The MTS3000 System: Hole-Drilling Method to determine Residual Stress

This method, described in the ASTM E 837-01 standard, is based on the assumption that stresses do not vary with distance from the specimen’s surface. For this reason, the method does not consider spatial resolution. Nevertheless, when measured residual stresses are close to uniform stress field, this is the best method to choose, because it is the least sensitive to the effects of test errors. It provides also a fast estimate of the average residual stress level into the specimen; that’s why this type of calculation is universally used and accepted.

This method, described in the ASTM E 837-13 standard, introduces the computation of non-uniform stresses. Calculation steps and depth are fixed by this standard, and the calculation process refers to the Integral Method (see below for further details) with Tikhonov regularization to reduce the random errors in the calculated stresses. The ASTM E 837-13 is the only complete standard on residual stresses available at world level.

Kockelmann’s method is based on the theory that there is a correlation function between the strain derivative and the stress distribution, expressed as a function of the hole’s depth. The bond is formed by a pair of coefficients (Kx and Ky), calculated on a simulation model, that relate stress and strain. From these stress values it is possible to calculate the principal stresses and angle by using Mohr’s Circle.

This method, proposed by G. S. Schajer, provides a separate residual stress analysis at every hole-drilling depth increment. In this method, the contributions to the total measured strain relaxations of the stresses at all depths are considered simultaneously giving a higher spatial resolution than the other methods.

To simplify the problem of residual stress evaluation, Schajer proposed that the stress field could be described by means of step-wise functions whose value is constant through the partial hole depths. Using this hypothesis, Schajer established the numerical coefficients that are used for the calculation. The maximum depth that the method can be used for is 0.5 times the mean radius of the strain rosette used for the test.

The integral method should be chosen when residual stresses are expected to vary significantly with depth; however, it also has the highest sensitivity to test errors.

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