Document Number: 11053

    Revision 15-Aug-07

    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    locations for gage no. 2 produce the same result providingthe residual stress is uniform over the area later occupied

    by the hole. For general-purpose applications, location2a is usually preferred, because it minimizes the possibleerrors caused by any eccentricity of the drilled hole. Whenspace for the gage is limited, as in measuring residualstresses near a weld or abutment, location 2b permitspositioning the hole closest to the area of interest.

    Equation (9b) can now be written three times, once foreach gage in the rosette:

    1 = A(x + y) + (x y) cos 2 (10a)

    2 = A(x + y) + (x y) cos 2(+ 45) (10b)

    3 = A(x + y) + (x y) cos 2(+ 90) (10c)

    When Equations (10) are solved simultaneously for theprincipal stresses and their direction, the results can be

    expressed as:

    where is the angle from the nearer principal axis to gageno. 1 (in the direction of gage numbering, if positive; oropposite, if negative).

    Reversing the sense of to more conveniently define theangle from gage no. 1 to the nearer axis, while retaining theforegoing sign convention,

    (11c)

    The following important comments about Equations (11)should be carefully noted. These equations are very similarin appearance to the data-reduction relationships forconventional strain gage rosettes, but the differences aresignificant. The coefficients A and B not only incorporatethe elastic properties of the test material, but also reflectthe severe attenuation of the relieved strains relative to

    the relaxed stress. It can be observed, in addition, thatthe signs between terms in Equations (11a) and (11b) areopposite to those in the conventional rosette equations.This occurs because A and B are always negative; and thus,since Equation (11a) is algebraically greater than Equation(11b), the former must represent the maximum principalstress.

    Equation (11c) is identical to that for a conventionalthree-element rectangular rosette, but must be interpreteddifferently to determine which principal stress is referredto gage no. 1. The following rules can be used for thispurpose:

    3 > 1: refers to max 3 < 1: refers to min

    3 = 1: = 452 < 1: max at +45

    2 > 1: max at 45

    Careful consideration must also be given to determiningthe appropriate values for coefficients A and B. As definedalgebraically in Equations (6), they apply only whenthe conditions imposed by the Kirsch solution are met.This solution gives the stress distribution at points withcoordinates (r, ) around a circular hole through a thin,wide plate subjected to uniform plane stress. However,comparison of Figures 3 and 4 illustrates that, since thestrain gage grids in the rosette have finite areas, they sensevarying strain distributions such as those plotted in Figure

    3. Thus, the output of each gage tends to represent theaverage strain over the area of the grid. Moreover, becausethe grids are usually composed of parallel lines, thoselines which are not directly on the centerline of a radiallyoriented grid are not radial. Therefore, the gages are slightlysensitive to the tangential strain, as well as the radial strain.As a result, more accurate values for the coefficients can beobtained by integrating Equations (4) over the areas of therespective gage grids. The coefficients thus determined,which account for the finite strain gage area, are designatedhere by A and B to distinguish them from the values at apoint as defined by Equations (6). An alternative methodfor obtaining A and B is to measure them by experimentalcalibration. The procedure for doing so is described in

    Section III, Determining Coefficients A and B. Whenperformed correctly, this procedure is potentially the mostaccurate means for evaluating the coefficients.

    When employing conventional strain gage rosettes forexperimental stress analysis, it is usually recommendedthat the strain measurements be corrected for thetransverse sensitivity of the gages. Correction relationshipsfor this purpose are given in Tech Note TN-509. Theserelationships are not directly applicable, however, to therelieved strains measured with a residual stress rosette bythe hole-drilling method.

    In the residual stress case, the individual gages in therosette are effectively at different locations in a spatially

    varying strain field. As a result, the relieved axial andtransverse strains applied to each gage are not related in thesame manner as they are in a uniform strain field. Rigorouscorrection would require evaluation of the coefficient C[actually, its integrated or calibrated counterpart, C seeEquations (6)], for both the through-hole and blind-holegeometries. Because of the foregoing, and the fact that thetransverse sensitivities of Vishay Micro-Measurementsresidual stress rosettes are characteristically very low(approximately 1%), it is not considered necessary to correctfor transverse sensitivity. Kabiri4, for example, has shownthat the error due to ignoring transverse sensitivity (in the

    tan2

    1 2 3

    1 3

    2

    max

    min

    A B

    1 33 1

    23 1 2

    2

    4

    1

    42

    11 33 1

    23 1 2

    2

    4

    1

    42

    A B

    (11a)

    (11b)

    tan2

    1 2 3

    3 1

    2

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    Vishay Micro-Measurements

    Document Number: 11053

    Revision 15-Aug-07

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    24

    case of uniaxial residual stress) is negligible compared tothe remaining uncertainties in the measurement and data-

    reduction procedures.

    Blind-Hole Analysis

    The theoretical background for the hole-drilling methodwas developed in the preceding treatment on the basis of asmall hole dril led completely through a thin, wide, flat platesubjected to uniform plane stress. Such a configuration isfar from typical of practical test objects, however, sinceordinary machine parts and structural members requiringresidual stress analysis may be of any size or shape, and arerarely thin or flat. Because of this, a shal low blind hole isused in most applications of the hole-drilling method.

    The introduction of a blind hole into a field of plane stressproduces a very complex local stress state, for which no exact

    solution is yet available from the theory of elasticity. Fortu-nately, however, it has been demonstrated by Rendler andVigness5 that this case closely parallels the through-holecondition in the general nature of the stress distribution.Thus, the relieved strains due to drilling the blind holestill vary sinusoidally along a circle concentric with thehole, in the manner described by Equations (9). It follows,then, that these equations, as well as the data-reductionrelationships in Equations (11), are equally applicableto the blind-hole implementation of the method whenappropriate blind-hole coefficients A and B are employed.Since these coefficients cannot be calculated directlyfrom theoretical considerations, they must be obtained byempirical means; that is, by experimental calibration or bynumerical procedures such as finite-element analysis.

    Several different investigators [e.g., (20)(23)] havepublished finite-element studies of blind-hole residualstress analysis. The most recently developed coefficients bySchajer are incorporated in ASTM standard E 837, and areshown graphically for the case of uniform stress in Figure8 of this Tech Note. The computer program H-DRILL usesthese coefficients.

    Compared to the through-hole procedure, blind-holeanalysis involves one additional independent variable;namely, the dimensionless hole depth, Z/D (see Figure 5).Thus, in a generalized functional form, the coefficients canbe expressed as:

    A = fA (E, , r, Z/D) (12a) B = fB (E, , r, Z/D) (12b)

    For any given initial state of residual stress, and a fixedhole diameter, the relieved strains generally increase (ata decreasing rate) as the hole depth is increased. Therefore,in order to maximize the strain signals, the hole is normallydrilled to a depth corresponding to at least Z/D = 0.4(ASTM E 837 specifies Z/D = 0.4 for the maximum holedepth).

    The general variation of relieved strain with depth isillustrated in Figure 5, where the strains have beennormalized, in this case, to 100% at Z/D = 0.4. Thedata include experimental results from two differentinvestigators demonstrating the manner in which therelieved-strain function is affected by the ratio of hole

    diameter to gage circle diameter (Do/D). Both cases involveuniform uniaxial (plane) stress, in specimens that arethick compared to the maximum hole depth. The curvesplotted in the figure are considered representative of theresponse to be expected when the residual stress is uniformthroughout the hole depth.

    An important contribution of the Rendler and Vignesswork is the demonstration that, for any given set ofmaterial properties, E and , coefficients A and B aresimply geometric functions, and thus constants for allgeometrically similar cases. This means that once thecoefficients have been determined for a particular rosetteconfiguration, the rosette size can be scaled upward ordownward and the same coefficients will still apply when

    the hole diameter and depth are similarly scaled (assuming,of course, the same material). Several different approacheshave been taken in attempting to remove the materialdependency from A and B, leaving only the geometricdependence. One of these, proposed by Schajer,7 is adoptedin this Tech Note. Schajer introduced two new coefficients,denoted here as a and b, and defined as follows:

    (13a)

    (13b)

    Z/D

    100

    80

    60

    40

    20

    00 0.1 0.2 0.3 0.4

    GAGE #1

    Do/D

    PERCENTSTRAIN

    RELIEVED

    120

    0.40K

    els

    ey(Ref.6)

    0.29R

    endl

    er&

    Vigness

    (Ref

    . 5)

    Do

    Gage

    Z

    D

    3

    1

    2

    Figure 5. Relieved strain versus ratio of hole depth to gage circle

    diameter (strains normalized to 100% at Z/D = 0.4).

    aEA

    b EB

    2

    1

    2

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    Document Number: 11053

    Revision 15-Aug-07

    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    By comparison with Equations (6), it can be seen thatfor the through hole, at least a is material-independent,

    and b depends only weakly on Poissons ratio. Schajerhas determined from finite-element calculations that forblind holes, a and b vary by less than 2% for the range ofPoissons ratio from 0.25 to 0.35.

    III. Determining Coefficients A and B

    Whether the residual stress analysis application involvesthrough-hole or blind-hole drilling, the coefficients Aand B (or a and b ) must be determined to calculate thestresses from the relieved strains. In the case of the throughhole, reasonably accurate values of the coefficients canbe obtained for any particular case by analytical means,if desired. This is done by integrating, over the area ofthe gage grid, the component of strain parallel to the

    primary strain-sensing axis of the gage. Given the detailsof the grid geometry (line width and spacing, number oflines, etc.), Slightly greater accuracy may be obtained byintegrating along the individual grid lines. This methodcannot be applied to blind-hole analysis because closed-form expressions relating the relieved strains to the residualstress, in terms of hole depth, are not available.

    Experimental Calibration

    The needed coefficients for either through-hole or blind-hole analysis can always be determined by experimentalcalibration. This procedure is particularly attractive sinceit automatically accounts for the mechanical propertiesof the test material, strain gage rosette geometry, hole

    depth and diameter, and the strain-averaging effect of thestrain gage grid. When performed correctly, with sufficientattention to detail, it is potentially the most accurate meansfor determining the coefficients. Its principal disadvantageis that the calibration must be repeated each time a differentset of geometric parameters is involved.

    Calibration for A and B is accomplished by installing aresidual stress strain gage rosette on a uniaxially stressedtensile specimen made from the same material as the testpart. The rosette should be oriented to align grid no. 1parallel to the loading direction, placing grid no. 3 alongthe transverse axis of the specimen. Care must be takenthat the tensile stress is uniform over the cross section ofthe test specimen; i.e., that bending stress is negligible.To minimize edge and end effects, the specimen widthshould be at least ten times the hole diameter, and thelength between machine grips, at least five times the width.When determining A and B for blind-hole applications, aspecimen thickness of five or more times the hole diameter isrecommended. For through-hole calibration, the thicknessof the calibration specimen is preferably the same as thatof the test part. It is also important that the maximumapplied stress during calibration not exceed one-half of theproportional limit stress for the test material. In any case,the applied stress plus the initial residual stress must be low

    enough to avoid the risk of local yielding due to the stress-concentrating effect of the hole.

    Basically, the calibration procedure involves measuring therosette strains under the same applied load or cal ibrationstress, c, both before and after drilling the hole. Such aprocedure is necessary in order to eliminate the effect ofthe strain relief that may occur due to the relaxation ofany initial residual stress in the calibration specimen. Withthis technique, the observed strain difference (before andafter hole drilling) is caused only by the applied cal ibrationstress, and is uniquely related to that stress. The steps inthe calibration procedure can be summarized briefly asfollows, noting that the strains in only grid no. 1 and gridno. 3 need to be measured, since these grids are known tobe aligned with the principal axes of the specimen.

    1. Zero-balance the strain gage circuits.

    2. Apply a load, P, to the specimen to develop the desiredcalibration stress, c.

    3. Measure strains 1 and 3 (before drilling).

    4. Unload the specimen, and remove it from the testingmachine.

    5. Drill the hole, as described in Section V, ExperimentalTechniques.

    6. Replace the specimen in the testing machine, re-zerothe strain gage circuits, and then reapply exactly thesame load, P.

    7. Measure strains 1 and 3 (after drilling).The calibration strains corresponding to the load, P, andthe stress, c, are then:

    c1 = 1 1 c3 = 3 3

    Calibration reliability can ordinarily be improved byloading the specimen incrementally and making strainmeasurements at each load level, both before and afterdrilling the hole. This permits plotting a graph of cversus c1 and c3, so that best-fit straight lines can beconstructed through the data points to minimize the effectof random errors. It will also help identify the presence ofyielding, if that should occur. The resulting relationshipbetween the applied stress and the relieved strain is usuallymore representative than that obtained by a single-pointdetermination.

    Since the calibration is performed with only one nonzeroprincipal stress, Equation (5a) can be used to developexpressions for the calibrated values ofAand B. Successivelysubstituting= 0 (for grid no. 1) and = 90 (for grid no.3) into Equation (5a):

    c1 = c [A + B cos (0)] = c (A + B)

    c3 = c [A + B cos (2 x 90)] = c (A B)

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    26

    Solving for A and B,

    (14a)

    (14b)

    The procedure described here was applied to a through-hole specimen made from Type 304 stainless steel, and thecalibration data are plotted in Figure 6. It can be seen from thefigure that for this geometry (Do/D = 0.35) and material, c1andc3 are 90and +39, respectively, whencis 10 000 psi[69 MPa]. Substituting into Equations (14),

    A = 0.25 108 psi1 [0.36 1012 Pa1]

    B = 0.65 108

    psi1

    [0.94 1012

    Pa1

    ]Although the preceding numerical example referred to thethrough-hole coefficients, the same procedure is followedin calibrating for full-depth blind-hole coefficients.Once A and B have been obtained in this manner, thecorresponding material-independent coefficients, a andb, can be calculated from Equations (13) if the elasticmodulus and Poissons ratio of the test material are known.If desired, the procedure can then be repeated over thepractical range ofDo/D to permit plotting curves of a andb for all cases of interest.

    It should be noted that the values for the basic coefficientsA and B obtained from a particular calibration test arestrictly applicable only for residual-stress measurement

    conditions that exactly match the calibration conditions:

    material with the same elastic properties;

    same rosette geometry (but rosette orientation isarbitrary);

    same hole size;

    same hole form (through hole or full-depth blind hole);

    uniform stress with depth;

    nominally uniform in-plane stress at the hole.

    Coefficients for Vishay Micro-Measurements

    Residual Stress Rosettes

    Vishay Micro-Measurements supplies special straingage rosettes for residual stress analysis in four basicconfigurations, illustrated and described in Figure 7.Among other features, these rosette designs incorporatecentering patterns for positioning the boring tool preciselyat the center of the gage circle. All RE and UL designs have

    A

    B

    c c

    c

    c c

    c

    1 3

    1 3

    2

    2

    Figure 6. Stress versus relieved strain for calibration of

    coefficients A and B on 304 Stainless Steel (through-hole).

    c= 10 000 psi

    STRESS[MPa]

    c1=

    90

    c3=

    +39

    CALIBRATION MICROSTRAIN (c)

    STRESS

    (1000psi)

    GAGE #1 GAGE #3100

    80

    60

    40

    20

    100 80 60 40 20 0 20 40

    10

    51

    3

    2

    EA-XX-062RE-120

    This geometry conforms to the early Rendler

    and Vigness design5 and has been used inmost reported technical articles (see refer-

    ences). It is available in a range of sizes to

    accommodate applications requiring different

    hole diameters or depths.

    CEA-XX-062UL-120

    This rugged, encapsulated design incorpo-

    rates all practical advantages of the CEA

    strain gage series (integral copper solder-

    ing tabs, conformability, etc.). Installation

    time and expense are greatly reduced, and

    all solder tabs are on one side of the gage to simplify leadwire

    routing from the gage site. It is compatible with all methods of

    introducing the hole, and the strain gage grid geometry is identi-

    cal to the 062RE pattern.

    CEA-XX-062UM-120

    Another CEA-Series strain gage, the

    062UM grid widths have been reduced

    to facilitate positioning all three grids on

    one side of the measurement point as

    shown. With this geometry, and appropri-

    ate trimming, it is possible to position the

    hole closer to welds and other irregularities. The user should

    be reminded, however, that the data reduction equations are

    theoretically valid only when the holes are well removed from

    free boundaries, discontinuities, abrupt geometric changes, etc.

    The UM design is compatible with all methods of introducing

    the hole.

    N2K-XX-030RR-350/DP

    The K-alloy grids of this open-faced six-

    element rosette are mounted on a thin,

    high-performance laminated polyimide

    film backing. Solder tabs are duplex

    copper plated for ease in making solder

    joints for lead attachment. Diametrically

    opposed circumferential and radial grids

    are to be wired in half-bridge configurations.

    Figure 7. Residual stress strain gage

    rosettes (shown approximately 2X).

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    Document Number: 11053

    Revision 15-Aug-07

    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    geometrically similar grid configurations, with the gage-circle diameter equal to 3.25 times the active gage length.

    The 062RE rosette, for example, has a gage-circle diameterof 0.202 in [5.13 mm]. Because of this similitude, the samematerial-independent coefficients a and b apply to all sizesof the RE rosette, and to the UL rosette, for geometricallysimilar holes (i.e., for the same Do/D and Z/D ratios). The062UM rosette configuration has the same ratio of gagecircle to grid length, but the grids are narrower to permittheir close grouping on one side of the hole. As a result,the sensitivity of the gage to the relieved strains is slightlygreater, and coefficients specific to the 062UM are requiredfor data reduction.

    The 030RR rosette is fundamentally dif ferent from the otherrosettes illustrated in Figure 7. To begin with, this rosetteincludes both radially and circumferentially oriented grids

    which are to be connected as half-bridge pairs. The 030RRrosette incorporates a number of features that contributeto its greater output and higher accuracy compared toconventional three-element rosettes: (a) the individualgridlines in the radial elements are purely radial, insteadof being simply parallel to the central gridline as in theother rosettes; (b) for a given maximum hole diameter, theoutermost radius of the grids is considerably less than forthe corresponding conventional rosettes, and thus the gridssense slightly greater average released strains; and (c) sincethe radial and circumferential grids get connected in ahalf-bridge configuration, the bridge output is augmentedcorrespondingly, and the circuit is intrinsically self-temperature compensating. As a result of these features,

    the 030RR rosette yields about twice the output of thethree-element rosettes for a given state of residual stress,while displaying better stability and accuracy.

    Since the sign of the residual stress is of primary importancein determining its effect on the structural integrity of anymechanical component, the user of the six-element rosette(030RR) must exercise care in connecting the rosette gridsinto Wheatstone bridge circuits. To obtain the correct signin the instrument output signal, the radially oriented gridsshould always be connected between the positive excitationand the negative signal terminals, while the tangentiallyoriented grids are to be connected between the negativesignal and negative excitation terminals.

    The a and b coefficients for Vishay Micro-Measurementsresidual stress rosettes are provided graphically in Figure8 on page 28, where the solid lines apply to full-depth blindholes and the dashed lines to through holes assuming, inboth cases, that the initial residual stress is uniform withdepth. Both the through-hole and full-depth blind-holecoefficients plotted in Figure 8 were determined by acombination of finite-element analysis and experimentalverification. These coefficients are also supplied numericallyin tabular form in ASTM E 837-99, where RE/UL rosettesare designated as Type A, UM rosettes as Type B, and RRrosettes as Type C. For the blind-hole coefficients in the

    ASTM standard, full depth corresponds to a value of0.40 for the depth to rosette-mean-diameter-ratio, Z/D.

    IV. Measuring Nonuniform Residual StressesThe coefficients given in this Tech Note and in ASTME 837-99 are strictly applicable only to situations in whichthe residual stresses do not vary in magnitude or directionwith depth from the test-part surface. In reality, however,residual stresses may often vary significantly with depth,due, for example, to different manufacturing processessuch as casting, forging, heat treatment, shot peening,grinding, etc.

    Numerous finite-element studies have been made inattempts to treat this situation [see, for instance, references(20) through (23)]. The results of the finite element work bySchajer have been incorporated in a computer program,

    H-DRILL, for handling stress variation with depth. Whenthe measured strains from hole drilling do not fit thereference curves in Figure 10, or when there is any otherbasis for suspecting significant nonuniformity, the programH-DRILL or some other finite-element-based program isnecessary to accurately determine the stresses from themeasured relaxed strains.

    V. Experimental Techniques

    As in all experimental methods, proper materials,application procedures, and instrumentation are essentialif accurate results are to be obtained. The accuracy ofthe hole-drilling method is dependent chiefly upon thefollowing technique-related factors:

    strain gage selection and installation.

    hole alignment and boring.

    strain-indicating instrumentation.

    understanding the mechanical properties of the testmaterial.

    Strain Gage Selection and Installation

    Installing three individual strain gages, accurately spacedand oriented on a small circle, is neither easy to do noradvisable, since small errors in gage location or orientationcan produce large errors in calculated residual stresses.The rosette configurations shown in Figure 7 have been

    designed and developed by Vishay Micro-Measurementsspecifically for residual stress measurement. The rosettedesigns incorporate centering marks for aligning theboring tool precisely at the center of the gage circle, sincethis is critical to the accuracy of the method.9,10,11 Allconfigurations are available in a range of temperaturecompensations for use on common structural metals.However, only the RE design is offered in different sizes(031RE, 062RE, and 125RE), where the three-digit prefixrepresents the gage length in mils (0.001 in [0.0254 mm]).The RE design is available either open-faced or withOption SE (solder dots and encapsulation).

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    COEFFICIENTSAND1

    .2

    1

    .1

    1

    .0

    0

    .9

    0.8

    0.7

    0

    .5

    0.

    4

    0.3

    0.

    40

    0.

    45

    0.50

    0.55

    0.

    60

    (c)RR

    ROSETTE

    Do/D

    a

    b a0.

    6

    blindhole

    throughh

    ole

    1.3

    SUGGESTED

    LIMITS

    b

    D0.

    4D

    Do

    SUGGESTED

    LIMITS

    COEFFICIENTSAND0.8

    0.7

    0.

    6

    0.5

    0.4

    0.

    3

    0.

    20.

    1 00.

    30

    0.35

    0.

    40

    0.45

    0.5

    0

    (a)REAND

    ULROSETTES

    Do/D

    blindhole

    throughhole

    11

    1

    D

    Do

    2

    0.

    4D

    3

    b a

    b a

    0.

    8

    0.7 0

    .6

    0.5

    0.

    4

    0.

    3

    0.

    20.

    1 00.

    30

    0.

    35

    0.

    40

    0.

    45

    0.5

    0

    (b)UM

    ROSETTE

    Do/D

    11

    b a

    COEFFICIENTSANDb a

    blindhole

    throughhole

    SUGGESTED

    LIMITS

    1

    DDo

    2

    0

    .4D

    3

    Figure

    8.

    Fu

    ll-

    dep

    thda

    ta-re

    duc

    tioncoe

    ffic

    ient

    s

    a

    an

    d

    b

    versus

    dimens

    ion

    less

    ho

    ledia

    me

    ter

    (typ

    ica

    l)for

    Vishay

    Micro-

    Measuremen

    tsres

    idua

    ls

    tressrose

    ttes,

    inaccordancew

    ithASTM

    E837

    .

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    Document Number: 11053

    Revision 15-Aug-07

    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    The UL and UM configurations are supplied in 116 in[1.6 mm] gage length, and both types are fully

    encapsulated. Both configurations have integral, copper-coated solder tabs, and offer all advantages of the popularC-Feature strain gage series. These residual stress rosettesare constructed with self-temperature-compensatedconstantan foil, mounted on a flexible polyimide carrier.Gage resistance is 120 ohms 0.4%. The 030RR six-elementrosette incorporates self-temperature-compensatedK-alloy (modified Karma) foil on a laminated polyimidefilm backing. Solder tabs are duplex copper plated forease in making solder connections. Gage resistance is350 ohms 0.4%.

    Surface preparation for installing the rosettes is basicallystandard, as described in Application Note B-129. Cautionshould be observed, however, in abrading the surface of

    the test object, since abrasion can alter the initial stateof residual stress.12 In general, it is important that allsurface-preparation and gage-installation procedures beof the highest quality, to permit accurate measurement ofthe small strains typically registered with the hole-drillingmethod. As evidenced by the calibration data in Figure 6,the relieved strains corresponding to a given residual stressmagnitude are considerably lower than those obtainedin a conventional mechanical test at the same stresslevel. Because of the small measured strains, any driftor inaccuracy in the indicated gage output, whether dueto improper gage installation, unstable instrumentation,or otherwise, can seriously affect the calculated residualstresses.

    Strain-Measurement Instrumentation

    The residual stress rosettes described in Figure 7 impose nospecial instrument requirements. When measurements areto be made in the field, a portable, battery-operated staticstrain indicator, supplemented by a precision switch-and-balance unit, is ordinarily the most effective and convenientinstrumentation. The Model P3 Strain Indicator andRecorder is ideally suited for this type of application. Inthe laboratory it may be convenient to use a computerizedautomatic data system such as System 5000, which willrapidly acquire and record the data in an organized,readily accessible form. A special offline, Windows-based computer program H-DRILL is also available toperform the calculations and determine the residual stressmagnitudes in accordance with ASTM E 837. The databasefor the program includes values of the coefficients a and bfor blind holes, and covers the full range of recommendedhole dimensions applicable to al l Vishay Micro-Measure-ments residual stress rosettes.

    Alignment

    Rendler and Vigness observed that the accuracy ofthe (hole-drilling) method for field applications will

    be directly related to the operators ability to positionthe milling cutter precisely in the center of the strain

    gage rosette. More recent studies have quantified theerror in calculated stress due to eccentricity of the hole.For example, with a hole that is 0.001 in [0.025 mm]off-center of the 062RE or 062UL rosette, the error incalculated stress does not exceed 3% (for a uniaxial stressstate).9,10,11 In practice, the required alignment precisionto within 0.001 in [0.025 mm] is accomplished using theRS-200 Milling Guide shown in Figure 9. The millingguide is normally secured to the test object by bonding itsthree foot pads with a quick-setting, frangible adhesive. Amicroscope is then installed in the unit and visual alignmentis achieved with the aid of the four X-Y adjustment screwson the exterior of the guide.

    Boring

    Numerous studies on the effects of hole size and shape andmachining procedures have been published. Rendler andVigness5 specified a specially dressed end mill which iscompatible with the residual stress rosettes of Figure 7. Theend mill is ground to remove the side cutting edges, andthen relieved immediately behind the cutting face to avoidrubbing on the hole surface. It is imperative that the millingcutter be rigidly guided during the dri lling operation so thatthe cutter progresses in a straight line, without side pressureon the hole, or friction at the noncutting edge. These endmills generate the desired flat-bottomed and square-cornered hole shape at initial surface contact, and maintainthe appropriate shape until the hole is completed. In doing

    so, they fulfill the incremental drilling requirements asstipulated in ASTM E 837. Specially dressed end mills offera direct and simple approach when measuring residualstresses on readily machinable materials such as mild steeland some aluminum alloys. Figure 9b shows the RS-200Milling Guide with the microscope removed and the end-mill assembly in place. The end mill is driven through theuniversal joint at the top of the assembly, by either a handdrill or variable-speed electric drill.

    In 1982, Flaman13 first reported excellent results for residualstress measurement using a high-speed (up to 400 000 rpm)air turbine and carbide cutters. This technique maintainsall of the advantages (good hole shape, adaptability toincremental drilling, etc.) of the specially dressed end mil lwhile providing for easier operation and more consistentresults. Further, the air turbine is highly recommendedfor use with test materials that are difficult to machine,such as Type 304 stainless steel. Carbide cutters are noteffective for penetrating glass, most ceramics, very hardmetals, etc.; but diamond cutters have shown promiseon these kinds of test materials. Figure 9c shows the airturbine/carbide cutter assembly installed in the same basicRS-200 Mil ling Guide.

    Bush and Kromer14 reported, in 1972, that stress-free holesare achieved using abrasive jet machining (AJM). Modifi-

    Windows is a registered trademark of Microsoft, Inc.

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    cations and improvements were made to AJM by Procter

    and Beaney,10 and by Bynum.15 Wnuk16 experienced goodresults by mechanically adapting AJM apparatus for use

    in the RS-200 Milling Guide. The principal advantage ofAJM is its reported ability to generate stress-free holes invirtually all materials. Its chief limitations center aboutthe considerable changes in hole shape as a function ofhole depth. The initial shape is saucer-like, and the final iscylindrical with slightly rounded corners. During drillingthere is also uncertainty as to the actual hole depth at anystage. These factors make AJM a less practical techniquefor determining the variation of relieved strain with holedepth, as recommended in ASTM E 837.

    Mechanical Properties

    As in any form of experimental stress analysis, theaccuracy of residual stress measurement is limited by the

    accuracies to which the elastic modulus and Poissons ratioare known. But typical uncertainties in the mechanicalproperties of common steel and aluminum alloys arein the neighborhood of 1 to 3% and, as such, are minorcontributors to potential errors in residual stress analysis.Much larger errors can be introduced by deviationsfrom the assumptions involved in the basic theory,as described in Section II. A key assumption, for instance,is linear-elastic material behavior. If the stress/strainrelationship for the test material is nonlinear (as is the casefor cast iron), due to yielding or other causes, the calculatedresidual stresses will be in error.

    When the initial residual stress is close to the yield strengthof the test material, the stress concentration caused by the

    presence of the hole may induce localized yielding. It istherefore necessary to establish a threshold level of residualstress below which yielding is negligible. This problemhas been studied both experimentally and analytically,and there is substantial agreement among the differentinvestigations.10,17,18 That is, errors are negligible when theresidual stress is less than 70% of the proportional limitof the test material for both blind holes and throughholes. On the other hand, when the initial residual stressis equal to the proportional limit, errors of 10 to 30%(and greater) have been observed. The error magnitudeobviously depends on the slope of the stress/strain diagramin the post-yield region; and tends to increase as the curvebecomes flatter, approaching the idealized perfectly plastic

    behavior.18

    VI. Data Reduction andInterpretation Blind Hole

    As recommended in ASTM E 837, it is always preferableto drill the hole in small increments of depth, recordingthe observed strains and measured hole depth at eachincrement. This is done to obtain data for judging whetherthe residual stress is essentially uniform with depth, thusvalidating the use of the standard ful l-depth coefficients aand b for calculating the stress magnitudes. If incrementalmeasurements are not taken, there is no means for making

    Figure 9. RS-200 Milling Guide, used for

    machining a precisely located flat-bottomed hole.

    (a) Alignment Setup

    (b) End-Mill Drilling Setup

    (c) Hi-Speed Drilling Setup

    EyepieceMicroscope

    Tube

    Locking

    Collar

    Illuminator

    X-Y

    Adjustments

    (4)

    Vertical Height

    Adjustments

    (3)

    Locking

    Nuts

    Cap

    Pad

    Milling Bar with

    Universal Joint

    Attached

    Micrometer

    Adjustment

    Locking

    Collar

    Micrometer

    Lock

    Micrometer

    End Mill

    To Air Supply

    Air Turbine

    AssemblySpring

    AssemblyGrooved Nylon

    Collar

    Anti-Rotation

    Ring Adapter

    Basic RS-200

    Milling Guide

    Carbide Cutter

    Mount

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    Document Number: 11053

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    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    inferences about stress uniformity, and the calculatedresidual stress may be considerably in error. In such cases,

    when the stress varies with depth, it should be realizedthat the calculated stress is always lower than the actualmaximum.

    There is currently no absolute criterion for verifyingstress uniformity from the surface of the test piece to thebottom of a full-depth hole. However, the incrementaldata, consisting of relieved strain versus hole depth, can beused in two different ways to aid in detecting a nonuniformstress distribution. The first of these is to calculate, for eachdepth increment, the sums and differences of the measuredstrain data, 3 + 1 and 3 1 respectively.

    1 Express eachset of data as fractions of their values when the hole depthequals 0.4 times the mean diameter of the strain gage circle.Plot these percent strains versus normalized hole depth.

    These graphs should yield data points very close to thecurves shown in Figure 10. Data points which are removedfrom the curves in Figure 10 indicate either substantialstress nonuniformity or strain measurement errors. Ineither case, the measured data are not acceptable forresidual stress calculations using the full-depth coefficientsa and b.

    When a principal residual stress direction is closer to theaxial direction of gage no. 2 in Figure 4 than to either gagenos. 1 or 3, the strain sum 3 + 1 22 will be numericallylarger than 3 1. In such a case, the percent strain datacheck should be done using 3 + 1 22 instead of3 1.

    NOTE: This graphical test is not a sensitive indicatorof stress field uniformity. Specimens with significantlynonuniform stress fields can yield percentage relieved straincurves substantially similar to those shown in Figure 10. Themain purpose of the test is to identify grossly nonuniformstress fields. Further, the graphical comparison test using3 1 or 3 + 1 22, for example, becomes ineffective whenthe residual stress field approaches equal biaxial tension orcompression (123) as expected in surface blastingand heat treating procedures. Comparison to the 3 + 1

    plot is ineffective when 3 = 1 (pure shear); however, thiscondition is relatively uncommon in the practical industrialsetting.

    Limitations and Cautions

    Finite-element studies of the hole-drilling method bySchajer and by subsequent investigators20,21,22,23 haveshown that the change in strain produced in drillingthrough any depth increment (beyond the first) is causedonly partly by the residual stress in that increment. Theremainder of the incremental relieved strain is generated bythe residual stresses in the preceding increments, due to theincreasing compliance of the material, and the changingstress distribution, as the hole is deepened. Moreover, therelative contribution of the stress in a particular incrementto the corresponding incremental change in strain decreasesrapidly with distance from the surface. As a result, the

    Figure 10. Percent strain versus normalized hole depth

    for uniform stress with depth for different rosette

    types, after ASTM E 837.1

    RE AND UL ROSETTE

    PERCENTRELIEVED

    STRAIN

    0.0 0.1 0.2 0.3 0.4

    Z/D

    100

    80

    60

    40

    20

    0

    3 + 1

    3 1or

    3 + 1 22

    Do

    Z

    D Gage

    UM ROSETTE

    PERCENTRELIEVEDSTRAIN

    0.0 0.1 0.2 0.3 0.4

    Z/D

    100

    80

    60

    40

    20

    0

    Do

    Z

    D Gage

    3 + 1

    3 1or

    3 + 1 22

    RR ROSETTE

    PERCENTRELIEVED

    STRAIN

    0.0 0.1 0.2 0.3 0.4

    Z/D

    100

    80

    60

    40

    20

    0

    Do

    Z

    D Gage

    3 + 1

    3 1or

    3 + 1 22

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    total relieved strain at full-hole depth is predominantlyinfluenced by the stresses in the layers of material closest

    to the surface say, in the upper third, or perhapshalf, of the hole depth. At hole depths corresponding toZ/D > 0.2, the stresses in these increments have very littleeffect on the observed strains. This behavior is confirmed(for uniform stress) by the shape of the normalized straingraph in Figure 5, where about 80% of the total strainrelief normally occurs in the first half of the hole depth.Because of these characteristics, l ittle, if any, quantitativeinterpretation can safely be made of the incremental straindata for increments beyond Z/D = 0.2, irrespective of theanalytical method employed for data reduction.

    To summarize, the ideal application of the hole-drillingmethod is one in which the stress is essentially uniformwith depth. For this case, the data-reduction coefficients

    are well-established, and the calculated stresses sufficientlyaccurate for most engineering purposes assumingfreedom from significant experimental errors. Incrementaldrilling and data analysis should always be performed,however, to verify the stress uniformity. If the graph ofpercent-strain-relieved versus Z/D (see Figure 10) suggeststhat the stress is nonuniform with hole depth, then theprocedure specified by ASTM E 837 is not applicable, anda program such as H-DRILL must be used to calculate thestresses.

    Error and uncertainty are always present, in varyingdegrees, in all measurements of physical variables. And,as a rule, their magnitudes are strongly dependent onthe quality of the experimental technique as well as the

    number of parameters involved. Since residual stressdetermination by the hole-drilling method involves agreater number and variety of techniques and parametersthan routine experimental stress analysis, the potential forerror is correspondingly greater. Because of this, and otherconsiderations briefly outlined in the following, residualstresses cannot usually be determined with the sameaccuracy as stresses due to externally applied static loads.

    Introduction of the small hole into the test specimen isone of the most critical operations in the procedure. Theinstruction manual for the RS-200 Milling Guide containsdetailed directions for making the hole; and these shouldbe followed rigorously to obtain maximum accuracy.The hole should be concentric with the drilling targeton the special strain gage rosette. It should also have theprescribed shape in terms of cylindricity, flat bottom, andsharp corner at the surface. It is particularly necessarythat the requirements on hole configuration be well-satisfied when doing incremental drilling to examine stressvariation with depth. Under these same circumstances, it isimportant that the hole depth at each drilling increment bemeasured as accurately as possible, since a small absoluteerror in the depth can produce a large relative error inthe calculated stress. Because of practical limitations onmeasuring shallow hole depths, the first depth increment

    should ordinarily be at least 0.005 in [0.13 mm]. Accuratemeasurement of the hole diameter is also necessary. Finally,

    it is imperative that the hole be drilled (milled) withoutintroducing significant additional residual stresses. To thedegree that any of the foregoing requirements fail to bemet, accuracy will be sacrificed accordingly.

    Strains relieved by drilling the hole are measuredconventionally, with static strain instrumentation. Theindicated strains are characteristically much smaller,however, than they would be for the same stress state inan externally loaded test part. As a result, the need forstable, accurate strain measurement is greater than usual.With incremental drilling, the strains measured in the firstfew depth increments can be especially low, and errors ofa few microstrain can cause large percentage errors in thecalculated stresses for those depths.

    Beyond the above, it is also necessary that the underlyingtheoretical assumptions of the hole-drilling method bereasonably satisfied. In full-depth dr illing per ASTM E 837,the stress must be essentially uniform with depth, both inmagnitude and direction, to obtain accurate results. Withfinite-element and other procedures for investigating stressvariation in subsurface layers, it is required only that thedirections of the principal stresses not change appreciablywith depth. As for all conventional strain-gage rosettemeasurements, the data-reduction relationships assumethat the stress is uniformly distributed in the plane of thetest surface. However, for residual stress measurements theeffective gage-length is the hole diameter rather than therelatively large dimensions of the overall rosette geometry.

    Consequently, uncertainties introduced by in-planesurface strain gradients are generally lower for residualstress determination than for conventional static loadtesting. No generalization can currently be made about theeffects of steeply varying, nonlinear stress distributions insubsurface planes parallel to the rosette.

    BIBLIOGRAPHY

    1. Determining Residual Stresses by the Hole-DrillingStrain-Gage Method. ASTM Standard E 837.

    2. Mathar, J., Determination of Initial Stresses byMeasuring the Deformation Around Drilled Holes.Trans., ASME 56, No. 4: 249-254 (1934).

    3. Timoshenko, S. and J.M. Goodier, Theory of Elasticity,New York: McGraw-Hill (1951).

    4. Kabiri, M., Measurement of Residual Stresses bythe Hole-Drilling Method: Influences of TransverseSensitivity of the Gages and Relieved StrainCoefficients, Experimental Mechanics 25: (252-256)(Sept. 1984).

    5. Rendler, N.J. and I. Vigness, Hole-drilling Strain-gage Method of Measuring Residual Stresses. Proc.,SESA XXIII, No. 2: 577-586 (1966).

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    www.vishaymg.comDocument Number: 11053

    Measurement of Residual Stresses by the Hole-Drilling Strain Gage Method

    6. Kelsey, R.A., Measuring Non-uniform ResidualStresses by the Hole-drilling Method. Proc., SESA

    XIV, No. 1: 181-194 (1956).7. Schajer, G.S., Application of Fin ite El ement

    Calculations to Residual Stress Measurements.Journal of Engineering Materials and Technology 103:157-163 (1981).

    8. Redner, S. and C.C. Perry, Factors Affecting theAccuracy of Residual Stress Measurements Using theBlind-Hole Drilling Method. Proc., 7th InternationalConference on Experimental Stress Analysis. Haifa,Israel: Israel Institute of Technology, 1982.

    9. Sandifer, J.P. and G.E. Bowie, Residual Stress by Blind-hole Method with Off-Center Hole. ExperimentalMechanics 18: 173-179 (May 1978).

    10. Procter, E. and E.M. Beaney, Recent Developmentsin Centre-hole Technique for Residual-stressMeasurement. Experimental Techniques 6: 10-15(December 1982).

    11. Wang, H.C., The Alignment Error of the Hole-DrillingMethod. Experimental Mechanics 17: 23-27 (1979).

    12. Prevey, P.S., Residual Stress Distributions Producedby Strain Gage Surface Preparation. Proc., 1986SEM Conference on Experimental Mechanics (1986).

    13. Flaman, M.T., Brief Investigation of Induced DrillingStresses in the Center-hole Method of Residual-stressMeasurement. Experimental Mechanics 22: 26-30(January 1982).

    14. Bush, A.J. and F.J. Kromer, Simplification of the Hole-drilling Method of Residual Stress Measurements.Trans., ISA 112, No. 3: 249-260 (1973).

    15. Bynum, J.E., Modifications to the Hole-drilling Tech-nique of Measuring Residual Stresses for ImprovedAccur-acy and Reproducibility. ExperimentalMechanics 21: 21-33 (January 1981).

    16. Wnuk, S.P.. Residual Stress Measurements in the FieldUsing the Airbrasive Hole Drilling Method. Presentedat the Technical Committee for Strain Gages, SpringMeeting of SESA, Dearborn, Michigan, June, 1981.

    17. Delameter, W.R. and T.C. Mamaros, Measurement ofResidual Stresses by the Hole-drilling Method. SandiaNational Laboratories Report SAND-77-8006 (1977),27 pp. (NTIS).

    18. Flaman, M.T. and B.H. Manning, Determinationof Residual Stress Variation with Depth by the Hole-Drilling Method. Experimental Mechanics 25: 205-207 (1985).

    19. Niku-Lari, A.J. Lu and J.F. Flavenot, Measurement ofResidual Stress Distribution by the Incremental Hole-Drilling Method. Experimental Mechanics 25: 175-185(1985).

    20. Flaman, M.T., B.E. Mills, and J.M. Boag, Analysis ofStress-Variation-With-Depth Measurement Procedures

    for the Centre Hole Method of Residual StressMeasurements. Experimental Techniques 11: 35-37(June 1987).

    21. Schajer, G.S., Measurement of Non-Uniform ResidualStresses Using the Hole Drilling Method, Journal ofEngineering Mater ials and Technology, 110, No. 4: PartI, 338-343; Part II, 344-349 (1988).

    22. Ajovalasit, A., Measurement of Residual Stressesby the Hole-Drilling Method: Influence of HoleEccentricity. Journal of Strain Analysis 14, No. 4: 171-178 (1979).

    23. Beaney, E.M. and E. Procter, A Critical Evaluationof the Centre-hole Technique for the Measurement of

    Residual Stresses. Strain, Journal of BSSM 10, No. 1:7-14 (1974).

    24. Nawwar, A.M., K. McLachlan, and J. Shewchuk, AModified Hole-Drilling Technique for DeterminingResidual Stresses in Thin Plates. ExperimentalMechanics 16: 226-232 (June 1976).

    25. Witt, F., F. Lee, and W. Rider, A Comparison ofResidual Stress Measurements Using Blind-hole,Abrasive-jet and Trepan-ring Methods. ExperimentalTechniques 7: 41-45 (February 1983).

    26. Schajer, G.S., Judgment of Residual Stress FieldUniformity when Using the Hole-Drilling Method,Proceedings of the International Conference on

    Residual Stresses II, Nancy, France. November 23-25,1988, 71-77.

    27. Flaman, M.T. and J.A. Herring, SEM/ASTM Round-Robin Residual-Stress-Measurement Study Phase1, 304 Stainless-Steel Specimen, ExperimentalTechniques, 10, No. 5: 23-25.

    28. Yavelak, J.J. (compiler), Bulk-Zero Stress Standard AISI 1018 Carbon-Steel Specimens, Round RobinPhase 1, Experimental Techniques, 9, No. 4: 38-41(1985).

    29. Schajer, G.S., Strain Data Averaging for the Hole-Drilling Method. Experimental Techniques. Vol. 15,No. 2, pp. 25-28, 1991.

    30. Schajer, G.S. and E. Altus, Stress Calculation ErrorAnalysis for Incremental Hole-Drilling Residual StressMeasurements. Journal of Engineering Materials andTechnology. Vol. 118, No. 1, pp. 120-126, 1996.

    31. Schajer, G.S., Use of Displacement Data to CalculateStrain Gauge Response in Non-Uniform Strain Fields.Strain. Vol. 29, No. 1, pp. 9-13, 1993.

    32. Schajer, G.S. and Tootoonian, M., A New RosetteDesign for More Reliable Hole-drilling Residual StressMeasurements. Experimental Mechanics. Vol. 37, No.3, pp. 299-306, 1997.


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