MEPP 436 · Advanced Machine Design — Study Notes
Kathmandu University · B.E. Mechanical · Year IV Sem I

Advanced Machine Design

Everything from your slide decks, fracture-mechanics lecture notes and the Dieter/Schmidt reference — organised for the end-semester paper. Read, tap the boxes, then test yourself with the objective quiz.

Part I · Elasticity & Failure Part II · Fracture Part III · Fatigue & Design-for-X
days to exam
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How to use this & the exam blueprint

MEPP 436 is a new course, so only one previous paper exists (Feb 2025). That paper is your single most reliable guide to style and weighting. These notes cover every question type on it, plus the surrounding theory in case the examiner varies things. Instructor: Dr. Surendra Sujakhu.

Structure of the paper (from the 2025 exam)

SectionFormatMarksTimeWhat it tests
A20 MCQs × 1, attempt all2030 minDefinitions, concepts & quick one-step numericals across the whole syllabus
B4 long questions in parts, attempt ALL552 hr 30 minQ1 elasticity/failure · Q2 fracture · Q3 fatigue · Q4 Design-for-X, reliability & ergonomics
✔ Exam tip
The four Section-B questions map one-to-one onto the four teaching blocks — you cannot skip a topic. Budget ≈ 30 min per Section-B question. For every numerical: write the formula → substitute in consistent SI units → box the answer with units.

Where the marks concentrate

PriorityTopic clusterWhy
★★★ Very highFatigue (HCF/LCF, S-N/Basquin, Paris' law life, damage tolerance) & Fracture mechanics (K, KIC, critical crack length, energy release rate, modes)Dominated both sections in 2025; heavily slided
★★ HighElasticity (3-D stress tensor, Hooke's law, Tresca/von Mises), material-selection chartsQ1 of Section B; several MCQs
★★ HighReliability (Normal & Weibull, series/parallel), DFMA guidelines, ergonomicsAll of Q4; several MCQs
★ SolidDesign factor/FoS, tolerances, bathtub curve, MTTF/MTBF, fail-safe variantsReliable 1-mark MCQ sources
🧠 How to read the coloured boxes
✔ Exam tip = high-yield, likely on the paper.   ⚠ Common mistake = a trap to avoid.   ➕ Beyond the slides = enrichment (one-line insights that upgrade a 3-mark answer to 4).   🧠 Memory hook = a mnemonic.   ✎ Worked example = a solved numerical.
1

Introduction to Mechanical Engineering Design

Design = the application of creativity to planning the optimum solution of a given problem, and the communication of that plan to others.

🧠 Memory hook — the keyword chain
given problem → creativity → planning → optimum solution → communication. Engineering design narrows this to engineering problems; mechanical engineering design narrows it further to mechanical elements.

1.1 The design process

Stages (iterate as needed):

Need → Problem definition → Synthesis → Analysis & optimisation → Evaluation → Presentation

Design considerations the engineer juggles: functionality, strength/stress, distortion/deflection, wear, corrosion, safety, reliability, manufacturability, cost, weight, life, noise, styling, environmental impact.

1.2 Standards and codes

TermDefinitionPurpose
StandardSpecifications for parts, materials or processesUniformity, efficiency, a specified quality
CodeSpecifications for analysis, design, manufacture & constructionA specified degree of safety, efficiency & performance

Bodies to know: NBSM (Nepal), NBC 105:2020, BIS, AISI, ASME, ASTM, ASHRAE, SAE.

🧠 Memory hook
Standard = Stuff (parts/quality); Code = Conduct (how you analyse/build, for safety).

1.3 Design economics

  • Cost is almost always the governing factor. Using standard sizes is the first principle of cost reduction.
  • Close (tight) tolerances raise cost — extra processing, extra inspection, slower machines.
  • Break-even analysis compares two production methods: below the break-even quantity the low-setup method wins; above it the high-rate method wins.

1.4 Design factor & factor of safety — a favourite MCQ

The design factor \(n_d\) is a margin applied to load or strength to cover uncertainty in material properties, loading and analysis:

\[ n_d=\frac{\text{loss-of-function parameter}}{\text{max-allowable parameter}}\qquad\Longrightarrow\qquad n=\frac{S}{\sigma}=\frac{\text{Strength}}{\text{Stress}} \]
  • Stress & strength must be the same type, same units, same critical location.
  • The factor of safety is the realised design factor after rounding up to standard sizes/components.
✔ Exam tip · 2025 MCQ Q1
The purpose of a factor of safety is "to compensate for uncertainties in material properties and loading conditions" — not weight, cost or aesthetics.

1.5 Reliability (introductory)

\[ R = 1 - p_f,\qquad p_f=\frac{\text{number of failures}}{\text{total instances}},\qquad 0\le R\le 1 \]

Series system (all must work): \(R=R_1\cdot R_2\cdots R_n\). E.g. bearings 0.95 & 0.98 → \(R=0.931\). (Full treatment in §9.)

1.6 Dimensions & tolerances

TermMeaning
Nominal sizeThe size used when speaking of a part (need not equal the actual dimension)
LimitsThe stated max & min dimensions
ToleranceThe difference between the two limits
Bilateral / UnilateralVariation in both directions / in one direction only
Clearance / InterferenceInternal member smaller / larger than external member
AllowanceMinimum clearance (or maximum interference) of mating parts
➕ Beyond the slides — why "design determines cost"
Although detailed costing happens later, roughly 70–80% of a product's lifecycle cost is locked in at the design stage (the same idea that drives DFMA in §8). Standard sizes, tolerances and design factors are really an early lesson in cost- and risk-management, not just geometry.
2

Material Properties & Selection

Choosing the material is one of the earliest and most important design decisions — usually made before dimensions are fixed. Properties come from specimen testing (standardised, e.g. ASTM) or, when risk is high, component testing under real service loads.

2.1 The tensile test (ASTM E8) & key properties

A load–elongation curve is converted to a stress–strain curve, giving: elastic limit / yield strength, elastic modulus \(E\) (Hooke's law), ultimate tensile strength (UTS), ductility (% elongation, % area reduction), tensile toughness, Poisson's ratio \(\nu\).

Engineering stress/strainUses the original gauge dimensions.
True stress/strain\(\sigma_t=\dfrac{\text{load}}{\text{instantaneous area}}\), \(\;\varepsilon_t=\ln\!\dfrac{l}{l_0}\) — accurate in the plastic region.
Stress–strain behaviour of material classes (slide)
Slide: Material Properties, p.5
Strain ε Stress σ Ductile metal (necks, big plastic zone) Ceramic (linear → sudden fracture)
Ductile metals yield then flow plastically; ceramics stay linear-elastic and snap with no plasticity.
ℹ︎ Slide vs redraw: the slide shows all four classes — (a) metal, (b) thermoplastic, (c) elastomer, (d) ceramic/glass/concrete. My redraw isolates just the two the exam contrasts (ductile metal vs brittle ceramic) so the "straight line → sudden fracture" point stands out. Same physics, fewer curves.
Annotated engineering stress–strain curve (slide)
Slide: Material Properties, p.4 — full tensile stress–strain curve
The full annotated tensile curve: proportional/elastic limit, 0.2% offset yield, UTS, breaking strength, with the necking specimen stages beneath.

2.2 Other mechanical tests

TestMeasuresKey fact
CompressionBehaviour under compressive loadNeeded for ceramics, concrete
ShearShear stress–strainShear yield ≈ 0.5–0.75 × tensile yield; \(G\approx0.4E\)
Hardness (Brinell/Rockwell/Vickers)Resistance to surface penetrationNot fundamental; for steels UTS(MPa) ≈ 3.4 × HB
Impact (Izod/Charpy)Energy absorbed on sudden loadMaterials are more brittle at high strain rate
CreepTime-dependent permanent deformation at high TGoverns high-temperature design
FatigueStrength loss under repeated stress (below yield)See Parts II–III
✔ Exam tip · 2025 MCQ Q5
For high-temperature service the most important property is creep resistance.

2.3 Heat treatment (effect on properties)

ProcessEffect
QuenchingVery hard/strong martensite; trades ductility for strength
TemperingAfter quench: lowers strength a little, restores some ductility
AnnealingSoft, relaxed state; removes residual stresses
NormalizingStronger/harder than fully annealed but close to it
🧠 Memory hook
Quench = hard (Q for Quick-cool, brittle) → Temper takes the edge off → Anneal = All soft & relaxed.

2.4 Material classes

ClassStrengthsWeaknesses
Metals & alloysHigh strength/stiffness, ductile, tough, good fatigue & wear, conductiveHeavy, can corrode
PolymersLow density → good specific strength, corrosion-resistant, insulating, easily formedLow strength, poor at high T
CeramicsExcellent compressive strength, high E, hard, wear/corrosion-resistant, high-T stableVery brittle; tension ≈ 10% of compression strength; no plasticity
CompositesHigh specific strength/modulus, good fatigue/creep, vibration & corrosion resistance, tailorableCost, anisotropy, harder to recycle
✔ Exam tip · 2025 MCQ Q4
Main advantage of composites = "high strength-to-weight ratio and tailored properties." Ceramics = a straight stress–strain line ending in sudden brittle fracture.

2.5 Material-selection charts (Ashby charts)

An Ashby chart plots one property against another (e.g. Young's modulus vs density). Each material class occupies a "bubble." Add a guideline of constant performance (e.g. specific stiffness \(E/\rho=C\), or specific strength \(\sigma/\rho=C\)); materials in the top-left region are best for light-and-stiff / light-and-strong designs.

  • Metals are heaviest; foams lightest; ceramics stiffest.
  • Light-and-stiff bike frame: polymers too floppy, ceramics too brittle in tension → composites best, with Mg/Al/Ti competitive.
  • Wood has surprisingly high specific stiffness/strength → used in construction.
Ashby chart: Young's modulus vs density (slide)
Slide: Material Properties — Young's modulus vs density Ashby chart
Ashby chart (Young's modulus E vs density ρ). Each class sits in its own "bubble"; a constant E/ρ guideline slides to the top-left for light-and-stiff designs — where composites and engineering ceramics win.
➕ Beyond the slides — the material index
For a light, stiff beam maximise \(M=E^{1/2}/\rho\); for a light, strong beam maximise \(M=\sigma_f^{2/3}/\rho\). A line of slope 2 (or 3/2) on the log–log chart is a line of constant \(M\); sliding it up-left finds the winning material. Knowing the index exists lets you explain why the guideline has a particular slope.
3

Stresses, Strains & Failure Theories

3.1 Stress & strain as tensors

Stress = internal resistance per unit area developed against external load; strain = the resulting deformation. At a point, three mutually perpendicular planes fully describe the state of stress — the "stress cube."

Stress element cube (slide)
Slide: Stresses, Strains & Failure, p.14
σx σz σy τ
Stress tensor \(\sigma_{ij}\): 3 normal + 3 independent shear components on the cube faces.
ℹ︎ Slide vs redraw: the slide draws the element with the x-y-z axes and all nine \(\sigma/\tau\) face components; my redraw keeps only three normal stresses + one shear so the "6 independent components" idea reads at a glance.
Plane stress vs plane strain (slide)
Slide: Stresses, Strains & Failure, p.14
Plane stress (thin body — z-face stresses = 0) vs plane strain (thick body — z-direction strains = 0).
\[ \sigma_{ij}=\begin{bmatrix}\sigma_{xx}&\tau_{xy}&\tau_{xz}\\ \tau_{yx}&\sigma_{yy}&\tau_{yz}\\ \tau_{zx}&\tau_{zy}&\sigma_{zz}\end{bmatrix} \]

A symmetric 2nd-order tensor: 9 components, 6 independent (because \(\tau_{xy}=\tau_{yx}\), etc.).

Plane stressAll z-face stresses = 0 (thin plates, pressure-vessel walls, free surfaces). Components: \(\sigma_{xx},\sigma_{yy},\tau_{xy}\).
Plane strainAll z-direction strains = 0 (thick bodies: dams, long shafts).

3.2 Generalized Hooke's law (isotropic, linear elastic)

\[ \varepsilon_x=\frac{1}{E}\big[\sigma_x-\nu(\sigma_y+\sigma_z)\big]\quad(\text{cyclically for }\varepsilon_y,\varepsilon_z),\qquad \gamma_{xy}=\frac{\tau_{xy}}{G} \]

Lamé / tensor form: \(\;\sigma_{ij}=\lambda\,\varepsilon_{kk}\,\delta_{ij}+2\mu\,\varepsilon_{ij}\;\) (\(\lambda\) ↔ bulk resistance, \(\mu=G\) ↔ shear resistance). Anisotropic generalisation: \(\sigma_{ij}=C_{ijkl}\,\varepsilon_{kl}\).

3.3 Principal stresses, transformation & Mohr's circle

Principal planes carry no shear, only normal stress; those normal stresses are the principal stresses \(\sigma_1\ge\sigma_2\ge\sigma_3\).

\[ \sigma_{1,2}=\frac{\sigma_x+\sigma_y}{2}\pm\sqrt{\left(\frac{\sigma_x-\sigma_y}{2}\right)^2+\tau_{xy}^2}\;,\qquad \tau_{\max}=\sqrt{\left(\frac{\sigma_x-\sigma_y}{2}\right)^2+\tau_{xy}^2}=\frac{\sigma_1-\sigma_2}{2} \] \[ \tan 2\theta_p=\frac{2\tau_{xy}}{\sigma_x-\sigma_y} \]
Mohr's circle (slide)
Slide: Stresses, Strains & Failure, p.23
σ τ σ₁ σ₂ τmax = R centre = (σavg, 0), radius R = τmax
Mohr's circle: a rotation of θ on the element = on the circle. In 3-D there are three circles; the largest gives \(\tau_{\max}=(\sigma_1-\sigma_3)/2\).
ℹ︎ Slide vs redraw: the slide pairs the circle with the stressed element and shows the point-by-point construction (σ→right, τ→down); my redraw is a stripped-down single circle just to fix centre = σavg and radius = τmax in memory.

3.4 Bending & torsion (revision formulae)

\[ \text{Flexure: }\;\frac{M}{I}=\frac{\sigma_b}{y}=\frac{E}{\rho}\qquad\qquad \text{Torsion: }\;\frac{T}{J}=\frac{\tau}{\rho}=\frac{G\phi}{L} \]
✎ Worked example · hollow-shaft stress (2025 MCQ Q3)
\(d_i=15\) mm, \(d_o=30\) mm, \(T=100\) N·m. Polar second moment \(J=\dfrac{\pi}{32}(30^4-15^4)=74\,490\text{ mm}^4\). \[ \tau=\frac{T\,r_o}{J}=\frac{100\,000\times15}{74\,490}\approx\boxed{20.1\text{ MPa}} \]
✎ Worked example · angle of twist
\(D=100\) mm, \(d=60\) mm, \(L=1\) m, \(\tau=35\) MPa, \(G=85\) GPa. Using \(\tau/\rho=G\phi/L\) with \(\rho=R=50\) mm: \(\phi=\dfrac{\tau L}{\rho G}=\dfrac{35\times1000}{50\times85000}=0.0082\text{ rad}\approx0.47^\circ.\)

3.5 Failure — the five classical theories

A part fails by fracture (brittle) or by onset of yielding (ductile). A failure theory predicts failure under combined stress by comparing it to a simple tension test.

Theory (a.k.a.)CriterionBest forYield surface
Max principal stress (Rankine)\(\sigma_1\ge\sigma_{ult}\) (or \(\sigma_y\))BrittleSquare
Max shear stress (Tresca)\(\sigma_1-\sigma_3\ge\sigma_y\)Ductile (conservative)Hexagon
Max principal strain (St. Venant)\(\varepsilon_1\ge\varepsilon_y\)Rarely usedRhombus
Max total strain energy (Haigh)\(U\ge U_{yield}\)Ellipse
Max distortion energy (von Mises)\(\sigma'\ge\sigma_y\)Ductile (accurate)Ellipse
\[ \sigma'=\sqrt{\tfrac12\big[(\sigma_1-\sigma_2)^2+(\sigma_2-\sigma_3)^2+(\sigma_3-\sigma_1)^2\big]}\;;\qquad \text{biaxial }(\sigma_3=0):\;\sigma'=\sqrt{\sigma_1^2-\sigma_1\sigma_2+\sigma_2^2} \]
Yield theories compared in principal-stress space (slide)
Slide: Stresses, Strains & Failure — failure-theory comparison
σ₁ σ₂ von Mises Tresca
The Tresca hexagon is inscribed inside the von Mises ellipse → Tresca is the safer / more conservative choice.
ℹ︎ Slide vs redraw: the slide overlays experimental yield data on the boundaries and often includes the max-principal-stress square too; my redraw shows only the hexagon-inside-ellipse relationship — the single fact you must be able to sketch.
✔ Exam tip · 2025 MCQ Q2
For ductile shafts the criterion "commonly used" is the Maximum Shear Stress (Tresca) theory. Von Mises is more accurate and less conservative — know both, and their yield-surface shapes (hexagon inside ellipse).
➕ Beyond the slides — why von Mises works physically
Strain energy splits into volumetric (change of size) + distortional (change of shape). Hydrostatic pressure alone doesn't yield metals, so only the distortion energy should count — the physical reason von Mises beats Tresca and the total-energy theory. That one-line "why" upgrades a 3-mark answer to 4.
4

Introduction to Fracture Mechanics

Fracture mechanics studies the propagation of cracks. A crack is a sharp void that acts as a stress amplifier — cracks do not create stress, they intensify the far-field stress. The sharper the tip, the higher the local stress.

4.1 Why fracture mechanics? (the design shift)

Traditional design compares applied stress vs strength (2 parameters). Fracture mechanics adds a third: flaw size. The design is safe if stress + largest expected crack keeps \(Kwhich flaws are safe and which will propagate. It answers: what is the strength as a function of crack size? and what is the maximum tolerable crack size?

➕ Beyond the slides — the historical driver
The WWII Liberty Ships broke in cold water: welded (continuous) construction, high-sulphur brittle steel and micro-cracks let a crack run through the whole hull. This motivated modern fracture mechanics.
Traditional safety appraisal vs fracture-mechanics appraisal (slide)
Slide: Introduction to Fracture Mechanics, p.4
The design shift: traditional appraisal uses \(n=S_y/\sigma\) (stress vs strength); fracture-mechanics appraisal adds flaw size and uses \(n=K_{IC}/K_I\).

4.2 Characteristics of a crack

  • Connection to free surface: fully internal / internal-connected-to-surface / surface crack (surface cracks also risk oxidation & corrosion).
  • Crack length — longer is more dangerous.
  • Crack-tip radius — sharper is more dangerous (plasticity blunts tips in ductile metals).
  • Crack orientation relative to loading.
🧠 Memory hook — the 4 characteristics
L-O-R-S: Length · Orientation · tip Radius · Surface connection. (Surface roughness is not one — 2025 MCQ Q7 trap.)

4.3 Modes of loading — memorise cold

Crack loading modes I, II, III (slide)
Slide: Introduction to Fracture Mechanics, p.16–18
Mode I — Opening Mode II — Sliding Mode III — Tearing
The three (and only three) crack-loading modes. Real cracks are often "mixed mode."
ℹ︎ Slide vs redraw: the slide uses the standard 3-D block drawings (arrows on a solid bar with x-y-z axes); my redraw uses flat plates with coloured arrows so the direction of pull/shear is obvious. Both show the same I-opening / II-sliding / III-tearing motions.
ModeNameLoadingNotes
IOpeningTensile, ⟂ to crack planeMost common & damaging; dominates fatigue
IISlidingIn-plane shear, ∥ to surface, ⟂ to frontShearing of faces
IIITearingOut-of-plane shearRound notched bar in torsion
⚠ Common mistake · 2025 MCQ Q6
"Rolling mode" is NOT a real mode. The only three are Opening (I), Sliding (II), Tearing (III).
🧠 Memory hook
"OST" = Open, Slide, Tear = I, II, III. Mode I opens like a book; II slides like tectonic plates; III tears like ripping paper.

4.4 Cohesive stress & why real strength is low

Cohesive stress \(\sigma_c\) = the theoretical stress needed to break atomic bonds and separate atomic planes (estimated from the interatomic force–displacement curve, approximated as half a sine wave):

\[ \sigma_c=\sqrt{\frac{E\,\gamma_s}{x_0}}\qquad(\gamma_s=\text{surface energy},\; x_0=\text{atomic spacing}) \]

Real materials fracture far below \(\sigma_c\) because flaws concentrate stress. For an elliptical crack (semi-axes \(a,b\), tip radius \(\rho=b^2/a\)):

\[ \sigma_{tip}\approx\sigma\!\left(1+\frac{2a}{b}\right)\approx 2\sigma\sqrt{\frac{a}{\rho}}\qquad(\text{sharp flaw, }b\ll a) \]

Setting \(\sigma_{tip}=\sigma_c\) with \(\rho\approx x_0\) gives the fracture stress \(\;\sigma_f\approx\sqrt{\dfrac{E\gamma_s}{4ax_0}}\) — orders of magnitude below \(\sigma_c\) because \(a\gg x_0\). A micron crack gives \(\sigma_f\approx0.01\,\sigma_c\), matching experiment.

Elliptical crack stress amplification (slide)
Slide: Intro to Fracture Mechanics, p.3
Inglis' elliptical flaw: far-field \(\sigma_\infty\) is amplified to \(\sigma_\infty(1+2a/b)\) at the tip. Semi-axes \(a,b\), length \(2a\).
Interatomic potential and force curves (slide)
Slide: Intro to Fracture Mechanics, p.19
Cohesive stress from the interatomic force–displacement curve (approximated as a half sine wave); \(x_0\) = equilibrium spacing.
5

Linear Elastic Fracture Mechanics (LEFM)

LEFM applies to brittle behaviour — sharp cracks, little tip plasticity. For a crack to grow, both criteria must hold: the global energy criterion (Griffith) and the local stress criterion (Inglis).

5.1 Inglis (1913) — local, stress-based

Stress concentration at a hole/notch depends on the tip radius of curvature. Crack grows if the amplified tip stress reaches the theoretical fracture stress: \(\sigma_{max}=\sigma_A\ge\sigma_f\).

5.2 Griffith (1920) — global, energy-based

Inglis assumes energy is available; Griffith asks whether it is. Condition for growth: strain energy released ≥ surface energy of the new crack faces.

\[ \frac{dU_s}{da}\ge\frac{dU_\gamma}{da}\quad\text{with}\quad U_s=\frac{\pi a^2\sigma^2}{E},\quad U_\gamma=4\gamma_s a \] \[ \sigma_f=\sqrt{\frac{2E\gamma_s}{\pi a}}\;\;(\text{plane stress})\qquad \sigma_f=\sqrt{\frac{2E\gamma_s}{\pi a(1-\nu^2)}}\;\;(\text{plane strain}) \]
➕ Beyond the slides — Irwin–Orowan modification (crucial for metals)
Pure Griffith only works for truly brittle solids (glass, ceramics). In metals, huge energy is dissipated by plastic deformation at the tip. Irwin & Orowan replaced \(\gamma_s\) with an effective fracture energy \(w_f=\gamma_s+\gamma_p\), where \(\gamma_p\gg\gamma_s\). This is why tough steel absorbs thousands of times more energy than its bond energy alone.

5.3 Stress Intensity Factor K — the central quantity

Williams (1952) showed the crack-tip stress field always has an inverse-square-root singularity, scaled by \(K\):

\[ \sigma_{ij}=\frac{K}{\sqrt{2\pi r}}\,f_{ij}(\theta)\qquad\Longrightarrow\qquad \boxed{K_I=Y\,\sigma\sqrt{\pi a}} \]
  • \(a\) = half-length for a fully internal (central) crack; full length for an edge crack.
  • \(Y\) = geometry / shape factor. Units of \(K\): MPa·√m.
  • Insight: quadrupling crack length ≡ doubling stress — \(K\) captures the combined effect.
GeometryShape factor Y
Central crack, infinite plate1.0
Single edge crack1.12 (12% higher — extra energy at the free surface)
Embedded penny-shaped crack2/π ≈ 0.64
Surface half-penny crack0.713
🧠 Memory hook — Y values
"Edge is 1.12, centre is 1.0, penny is 0.64." Edge cracks are worst because the free surface can't share the load — that extra 12% is the exam's favourite detail.

5.4 Irwin's fracture criterion & fracture toughness KIC

Fracture occurs in Mode I when \(K_I\ge K_{IC}\). \(K_{IC}\) = fracture toughness, a material property (like \(\sigma_y\)), microstructure-sensitive, measured under plane-strain (thick specimen → conservative, lowest value).

\[ \boxed{a_c=\frac{1}{\pi}\left(\frac{K_{IC}}{Y\sigma}\right)^2}\quad\text{(critical crack length)} \]
MaterialKIC (MPa√m)MaterialKIC (MPa√m)
Cast iron33Al 2024-T333
Low-carbon steel77Al 7075-T628
Stainless steel220Ti-6Al-4V55
Inconel 600110
✎ Worked example · critical crack length (2025 MCQ Q12)
Edge crack, \(\Delta\sigma=0\to260\) MPa, \(K_{IC}=165\) MPa√m, \(Y=1.12\). \[ a_c=\frac{1}{\pi}\!\left(\frac{165}{1.12\times260}\right)^2=\frac{1}{\pi}(0.5666)^2=0.1022\text{ m}\approx\boxed{102.2\text{ mm}} \]

5.5 Energy release rate G and the K–G relation

\(G=-\dfrac{d\Pi}{dA}\) = potential energy released per unit crack area (the "crack driving force"). Crack grows when \(G\ge G_c\).

\[ G=\frac{K_I^2}{E'}\quad\big(E'=E\text{ plane stress};\;E'=E/(1-\nu^2)\text{ plane strain}\big) \]

Mixed mode: \(G=\dfrac{K_I^2+K_{II}^2}{E'}+\dfrac{K_{III}^2}{2\mu}\). Compliance view (\(C=\Delta/P\)): \(G=\dfrac{P^2}{2}\dfrac{dC}{da}\). K is local; G is global; for linear elasticity they are uniquely related.

5.6 Crack-tip plasticity (beyond pure LEFM)

LEFM predicts infinite tip stress — impossible; plasticity intervenes. Two corrections:

  • Irwin model: plastic-zone size \(r_y=\dfrac{1}{2\pi}\left(\dfrac{K_I}{\sigma_{ys}}\right)^2\) (plane stress); use effective crack length \(a+r_y\).
  • Strip-yield (Dugdale–Barenblatt): a thin plastic strip \(\rho\) at each tip; total crack \(=2(a+\rho)\).

5.7 Summary of fracture criteria

Criterion (year)BasisConditionKey formula
Inglis (1913)Local stress, tip radius\(\sigma_A\ge\sigma_f\)\(\sigma_{tip}=2\sigma\sqrt{a/\rho}\)
Griffith (1920)Global energy\(dU_s/da\ge dU_\gamma/da\)\(\sigma_f=\sqrt{2E\gamma/\pi a}\)
Irwin [K]Stress intensity\(K_I\ge K_{IC}\)\(K_I=Y\sigma\sqrt{\pi a}\)
Irwin [G]Energy release rate\(G\ge G_c\)\(G=K^2/E'\)
Wells (1961) CTODCrack-tip opening\(\delta\ge\delta_c\)\(\delta=K_I^2/(E\sigma_y)\)
Rice (1968) J-integralGeneralised energy (elastic-plastic)\(J\ge J_c\)HRR fields
➕ Beyond the slides — LEFM vs EPFM (one line that shows mastery)
K and G belong to Linear-Elastic FM (brittle, small plastic zone). When the plastic zone is large (tough metals, thin sections) LEFM breaks down and you move to Elastic-Plastic FM using the J-integral or CTOD (δ). The J-integral (Rice) is a path-independent energy contour that reduces to G in the elastic limit — why it "generalises" the energy-release-rate concept.
6

Material Fatigue — mechanism & concepts

Fatigue (ASTM): the progressive, localised, permanent structural change under fluctuating stress/strain that may end in cracks or complete fracture after enough cycles — even when the peak load is below yield or ultimate strength. Fatigue life = cycles to failure.

Fatigue gives no warning (little deflection), is sudden (brittle-like), and is only partly understood — so life is estimated by empirical methods.

➕ Beyond the slides — famous failures
1842 Versailles rail crash (broken locomotive axle) and the 1980 Alexander L. Kielland platform (fatigue crack in bracing D-6, 123 deaths).

6.1 The five-stage failure mechanism

  1. Cyclic plastic deformation → dislocations pile at the surface, forming slip bands (persistent slip bands) and micro-roughness.
  2. Micro-crack initiation along slip bands, grain boundaries, second-phase particles or inclusions.
  3. Micro-crack coalescence into a macro-crack (spanning several grains); some arrest at interfaces.
  4. Macro-crack propagation — now governed by \(\Delta K\) (LEFM); plotted as \(da/dN\) vs \(\Delta K\).
  5. Final failure — remaining section can't carry the load; rapid fracture.
🧠 Memory hook — the governing-parameter chain
Across the process the three governing parameters are \(K_t\) → \(K_I\) → \(K_{IC}\) (stress-concentration → stress-intensity → fracture toughness). Shorthand: Stage I initiation → Stage II propagation → Stage III fracture.
Fatigue failure stages bar (slide)
Slide: Introduction to Material Fatigue, p.7
The staged process: cyclic slip → crack initiation → micro-crack growth → macro-crack growth → final failure.
Fatigue fracture surface schematic (slide)
Slide: Introduction to Material Fatigue, p.12
Fracture-surface signature: a smooth initiation zone and beach-marked propagation region, ending in a rough catastrophic rupture once \(Y\sigma\sqrt{\pi a}>K_{IC}\).

6.2 Fatigue loading parameters — know all of these

\[ \sigma_a=\frac{\sigma_{max}-\sigma_{min}}{2}\;(\text{amplitude})\qquad \sigma_m=\frac{\sigma_{max}+\sigma_{min}}{2}\;(\text{mean}) \] \[ \Delta\sigma=\sigma_{max}-\sigma_{min}\;(\text{range})\qquad R=\frac{\sigma_{min}}{\sigma_{max}}\;(\text{stress ratio})\qquad A=\frac{\sigma_a}{\sigma_m}\;(\text{amplitude ratio}) \]
TypeRDescription
Fully reversedR = −1\(\sigma_m=0\) (e.g. rotating-bending)
RepeatedR = 0\(\sigma_{min}=0\)
Fluctuating0 < R < 1General tension–tension
Fatigue stress cycle parameters (slide)
Slide: Introduction to Material Fatigue, p.15
One cycle showing \(\sigma_{max},\sigma_{min}\), range \(\Delta\sigma\), amplitude \(\sigma_a\) and mean \(\sigma_m\), with the ratios \(R=\sigma_{min}/\sigma_{max}\) and \(A=\sigma_a/\sigma_m\).
Fully reversed, repeated, fluctuating loading (slide)
Slide: Introduction to Material Fatigue, p.5
The three loading types: (a) fully reversed (R = −1), (b) repeated (R = 0), (c) fluctuating (0 < R < 1).
✎ Worked example · stress amplitude (2025 MCQ Q10)
\(\sigma_{min}=50,\;\sigma_{max}=250\Rightarrow\sigma_a=\dfrac{250-50}{2}=\boxed{100\text{ MPa}}\) (mean = 150 MPa).

6.3 HCF vs LCF — a guaranteed question

High-Cycle Fatigue (HCF)Low-Cycle Fatigue (LCF)
Cycles to failure> 10³ (often >10⁴–10⁵)< 10³
Stress levelLow (below yield)High (local yielding)
Dominant strainMostly elasticPlastic strain dominates
Best analysisStress-life (S-N)Strain-life (ε-N)
Typical sourceHigh-frequency loading (valve springs)Start-up/shut-down thermal cycles
🧠 Memory hook
HCF = High cycles, low stress, elastic, use S-N. LCF = Low cycles, high stress, plastic, use ε-N. "Low cycles because each cycle does a lot of (plastic) damage."

6.4 Factors affecting fatigue

Cyclic load state (amplitude, mean, sequence, biaxiality) · geometry / stress concentration (cracks start at notches) · surface quality (rough = stress raisers) · residual stress (compressive helps, tensile hurts) · microstructure (finer grains → longer life) · temperature · environment (corrosion fatigue).

✔ Exam tip · residual stress
Shot-peening / cold-rolling put the surface in compression, lowering the effective mean stress there, delaying crack initiation and increasing fatigue life. Tensile residual stress does the opposite.

6.5 Fatigue testing & the S-N curve

Rotating-beam (R.R. Moore) test: a specimen rotates under bending so each point cycles tension↔compression sinusoidally; \(\sigma_{max}\approx5.09\,FL/d^3\). Data plotted as stress \(S\) vs cycles-to-failure \(N\) (usually \(\log N\)).

S-N curve, steel vs aluminium (slide)
Slide: Fatigue Analysis Approaches — S-N of tool steel vs aluminium
log N (cycles to failure) Stress S Steel — endurance limit Aluminium — no limit
Ferrous metals show a horizontal endurance limit (~10⁶–10⁷ cycles); Al/Cu keep falling.
ℹ︎ Slide vs redraw: the slide plots real S-N data for tool steel (flattening to an endurance limit) against aluminium (still dropping); my redraw exaggerates the two shapes on one axis to make the "steel flattens, Al doesn't" contrast unmistakable.
  • Endurance / fatigue limit: stress below which (ferrous metals) fatigue never occurs.
  • Fatigue strength: stress to fail at a specified \(N\).   Fatigue life: cycles permitted at a given stress.
  • Endurance ratio = endurance limit / UTS ≈ 0.3–0.4 for metals.
➕ Beyond the slides — aluminium has no true endurance limit
Non-ferrous metals (Al, Cu) and high-strength steels show a continuously falling S-N curve, so engineers quote a fatigue strength at 5×10⁸ cycles instead. This is why aircraft aluminium is designed by safe-life / damage-tolerance, not infinite-life.
7

Fatigue Analysis Approaches

ApproachBest forIdea
Stress-life (S-N)HCFOldest, easiest, most data; assumes little plasticity; least accurate for LCF
Strain-life (ε-N)LCFAnalyses local plastic strain; uses cyclic stress–strain (Ramberg–Osgood)
LEFM (crack growth)Structures with detectable cracksAssumes a crack exists; predicts growth vs \(\Delta K\); used with inspection

7.1 Stress-life: Basquin's equation

\[ S_a=a\,N^{\,b}\;(b<0)\qquad\text{Two lives: }\;\frac{S_1}{S_2}=\left(\frac{N_1}{N_2}\right)^{b} \]
✎ Worked example · Basquin (2025 MCQ Q11)
\(S=aN^{-0.15}\). At \(N=10^5\), \(S=400\) MPa. At \(N=10^6\): \[ S_2=400\times\left(\frac{10^6}{10^5}\right)^{-0.15}=400\times10^{-0.15}=400\times0.7079\approx\boxed{283\text{ MPa}} \]

7.2 Strain-life (ε-N)

For LCF, total strain amplitude = elastic + plastic parts. Cyclic curve in Ramberg–Osgood form with cyclic strength coefficient \(K'\) and cyclic strain-hardening exponent \(n'\).

➕ Beyond the slides — the full strain-life equation
\[ \frac{\Delta\varepsilon}{2}=\frac{\sigma_f'}{E}(2N)^b+\varepsilon_f'(2N)^c \] The first term (Basquin, exponent \(b\)) is the elastic line dominating HCF; the second (Coffin–Manson, exponent \(c\)) is the plastic line dominating LCF. Where the lines cross is the transition life separating LCF from HCF.

7.3 LEFM crack growth & Paris' law — highest-yield numerical

\[ \Delta K_I=Y\,\Delta\sigma\sqrt{\pi a},\qquad \Delta\sigma=\sigma_{max}-\sigma_{min}\;\;(\textbf{use }\Delta\sigma,\text{ NOT }\sigma_{max}) \]
da/dN vs delta-K three regions (slide)
Slide: Fatigue Analysis Approaches — sigmoidal crack-growth curve
log ΔK log (da/dN) ΔKth KIC I II (Paris) III
The sigmoidal \(da/dN\)–\(\Delta K\) curve. Region II is the linear log–log Paris régime.
ℹ︎ Slide vs redraw: identical structure — both mark thresholds \(\Delta K_{th}\) and \(K_C\) and the three regions I/II/III. The slide is the exact plot from your deck; my redraw just recolours the three regions.
RegionBehaviourControlled by
I (threshold)Below \(\Delta K_{th}\) no growth; very slowMicrostructure, mean stress, environment, grain size
II (Paris)Linear log–log: \(da/dN=C(\Delta K)^m\)\(\Delta K\); insensitive to microstructure
III (unstable)Accelerating growth as \(K_{max}\to K_{IC}\)Fracture toughness \(K_c\)

Paris' law: \(\dfrac{da}{dN}=C(\Delta K)^m\). Integrating over region II gives the propagation life:

\[ N=\int_{a_i}^{a_f}\frac{da}{C\,(Y\Delta\sigma\sqrt{\pi a})^m}\;\xrightarrow{\;m=3,\;Y,\Delta\sigma\text{ const}\;}\; N=\frac{2}{C(Y\Delta\sigma\sqrt\pi)^3}\Big[a_i^{-1/2}-a_f^{-1/2}\Big] \]
✎ Worked example · Paris-law life (2025 Q3c)
Edge crack \(a_i=30\) mm, \(\Delta\sigma=0\to180\) MPa, \(K_{IC}=150\) MPa√m, \(Y=1.12\), \(C=7.2\times10^{-12}\), \(m=3\).
Step 1 — critical length: \(a_c=\dfrac{1}{\pi}\left(\dfrac{150}{1.12\times180}\right)^2=0.176\) m; take limit \(a_f=a_c/2=0.088\) m.
Step 2 — integrate (m=3): \(Y\Delta\sigma\sqrt\pi=1.12\cdot180\cdot1.7725=357.3\); cubed \(=4.56\times10^{7}\); \(\times C=3.28\times10^{-4}\).
\(a_i^{-1/2}=5.774,\;a_f^{-1/2}=3.369\Rightarrow N=\dfrac{2}{3.28\times10^{-4}}(5.774-3.369)\approx\boxed{1.47\times10^4\text{ cycles}}\)
(The exact value depends on the a-limit used; show the method — that's where the marks are.)
⚠ Common mistake
(1) Using \(\sigma_{max}\) instead of \(\Delta\sigma\) in \(\Delta K\). (2) Forgetting the \(m=3\) integral gives \(a^{-1/2}\) terms — the exponent is \((1-m/2)=-\tfrac12\). Keep \(a\) in metres if \(C\) is in metre units.

7.4 Variable amplitude — Palmgren–Miner rule

\[ D=\sum_i\frac{n_i}{N_i};\qquad\text{failure predicted when }D\ge1 \]

\(n_i\) = cycles applied at level \(i\), \(N_i\) = cycles-to-failure at level \(i\). If one pass of the load block gives \(D_{block}\), then blocks to failure \(=1/D_{block}\).

➕ Beyond the slides — Miner's rule is only approximate
It ignores load sequence — high-then-low differs from low-then-high because of crack-tip residual stresses and overload retardation. Real failures often occur at \(D\) between 0.7 and 2.2.

7.5 Fatigue / damage design strategies

StrategyPrincipleExample
Infinite-lifeKeep stresses below the fatigue limit forever; elastic onlyEngine valve springs
Safe-lifeDesign for a finite life then retire the part; include scatter marginBearings, jet-engine parts, pressure vessels
Fail-safeIf one part fails the system still holds; multiple load paths, crack stoppers, inspectionAircraft structure
Damage-toleranceAssume cracks exist; fracture mechanics + NDI to find them before criticalModern airframes
🧠 Memory hook — 4 strategies
"I Saw Four Designs" = Infinite-life · Safe-life · Fail-safe · Damage-tolerance. Damage-tolerance needs three things: residual strength, crack-growth behaviour, crack detection (NDI).
8

Design for Manufacturing & Assembly (DFMA)

Design = create the optimum solution · Manufacturing = produce components from raw material · Assembly = join components into a product. DFMA = DFM + DFA: reduce time-to-market and total cost by making parts easy to make and easy to assemble — decided at the design stage.

✔ Exam tip · reference sections
Instructor's note: in the Dieter/Schmidt reference focus on sections 13.5, 13.6, 13.11, 13.12, 13.14, 13.15 for the exam.

8.1 Design–manufacturing paradigms → concurrent engineering

  • Over-the-wall — traditional; almost no design↔manufacturing communication.
  • Sign-off — manufacturing must approve drawings.
  • Limited collaboration — teams interact only on critical points.
  • Concurrent engineering — design & manufacturing work together from concept to launch. This is the basis of DFX (Design for X = any life-cycle stakeholder).

Key fact: 60–80% of product cost is fixed by design decisions, so addressing manufacturing early pays off most. (2025 MCQ Q13 quotes the 70–80% band.)

8.2 DFM vs DFA vs DFMA

DFMDFA
GoalReduce part production costReduce assembly cost
MethodOptimise material & process choice, reduce complexityReduce part count, simplify structure, fewer assembly moves
WhenDetailed designEarly, before prototypes
✔ Exam tip · 2025 MCQ Q14
DFA's role in DFM is "optimising the assembly process for efficiency."

8.3 The five principles of DFMA

Process (right process for the part) · Design (drawing suits the process) · Material (correct material) · Environment (survives its service environment) · Compliance/Testing (meets safety & quality standards).

🧠 Memory hook
"PDMEC"Process · Design · Material · Environment · Compliance.

8.4 Classic case — Ford vs GM

Boothroyd's DFA software saved Ford billions on the Taurus line (1988). GM traced 41% of its productivity gap vs Ford to manufacturability: Ford's front bumper had 10 parts vs GM's 100, fitting together more easily. GM then became a leading DFMA user.

8.5 DFM & DFA guidelines — learn ~4 of each for the essay

DFM guidelinesMinimise number of parts · standardise components · use common parts across product lines · keep designs simple & functional · make parts multifunctional · design for ease of fabrication · avoid tight tolerances · minimise secondary/finishing operations · exploit special process characteristics.
DFA guidelinesMinimise part count · minimise assembly surfaces & directions · use subassemblies · mistake-proof (poka-yoke) · avoid/minimise separate fasteners · self-aligning & self-locating parts · provide unobstructed access · design for part symmetry (or clear asymmetry).

Assembly = handling (grasp, orient, position) + insertion & fastening. Three levels of automation: manual, automatic (parts feeder + workhead), robotic.

8.6 Process-specific DFM rules (one-liners)

ProcessKey design rules
CastingsAllow orderly (directional) solidification; uniform section thickness; avoid shrinkage cavities & hot tears; pattern must draw from mould; add machining allowance
ForgingTaper vertical surfaces (draft 5–7° external, 7–10° internal); single-plane parting line; uniform adjacent sections; allow for scale removal & warpage
MachiningMachine only functional surfaces; provide a good reference/holding surface (3-point support); avoid re-clamping; minimise burrs
WeldingStraight force flow-lines, fewest welds; weld equal-thickness parts; locate welds at low-stress regions; ensure access; weld flat/horizontal

DFX aspects to name: Manufacture, Assembly, Reliability, Safety, Serviceability/Maintenance, Environment/Sustainability, Cost, Quality, Ergonomics.

9

Design for Safety & Reliability

Reliability \(R(t)\) = the probability that a system performs its intended function, within tolerances, under stated conditions, for a specified time. \(0\le R\le1\).

Engineering design is a three-way trade-off: performance ↔ reliability ↔ cost. Adding components raises performance but lowers reliability (unless component reliability rises or redundancy is added). Reliability grows through a test–fix–test–fix prototype cycle.

9.1 The bathtub curve

Bathtub curve (slide)
Slide: Design for Safety & Reliability, p.20
Time Failure rate λ(t) Infant mortality Useful life (constant λ) Wear-out
Decreasing → constant → increasing failure rate.
ℹ︎ Slide vs redraw: the slide labels the three regions with their Weibull shapes (β<1 infant mortality, β=1 steady state, β>1 wear-out); my redraw names the causes instead. Same curve.
RegionFailure rateCause
1. Infant mortality (burn-in)DecreasingInherent manufacturing defects
2. Useful lifeConstant (random)Random overloads: surges, impact, vibration, temperature
3. Wear-outIncreasingCumulative: corrosion, fatigue, wear

9.2 Reliability functions & indices

\[ F(t)=\int_0^t f(x)\,dx\;(\text{unreliability, CDF})\qquad R(t)=1-F(t)\qquad \lambda(t)=\frac{f(t)}{R(t)}\;(\text{hazard}) \] \[ \lambda=\frac{\text{number of failures}}{\text{operating time}}\qquad \text{MTTF}=\int_0^\infty R(t)\,dt=\frac{1}{\lambda}\;(\text{non-repairable})\qquad \text{MTBF}=\frac1\lambda\;(\text{repairable}) \]

9.3 Three failure-time distributions

DistributionReliability R(t)Use
Exponential\(e^{-\lambda t}\) (constant λ; "memoryless")Useful-life / random failures
Normal\(1-\Phi(z),\;z=\dfrac{t-\mu}{\sigma}\)Wear-out / aging failures
Weibull\(e^{-(t/\theta)^m}\)Most versatile — models all three bathtub regions
🧠 Memory hook — Weibull shape m (≡ β)
m < 1 → decreasing (infant mortality); m = 1 → exponential; m > 1 → increasing (wear-out); m ≈ 3.5 → ≈ normal. θ = scale (characteristic life). "m is the mood: below 1 grumpy young, above 1 tired old."
Weibull distribution for different shape parameters (slide)
Slide: Design for Safety & Reliability, p.19
Weibull PDF for different shape parameters β (≡ m): β<1, β=1 (exponential), β=2, and β=3.5 (≈ normal). One distribution flexes to model the whole bathtub.
✎ Worked example · Normal — ball bearing (2025 Q4c)
\(\mu=6\) yr, \(\sigma=1\) yr.
(i) P(fail before 7 yr): \(z=(7-6)/1=1.00\Rightarrow\Phi(1)=0.8413\).
(ii) Reliability at 7 yr: \(R=1-0.8413=0.1587\).
(iii) Life for 10% failure: \(\Phi(z)=0.10\Rightarrow z=-1.28\Rightarrow T=6+(-1.28)(1)=\boxed{4.72\text{ yr}}\).
✎ Worked example · Weibull — bearing (2025 MCQ Q16)
\(m=0.7,\;\theta=7500,\;t=1450\): \[ R=e^{-(1450/7500)^{0.7}}=e^{-(0.1933)^{0.7}}=e^{-0.3145}=0.730\approx\boxed{72.8\%} \]

9.4 System reliability

\[ \text{Series (all needed): }R_s=\prod R_i=e^{-(\sum\lambda_i)t}\qquad \text{Parallel (any one): }R_s=1-\prod(1-R_i) \]
Series vs parallel reliability block diagrams (slide)
Slide: Design for Safety & Reliability, p.23
Series 0.95 0.85 0.75 R = 0.605 Parallel 0.95 0.85 R = 0.998
Slide example (0.95, 0.85, 0.75): series R = 0.605; parallel R = 1−(0.05)(0.15)(0.25) = 0.998. Redundancy dramatically improves reliability.
ℹ︎ Slide vs redraw: the slide shows the generic (a) series / (b) parallel block topologies; my redraw plugs in the worked numbers so you can see redundancy jump 0.605 → 0.998.

9.5 Design for Reliability (DFR) & Safety (DFS)

DFR strategies: fail-safe (monitor the weak link), "one-horse-shay" (equal-life components), absolute worst-case (conservative → overdesign). DFR guidelines: margin of safety, derating, redundancy, durability, damage tolerance, ease of inspection, simplicity, specificity. Causes of unreliability: design mistakes, manufacturing defects, maintenance, exceeding design limits, environment.

✔ Exam tip · reliability MCQs
Q15: increasing component complexity does NOT enhance reliability (redundancy, simplification & quality control do). · Q17: "safety factor" = ratio of actual load to design load. · Reliability ≠ Safety — an aircraft that never takes off is safe but not reliable; one that flies reliably but kills passengers is reliable but not safe.

Design for Safety — the hazard hierarchy

  1. Design the hazard out (inherently safe).
  2. If not possible, add protective devices (guards, cut-offs, relief valves).
  3. If hazards remain, warn the user (labels, lights, sounds).

Fail-safe variants: fail-passive (drops to lowest-energy state, e.g. circuit breaker); fail-active (stays energised in a safe mode, e.g. standby redundancy); fail-operational (keeps its critical function, e.g. valve that fails open).

🧠 Memory hook — hazard hierarchy
"Design out → Guard → Warn" (in that priority order — warning is the last resort, never the first).
Stress-strength interference (slide)
Slide: Design for Safety & Reliability — stress–strength interference
Structural reliability as a stress–strength interference model: failure probability is the overlap where the stress distribution exceeds the strength distribution. The safety factor is the gap between their means.
➕ Beyond the slides — FMEA & FTA
FMEA (Failure Mode & Effects Analysis) = bottom-up: list each component's failure modes, effects and a Risk Priority Number (Severity×Occurrence×Detection). FTA (Fault Tree Analysis) = top-down: start from an undesired top event and trace causes with AND/OR gates.
10

Human Engineering / Ergonomics

Human engineering / ergonomics = designing so the product fits human abilities and limits — "fitting the job to the man," not "the man to the job." Goal: optimise efficiency, health, safety & comfort. (Greek ergos = work + nomos = natural law.)

10.1 Four forms of human factors

FactorConcernsExample
AnthropometricPhysical size of the body — static man-machine interactionReach, seat/table height, handle placement
PhysiologicalHuman sensations: visual, auditory, tactile, taste/smell, environmentAlarm loudness, display brightness
PsychologicalMental relationship: behaviour, strain, fatigueDigital display for precise values; moving pointer for trends
ErgonomicWhole working system: work, worker, tools, workplace, proceduresPreventing musculoskeletal disorders (MSD)
🧠 Memory hook — the 4 factors
"A-P-P-E": Anthropometric (size) · Physiological (senses) · Psychological (mind) · Ergonomic (whole system).
✔ Exam tip · display type
Q18: anthropometric factors relate to the physical size of the body. · Q20: for rapidly changing quantitative info the best display is the analog dial (moving pointer) — pointers show rate/direction of change; digital is best for precise static values.
Four forms of human factors (slide)
Slide: Human Engineering Considerations, p.3
The four human-factor forms — Anthropometric, Ergonomic, Physiological, Psychological (the A-P-P-E set).

10.2 The 10 principles of ergonomics

(1) Work in neutral postures (keep the spine's S-curve, neck aligned, elbows in, wrists neutral) · (2) reduce excessive force · (3) keep everything in easy reach · (4) work at proper heights · (5) reduce excessive motions · (6) minimise fatigue & static load · (7) minimise pressure points · (8) provide clearance · (9) move / exercise / stretch · (10) maintain a comfortable environment.

10.3 The man–machine system

The machine receives instructions and displays progress; build in ergonomic measures at design (ISO safety colours, warning signals, standard controls). The man is the flexible controller: senses → perceives → judges → stores/recalls → decides → acts. Design must match task requirements to human capability.

Man-machine system loop (slide)
Slide: Human Engineering Considerations, p.28
The man–machine loop: the human senses displays, processes and controls; the machine acts on the task and feeds progress back through its displays.

10.4 Guidelines: displays & controls

DisplaysShow only the accuracy needed (excess precision → reading error). Scale subdivisions in multiples of 1, 2 or 5; numerals upright on fixed scales, tangential on moving scales. Sharp pointer, single plane (avoid parallax). Letter height (mm) = viewing distance (mm) / 200.
Controls (consistency-of-motion)Locate controls where clearly visible & comfortably operable. Clockwise turn → increase; the display pointer should move the same direction as the control. Use colour codes, tones, shape/alignment coding, standard sizes.
➕ Beyond the slides — design for the extremes, not the average
Size reach distances for the 5th-percentile user (if the smallest can reach it, everyone can) and clearances (doorways, legroom) for the 95th-percentile user (if the largest fits, everyone fits). Designing for the "average person" fits almost no one.
Σ

Master Formula Sheet

Stress / strain / failure

\(\sigma=\dfrac{F}{A}\;\cdot\;\varepsilon=\dfrac{\delta}{L}\;\cdot\;\tau=\dfrac{T\rho}{J}\;\cdot\;\sigma_b=\dfrac{My}{I}\)
\(G\approx0.4E\;\cdot\;\tau_y\approx0.5\text{–}0.75\,\sigma_y\)
\(\sigma_{1,2}=\dfrac{\sigma_x+\sigma_y}{2}\pm\sqrt{\left(\dfrac{\sigma_x-\sigma_y}{2}\right)^2+\tau_{xy}^2}\)
\(\tau_{max}=\dfrac{\sigma_1-\sigma_3}{2}\;\cdot\;\)FoS \(n=\dfrac{S}{\sigma}\)
Tresca: \(\sigma_1-\sigma_3=\sigma_y\)
Von Mises: \(\sqrt{\sigma_1^2-\sigma_1\sigma_2+\sigma_2^2}=\sigma_y\)
Polar \(J=\dfrac{\pi(D^4-d^4)}{32}\)

Fracture

\(K_I=Y\sigma\sqrt{\pi a}\;\cdot\;a_c=\dfrac{1}{\pi}\left(\dfrac{K_{IC}}{Y\sigma}\right)^2\)
\(G=\dfrac{K_I^2}{E'}\;\cdot\;\sigma_{f,\text{Griffith}}=\sqrt{\dfrac{2E\gamma}{\pi a}}\)
CTOD \(\delta=\dfrac{K_I^2}{E\sigma_y}\)
\(Y\): 1.0 central · 1.12 edge · 0.64 (2/π) penny
Irwin \(r_y=\dfrac{1}{2\pi}\left(\dfrac{K_I}{\sigma_{ys}}\right)^2\)

Fatigue

\(\sigma_a=\dfrac{\sigma_{max}-\sigma_{min}}{2}\;\cdot\;\sigma_m=\dfrac{\sigma_{max}+\sigma_{min}}{2}\)
\(R=\dfrac{\sigma_{min}}{\sigma_{max}}\;\cdot\;\)Basquin \(S_a=aN^b\)
\(\Delta K=Y\Delta\sigma\sqrt{\pi a}\;\cdot\;\dfrac{da}{dN}=C(\Delta K)^m\)
Miner \(\sum\dfrac{n_i}{N_i}=1\;\cdot\;\)endurance ratio ≈ 0.3–0.4
Paris life (m=3): \(N=\dfrac{2\,[a_i^{-1/2}-a_f^{-1/2}]}{C(Y\Delta\sigma\sqrt\pi)^3}\)

Reliability

\(R=1-F\;\cdot\;\lambda=\dfrac{f}{R}=\dfrac{\#\text{fail}}{\text{op. time}}\)
\(\text{MTTF}=\text{MTBF}=\dfrac1\lambda\;\cdot\;\)Exp \(R=e^{-\lambda t}\)
Normal \(z=\dfrac{t-\mu}{\sigma},\;R=1-\Phi(z)\)
Weibull \(R=e^{-(t/\theta)^m}\)
Series \(R=\prod R_i\;\cdot\;\)Parallel \(R=1-\prod(1-R_i)\)

Ergonomics

Letter height (mm) = viewing distance (mm) / 200
Reach → 5th percentile · Clearance → 95th percentile

🎯 Objective Quiz — Section A drill

All 20 questions from the Feb 2025 paper plus model MCQs. Pick a topic, answer, and get an instant reason. Tap an option to check it.

Last-night revision checklist

If you can do each from memory, you're ready. Ticks save automatically in this browser.

  • State the purpose of a factor of safety and write \(n=S/\sigma\).
  • Draw the Tresca hexagon inside the von Mises ellipse; state which is conservative.
  • Write generalized Hooke's law and the stress tensor (6 independent components).
  • Sketch a ceramic stress–strain curve (straight line → sudden fracture).
  • Name the three crack modes (Opening/Sliding/Tearing); "rolling" is not one.
  • Write \(K=Y\sigma\sqrt{\pi a}\); recall Y = 1.12 for an edge crack.
  • Compute critical crack length \(a_c=\frac1\pi(K_{IC}/Y\sigma)^2\).
  • Define G and the K–G relation; state Griffith & the Irwin–Orowan modification.
  • Contrast HCF vs LCF (cycles, stress, elastic/plastic, S-N vs ε-N).
  • Compute \(\sigma_a,\sigma_m,R\) from \(\sigma_{max}/\sigma_{min}\).
  • Use Basquin ratio and integrate Paris' law (remember Δσ, a in metres).
  • Apply Miner's rule; find blocks-to-failure = 1/D.
  • List the four fatigue design strategies (infinite/safe/fail-safe/damage-tolerant).
  • Explain concurrent engineering & give four DFM + four DFA guidelines.
  • Do a Normal and a Weibull reliability calculation; series vs parallel.
  • Sketch & explain the bathtub curve; define λ, MTTF, MTBF.
  • Give the three DFS hazard-hierarchy steps & three fail-safe variants.
  • Name the four human-factor types; state the letter-height & clockwise-increase rules.
✔ Final exam-hall tip
For every numerical: write the formula → substitute in consistent SI units → box the answer with units. For "predict the mode of failure," compute both the fracture load and the yield load — the smaller governs. It's an "attempt-all" paper, so write something structured for every part. Good luck, Sukalpa! 🍀
MEPP 436 · Advanced Machine Design — Interactive Study Notes · Kathmandu University
Built from your slide decks, fracture lecture notes, the Dieter/Schmidt reference & the Feb 2025 paper. Equations via MathJax.