Fatigue strength and the Marin factors
Fatigue data comes from small, polished, perfectly loaded laboratory specimens. Your shaft is none of those things. The Marin approach takes the laboratory endurance limit and multiplies it down by a factor for each way in which reality is worse.
S′e — the laboratory value
For steels, a good estimate from the tensile strength alone:
The cap matters: past about 1400 MPa the fatigue limit stops following the strength. This is the second reason not to solve a fatigue problem by ordering a stronger steel.
ka — surface finish
Fatigue cracks start at the surface, so how the surface was made matters enormously.
| Finish | a (MPa) | b | ka at 600 MPa |
|---|---|---|---|
| ground | 1.58 | −0.085 | 0.91 |
| machined / cold-drawn | 4.51 | −0.265 | 0.83 |
| hot-rolled | 57.7 | −0.718 | 0.58 |
| as-forged | 272 | −0.995 | 0.46 |
Note the trend: the stronger the steel, the more it is punished for a rough surface. A forged surface on a high-strength steel throws away most of what you paid for.
kb — size
Bigger sections have more material at high stress and more chance of containing a defect. A 100 mm shaft has about 25 % less fatigue strength than a 10 mm one of the same steel. ShaftLab applies kb section by section, using the local diameter — a step at ⌀30 and a step at ⌀80 do not share a kb.
kc, kd, ke, kf
- kc — load type. Because bending and torsion are combined through von Mises here, kc = 1 and the √3 in the von Mises expression does the work. A steady axial stress is divided by 0.85 instead, which is the same correction wearing a different hat.
- kd — temperature. Roughly 1.0 up to about 350 °C for steel, then it falls away.
- ke — reliability. The laboratory numbers are medians, i.e. 50 % reliability. For a real design pick 99 % (ke = 0.814) or 99.9 % (0.753).
- kf — everything else: corrosion (which can halve it, and removes the endurance limit altogether), plating, decarburisation, and beneficial effects like shot peening or nitriding (kf > 1).