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International Journal of Fatigue 25 (2003) 1079–1087

www.elsevier.com/locate/ijfatigue

A review of dwell sensitive fatigue in titanium alloys: the role of


microstructure, texture and operating conditions
M.R. Bache ∗
I.R.C. in Computer Aided Materials Engineering, School of Engineering, University of Wales, Swansea, Singleton Park,
Swansea SA2 8PP, UK

Abstract

The phenomenon of ambient temperature dwell sensitive fatigue in titanium alloys has been a concern to the gas turbine industries
for over three decades. However, largely due to economic constraints, it is unlikely that the titanium alloys will be replaced by
novel substitutes in the foreseeable future. Therefore, with the use of the near a and a/b variants for safety critical components in
the low and high pressure compressor sections of the engine, the potential effects of “cold dwell” continue to compromise design.
A significant amount of research has been conducted during the intervening years to understand the fundamental deformation
mechanisms controlling dwell behaviour. The present paper will explore these findings and highlight the important issues for
consideration during the design and service of future aerospace components and alternative high performance applications.
 2003 Elsevier Ltd. All rights reserved.

Keywords: Titanium alloys; Fatigue; Dwell loading; Quasi-cleavage facets; Cold creep; Stress redistribution

1. Historical background demanding mechanical conditions during routine oper-


ation. Since loading will be principally cyclic in nature,
Titanium alloy developments were instrumental in the extensive fatigue databases have been generated over the
advancement of gas turbine technology over the latter years in support of titanium component design,
half of the 20th century. Compared to steels, which employing both laboratory and test bed assessments.
dominated the early engine designs manufactured Initially, these data were applied to the early fatigue
immediately after the Whittle era, the near a and a/b lifing methods based on the “life to first crack” approach,
titanium alloys in particular offered a clear advantage in generating stress-life (SN) or strain-life (e–N) curves to
terms of reduced density and corrosion resistance. With set safe operating conditions for service. In essence, a
an operating temperature capability approaching 600 °C, component would ultimately be retired on exceeding the
they were soon recognised as candidates for critical rot- safe life or alternatively “retired for cause” on the detec-
ating components such as discs and blades in the low to tion of a fatigue crack [1]. This philosophy ignores any
high pressure sections of the compressor. Despite being potential remaining life, whilst the crack continues to
in use even some 50 years later, their employment for grow in a subcritical manner and in this sense the
such applications is guaranteed for some considerable approach may be considered inefficient. With the advent
time to come. This is due to the fact that, although novel of linear elastic fracture mechanics (LEFM), the alterna-
replacement materials including the metal matrix com- tive “defect tolerant” lifing schemes were applied to
posites and intermetallics are now well advanced, these aerospace applications from around 1970 onwards. In
substitute materials are expensive to develop, technically this case, from a detailed knowledge of fatigue crack
problematic to manufacture on the industrial scale and propagation characteristics, calculations of safe life are
to date remain unproven under service conditions. performed assuming the presence of an initial “defect”.
Critical disc and blade components experience In contrast, the latter approach ignores the concept of
crack initiation or nucleation and assumes a pre-existing
crack will grow from the very first loading cycle. Whilst

Tel.: +44-1792-295-287; fax: +44-1792-295-693. these separate lifing techniques have their merits, it is
E-mail address: mbache@swansea.ac.uk (M.R. Bache). argued that a “holistic” approach to describe the fatigue

0142-1123/$ - see front matter  2003 Elsevier Ltd. All rights reserved.
doi:10.1016/S0142-1123(03)00145-2
1080 M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087

process would be more beneficial. This approach 6/4) on the ground that this alloy had already accumu-
accounts for the full range of fatigue processes starting lated significant service experience without such inci-
from initiation, through to short or small crack, then long dents and newly commissioned assessments demon-
crack growth and subsequently on to rapid failure [2]. strated an insensitivity to dwell loading for this finer
Since titanium compressor components fall into a “high grained variant. To this day, all RR engine designs for
performance” category and their high operating stresses civil applications, including the present Trent family of
dictate a small LEFM critical flaw size, the holistic power plant, utilise Ti 6/4 for fan disc components in
approach is particularly appealing since the vast majority common with the vast majority of competing engines
of the operating life will be spent in the initiation and offered by their rivals in Europe and the US. Clearly,
early crack growth stages [1]. Therefore, this implies a the issue of dwell sensitivity continues to compromise
need for a detailed understanding of deformation and modern engine design. It is vital that successive gener-
crack development on a microscale (i.e. from grain to ations of aero-designers and those working with titanium
grain). This is especially so for some of the commonly alloys in alternative sectors such as marine, offshore,
employed titanium alloys which tend to possess a rela- petro-chemical and land based power generation, are
tively large grain size. made aware of the issue and the factors controlling “cold
The specific phenomenon of ambient temperature dwell” behaviour.
dwell sensitivity was first recognised in late 1972/early
1973 through the uncontained failure of two titanium
alloy fan discs in Rolls-Royce RB211 engines which at 2. Fracture characteristics and early investigations
that time powered Lockheed Tristar aircraft [3,4]. These
events occurred at a precarious economic time for both The immediate research efforts were naturally centred
Rolls-Royce and Lockheed, with the former still in the UK, involving collaboration between Rolls-Royce
recovering from the extensive capital outlay of the and what was then the Royal Aircraft Establishment at
RB211 research and development programme [4]. The Farnborough (RAE). Detailed failure analysis illustrated
fan discs experiencing the problem were manufactured that the dwell failures had initiated subsurface and,
from the near a alloy IMI 685. These discs had entered therefore, some distance away from the predicted peak
service after previously satisfying all the accepted stress locations. Later modelling of compressor disc
fatigue criteria of that era, including full scale, test rig, stresses explained why such subsurface sites were pre-
spinning assessments. However, the early service fail- ferred due to cyclic stress redistribution [5]. Invariably,
ures were indicative that additional factors were affect- the initiation sites were characterised by the presence of
ing the fatigue response and it was soon agreed that “quasi-cleavage facets”. These inherent features, pro-
fatigue in titanium alloys at ambient temperatures could duced during the early stages of fatigue fracture in all the
no longer be described by simple load on/load off cycles. near a and a/b titanium alloys, Fig. 2, are now known to
A typical flight operation, broken down in simplistic form on the basal plane of the hexagonal alpha crystallo-
terms into a sequence comprising take off–cruise–land- graphic unit [6]. Despite the adjective “quasi-cleavage”
ing, Fig. 1, could not be modelled as a single LCF cycle. it will become evident in the following sections that they
The action of the relatively long term hold or “dwell” are not considered to be the result of a brittle fracture
at high mean stress during the cruise stage had clearly mechanism, but instead due to the gradual separation of
influenced fatigue performance. As a reaction to these
events, the 685 discs were replaced with Ti-6Al-4V (Ti

Fig. 1. Schematic representation of a single duty cycle for a civil gas


turbine engine. Operational timescales represented as minutes (m) or Fig. 2. Quasi-cleavage facets formed at a subsurface initiation site in
hours (h). Ti–6Al–4V.
M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087 1081

slip damage concentrated within a persistent planar slip [14]. However, the exact role of hydrogen remains unre-
band [7]. solved, not least due to the fact that any precipitating
A much referenced paper published by Evans and hydrides are virtually impossible to detect in titanium
Gostelow, detailing a laboratory assessment of IMI 685 alloys. Unlike the zirconium family of alloys, which
under cyclic and dwell loading, confirmed the reduction readily illustrate the formation of super-saturated
in fatigue life across the low cycle fatigue regime (103– hydrides that can subsequently dominate fracture behav-
105 cycles) due to the imposition of a 5 min hold at peak iour [15], no such features have been evident in titanium.
stress [8]. More recently, a 2 min dwell has often been Abnormally high internal hydrogen contents have been
adopted as a more practical period for dwell assess- shown to adversely affect fatigue performance under
ments. Due to the relatively large cross-sectional dimen- dwell loading in IMI 685 [16]. However, this was
sions of the fan discs, one of the primary factors con- accompanied by a distinct a/b interface failure mode,
sidered to be controlling the dwell response was that of Fig. 4. This is untypical of the facetted fractures demon-
constraint and plane strain. However, Evans and Goste- strated by “as received” stock materials with a nominal
low had actually reported subsurface failures in their hydrogen content of approximately 60 ppm and the in-
small section laboratory specimens [8]. More systematic service disc failures. It may also be pertinent to note that
studies involving specimens of various section size were Nelson, performing crack propagation experiments in the
conducted by Hoeppner and co workers in IMI 685 and same alloy, found almost identical fracture surface fea-
IMI 829, an alternative near a alloy which also demon- tures when tests were performed in a concentrated gase-
strates dwell sensitivity [9]; however, this latter work ous hydrogen environment [17]. Finally in terms of the
appeared to be inconclusive with respect to the effects hydride debate, IMI 685 material that has been heat
of constraint. Subsequent work on IMI 685 at Swansea, treated to extract hydrogen (to levels ⬍10 ppm) persists
utilising a tubular specimen containing a 1.5 mm wall in showing a dwell effect [18] and this effect is reiterated
thickness (designed for use under tension or torsion), for IMI 685 containing ⬍20 ppm H2 in Fig. 5. The evi-
yielded some excellent examples of quasi-cleavage dence against a hydride induced mechanism for dwell
facets [10], reproduced in Fig. 3. It has been concluded, failure is considered to be significant. However, there
therefore, that bulk constraint is not a pre-requisite for appears to be no doubt that hydrogen may play a subsidi-
dwell behaviour. ary role in its control of plastic deformation and dislo-
The role of interstitial elements in controlling the cation motion [19,20].
stress–strain response of titanium alloys is well docu-
mented [11–13]. Species such as hydrogen, nitrogen and
oxygen all provide an improvement in yield and ultimate 3. Controlling factors—time dependency
strength. However, this is typically accompanied by a
reduction in ductility. Subsequently, the formation of If chemical or environmental processes such as
brittle hydrides, through the time dependent diffusion of hydride formation are discounted as a means of inducing
hydrogen under the influence of a hydrostatic stress field, early dwell failures, then the alternative time dependent
has been proposed as a cause of the dwell phenomenon mechanism of creep has to be considered. Creep is nor-

Fig. 4. Typical fracture surface produced in Timetal 685, containing


Fig. 3. A large scale facet formed in a tubular specimen of Timetal an abnormally high concentration of internal hydrogen (250 ppm),
685 [10]. under fatigue at 20 °C [16].
1082 M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087

The enhanced rate of strain accumulation due to a dwell


cycle is also demonstrated in Fig. 7.
The cold creep phenomenon in titanium alloys comp-
lements the theories of fatigue crack initiation or Stage
I cracking which require plastic deformation in the form
of dislocation movement on favourably orientated slip
planes, albeit cyclic deformation under fatigue loading.
However, at first sight, two specific features of the facet-
ted fractures do not appear to conform to such models.
Firstly, as stated previously, the components and sub-
sequent laboratory specimens all failed from subsurface
sites. Secondly, the facets tend to lie on a plane perpen-
dicular to the principal tensile loading direction and,
therefore, are more difficult to ascribe to a slip defor-
mation model. In order to explain this behaviour, Evans
Fig. 5. Cyclic and dwell fatigue response of Timetal 685 with low
and Bache [7] have compared facet formation to the
(⬍20 ppm) internal hydrogen at 20 °C (R = 0.1). planar slip band model of Stroh [24]. The basis of this
model, which essentially describes a process of stress
redistribution between “weak” and “strong” grains, is
believed to represent early crack formation in all
mally considered to be a high temperature failure mode titanium alloys under fatigue loading and has been
(i.e. at temperatures ⬎0.3 Tm, where Tm is the melting widely adopted amongst the titanium research com-
temperature of the alloy) [21]. However, numerous munity [25,26]. As illustrated in Figs. 2 and 3, facets are
reports have been published relating to the ability of inherent features in all titanium variants, the only vari-
titanium alloys to accumulate strain when under static ation being their scale, which is in turn controlled by the
or cyclic load at room temperature. The influence of alloy grain size. Through a series of experiments
ambient temperature creep in titanium was noted as an employing the electron back scattered diffraction tech-
artefact of the early dwell incidents. Such “cold creep” nique (EBSD), the relative strength of neighbouring
effects form a continuing area of study for Mills and co- grains has been shown to be highly dependent on the
workers based at Ohio State University in the USA. orientation of basal planes with respect to the axis of
Their work has demonstrated that ambient temperature loading [6,27,28]. This form of characterisation has been
strain accumulation results from planar slip damage successfully extended to the component scale by workers
[22,23]. All the near a and a/b alloys demonstrate what at the GE engine company who have utilised EBSD to
has become known as “cold creep” irrespective of grain produce textural maps of grain orientations in the alloy
size and microstructural form, although the rate of defor- Ti 6242 [29].
mation is clearly controlled by such parameters. This is A relationship between stiffness and basal plane orien-
illustrated in Fig. 6 for IMI 685 in two microstructural tation had been reported for single crystals of pure
conditions tested at identical cyclic stress conditions. titanium as early as the 1960’s [30,31]. A variation in

Fig. 6. Accumulation of cyclic strain in basketweave and aligned Fig. 7. Accumulation of cyclic strain under cyclic and dwell (2 min)
forms of Timetal 685. loading in Timetal 685.
M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087 1083

is obviously a point of theoretical debate, as is the tem-


poral relationship between cracking in what Stroh orig-
inally called the “source” and “failure” grains. Since this
process usually occurs subsurface, this sequence of
events has never been observed experimentally. How-
ever, the optimum combination of shear stress to form
the slip band and tensile stress to open the crack would
suggest that it is the perpendicular facet in the failure
grain that forms the first “crack like discontinuity” as
proposed by Wojcik et al. [33].
An alternative “two element” redistribution model to
Fig. 8. Variation in elastic modulus with orientation of titanium sin-
describe the anisotropic deformation of titanium alloys
gle crystals [31]. on the microstructural scale is presented in Fig. 10.
Initially, a weak grain (where the basal plane could be
lying at say 45° to the tensile axis) sits juxtaposed to a
elastic modulus according to the angle between the ten- strong grain (designated W and S, respectively).
sile stress axis and the basal plane was measured, Fig. Whether these grains exist in a laboratory specimen or
8. An interesting point to note from this data is that the in a component, one must assume the application of a
typical value of E ascribed to the majority of titanium fixed stress sapp. Assuming a nominal difference in elas-
alloys when processed in the polycrystalline form tends tic modulus in these two grains, as predicted in Fig. 8,
to fall close to the average of the extreme single crystal and an associated difference in yield strength, the two
values at approximately 120 GPa. The probability of grains will attempt to deform to different levels of strain
neighbouring grains possessing different elastic proper- ew and es, respectively. However, in reality, on the micro-
ties is clearly a reality. This anisotropic behaviour on the structural scale, these grains will be constrained and both
microstructural scale is fully consistent with the redistri- will achieve some average value of strain eeff. The conse-
bution model and is believed to control early defor- quence of this constraint is that, despite an applied fixed
mation and facet formation. stress, a condition of fixed strain with different levels of
Examples from both laboratory scale specimens and stress (sw and ss, respectively, where notably sw ⬍ ss)
rig components have been reported as a vindication of is imposed on the system. Consistent with the previous
the dislocation pile up model proposed by Stroh [6,32]. slip band model, the weak grain essentially throws stress
Slip within a favourably orientated (i.e. weak) grain with onto the strong grain and it is presumed that the strong
its basal plane inclined to the applied tensile axis induces grain preferentially fails. Again, laboratory and in-ser-
a pile up at the boundary with a neighbouring grain, Fig. vice evidence supports this assumption, since dwell
9. This in turn induces a shear stress in the “strong” grain sensitive fatigue appears to be most prevalent in alloys
and instigates the formation of a slip band which, under where a mixture of microstructural conditions exists. For
the combination of the applied cyclic tensile loading σ1 example, in the thick section IMI 685 components, areas
and the supplementary tensile stress σ, progressively of alignment within the optimum Widmanstatten or bas-
opens up to form the nucleus of a fatigue crack. The ketweave structure are often found as a result of insuf-
point at which the slip band can be designated as a crack ficient cooling rate. Additionally, assessments on an

Fig. 10. Schematic two element model to describe stress redistri-


Fig. 9. The Stroh model for planar slip [24]. bution.
1084 M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087

again for IMI 834, also demonstrate a mean stress effect


under near threshold conditions which again is consistent
with the Stroh model since a high R ratio will promote
the pile up of dislocations and restrict the relaxation of
strain along the source slip band.

4. Alloy developments

During the intervening years, since dwell sensitive


failures were first recognised, a succession of alloy
developments have taken place in the drive to eliminate
dwell as a design limiting parameter. As mentioned pre-
viously, Ti 6/4 was considered to be dwell insensitive
when utilised in either aerospace recommended form i.e.
Fig. 11. Best fit for cyclic fatigue crack growth (1 Hz sine) compared fine grained annealed a or bimodal a + b microstruc-
to two repeat dwell tests (2 min dwell period) in Timetal 834 (disc tures. However, Evans has demonstrated that Ti 6/4 can
variant). illustrate dwell properties, as illustrated in Fig. 13, when
processed above the b transus and allowed to slow cool
alternative near a alloy, IMI 834, demonstrated the to form a relatively coarse grained aligned morphology
importance of prior work to break down regions of simi- [35]. Although this may not be considered significant in
lar grain orientation [34]. terms of aero-engine applications which tend to avoid
Once the fatigue process has been instigated, through such a microstructural condition, such localised struc-
the formation of the initiating facet, the imposition of a tures are produced by welding operations and so atten-
dwell waveform appears to have minimal influence on tion to the dwell effect may be deemed necessary in
the rate of fatigue crack growth, Fig. 11. Note the data complementary industrial sectors where fabricated struc-
in this figure relate to the alloy IMI 834 in the forged tures are produced (for example, marine and offshore
disc condition which, as discussed below, is known to applications). An annealed a microstructure in Ti 6/4
demonstrate a dwell sensitive response in terms of total was also shown to be sensitive to dwell, but only at very
life measurements. This insensitive crack growth behav- high stress conditions approaching the UTS of the alloy.
iour is true, at least, for cracks which are relatively The original problems associated with dwell failures
“long” compared to the microstructure. In agreement in IMI 685 arose from the decision to employ this alloy
with the models for facet formation, which involve the as a disc material throughout the LP and HP compressor
effects of enhanced time dependent planar slip defor- when, in fact, the alloy had been optimised for creep
mation under dwell loading, differences in cyclic and performance at high temperature alone. In hindsight, it
dwell crack growth rates can be measured for “micro- can be seen that the large grain size, enhancing a planar
structurally short cracks”. The data illustrated in Fig. 12, slip deformation mechanism, was detrimental to static
and cyclic behaviour at ambient temperature. This in part

Fig. 12. Effects of mean stress and dwell loading on early crack Fig. 13. Dwell sensitive fatigue response of Ti–6Al–4V processed
growth in Timetal 834 (thin section, notched specimens under tension). above the beta transus [35].
M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087 1085

acted as a driver for the development of a new alloy


from the IMI stable in the UK (later to become Timet
UK) designated IMI 834, which after considerable
research adopted a bimodal a + b microstructure, con-
sidered to be optimised against both creep and fatigue
[36]. Initial mechanical evaluations for fatigue response
were encouraging since laboratory specimens machined
from relatively small diameter round bar stock did not
illustrate a knock down in performance due to dwell
loading [34]. However, subsequent testing on specimens
extracted from an isothermal 834 disc forging showed a
dwell sensitivity at all applied stress levels above the
approximate cyclic yield stress, Fig. 14. Again, the
explanation of this behaviour was attributed to micro-
structural anisotropy. Whereas the bar stock had been Fig. 15. Cyclic and dwell fatigue response of Ti 6246 in the forged
disc condition [37].
heavily worked and subjected to a final solution heat
treatment before specimen manufacture, resulting in the
recommended 15% volume fraction of well distributed,
equi-axed, primary a grains, the disc material illustrated in Fig. 15) resulting from heat treatment above the b
regions of elongated a grains and localised agglomer- transus followed by working in the a + b field. This b
ation, Fig. 14. EBSD measurements taken from the heav- phase will be of a BCC crystallographic form and, there-
ily facetted fracture surfaces showed that the disc fore, more homogeneous in its slip deformation. This
material contained regions of common basal plane orien- will minimise the local grain to grain anisotropy. In
tation which promoted an effective increase in the con- addition, recent EBSD measurements of grain and a col-
trolling grain size and subsequent planar slip band length ony orientations, performed on Ti 6246 samples taken
[34]. Ti 6242, adopted for contemporary GE engine from forged discs, show that within individual prior b
designs, has been shown to illustrate similar microstruc- grains, the a lath colonies tend to transform with varying
tural anisotropy [29]; however, it should be emphasised basal plane orientations. This behaviour is consistent
that these effects are more likely to be an artefact of with the Burgers’ relationship describing crystallo-
process control rather than alloy chemistry. graphic phase transformations from BCC to HCP. Pre-
Coming up to date, the alloy Ti 6246 has been intro- vious work has highlighted not only the importance of
duced into selected Rolls-Royce Trent engine designs as basal planes in facet formation (crack initiation) but also
a compressor disc alloy. An improvement in fatigue the preference for crack growth along similar planes
strength for this variant over and above IMI 834 is [38]. A limited amount of information relating to
inferred from Fig. 15, whilst the insensitivity to dwell initiation and short crack growth in Ti 6246, performed
loading of Ti 6246 has been confirmed across the tem- using a laboratory test specimen under four point bend-
perature range ⫺60 to 150 °C [37]. This may be the ing, even suggests that cracks may initiate at grain
consequence of the increased volume fraction of the b boundaries in preference to transgranular facetting in this
phase within this alloy (contained within the dark matrix alloy [39].

Fig. 14. Cyclic and dwell fatigue response of Timetal 834 in bar and forged disc conditions [34].
1086 M.R. Bache / International Journal of Fatigue 25 (2003) 1079–1087

5. Future considerations nation of shear and tensile stresses to initiate cracks in


the alloy IMI 829 to experimental evidence [44]. With
The present review of dwell sensitivity in titanium the perpetual increase in computer processing capability,
alloys, based mainly on work performed in the UK but such models can now be attempted on the three dimen-
complemented by additional internationally based stud- sional basis [45]. These efforts address the fundamental
ies, has demonstrated a belief that the accumulation of failure mechanisms in titanium alloys such as Ti 6/4
time dependent, plastic strain on the local microstruc- [46], specific dwell related issues in the disc alloy Ti
tural scale lies at the heart of the phenomenon. The 6242 [47] and the optimisation of process controls to
inherent anisotropic mechanical response of neighbour- produce plate materials with deliberate macroscopic tex-
ing grains leads to the formation of quasi-cleavage facets tures [42,48]. All these computational algorithms require
on basal planes which are orientated at a favourable an accurate assessment of mechanical properties on the
angle for subsequent crack propagation, i.e. perpendicu- individual grain scale and a fundamental description of
lar to the principal tensile loading axis. Therefore, the grain to grain interactions. Further work to enhance our
dwell effect is considered to be an initiation, or at most understanding of the dwell sensitivity and the conven-
a “short crack”, dominated mechanism depending on the tional cyclic fatigue behaviour of titanium alloys will
individual’s interpretation of behaviour in this early support these modelling activities and offer more
stage of the fatigue response. efficient use of these alloys in future engineering
Although the contribution of interstitial elements is designs.
not considered as a controlling factor per se, other than
generally affecting bulk strength and the rate of strain
accumulation, it is agreed that the role of hydrogen in References
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