How engineers analyze fatigue life
Fatigue is the most common cause of mechanical failure — responsible for an estimated 80–90 % of all structural and machine component failures. Unlike static overload, fatigue failure occurs at stress levels well below the material's yield strength through the gradual accumulation of micro-damage over millions of load cycles.
The design process centers on the S-N curve, which relates the applied stress amplitude to the number of cycles to failure. For steels, a distinct endurance limit exists near cycles: stress amplitudes below this level can theoretically be sustained indefinitely. But the raw endurance limit from a polished laboratory specimen must be corrected for real-world conditions — surface finish, component size, loading type, temperature, and reliability — using Marin modification factors.
When the component also sees a steady (mean) stress in addition to the alternating component, the allowable alternating stress decreases. The Goodman, Gerber, and Morrow diagrams provide different mean-stress correction models.
Types and configurations
| Loading type | Stress pattern | Typical component |
|---|---|---|
| Rotating bending | Fully reversed () | Shafts, axles |
| Axial (push-pull) | Various -ratios | Connecting rods, bolts |
| Torsion | Reversed or pulsating shear | Drive shafts, springs |
| Combined | Multiaxial alternating + mean | Crankshafts, gear teeth |
The module handles uniaxial fatigue with user-specified alternating and mean stress components. Multiaxial fatigue requires equivalent stress approaches (von Mises for proportional loading) before entry.
Engineering workflow
- Determine loading — Identify the alternating stress amplitude and mean stress at the critical location. For rotating bending, equals the bending stress and .
- Get material data — Ultimate tensile strength , and either the measured endurance limit or the estimate (for MPa steels).
- Apply Marin factors — Surface finish , size , load type , temperature , and reliability to get the modified endurance limit .
- Select mean-stress method — Goodman (linear, moderately conservative), Gerber (parabolic, less conservative), or Morrow (uses true fracture strength).
- Check infinite life — If after mean-stress correction, the component has infinite life at the specified reliability.
- Estimate finite life — If , use the Basquin equation to predict cycles to failure between and .
Key quantities and formulas
Modified Goodman criterion
This is the most widely used mean-stress correction for steel machine components.
Marin endurance limit
where (surface finish, from Shigley Table 6-2), depends on the characteristic dimension , and depends on load type (1.0 bending, 0.85 axial, 0.59 torsion).
Basquin finite-life equation
where is the fatigue strength fraction at cycles.
Gerber parabola (alternative)
Worked example
Problem: A machined AISI 1040 steel shaft ( MPa) of 30 mm diameter experiences rotating bending with MPa and steady torsion giving MPa (von Mises equivalent).
- Uncorrected endurance limit: MPa.
- Surface factor (machined): .
- Size factor (30 mm): .
- Load factor (bending): .
- Modified endurance limit: MPa.
- Goodman check: . Safety factor: — marginal, may need diameter increase.
- Finite life estimate: , . cycles — finite but adequate for many applications.
Common mistakes and checks
- Using uncorrected endurance limit — The textbook applies only to a polished 7.5 mm rotating-bending specimen. Real components require all Marin corrections; omitting surface finish alone can overpredict life by an order of magnitude.
- Ignoring mean stress — Preloaded bolts, pressurized components, and rotating shafts under gravity all have nonzero mean stress. Even a modest mean stress significantly reduces the allowable alternating stress.
- Wrong load factor — Using bending factor for an axial loading case overstates the endurance limit by 18 %. Identify the actual loading type at the critical location.
- Extrapolating beyond cycles — The Basquin equation is valid between and cycles. Beyond , the S-N curve flattens at the endurance limit for steels (but not for aluminum or other non-ferrous alloys).
- Neglecting notch sensitivity — Applying the full theoretical to fatigue calculations is conservative. The fatigue concentration factor is , where notch sensitivity for ductile materials at mild notches.
FAQ
What is the difference between Goodman, Gerber, and Soderberg?
Goodman uses a straight line from on the alternating axis to on the mean axis — moderately conservative. Gerber uses a parabola to the same intercept — less conservative and closer to experimental data for ductile steels. Soderberg uses yield strength instead of ultimate — the most conservative. Most machine design textbooks recommend modified Goodman.
Does the endurance limit exist for all materials?
Steels and titanium alloys exhibit a distinct knee in the S-N curve near cycles (endurance limit). Aluminum, copper, and most non-ferrous alloys do not — their S-N curves continue to decline, and a fatigue strength at a specified life (e.g., cycles) is used instead.
How do I handle variable-amplitude loading?
For varying stress amplitudes, Miner's linear damage rule sums cycle ratios: . This is a first-order approximation; load sequence effects and small-cycle thresholds are not captured.
When should I use strain-life instead of stress-life?
Strain-life (Coffin-Manson) is appropriate for low-cycle fatigue (below cycles) where significant plastic deformation occurs. The stress-life approach in this module applies to high-cycle fatigue ( to cycles) where stresses remain nominally elastic.
Can I use this module for weld fatigue?
Weld fatigue follows different S-N curves classified by joint detail category (BS 7608, EN 1993-1-9). The Marin factor approach does not apply to welds. Use code-specific fatigue detail categories for welded joints.
Use the PhyCalcPro calculator
Estimate fatigue life and mean-stress-adjusted endurance in the Fatigue Assessment Calculator.
Purpose
Estimate fatigue life and mean-stress-adjusted allowable alternating stress using S-N curves, Marin modification factors, and Goodman, Gerber, or Morrow mean-stress corrections. Supports rotating bending, axial, and torsion load types.
Physics & theory
Fatigue failure occurs below yield after many stress cycles. The S-N curve relates alternating stress amplitude to life . Endurance limit at cycles is modified by Marin factors: surface finish , size , load type , giving .
Mean stress reduces allowable alternating stress. Modified Goodman: . Gerber uses parabolic mean-stress locus; Morrow uses true fracture strength. Basquin log-linear relation between and cycles predicts finite life: .
Governing equations
Numerical method
Closed-form Marin factors (Shigley Table 6-2), mean-stress correction, and Basquin life prediction (engine). Surface finish, size, load type, and method selectable. Infinite life flagged when after mean-stress correction.
Inputs
| Parameter | Description |
|---|---|
alternatingStress, meanStress | , |
ultimateStrength, enduranceLimit | Material fatigue data |
surfaceFinish, loadType | Marin factors |
characteristicDiameter | Size factor (rotating bending) |
meanStressMethod | goodman, gerber, or morrow |
Outputs
- Modified endurance limit, allowable alternating stress, predicted cycles to failure, infinite-life flag
- Marin factor breakdown
Design codes & checks
- Indicative: Modified Goodman utilization, estimated fatigue life
- ISO: ISO 12107 fatigue of metallic materials
- US: ASME VIII-2 fatigue screening (reference)
Assumptions & limitations
- Uniaxial stress state; multiaxial fatigue needs equivalent stress approaches.
- No notch sensitivity unless user adjusts endurance limit.
- Constant amplitude loading; variable amplitude needs Miner's rule extension.
- No environmental corrosion-fatigue interaction.
Verification
- CI:
fatigue-indicative-01.json - Engineer sign-off: validation-master-checklist.md
References
- Shigley, J. E., & Budynas, R. G. Mechanical Engineering Design, 11th ed., Ch. 6.
- Dowling, N. E. Mechanical Behavior of Materials, 5th ed.
- ISO 12107:2012. Metallic materials — Fatigue testing — Statistical planning.
- Peterson, R. E. Stress Concentration Factors, 4th ed.
- Bannantine, J. A., Comer, J. J., & Handrock, J. L. Fundamentals of Metal Fatigue Analysis.