1. Introduction
The single fiber pull-out test [
1,
2,
3,
4] is probably the most popular micromechanical technique for determining the interfacial strength parameters in fiber–matrix systems. Since its invention in the early 60s [
1], this technique has been greatly improved and further developed concerning both its experimental part and the data reduction. For a long time, the quality of interfacial bonding was characterized in terms of the apparent interfacial shear strength (apparent IFSS,
τapp) defined as [
5,
6].
where
Fmax is the maximum force registered in the pull-out test,
df is the fiber diameter and
le is the embedded fiber length.
This approach is experimentally very simple, and the calculation of
τapp requires the knowledge of the fiber diameter, embedded length and the force required for complete fiber pull-out. The
τapp value calculated using Equation (1) was often referred to as “interfacial adhesion”, “adhesive strength” or “bond strength” [
1,
7,
8]. Much later came the understanding that to the apparent IFSS contributes, except adhesion, also interfacial friction between the fiber and the matrix [
9,
10]. This is due to the mechanism of interfacial debonding. It was shown both theoretically [
10,
11,
12,
13] and experimentally [
13,
14,
15,
16,
17,
18,
19] that it occurs through interfacial crack propagation (unzipping). The effects of adhesion and friction can be understood when we consider a force–displacement curve recorded during the pull-out test (
Figure 1). It can be divided into several consecutive segments. At the first stage (
OA, initial loading), the interface is intact and fiber end displacement is nearly proportional to the applied force. At point
A, the force becomes sufficient to initiate interfacial debonding (
F =
Fd, “debond force”). From this moment, friction in debonded regions begins to contribute to the current force value. At point
B, the intact interface region becomes too short, and further crack propagation only can decrease the force, in spite of continuously increasing crack length. Therefore, the recorded force shows its maximum value there (
F =
Fmax). Further, debonding becomes instable at point
C. Consequently, the remaining embedded area instantly debonds and the force dropped to a smaller value,
Fb. The remaining segment,
DE, is due to frictional interaction during pull-out of the debonded fiber; the force here is nearly proportional to the length of the fiber part remaining within the specimen. Note that the length of this segment (
DE) is presented in
Figure 1 not to scale, in order to explicitly show point
E which is used during the experimental data treatment to determine the embedded fiber length (
OE =
le). In real pull-out experiments, debonding typically gets completed (point
D) at the displacements of less than 20–25 µm, while the embedded length can be much greater (up to several millimeters).
Analysis of experimental force–displacement curves promoted a change from the averaged (apparent)
τapp value to local interfacial parameters, which can be considered as debonding criteria and “true” characteristics of the interface strength. Two large groups of theoretical models based on two different debonding criteria have been developed. In stress-controlled debonding models [
4,
5,
20,
21,
22,
23,
24], the local (ultimate) interfacial shear strength,
τd, considered as the local shear stress near the crack tip, is supposed to be constant during the test (and thus independent of the crack length,
a). Models of energy-controlled debonding [
10,
12,
25,
26,
27,
28] assume that the interfacial crack is initiated when the energy release rate,
G, reaches its critical value,
Gic, and further crack propagation proceeds at constant
G value (
G =
Gic). In this approach, the critical energy release rate can also be considered as local interfacial strength parameter, called also interfacial toughness. It was shown that the local IFSS and the critical energy release rate are practically equivalent as criteria for interfacial crack initiation (the onset of debonding) and, moreover, the experimental force–displacement curves from the pull-out test can be successfully modeled using both energy-base and stress-base approaches [
23]. In this paper, we will limit to the stress-based approach, with the local interfacial strength,
τd, as debonding criterion.
Both stress-based and energy-based approaches relate the appropriate local interfacial strength parameter (
τd or
Gic) to the debond force,
Fd, which manifests itself as a “kink” in the force–displacement curve [
12,
13,
19,
23]. Therefore,
Fd becomes the most important experimental quantity which should be determined as accurately as possible. Modern installations for pull-out testing [
29,
30,
31,
32,
33,
34] are much more sophisticated than old devices whose only task was to measure
Fmax in order to further calculate
τapp. The fiber is pulled out from the matrix with a small controlled speed (displacement rate); geometrical dimensions of the matrix droplet required for
τd calculation are accurately determined; the fiber diameter is measured in a strong optical or electron microscope with an accuracy of 0.01 µm. As a result, a very accurate force–displacement curve is recorded whose general shape is similar to that shown in
Figure 1. It may seem that getting the
Fd value from this curve and subsequent local IFSS calculation using one of available stress-based debonding models should be a rather simple task.
Unfortunately, in some cases the debond force value cannot be reliably determined from the force–displacement curve. If the test equipment is not stiff enough (e.g., when the free fiber length between the matrix droplet top and the fixed opposite fiber end is too large), the curve slope changes at point
A only slightly, so that the kink corresponding to the debonding onset is not discernible [
12,
13,
19,
35,
36]. For some fiber–matrix pairs, plasticity of the matrix may be responsible for the first “kink” in the force–displacement curve, especially if the local IFSS is close to the matrix shear strength [
37]. For some other systems, even force–displacement curves obtained using stiff pull-out installations show no kink, or there can be multiple kinks in the curve, and the
Fd value cannot be determined reliably [
34]. The examples of such force–displacement curves and the discussion of possible reasons for this behavior are given below in
Section 5.
To avoid these problems, we proposed a method for local IFSS determination based on other characteristic points of force–displacement curves (
Fmax and
Fb), without using the
Fd value (“alternative method”) [
38,
39]. Research over the last few years has put forth evidence that this method successfully works for many fiber–matrix systems and is often more reliable than the traditional method using
Fd [
40,
41]. The further sections of this paper plan to:
briefly present the model and main equations used to calculate the local interfacial strength parameters from a recorded force–displacement curve;
show how different methods for τd determination can be developed using different sets of characteristic points;
estimate the accuracy and “general quality” of all these methods by applying them to determine the local IFSS and the interfacial frictional stress, τf, from theoretical and experimental (for various fiber–matrix pairs) force–displacement curves;
discuss the problems encountered in estimating τd and τf from force–displacement curves for different systems and under different conditions, and recommend the most reliable method if possible.
2. The Model
In this paper, we will follow our own stress-based model first introduced in [
23] and then successfully used to analyze interfacial strength properties for various combinations of fibers and matrices. It is based on the one-dimensional shear-lag method proposed for fiber–matrix systems by Cox [
42] but using corrected shear-lag parameter proposed by Nayfeh [
43]. The model includes interfacial friction and thermal shrinkage characteristic for systems with polymer matrices. We make the usual assumptions for such kind of models: (1) both the fiber and the matrix can be considered as perfectly elastic; the matrix is isotropic and the fiber is transversely isotropic; (2) the matrix droplet is considered as a cylinder whose radius is equal to the total specimen volume within the embedded fiber region (“equivalent cylinder” [
12,
36]), and the fiber is also cylindrical and is embedded in the matrix co-axially; and (3) the interfacial frictional stress in the debonded regions,
τf, is constant during the test [
12,
44]. Detailed analysis of the pull-out test based on this model can be found in [
23,
24,
35,
38]. For our further consideration, it is very important that the model gives direct expression for the current force,
F, applied to the fiber, as a function of the crack length,
a [
23]:
where
rf =
df/2 is the fiber radius;
β is the shear-lag parameter as defined by Nayfeh [
43]
and
τT is a term having dimensions of stress, which appears due to residual thermal stresses [
23,
35]:
In Equations (3) and (4), EA and Em are the axial tensile modulus of the fiber and the tensile modulus of the matrix, respectively, Vf and Vm are the fiber and matrix volume fractions within the specimen, GA and Gm are the axial shear modulus of the fiber and the shear modulus of the matrix, αA is the axial coefficient of thermal expansion (CTE) of the fiber, αm is the CTE of the matrix, and ∆T is the difference between the test temperature and a stress-free temperature which, for polymers, is usually assumed to be equal to the glass transition temperature (or to the room temperature, if it is above the glass transition temperature).
As can be seen, the
F(
a) value depends, except the crack length, on the fiber and matrix properties, specimen geometry and two interfacial parameters,
τd and
τf. In the force–displacement curve (see
Figure 1), the whole region corresponding to the crack propagation (from
a = 0 to
a =
le) is represented by segment
ABCD, which includes all three characteristic points (
A,
B and
D). Thus, we can write Equation (2) for these points and then consider resulting equations as implicit equations for
τd and
τf.
Point
D (
a =
le,
F =
Fb):
Point
B (
F =
Fmax). The equation for
Fmax cannot be derived so easily as for
Fd and
Fb, since the crack length at point
B is a priori unknown. Nevertheless, we have found its explicit form [
24]:
where
We have three implicit Equations (5)–(7) for two unknown variables,
τd and
τf; all others variables and constants in these equations are known. So, we can choose several different methods to solve this overdetermined set of equations. This will be discussed in
Section 3.
All calculations for this paper were performed in the programming environment Mathematica 10.3 by Wolfram Research, Inc. (Champaign, IL, USA) [
45].
3. Methods for Determination of Interfacial Strength Parameters
In this Section, we will present possible methods for determination of the interfacial strength parameters, τd and τf. We should note that each method must show a way to calculate both parameters; in other words, methods differing in algorithms of determination of at least one parameter are considered to be different.
It is easy to see that the local interfacial shear strength,
τd, can immediately be determined from Equation (5) without considering other equations of the set:
This is the basis for the “traditional” approach to the τd determination (from the debond force value). At the same time, the frictional stress, τf, can be found in three different ways. This yields the first three methods for τd and τf determination.
Method 1 (“traditional”). The local IFSS is calculated using Equation (10). Then this value is substituted into Equation (7), and the resulting implicit equation is solved for
τf. This method was widely used in our work [
23,
24,
35,
36,
46,
47] before we have developed the “alternative” method. In most experimental papers in the literature, e.g., [
48,
49,
50,
51,
52,
53,
54], researchers were not interested in the
τf value but calculated
τd from the debond force, using Equation (10) or a similar one. These papers we will also conditionally refer to as using the “traditional” approach.
In this method, Equation (6) is not used. It is interesting to substitute into it the calculated
τf value and compare the resulting
Fb to its experimental value. If the investigated specimen satisfied all assumptions made in
Section 2 (ideally cylindrical shape, absolute elasticity, constant interfacial friction), the calculated and experimental
Fb values should be equal. In practice, however, the calculated
Fb value is somewhat greater than the experimental one. This is shown in
Figure 2a (curve 1) which schematically presents force–crack length curves for different methods considered.
Method 2. This method was proposed quite recently by Textechno Herbert Stein GmbH & Co. KG [
55] and implemented in the commercial fiber–matrix adhesion tester FIMATEST [
31]. The
Fd value is used to determine
τd from Equation (10), and the interfacial frictional stress,
τf, is calculated using Equation (6). In some sense, this is a kind of “hybrid” of the “traditional” and “alternative” methods (the latter is discussed below under “Method 4”). The
Fmax value is ignored in this method; it is regrettable, since
Fmax is measured with the best accuracy of all forces in the characteristic points. The calculated
Fmax values for most systems are smaller than the experimental ones (
Figure 2a, curve 2).
Method 3. The local IFSS is calculated using Equation (10), as in the two previous methods. However, the
τf value is determined from a statistical consideration: the force–crack length curve should be “the best” one, i.e., provide the minimum sum of the least squares
where
Fmax and
Fb are experimental values, and
F3max and
F3b are theoretical values satisfying set of Equations (6) and (7). The
s3 minimization can be carried out using the interval bisection method, starting (for
τf) from the interval (0,
τd). The best curve and corresponding values of all forces are shown in
Figure 2a, curve 3.
Note that we can also formally calculate the minimum sum of the least squares for previous methods. For Method 1, ; for Method 2, .
Each of Methods 1–3 could be successfully used for determination of interfacial strength parameters if there were no problems with accurate Fd determination from experimental force–displacement curves. The possible error in Fd entails an error in τd, which, in turn, results in incorrect τf value. Therefore, we should try a method which does not use Fd values.
Method 4 (“alternative”). The interfacial frictional stress,
τf, is calculated using Equation (6); then this value is substituted into Equation (7), and the resulting implicit equation is solved for
τd. This method was proposed by Zhandarov and Mäder [
38] and then used for the estimation of the interfacial strength parameters in several subsequent papers [
39,
40,
41], some of which also included the energy-based consideration (
Gic and
τf) [
39,
41]. The comparison with the traditional method for several fiber–matrix systems showed that
τd (and
Fd) values were similar or slightly greater for the alternative method. It is schematically shown in
Figure 2b, curve 4. Since the
Fd value is not used, the minimum “sum” is
.
The obvious advantage of this method is that it is based on Fmax and Fb values which can be measured with good accuracy, in contrast to the third characteristic force, Fd.
To complete the picture, we will also present three remaining possible methods for τd and τf determination which use the characteristic force values in different ways.
Method 5. The
τf value is calculated from
Fb using Equation (6), and
τd from the minimum sum
(Equations (5) and (7), curve 5 in
Figure 2b).
Method 6. It is based on a force–crack length curve whose maximum coincides with the experimental
Fmax point, and the sum
reaches its minimum value (curve 6 in
Figure 2b). The algorithm of
τd and
τf evaluation for this method is more complicated than simple interval bisection used for Methods 3 and 5. First, we should note that
τf cannot be greater than the apparent IFSS,
τapp. In the interval (0,
τapp) we select a large number (e.g., 1000)
τf values. Then, for each
τf value determine the local IFSS (solving the implicit Equation (7) for
τd using the interval bisection method) and the corresponding sum of the least squares,
s6. The pair {
τd,
τf} which yields the least
s6 value is taken as the best estimation of the interfacial strength parameters for this method.
Method 7. In this method, the best force–crack length curve having form (2) has to minimize the sum
(least squares method for all characteristic points, curve 7 in
Figure 2b). For Method 7, we calculated
s7 values for many {
τd,
τf } pairs falling into the area {0 <
τd ≤
τdmax, 0 <
τf ≤
τfmax} (where
τdmax and
τfmax are large enough, e.g., 120–150 MPa for
τdmax and 30–100 MPa for
τfmax) and plotted the map of the sum of least squares,
s7, as shown in
Figure 3a. Enlarging the scale, it is possible to determine, after 2–3 iterations, the “best”
τd and
τf values with good accuracy (
Figure 3b). Then these values are used to calculate the best
F7d,
F7max and
F7b values from Equations (5)–(7).
4. Evaluation of Interfacial Strength Parameters from Theoretical Force–Displacement Curves: Comparison of the Methods
As already was mentioned above, if all assumptions of the model were satisfied, the theoretical force–crack length curve must go through all three characteristic points, Fd, Fmax and Fb, and not depend on which two points were selected for the evaluation. In other words, all seven above-described methods should result in the same “true” force–crack length curve with the same τd and τf parameters; all theoretical force–displacement curves also should be identical. However, real experimental curves differ from their ideal shape. The possible reasons can be as follows:
Non-cylindrical shape of the matrix droplet. The interfacial crack starts at the top of the droplet, where the fiber content is extremely high (well above its mean value, Vf), and then propagates into the regions with continuously decreasing Vf.
Non-ideal elasticity, especially of the matrix, which distorts the theoretical curve and can affect positions of the characteristic points.
Too short embedded length; in such specimens, most of the crack may be located in the meniscus region which is essentially non-cylindrical.
Imperfect interface: large interfacial defects can result in additional “kinks” and decrease the measured debond force.
Possible movement of the opposite (fixed) fiber end within the glue or in the clamps.
Non-linear frictional force which indicates substantial effect of transverse (normal) interfacial stresses.
This is only a few of the factors that can affect the shapes of the force–displacement and force–crack length curves. However, the non-cylindrical shape of the specimen is undoubtedly the main factor. In our previous papers [
56,
57], we investigated crack initiation and propagation within matrix droplets of real shape, i.e., spherical segments with menisci (wetting cones) having different wetting angles in contact with a fiber. We start with these theoretical examples for two reasons: (1) For specimens with a well-defined non-cylindrical shape, we obtained both force–crack length and force–displacement curves, which is typically impossible for real pull-out specimens; and (2) for each theoretical curve, we have pre-set the interfacial parameters,
τd and
τf; in other words, we know the “true” values of these parameters, in contrast to real pull-out tests.
Figure 4 presents the force–crack length (
Figure 4a) and force–displacement (
Figure 4b) curves simulated for the glass fiber–epoxy matrix system [
57]. The mechanical and thermal properties of both components are listed in
Table 1. The matrix droplet radius was set to 1.25 mm, which corresponds to the diameter of matrix holder used in our experiments (2.5 mm). The fiber diameter was set to 20 µm, the embedded length, to 500 µm. The wetting angle was 30°, which is typical for fiber–polymer systems [
57]. The interfacial strength parameters were set to
τd = 60 MPa and
τf = 5 MPa, the free fiber length was assumed to be zero in order to reach maximum stiffness of the virtual “testing installation”. For comparison, the “equivalent cylinder” specimen having the same embedded length and total volume was investigated.
As can be seen in
Figure 4a, in the cylindrical specimen interfacial crack starts at a final and rather large applied force value,
Fd = 0.3401 N. Then, as the crack propagates, the force continuously increases to its maximum value (
Fmax = 0.4412 N at
a = 0.325 mm) and then drops to the post-debonding value (
Fb = 0.1571 N at
a =
le = 0.5 mm). The corresponding force–displacement curve is shown in
Figure 4b by filled circles. Its shape is typical for fiber pull-out from cylindrical specimens ([
23]; cf. also
Figure 1). The segment
CD′D is experimentally unobservable, since the loaded fiber end cannot move in the reverse direction. The kink corresponding to debonding onset at point
A is very pronounced, and the
Fd value can easily be determined “experimentally”. The
τd value calculated from Equation (10) using
Fd = 0.3401 N is 60 MPa as pre-set.
However, both curves for the specimen with the meniscus show quite different behavior. The crack initiates at very small applied force, practically zero, and then propagates very slowly but with steady growing speed as the applied force is increased. Only from
a ≈ 0.4
le = 0.2 mm, the force–crack length force curves for “real” and cylindrical specimens became very similar. The maximum force value for the “real” specimen is reached at
a = 0.321 mm and is equal to
Fmax = 0.4466 N; the post-debonding force,
Fb, is equal for both specimens (
Fb = 0.1571 N) since it does not depend on crack propagation. However, the character of initial crack propagation in the “real” specimen results in a smooth force–displacement curve (
Figure 4b, curve 1) in which the kink is hardly discernible. Its position can be determined only, to a great extent, arbitrarily. One possible choice is to select the point at which the curve begins to deviate from a straight line (
A1); for this point,
Fd = 0.2 N. Another choice has been proposed by Textechno [
31,
55]. In their approach, two tangent lines were drawn at two successive segments of the force–displacement curve, and the
Fd value was taken at the point of their intersection (
A2). For this point,
Fd = 0.2939 N. Both
Fd values obviously result in
τd underestimation: Equation (10) yields
τd = 40.53 MPa for
A1 and
τd = 53.53 MPa for
A2. Since the
Fd value calculated for point
A2 is closer to the true local IFSS (60 MPa), the method of kink determination proposed by Textechno should be preferred, in spite of its non-physicality [
34]. For our further calculations in which the
Fd value is explicitly used, we will take
Fd = 0.2939 N.
Table 2 presents the results of determination of the interfacial strength parameters (
τd and
τf) using all seven methods presented in
Section 3. The “experimental” values of the characteristic force values are shown in the last string of the table. Parameter
s is the sum of the least squares, and “Rank” was assigned to the methods according to the calculated
s values (from the least to the greatest). As could be expected, the best
s value was obtained for the method 7 in which all three characteristic forces (
Fd,
Fmax and
Fb) were chosen as fitting parameters. Methods 5, 3 and 6 with two fitting parameters each received ranks from 2 to 4. And, finally, methods which used only one fitting parameter (1, 2 and 4) were ranked as 5–7. However, this does not mean that Method 7 is the best method for
τd and
τf determination. In our opinion, the criterion of the methods evaluation should be based on its accuracy in determining the interfacial strength parameters rather than on indirect statistical considerations. And in this sense, the best method is Method 4 which yields an absolutely accurate value for
τf and gives, for this specimen, only 1.5% error in
τd. This can be physically understood if we look at
Figure 4a. The
Fb and
Fmax values for the “real” specimen and the equivalent cylinder are very close, and the very unreliable (and, as was shown above, significantly underestimated)
Fd value is not used in this method. The question arises, why are the
Fb and
Fmax values for specimens with such different shapes so close to each other? First, we should note that the post-debonding frictional force,
Fb, does not depend on the specimen shape or the pattern of the crack propagation. And close values for
Fmax can be explained, in our opinion, by the fact that the maximum force is reached at rather large crack length, deeply inside the matrix droplet, where the matrix shape is much closer to a cylinder than in the meniscus or at the top of the matrix spherical segment. We can expect that for the specimens with short embedded fiber lengths, when the whole fiber is located at the matrix top, the
Fmax values may be different. In order to check this, we simulated the pull-out test on a specimen with the same fiber and matrix materials, wetting angle of 30°, but having embedded length of 50 µm.
The force–crack length and force–displacement curves for this specimen are shown in
Figure 5. While the force–crack length curve for the “real” specimen is more or less similar to that for 500 µm, for the equivalent cylinder the force steadily decreases from the very crack initiation (
Figure 5a), which indicates unstable crack propagation over the whole embedded length. This is also confirmed by the shape of the force–displacement curve (
Figure 5b). As can be seen from
Figure 5a,b, both
Fd and
Fmax values for the “real” specimen are considerably lower than those for the equivalent cylinder. This means that the calculated local IFSS (
τd value) will be underestimated for all seven methods, including Method 4 (since the “experimental”
Fmax is also too small!) Nevertheless, Method 4 remains the best method for this specimen with the error in
τd of “only” 25%. The full results of
τd and
τf estimation are presented in
Table 3. As can be seen, the methods based on the debond force,
Fd (Methods 1–3) yielded the worst
τd value (23.76 MPa) which is only 39.6% of the true local IFSS.
Thus, we revealed that the embedded length can significantly affect the determined τd value. As we found from our practice, the τd estimation was satisfactory if le > 100…120 µm. In order to be able to test specimens with smaller embedded lengths, we would recommend the use of smaller matrix droplets, for which the specimen shape will be close to cylindrical one. In the next Section, we will consider real (experimental) force–displacement curves obtained by pull-out testing on different fiber–matrix pairs, with different embedded fiber lengths, specimen shapes, etc.
6. Conclusions
We compared seven methods of estimating the local interfacial strength parameters (local IFSS, τd, and interfacial frictional stress, τf) from force–displacement curves recorded in single fiber pull-out test. All these methods are based on the three characteristic forces which can be determined from the experimental force–displacement curve (debond force, Fd, maximum force, Fmax, and initial post-debonding force, Fb) but use these values in different combinations within the frames of a stress-based model of interfacial debonding.
The main reason due to which real experimental force–displacement curves differ from their theoretical shape is non-cylindrical shape of the matrix droplets, especially at their top where the fiber enters the matrix. As a result, the debond force cannot be measured reliably, while the Fmax and Fb values can be determined with good accuracy. Thus, the methods which directly use the debond force, Fd, for τd calculation, including the most popular “traditional” method, may yield large errors in the calculated values of the local interfacial strength parameters. Therefore, we propose that the “alternative” method, which does not use Fd at all, should be strongly preferred.
The alternative method yields best results when the embedded fiber length is large enough (greater than 100–120 µm). Under this condition, the falling parts of force–crack length curves for the real specimen and the “equivalent cylinder”, including the Fmax and Fb values, are close to each other, and the equivalent cylinder can be used instead the real specimen shape.
For short embedded length, all seven methods underestimate the τd value, but the alternative method yields the least error, since the difference in Fmax values for the real specimen and the equivalent cylinder is smaller than the difference in Fd. On the contrary, the traditional method based on the debond force results in the greatest τd underestimation.
For some specimens, the force–displacement curve can include two kinks, and one of them may be due to crack propagation in the glue at the opposite fiber end. These kinks can be identified by comparing the τd values obtained using the traditional and alternative methods. The Fd value which shows better agreement between the two methods, corresponds to the “correct” kink.