Vol.:(0123456789) https://doi.org/10.1007/s11340-024-01047-z RESEARCH PAPER Stress Evaluation Through the Layers of a Fibre‑Metal Hybrid Composite by IHD: An Experimental Study J. P. Nobre1,2 · T. C. Smit2 · R. Reid2 · Q. Qhola2 · T. Wu3 · T. Niendorf4 Received: 23 October 2023 / Accepted: 19 February 2024 © The Author(s) 2024 Abstract Background Incremental hole-drilling (IHD) has shown its importance in the measurement of the residual stress distribu- tion within the layers of composite laminates. However, validation of these results is still an open issue, especially near the interfaces between plies. Objectives In this context, this study is focused on experimentally verifying its applicability to fibre metal laminates. Methods Tensile loads are applied to cross-ply GFRP-steel [0/90/steel]s samples. Due to the difference in the mechanical properties of each ply, Classical Lamination Theory (CLT) predicts a distribution of the uniform stress within each layer, with pulse gradients between them. The interfaces act as discontinuous regions between the plies. The experimental determination of such stress vari- ation is challenging and is the focus of this research. A horizontal tensile test device was designed and built for this purpose. A differential method is used to eliminate the effect of the existing residual stresses in the samples, providing a procedure to evaluate the ability of the IHD technique to determine the distribution of stress due to the applied tensile loads only. The experimentally measured strain-depth relaxation curves are compared with those determined numerically using the finite element method (FEM) to simulate the hole-drilling. Both are used as input for the IHD stress calculation method (unit pulse integral method). The distri- bution of stress through the composite laminate, determined by classical lamination theory (CLT), is used as a reference. Results Unit pulse integral method results, using the experimental and numerical strain-depth relaxation curves, compare reasonably well with those predicted by CLT, provided that there is no material damage due to high applied loads. Conclusions IHD seems to be an important measurement technique to determine the distribution of residual stresses in fibre metal laminates and should be further developed for a better assessment of the residual stresses at the interfaces between plies. Keyword Fibre-metal laminate · Composite laminate · Residual stress · Hole-drilling method Introduction Advances in composite technology have allowed significant weight reduction in structural design. Fibre reinforced poly- mers (FRP) usually present greater strength and stiffness to weight ratios compared to metallic alloys, also providing excellent fatigue behaviour and corrosion resistance [1]. Fibre metal laminates (FML), primarily developed to be used in aerospace structures, are hybrid composite materi- als consisting of layers of metallic alloys bonded to FRP plies during the autoclave curing process [2]. The use of these two types of materials to form a hybrid composite material enhances its mechanical behaviour by combining the best properties of each constituent [3, 4]. The curing process of FRPs and FMLs always induces residual thermal stresses due to the mismatch in the coefficients of thermal expansion and mechanical properties between the constitu- ents, the polymer cure shrinkage, and other parameters that affect their magnitude and distribution [5]. Curing of the FML is usually followed by a post-stretching process to mitigate the induced residual stresses [1, 2]. The presence of residual stress alters the midrange stress (or mean stress) * J. P. Nobre joao.nobre@dem.uc.pt 1 Univ Coimbra, CFisUC, Department of Physics, Coimbra, Portugal 2 School of Mechanical, Industrial and Aeronautical Engineering, University of the Witwatersrand, Johannesburg, South Africa 3 Fraunhofer Institute for Ceramic Technologies and Systems, Dresden, Germany 4 Institute of Materials Engineering, University of Kassel, Moenchebergstr. 3, 34125 Kassel, Germany / Published online: 5 March 2024 Experimental Mechanics (2024) 64:487–500 http://crossmark.crossref.org/dialog/?doi=10.1007/s11340-024-01047-z&domain=pdf http://orcid.org/0000-0002-9616-9518 within materials and, therefore, the stress ratio during cyclic loading. Fatigue strength can either be enhanced or com- promised depending on the contribution of residual stress to the stress ratio [6]. The overall material strength may be adversely affected by the introduction of fibre waviness resulting from the presence of residual stresses in FMLs [7]. Moreover, tensile residual stress may initiate microcracks at pre-existing defects, such as voids within FRP plies, irre- spective of whether there is any external loading imposed on the laminate [8, 9]. In addition, the use of high perfor- mance thermoplastics requires greater processing tempera- tures compared to thermoset epoxy matrices, for example in GLARE (GLAss REinforced Aluminium [2, 3]) that was successfully used in large parts of the Airbus A-380 fuselage [10]. Therefore, it is a crucial design consideration for resid- ual stresses to be thoroughly understood and quantified in FML components that are used in applications where struc- tural integrity and safety are of high importance. Moreover, as recently stated by Vu et al. [11], at the minimum, reliable experimental methods are needed for the evaluation and verification of the residual stresses predicted using micro- mechanical models in FRPs. In this context, the incremental hole-drilling (IHD) technique has been demonstrated to be a viable option to experimentally evaluate residual stresses in composite laminates [12–19]. However, beyond the difficulty in calculating residual stresses from the measured strain relaxation during IHD in composite laminates, other issues related to the technique itself remain. Firstly, the thermomechanical effects of fric- tion and plastic deformation in the drilling process generate heat around the hole, which can modify the residual stresses before they are measured. This is particularly true in the case of polymer materials [20]. Secondly, the IHD tech- nique assumes linear elastic material behaviour, but local damage such as delamination can arise due to high residual stresses induced by the stress concentration around the hole. In these materials, the geometric stress concentration factor also depends on the material and ply stacking sequence, and can be greater than that observed in isotropic materials [21]. In this work, all these issues will be simultaneously analysed in a FML. FML samples are subjected to tensile loading, where the applied loads can be finely controlled. In composite laminates subjected to pure tensile loading the stress through the thickness is not uniform as in isotropic materials, but uniformly distributed in each ply with step/ pulse gradients at interfaces. Theoretically, the interfaces are discontinuous stress regions where stresses change abruptly, as predicted by Classical Lamination Theory (CLT) [22, 23]. The experimental determination of such stress distributions is attempted in this work, which is a difficult experimental case for IHD. The main goal is to experimentally determine the strain-depth relaxation curves during IHD in “stress free” FML samples subjected to a tensile load. This is a difficult issue, since the samples are not stress free, but are subjected to residual stresses arising from the manufacturing process. However, based on a hybrid experimental-numerical method (HENM) [24], the effect of these initial stresses can be elimi- nated, allowing the experimental determination of the IHD strain-depth relaxation curves arising only from the applied tensile load and possible cutting effects. Simulation of the hole-drilling process is performed using the finite element method (FEM), considering the same data as in the experi- mental tests. During the numerical simulation, incremental hole-drilling is simulated by removing the elements from the mesh corresponding to a given depth increment. Numerical strain-depth relaxation curves, arising only from the applied loads, can thereby be determined. The experimental and numerical curves differ only in the possible thermomechani- cal effects that develop during hole-drilling of the samples. This allows the through-thickness variation in stress distri- bution in the FML to be compared between the IHD unit pulse integral method and CLT. The Incremental Hole‑Drilling (IHD) Technique and its Stress Calculation Methods IHD involves stepwise drilling of a small hole in a sample and measuring the surface strain relief around the hole after each incremental depth increase. However, there is no direct relationship between the relieved strain measured at the sur- face and the residual stress existing at each depth increment. The well-accepted integral method can be used to relate the relieved strain to the residual stresses. This method, pro- posed by Schajer in its final format in 1988 [25], considers that the strain relief at the surface is the accumulated result of the residual stresses originally existing in the region of each successive increment, along the total hole depth. The residual stresses are considered constant within each depth increment. To completely define the plane stress state at each depth increment, a typical standard three-gauge rosette is commonly used [26]. For isotropic materials [26], the inte- gral method relates strain relaxation measurements and residual stresses through an integral equation that can be solved considering a set of standard calibration coefficients, which are determined by the finite element method, depend- ing only on the increment size, geometry of the hole and rosette used. These coefficients are nearly material independ- ent, and therefore, a standard procedure could be proposed (ASTM E837) [26]. However, since composite laminates are orthotropic and layered in nature there is a full dependency on the material and ply stacking sequence. Additionally, the trigonometric relation that can be used to relate strains and stresses around the hole in the isotropic case is not valid and the stresses cannot be decoupled [15]. In 2014, Akbari et al. [12] extended the pioneering method of Schajer and Yang 488 Experimental Mechanics (2024) 64:487–500 [15] to the incremental hole-drilling measurement of non- uniform residual stresses in composite laminates, proposing the fully coupled unit pulse integral method, which can be written mathematically as: where εk(i) is the relaxed strain measured by strain gauge number k when the hole depth is i increments deep, σjl cor- responds to the residual stress at depth j in the direction of the strain gauge l and Cijkl is the compliance matrix. Equation (1) considers all three stress and strain direc- tions simultaneously and is valid provided that linear elas- tic material behaviour exists. In composite laminates, each calibration coefficient in the calibration matrix is replaced by a 3 × 3 matrix to consider the elastic constants of the orthotropic plies. Each element of this matrix contains the measured strain of gauge k for a hole of a depth i, when the l component of the residual stress in the range j-1 ≤ i ≤ j is equal to a unit stress. Other researchers have followed this approach for residual stress measurement in composite lami- nates [13, 14, 16, 19, 27]. In this work the strain gauges are fixed at three known positions. For example, strain gauge 1 is parallel to the fibre direction x, strain gauge 3 is in the transverse direction y and strain gauge 2 is positioned at 45° (between strain gauges 1 and 3 as in the ASTM type B rosette [26]) or at -135° from strain gauge 1 (for the ASTM type A rosette [26]). Coeffi- cients Ckl are calculated for a specific alignment between the strain gauges and the fibres, which needs to be considered during measurement. These calibration coefficients reflect the strains measured at the surface due to the relief of the different residual stresses at each incremental depth of the hole. For example, the presence of a unit stress value σx at increment j, contributes to strain values ε1(i), ε2(i) and ε3(i) and the contribution of this unit stress value to the measured strains is given by the coefficients Cij11, Cij21 and Cij31, respectively. The same applies for unit stresses σy and τxy. Each matrix Ckl in the main compliance matrix Cijkl can (1)�k(i) = 3∑ l=1 i∑ j=1 �jl ⋅ Cijklk, l = 1, 2, 3 1 ≤ i ≤ n, be obtained by FEM. Figure 1 summarises the process of obtaining these influence matrices for the case of the ASTM type A rosette and the final compliance matrix Cijkl. In 2018, Smit and Reid [17] proposed a new approach, extending the power series method initially proposed by Schajer [28] in the 80’s. In the new approach, power series are applied separately to each ply orientation instead of being applied to the total hole depth as in Schajer’s work. In the original method, due to effects of numerical ill-conditioning, only first order polynomials could be used which reduced its spatial resolution since only linear residual stress distribu- tions could be determined through the total hole depth. The advantage of this method, despite its greater complexity and more difficult practical application, is that errors decrease as the number of the depth increments increases. The integral method behaves inversely due to the error propagation in the inverse problem involved. For this reason, Tikhonov regu- larization [29] was proposed to approximate the ill-posed problem of the integral method with a well-posed problem to reduce scattering and variance in the final results, while also allowing and even benefiting from the use of an increased number of depth increments [30]. This regularization pro- cedure was adopted in the 2013 revision of the ASTM E837 standard [26] for the case of isotropic materials. As pointed out by Akbari et al. [12], based on the work of Zuccarello [31], the number of the calculation steps should be less than 10 to achieve stable results when the integral method is used without Tikhonov regularization in composite laminates. Attempts have been made to apply Tikhonov regularization to the unit pulse integral method in composite laminates [16, 18]. In such laminates, the released strain at a depth increment is influenced by all components of residual stress in a form that cannot be described analytically at present and the stresses cannot be decoupled, since the relationship between residual stress and released strain does not have a trigonometric form. These facts prevent direct applica- tion of Tikhonov regularization to IHD in FML composites, unless the effect of secondary contributions to each strain component is neglected [16, 18]. If the configuration of a composite laminate, as in the case of the samples used in the Fig. 1 (a) Construction of the compliance matrix Cijkl. (b) Strategy to determine the compliance matrix elements Ckl based on the unit stresses σx = 1 MPa and σy = τxy = 0; σy = 1 MPa and σx = τxy = 0; τxy = 1 MPa and σx = σy = 0 489Experimental Mechanics (2024) 64:487–500 present work, results in diagonal coefficients of each 3 × 3 matrix in equation (1) that are dominant due to Poisson’s effects, strain and stress in the x direction can be related by: Similar equations can be found for strain and stress components in y and xy directions. Regularization must be adapted to account for the discontinuities at the interfaces between material types. The rows of the regularization oper- ator, L, on both sides of an interface must be set to zero. This ensures that no regularization is applied across the interface between material types [32]. Tikhonov second-derivative regularization can then be implemented separately for each stress component. For example, for the x component: where α is the regularization parameter that controls the degree of regularization applied. Similar equations can be written for the other components. The quality of the calculated stress distribution can be significantly affected by the degree of regularization, which can be optimised through the Morozov Discrepancy Princi- ple [33] to maximally remove noise effects without distort- ing the residual stress distribution. The required value of α can be found iteratively by making the chi-squared statistic, x 2, equal to the number of depth increments. Each ply must be treated separately because the estimated standard error, e, varies between plies. The average local misfit norm [34] is used to estimate the standard strain error separately in each ply. This ensures that smooth stress variations exist within each ply and that deviations from the smooth variation are a result of the measurement noise [35]. The local misfit norm must exclude the misfit across interfaces between plies of different material properties because the released strain at these interfaces can be discontinuous in slope. This ensures that the standard error due to slope discontinuities is not over-estimated, thereby avoiding distortion of the stress results through excessive regularization. The chi-squared statistics when there are n plies with x increments per ply can be determined by [16, 34]: where �meas i is the measured strain and �calc i is the regularized fit to the strain data that can be calculated using equation (2). (2)� x = C x ⋅ � x ⇔ �x(i) = i∑ j=1 Cijxx ⋅�jx. (3) ( C T x C x + � x L T L ) � x = C T x � x , (4) �2 = x∑ i=1 ( �calc i − �meas i eply1 )2 + 2x∑ i=x+1 ( �calc i − �meas i eply2 )2 +⋯ + nx∑ i=x(n−1)+1 ( �calc i − �meas i eplyn )2 , Considering that each ply has x ≥ 4 increments per layer, the standard error in each ply, eplyi, can be estimated by [34]: After applying Tikhonov regularization to each stress component, the calculated regularized strain fit in each experimental measurement direction can be combined into a full strain vector, εcalc, in the form of equation (1). Equa- tion (1) with the fully coupled calibration matrix, C, and the regularized strain vector, εcalc, is then used to calculate the regularized residual stress distribution. The regularization parameters may require adjustment if the stress solution shows signs of unstable behaviour or distortion. Smit et al. [16] performed a comparison between the calculation methods referred to above in cross-ply GFRP- steel samples, as used in this work, using neutron diffrac- tion (ND) to evaluate the residual stresses in the metallic layers. Their results showed a good agreement between IHD and ND in the metallic layers. However, the residual stresses determined in the fibre reinforced plies were not experimentally validated. The present work was developed to achieve this goal. Materials and Methods Fibre‑Metal Laminate Samples Symmetric laminates with a GFRP/Steel/GFRP lay-up were used in this work. The glass fibres used in the sam- ples were G U300-0/NF-E506/26% type (with 26% resin content), and HC340LA micro-alloyed sheets of steel. The samples were manufactured using an advanced intrinsic manufacturing technology, in which the fibre compound and core metal layer were bonded during the formation of the fibre reinforced polymer. More specifically, a pre- pared glass fibre prepreg comprising two plies (with a stacking sequence of [0°/90°]) were placed in a heated die of dimensions 25 mm × 250 mm × 100 mm. A metal sheet, with sand blasted surfaces (to enhance bonding behaviour) was placed on the prepreg, and GFRP with a [90°/0°] stacking completed the symmetric stacking as shown in Fig. 2. A punch heated to 160 °C was used to apply a pressure of 0.3 MPa to the laminate. The curing process occurred, at atmospheric conditions, for a period of 18 min. The adhesive bond was simultaneously created within the GFRP itself (between the matrix and fibres) and between the GFRP layers and the metal sheet layer. The mechanical properties of the samples were obtained according to DIN EN ISO 527, DIN 256 EN ISO 14129 and (5)e2 plyi ≈ x−3∑ i=1 ( �i − 3�i+1 + 3�i+2 − �i+3 20(x − 3) )2 . 490 Experimental Mechanics (2024) 64:487–500 DIN EN ISO 6892-1 as already detailed in previous work [36]. Table 1 presents the mechanical properties determined for the GFRP plies and steel core of the hybrid composite used in the present work. Experimental Procedure and the HENM Method The first studies on induced drilling stresses during the application of the hole-drilling technique were performed in metallic materials, where suitable thermal treatments can be applied to relieve residual stresses to achieve an initial “stress-free” state. Beaney and Procter [37] introduced the air abrasion technique for “stress-free” hole-drilling. This “stress-free” state was roughly estimated by Flaman and Herring [38] for different metals and alloys. Previously, Fla- man had proposed the use of a pressurized air turbine for ultra-high-speed milling (up to ~ 400,000 rpm), for a “stress- free” application of the hole-drilling technique to metals and their alloys [39]. Nowadays, all commercial equipment for the hole-drilling technique uses Flaman’s drilling proce- dure. Approaches to study induced drilling stresses during hole-drilling were investigated further by Weng et al. [40] using samples cut by electric discharging machining (EDM). However, all these approaches are essentially qualitative and can only give a rough estimate of induced drilling stresses during IHD. In addition, these approaches cannot be applied in fibre reinforced polymers where possible thermal damage to the matrix and the mismatch in the thermal expansion coefficients of the constituents prohibits their application. A hybrid experimental-numerical method (HENM) was proposed to overcome these difficulties in carbon fibre rein- forced polymers [41]. Further studies include the successful application of the method to quantify the effect of the drill- ing operation in glass fibre reinforced polymers [24]. The HENM method is based on the comparison between the strain relaxation field, measured during incremental hole-drilling on a specimen subjected to a well-known applied tensile load (calibration load), and the strain relaxa- tion field calculated by hole simulation on a semi-infinite plate subjected to the same loading using FEM. More pre- cisely, during incremental hole-drilling a set of curves of strain relaxation as a function of depth, corresponding to a given stress state and possible cutting effects, is obtained. This set of curves can also be obtained considering only the applied tensile load without cutting effects through hole-drilling simulation using FEM. The direct comparison between the experimental and numerical curves allows esti- mation of the effect of the cutting procedure itself. However, the resulting experimental strain relaxation is the superpo- sition of the applied loading, cutting effects and existing Fig. 2 Fibre-metal laminate sample. (a) Stacking ply con- figuration; (b) sample dimen- sions; (c) ASTM E837 type A strain-gauge rosette [26] applied on the surface of the samples Table 1 Mechanical properties of the GFRP-steel samples constituents [36] Yield Stress [MPa] Young’s Modulus [GPa] Poisson’s Ratio Shear Modulus [GPa] Material Ex Ey Ez vxy vxz vyz Gxy Gxz Gyz GFRP - 34 8.8 8.8 0.33 0.33 0.37 5.23 5.23 3.21 Steel 380 210 0.29 491Experimental Mechanics (2024) 64:487–500 residual stresses in the material, i.e., those existing prior to hole-drilling. Therefore, it is necessary to eliminate the effect of the existing residual stresses. To accomplish this, a differential load is applied instead of an absolute one, as presented in Fig. 3. In previous works [24, 41], hole-drilling is performed for the minimum applied load F1. After each depth increment, the strains are recorded, and the sample is loaded up to the maxi- mum load F2. The strains are recorded again, and the sample unloaded up to the minimum load F1. This process is repeated for all incremental depths until the total hole depth. In the cur- rent work, to minimize possible errors due to the recentring process of the hole and to mitigate the possible influence of cutting effects, hole-drilling was performed twice, i.e., for the minimum and maximum applied loads. Using this differ- ential method, the effect of the existing residual stresses can be cancelled and only the applied load affects the measured strain relaxation. Thus, the strain relaxation vs. depth obtained experimentally for the calibration load ΔF (related to Δσ) dur- ing incremental hole-drilling can be used as input for the unit pulse integral method, which returns the stresses in the com- posite laminate due to the calibration load. Considering all experimental data, the finite element method is further used to simulate the hole-drilling in a sample subjected to the same external load ΔF (Δσ). The strain relaxation vs. depth obtained numerically can also be used as input for the unit pulse integral method. When an external tensile load is applied to a compos- ite laminate, uniform stress distributions exist in each ply, with discontinuities at interfaces. Classical lamination theory can be used to analytically determine the stress distribution through the laminate’s plies [22, 23], as explained in next section. To conduct the experimental evaluation of IHD in sam- ples subjected to well-known tensile loads, a horizontal tensile-test machine (HTTM), depicted in Fig. 4, was designed and built with rigidity as a main design criterion. It was important, amongst many design factors, for the HTTM to be able to accommodate simultaneous use of the SINT Technology MTS3000-Restan IHD hole-drilling machine. The hand driven HTTM can be operated at tensile/compres- sion speeds of approximately 0.1 mm/min, allowing quasi- static tensile conditions to be attained on samples. Before mounting the samples in the machine, a set of type A standard strain gauge rosettes (062UL, Vishay Precision Group, Inc.) [26] were bonded on their surfaces. A dummy rosette was always used for temperature compensation. All strain gauges were connected in a 1/4. Wheatstone bridge circuit to a data acquisition system (HBM Quantum X) with sixteen channels. Three channels were used for IHD meas- urements, three for temperature compensation and an addi- tional one to connect the precision load cell (HBM S9M). In the present study, two differential loads equal to 700 N and 3500 N were selected. The first calibration load is based on a minimum and maximum load of 500 N and 1200 N, respectively, and the second based on 500 N and 4000 N, respectively. It should be noted that initial residual stresses in the samples were determined in a previous study by IHD and neutron diffraction [16]. The greatest residual stresses (approximately 150 MPa and 200 MPa in the longitudinal and transverse directions of the samples, respectively) were compressive and were determined inside the steel layer near the interface with the 90° ply. In the steel layer, a maximum tensile residual stress of slightly greater than 50 MPa was determined at a depth greater than 0.8 mm, where the uncer- tainty from IHD is already high. Additionally, CLT predicts a maximum tensile stress of 146 MPa in the steel layer when the tensile load of 4000 N is applied. Therefore, there was no Fig. 3 Principle of superpo- sition used in the proposed method. σRS is the existing residual stress, σ1cal and σ2cal are stresses resulting from the applied load F1 and F2, ΔF and Δσ are the calibration load and stress 492 Experimental Mechanics (2024) 64:487–500 plastic deformation in the steel layer during the tensile tests. The preliminary tests also showed full recovery of strain when the maximum tensile load was removed. Even when consider- ing the stress concentration induced by the hole during IHD, the maximum stress is below 60% of the steel’s yield stress and no plasticity effects on IHD results would occur in the steel layer [42] (the ASTM E837 standard suggests a limit of 80% for uniform stresses [26]). However, the stress induced by the greatest load is likely to produce transverse cracking in the 90° plies of the GFRP laminate, since the residual stress transverse to the fibers in the GFRP plies already exceeds 50 MPa in tension. IHD was performed in the tensile samples using depth increments of 10 μm, to reduce drilling induced heating effects in the GFRP plies and to improve accuracy of polynomial interpolation, up to 1 mm depth. Polynomial inter- polation was used to fit and smooth strain relaxation data, and the stress evaluation was performed considering four incre- ments per GFRP ply, which correspond to 55 μm incremental depths. In all tests, a feed rate lower than 0.2 mm/min and a time delay greater than 25 s were used. At least three hole combinations for F1 and F2 were performed in each sample for a total of six cases for F1 and F2, respectively. Classical Lamination Theory (CLT) CLT was used to predict the theoretical stress variation across the thickness of each layer of the FML sample while subjected to traction, considering the orthotropy of its plies. Stress [σ]θ remains uniform across each layer θ and relates to the mid-plane strain [ε]0 through the lamina stiffness matrix [Q] as shown in equation (6) [22]. The lamina stiff- ness matrix Qij components of each ply (and θ fibre direc- tion) are evaluated from the reduced stiffness matrix Qij components through a series of equation (7) [22]. Note that in the position (3,3), the subscripts (6,6) are related to the constitutive equation for an orthotropic material obtained from an anisotropic one. In addition, Q16 and Q26 are zero for the current samples, since extension-shear coupling is not present in laminae loaded at angles of 0° and 90° relative to the fibre direction. where: The reduced stiffness matrix components Qij at each ply are directly dependent on the material properties: elastic moduli (E1, E2 and G12) and Poisson's ratios (v12 and v21), as can be determined from equation (8) [22, 23]. In the case of symmetric laminates, the mid-plane strain matrix (in equation (6)) relates to the calibration stress resultant Nx and the extensional stiffness matrix [A], for each respective layer thickness tk, through equations (9–10) [22, 23]. and. (6) ⎡⎢⎢⎣ �x �y �xy ⎤⎥⎥⎦ � = ⎡⎢⎢⎣ Q11 Q12 0 Q21 Q22 0 0 0 Q66 ⎤⎥⎥⎦ ⋅ ⎡⎢⎢⎣ �x �y �xy ⎤⎥⎥⎦ 0 (7) ⎧⎪⎪⎨⎪⎪⎩ Q11 = Q11 cos 4 � + 2 � Q12 + 2Q66 � cos2 � sin2 � + Q22 sin 4 � Q12 = � Q11 + Q22 − 4Q66 � cos2 � sin2 � + Q12 � cos4 � + sin 4 � � Q22 = Q11 sin 4 � + 2 � Q12 + 2Q66 � cos2 � sin2 � + Q22cos 4 � Q66 = � Q11 + Q22 − 2Q12 − 2Q66 � cos2 � sin2 � + Q66 � cos4 � + sin 4 � � (8) ⎧⎪⎪⎨⎪⎪⎩ Q11 = E1 1−�12�21 Q22 = E2 1−�12�21 Q12 = Q21 = �12E2 1−�12�21 = �21E1 1−�12�21 Q66 = G12 (9)Aij = n∑ k=1 [ Qij ] k ⋅ tk Fig. 4 Horizontal tensile-test machine used in the experimental calibration tests. The samples had a span length of approximately 160 mm 493Experimental Mechanics (2024) 64:487–500 Inverting equation (10), the mid-plane strains �0 ij can be determined and stresses through the plies can be evaluated from equation (6). If necessary, stress–strain transformation equations can be used to determine the stresses according to the principal material coordinate system. Numerical Simulation Numerical simulation was performed using two finite ele- ment models. For both cases, APDL scripts were developed for ANSYS Mechanical finite element analysis software. Higher order 3-D 20-node solid elements (SOLID186) [43] that exhibit quadratic displacement behaviour, were used to model the different material layers. These elements are defined by 20 nodes having three degrees of freedom per node: translations in the nodal x, y, and z directions. These elements were used with two available key options in ANSYS; the layered structural solid option to model the layered thick shells, which allow modelling of the differ- ent glass fibre plies, and the homogeneous structural solid option to model the metallic (steel) core. The first model was developed to determine the calibration coefficients that relate the relieved strains to the stresses pre- sent in the material and can be easily modified for a given com- posite laminate. Nine elastic constants (Ex, Ey, Ez, νxy, νxz, νyz, Gxy, Gxz, Gyz) are required to relate the stresses and strains in an (10) ⎡ ⎢⎢⎣ Nx Ny Nxy ⎤ ⎥⎥⎦ = ⎡ ⎢⎢⎣ A11 A12 0 A21 A22 0 0 0 A66 ⎤ ⎥⎥⎦ ⋅ ⎡ ⎢⎢⎣ �x �y �xy ⎤ ⎥⎥⎦ 0 orthotropic and layered material – see Table 1. To determine the whole compliance Cijkl matrix, according to the description provided previously (see Fig. 1), a full 3D cylindrical model with an external diameter equal to 5 times the average radius of the strain gauge rosette (to avoid edge effects) was used. Figure 5(a) shows the FEM mesh used in this case with the constraints applied only on the outer diameter of the model and Fig. 5(b) shows an enlarged view of the mesh near the hole, showing the position of the strain gauge grids of the ASTM type A rosette used (Fig. 5(c)). Only the nodes at outer diam- eter, as shown in Fig. 5(a), were constrained to avoid free body motion. Since, in this case, the thickness can be considered a sensitive parameter in FE analysis, as previously observed [44, 45], the model should only be constrained far from the hole position to avoid boundary effects. For obtaining the whole compliance Cijkl matrix, the effects of σx, σy and τxy on the strain, εk, measured by each gauge of the rosette, are considered separately. All matrix values can be determined considering three different unit stress states, as shown in Fig. 1(b). As stated before, the presence of a unit stress value σx = 1 and σy = τxy = 0, at increment j, contributes to strain values ε1(i), ε2(i) and ε3(i) and the contribution of this unit stress value to the meas- ured strains is given by the coefficients Cij11, Cij21 and Cij31, respectively, for the first column. The second column, con- sidering σy = 1, σx = τxy = 0, and the last column considering a pure shear stress state τxy = 1, σx = σy= 0. The unit loads are converted into the cylindrical coordinate system by equation (11) [14], and σr and τrθ are applied at the hole boundary, within each depth increment, using the SURF154 3-D struc- tural surface effect element [43]. Fig. 5 (a) 3D-FEM mesh for the determination of calibration coefficients matrix Cijkl. (b) Enlarged view near the hole (1 mm depth), showing the strain gauge grids (1.57 mm length) of the (c) 3-element ASTM type A rosette used (062UL, Vishay Precision Group, Inc.) 494 Experimental Mechanics (2024) 64:487–500 A second model was developed for the hole-drilling simulation in the samples subjected to a given applied uni- axial tensile load, as per the HENM method – see Fig. 3. To determine the strain-depth relaxation curves when the samples are subjected to a given tensile calibration load (in the present study 700 N and 3500 N, respectively), consider- ing the existing symmetries, a ¼ 3D plate model was used as shown in Fig. 6(a). Strain gauge grids are also shown in Fig. 6(b). The superposition of the grids here is apparent, because strain gauge 2 is artificially placed in the first quad- rant. As for the other model, it was only constrained at the basal nodes of the external boundary of the plate to prevent rigid body motion. Both models have the same mesh con- figuration and refinement within a radius that extends to the outer edges of the gauges. A total sample thickness of 1.88 mm, corresponding to 0.22 mm thickness for each GFRP ply and 1 mm thickness for the internal steel core was considered (as per Fig. 2). A mean hole diameter of 1.8 mm, as observed during the experimental tests was used. The incremental hole depth simulation was performed using the “birth and death of elements” ANSYS code features, considering four depth increments per GFRP ply (55 μm each) and a further ten increments in the steel core, for a total of eighteen depth increments up to a depth of roughly 1 mm. After each depth increment, the nodal displacement values were integrated over an area equivalent to the strain gauge grids, following a procedure proposed by Schajer [46]. (11) � σr τrθ � = � cos2 θ sin2 θ sin 2 θ −0.5 ⋅ sin 2 θ 0.5 ⋅ sin 2 θ cos 2 θ � ⋅ ⎡⎢⎢⎣ σx σy τxy ⎤⎥⎥⎦ Results and Discussion First, it was necessary to verify the linear elastic hypoth- esis between the applied load and the measured strains dur- ing the tensile tests. Figure 7(a) shows the evolution of the measured strain in the longitudinal direction of the sample with the applied tensile load, during loading and unload- ing. A linear relationship between the applied load and the strain measured is observed. A coefficient of determination R squared near 1 was determined and, therefore, the hypoth- esis is satisfied. Thus, considering the CLT theory for an applied tensile load of 700 N and a 25 mm wide sample, an Nx = 28 N/mm force resultant is obtained and used to evaluate the stresses in each ply through equation (6). For this loading (Ny = Nxy = 0), the distribution of the longitudinal stress through the plies of the laminate can be determined. Longitudinal uniform stresses in each layer (σx) of 4.2, 1.0 and 25.7 MPa, respec- tively, for the GFRP fibre orientation at 0°, 90° and the steel layer are determined for the FML sample shown in Fig. 2. Considering the cross-sectional area of the samples (1.88 mm × 25 mm), a uniform mean stress of 14.9 MPa through the thickness would be expected for the case of an isotropic material. However, since each ply of the laminate presents a different mechanical behaviour, there is a distribu- tion of stress through the plies of the laminate, as predicted by both CLT theory and numerical simulation using FEM, as shown in Fig. 7(b). There is an almost exact match between CLT and FEM results. Note the discontinuity in stress when passing from one ply to another. Similar results are obtained when a tensile load of 3500 N is applied. In this case, lon- gitudinal uniform stresses in each layer (σx) of 20.8, 5.0 and Fig. 6 (a) 3D-FEM mesh for hole-drilling simulation of the GFRP-steel plate subjected to a given tensile load. (b) Enlarged view near the hole (1 mm depth), showing the strain gauge grids (1.57 mm length) (ASTM type A - 062UL, Vishay Precision Group, Inc.) 495Experimental Mechanics (2024) 64:487–500 128.6 MPa, respectively, for the GFRP fibre orientation at 0°, 90° and the steel layer are determined. However, for the 3500 N load, transverse cracking is likely to occur at lay- ers with the fibres oriented at 90° to the direction of the tensile load due to the stress concentration induced by the hole and the initial residual stresses within the FML. The main research question is whether the IHD technique can accurately determine such stress distributions. As explained previously, the experimental IHD is per- formed when the samples are subjected to a minimum and maximum load. These minima and maxima led to a calibration load of 700 N and 3500 N, respectively. The resultant strain relaxation curve versus depth for each tensile load can be seen in Fig. 8. Uncertainty analysis was performed considering the total number of tests carried out and the standard deviation is included for the average strain relaxation observed in each incremental depth. As expected, maximum values are observed at strain gauge 1 which is oriented with the longitudinal direc- tion of the samples and coincides with the direction of the applied load. In the transverse direction, strain measurement in strain gauge 3 is only due to Poisson’s effects. In Fig. 8(a), a variation in slope is observed in the strain relaxation curves when passing from one layer to another. For the 3500 N load in Fig. 8(b), this variation is not evident. In both Figs., dotted lines correspond to the best polynomial fit to the relieved strain in each ply. This interpolation is necessary to determine the strain relaxation when different numbers of depth increments per ply are considered. These curves ( �exp i (z)) will be further used as input for the integral method for residual stress calculation by IHD. Fig. 7 (a) Applied axial load vs. measured strain in the longitudinal direction of the samples (in x direction as per Fig. 2). (b) Longitudinal stress (x) arising in each laminate’s ply for a tensile load of 700 N, according to CLT and numerical simulation using FEM Fig. 8 Experimental strain relaxation vs. hole depth. (a) Tensile load of 700 N and (b) 3500 N 496 Experimental Mechanics (2024) 64:487–500 Considering the FEM simulation of the incremental hole- drilling, based on the data obtained during the experimental tests, a set of numerical curves ( �num i (z)) can also be deter- mined, which can be superimposed on the experimental ones. Figure 9 shows the obtained results. Some observations should be pointed out. Hole-drilling simulation by FEM, assuming the material behaves linearly and elastically, pre- sents strain-depth relaxation curves with the same trend for both applied loads, regardless of the difference in the mag- nitude of the measured strain relief. As seen in Fig. 9(a), for the lowest applied load of 700 N, there is a good agreement between the experimental and numerical results in all glass fibre layers, but a slight deviation in the steel layer. The most important results are those in the direction of the strain gauge 1 which is oriented with the direction of the tensile load. The stresses calculated from these curves for IHD are more related with their slopes than with their absolute values. For the 3500 N load, as shown in Fig. 9(b), there is only a good agreement in the first ply, corresponding to the layer with the fibres oriented at 0° (GFRP 0°). The divergence between the experimental and numerical results observed in the second ply (GFRP 90°) is probably a result of the appearance of transverse cracking or delamination occurring in this layer. To attain the calibration load of 3500 N, a maximum load of 4000 N was applied to the samples. This high applied load, together with the stress concentration induced by the hole and the existing tensile residual stresses, as determined in previous work [16], has a high probability of having caused transverse cracking or delamination and consequently having increased the measured strain relaxation. Similar concerns have been expressed in previous work [16]. This effect can explain the divergence observed in the experimental strain relaxation values compared to the numerical ones at this load. The experimental, �exp i (z) , and numerical, �num i (z), strain- depth relaxation curves can be used together with the calibration coefficients matrix, Cijkl, determined by FEM, to evaluate the stress distribution in the FML samples via IHD. Equation (1) or equation (3), for using the unit pulse integral method with or without regularization, respectively, can then be used to compute the stress distribution. For the numerical strain-depth relaxation curves no regularization is needed since there is no noise or outliers. For the residual stress calculation by the integral method, strong numeri- cal ill-conditioning effects begin when the total hole depth becomes greater than half of the hole diameter [25]. This behaviour has also been confirmed in GFRP laminates [47]. Therefore, stress calculation is performed up to a hole depth equal to the half of the hole diameter (~ 0,9 mm). Consid- ering four increments per FRP ply and a total of sixteen depth increments, the unit pulse integral method without regularization (equation (1)) was used with experimental and numerical strain-depth relaxation curves. Tikhonov regulari- zation (equation (3)) was only used with the experimental strain-depth relaxation curves. Figure 10 shows the results obtained, compared with those determined by CLT. For both applied loads, IHD numerical results agree very well with the results predicted by CLT in all glass fibre lay- ers. The difference observed in the steel layer (around 3% avg.) could be related to the small numerical differences induced by the fact that two FEM models are used (a full 3D cylindrical model for the determination of C matrix and a ¼ 3D plate for the hole-drilling simulation in the tensile samples). The full 3D cylindrical model developed can be used for any composite laminate subjected to IHD, while the ¼ 3D plate models the samples subjected to tensile loading during the performed experiments only. Fig. 9 �exp i (z) vs. �num i (z) , where z corresponds to the hole depth. (a) Tensile load of 700 N and (b) 3500 N 497Experimental Mechanics (2024) 64:487–500 For the lowest applied load of 700 N, a good agreement is observed in all GFRP plies, as shown in Fig. 10(a), which corroborates previous observations made by Nobre et al. [24]. The average stress value is near the stress predicted by the CLT theory and IHD numerical results. This is also valid for the first GFRP layer, for the case of the 3500 N applied load. However, for this load, the experimental stress determined by IHD in the 90° layer is not uniform, as pre- dicted by the CLT theory and numerical IHD, but presents an increasing trend through the layer, which is believed to be due to the appearance of transverse cracking or delamina- tion, as previously mentioned. The high strain values in this layer also affect the stress results observed in the steel layer, which are much greater than that predicted by the CLT the- ory and numerical IHD. For the steel layer and for the 700 N applied load, experimental IHD stress results are much more reliable than those obtained for the 3500 N load, but not uniform as expected and as theoretically and numerically predicted. There is a parabolic stress distribution, instead of a perfectly uniform one. Tikhonov regularization slightly improves the results. The small experimental strain errors in the GFRP layers lead to higher errors in stress at deeper increments corresponding to the steel layer. This relates with the intrinsically high error sensitivity and error propagation of the integral method itself (ill-posed inverse problem). The polynomial interpolation conducted in each layer is less constrained at its ends. Consequently, larger errors are to be expected near the interfaces. At the GFRP-steel inter- face, this effect, coupled with the high modulus of the steel, results in a large error in the first stress measured within the steel. The stress near the interface in the GFRP is, however, accurately determined by IHD. Additional work should be carried out regarding this issue to improve the accuracy of IHD in the tensile samples, such as using cubic splines for the interpolation of the experimental strain relaxation val- ues and improving the regularization procedures for IHD in composite laminates. Conclusions Based on the results of this study, incremental hole-drilling can evaluate the stress distribution in fibre-metal hybrid composites subjected to tensile loading, using commercially available equipment for IHD, provided that the tensile load is low enough to avoid transverse cracking or delamination in the fibre reinforced plies. Stresses near interfaces, where the stress is discontinu- ous, were determined with acceptable accuracy in the GFRP layers, whilst at the deeper GFRP-steel interface a discrep- ancy was observed. The discrepancy near this interface seems to be related with the large stress variation observed at this interface, the uncertainty of the strain relaxation measured during IHD and the polynomial fit needed to describe the experimental strain-depth relaxation curves through the thickness of the composite laminate. Stresses near singularity regions at FRP-metal interface at deeper layers are challenging to be accurately determined, due to the greater uncertainty associated with measured strain relaxation at deeper increments. Nonetheless, IHD seems to be an appropriate measurement technique to provide the necessary information about the residual stresses arising in these regions. Additional research is needed to extend regularization procedures to these materials for a better assessment of non- uniform residual stresses through the plies of the laminate, particularly near the interfaces at deeper layers. Improving accuracy in measuring strain relief, the use of cubic splines Fig. 10 Stress �exp xi (z) vs. �num xi (z) , vs. �theor xi (z) . (a) Applied load of 700 N and (b) 3500 N 498 Experimental Mechanics (2024) 64:487–500 for fitting the measured strain relaxation through the depth (especially at interface regions) or the use of the separate series expansion method could enable reducing the size of depth increments and, therefore, enhance the determination of residual stresses in these regions. Acknowledgements Professor T. Tröster and his group at University of Paderborn (Automotive Lightweight Design, (LiA)) are thanked for providing the samples used in this research. Author Contributions Conceptualization, J.P. Nobre; methodology, J.P. Nobre and T.C. Smit; software, J.P. Nobre, T.C. Smit and T. Wu; validation, J.P. Nobre and T.C. Smit; formal analysis, J.P. Nobre and T.C. Smit; investigation, Q. Qhola, J.P. Nobre and T.C. Smit; resources, T. Niendorf, J.P. Nobre and R. Reid; writing—original draft prepara- tion, J.P Nobre; writing—review and editing, T.C. Smit, R. Reid, T. Wu and T. Niendorf; supervision, T. Niendorf, R. Reid, J.P. Nobre and T.C. Smit; project administration, T. Niendorf, J.P. Nobre and T. Wu; funding acquisition, T. Niendorf and J.P. Nobre. All authors have read and agreed to the published version of the manuscript. Funding Open access funding provided by FCT|FCCN (b-on). The research leading to these results received funding from German Research Foundation (DFG – Deutsche Forschungsgemeinschaft) under Grant Agreement No 399304816 and from the National Research Foundation of South Africa (NRF) under Grant Agreement No 106036. This work was also supported by funds from FCT – Fundação para a Ciência e a Tecnologia, I.P., within the projects UIDB/04564/2020 and UIDP/04564/2020. Data Availability All data presented in this manuscript will be avail- able on request. Declarations Conflict of Interest The authors declare that they have no conflict of interest. Statements on Human and Animal Rights Not applicable. Informed Consent Not applicable. 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Springer, Cham. https:// doi. org/ 10. 1007/ 978-3- 031- 17475-9_1 Publisher's Note Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations. 500 Experimental Mechanics (2024) 64:487–500 https://doi.org/10.3390/jcs4030143 https://doi.org/10.1177/0021998315573802 https://doi.org/10.1016/j.cirp.2013.03.089 https://doi.org/10.1115/1.3226060 https://doi.org/10.1016/j.mechmat.2020.103715 https://doi.org/10.1115/1.3224988 https://doi.org/10.1115/1.2744416 https://doi.org/10.1007/s11340-022-00928-5 https://doi.org/10.1007/s11340-022-00928-5 https://doi.org/10.1007/BF02331114 https://doi.org/10.1007/978-3-319-00876-9_12 https://doi.org/10.1007/978-3-319-00876-9_12 https://doi.org/10.1007/978-94-015-8480-7_3 https://doi.org/10.1115/1.2204952 https://doi.org/10.1115/1.2204952 https://doi.org/10.1007/s11340-013-9768-8 https://doi.org/10.3390/met11020335 https://doi.org/10.3390/met11020335 https://doi.org/10.1111/j.1475-1305.1974.tb00074.x https://doi.org/10.1111/j.1747-1567.1985.tb02036.x https://doi.org/10.1111/j.1747-1567.1985.tb02036.x https://doi.org/10.1007/BF02325700 https://doi.org/10.1111/j.1747-1567.1992.tb00704.x https://doi.org/10.1111/j.1747-1567.1992.tb00704.x https://doi.org/10.4028/www.scientific.net/MSF.681.510 https://doi.org/10.4028/www.scientific.net/MSF.681.510 https://doi.org/10.1007/s11340-017-0352-5 https://doi.org/10.19211/KUP9783737606455 https://doi.org/10.1007/s11340-020-00586-5 https://doi.org/10.1007/s11340-020-00586-5 https://doi.org/10.1111/j.1475-1305.1993.tb00820.x https://doi.org/10.1007/978-3-031-17475-9_1 https://doi.org/10.1007/978-3-031-17475-9_1 Stress Evaluation Through the Layers of a Fibre-Metal Hybrid Composite by IHD: An Experimental Study Abstract Background Objectives Methods Results Conclusions Introduction The Incremental Hole-Drilling (IHD) Technique and its Stress Calculation Methods Materials and Methods Fibre-Metal Laminate Samples Experimental Procedure and the HENM Method Classical Lamination Theory (CLT) Numerical Simulation Results and Discussion Conclusions Acknowledgements References