4.1. Stress-Strain Curves
The stress-strain curves of Ti17 alloy under CF tests are shown in
Figure 6. Cycle 1 is shown in
Figure 6(a), due to the peak stress 600MPa being less than the yield stress of Ti17 alloy at 300℃, the loading and unloading stages show elastic deformation. At the stress-holding stage, the specimen produces an obvious plastic deformation due to creep. After unloading of stress, part of the residual strain is retained in the specimen, and the cyclic curve is not closed, the plastic strain increment
∆εp ≠ 0. Furthermore, the area enclosed by the stress-strain curve in cycle 1 is larger, which means the plastic strain energy
∆wp is greater. Cycle 2 is shown in
Figure 6(b), the specimen still undergoes elastic deformation during the loading and unloading stages, but the total strain at the end of loading is smaller than that at the beginning of unloading in cycle 1. The plastic deformation induced by creep during the stress-holding stage is reduced, and the "horizontal line segment" in the curve representing the creep strain is partially overlapped with cycle 1. After unloading, the residual strain in the specimen increases slightly, and the curve has a tendency to be closed. The area enclosed by the strain-stress curve in cycle 2 also decreases, indicating a reduced plastic strain energy
∆wp.
In cycle 3, as shown in
Figure 6(c), the stress-strain curve exhibits similar characteristics to cycle 1 and cycle 2. The deformation during the stress-holding stage further decreases, and there is a greater overlap between the curve and the cycle 2. At this cycle, the curve is completely closed after unloading, and the plastic strain increment
∆εp = 0. The area enclosed by the strain-stress curve continues to decrease, indicating the plastic strain energy
∆wp continues to decrease, but still does not go to 0.
Finally, from
Figure 6(d), it is found that the curves always maintain the closed characteristic after unloading in the 4th, 5th, and 6th cycles, and there is no more new plastic strain increment,
∆εp=0. The curves in the last three cycles overlap with each other, and the area enclosed by the strain-stress curve is similar, the plastic strain energy
∆wp≠0, and the specimen enters into a special "self-balancing" state after unloading is completed in the 3rd cycle.
According to the shakedown theory, after a certain number of cyclic loads, the plastic deformation of the material is repeated, forming a stable alternating plasticity, and the material enters into a plastic shakedown state. The stress-strain curve of the Ti17 specimen is closed after the unloading of the 3rd cycle, i.e., the creep deformation of the stress-holding stage is recovered during the unloading process, and there is no more new plastic strain increment after unloading,
∆εp=0. And the curves overlap with that of the subsequent cycles, indicating the strain in each cycle is repeated continuously along the same path, suggesting that the specimen enters the plastic shakedown state after the 3rd cycle. A similar plastic shakedown phenomenon was also observed in studies of other metallic materials [
21,
22].
4.2. The Evolution of Strain Components
In order to show more intuitively the strain evolution process of Ti17 alloy reaching the plastic shakedown state in the CF tests, strain decomposition is needed. The total strain is decomposed according to the different stages of the stress-strain curve, the stress-strain curve of cycle 1 is taken as an example, as shown in
Figure 7. From point 1 to point 2 is the loading stage, which produces elastic-plastic strain; from point 2 to point 3 is the stress-holding stage, which produces creep strain; from point 3 to point 4 is the unloading stage, which produces elastic-plastic strain, anelastic recovery strain, and visco-plastic strain; and from point 4 to point 5 is the reloading stage, which produces visco-plastic strain and elastic-plastic strain. Of course, there is also ratchet strain due to cycling during these stages.
Since the peak stress is relatively low, the plastic and visco-plastic strains during the loading and unloading stages are neglected. The ratchet strain is defined as the average of the maximum strain
εmax and the minimum strain
εmin per cycle [
23,
24], noting that this definition of ratchet strain includes both creep strain and accumulated plastic strain. Thus, the various components of strain: elastic strain
εe, creep strain
εc, residual strain
εre, anelastic strain
εan, and ratchet strain
εr can be expressed as follows:
Based on whether the specimen reaches the plastic shakedown state, the CF test is divided into the initial stage, transition stage, and shakedown stage, specifically, cycles 1 and 2 are the initial stage, cycle 3 is the transition stage, and cycles 4, 5 and 6 are the plastic shakedown stage. The evolution of strain components with the number of cycles is shown in
Figure 8 and
Figure 9.
The variation of creep strain
εc and residual strain
εre are shown in
Figure 8. During the initial stage, the creep strain per cycle
is large at the beginning and then decreases rapidly. It decreases to a stable value in cycle 3 (transition stage). In the plastic shakedown stage, the amount of creep strain per cycle
shows similar quantities. This implies that the accumulated creep strain
gradually increases, but the growth rate gradually decreases, as shown in
Figure 8(a). It reaches the maximum accumulated value in cycle 3, and afterward, the accumulated creep strain
remains at this value. Creep strain presents the above law because the initial stage of cycle corresponds to the initial creep stage with a faster creep rate, so the same stress-holding time, the creep strain is larger. While in the plastic shakedown stage, the specimen gradually enters the steady creep stage, the creep rate decreases and is relatively stable, the creep strain is smaller and consistent [
25]. Additionally, the creep strain per cycle
is greater than the increment of accumulated creep strain
, especially in the plastic shakedown stage, indicating not all of the creep strain in the stress-holding phase is retained in specimens.
In
Figure 8(b), the accumulated residual strain
εre gradually increases during the initial stage, with a decreasing growth rate. In the transition stage, the residual strain
εre increases to a maximum value. Finally, in the plastic shakedown stage, the residual strain
εre no longer increases and maintains the maximum value. The residual strain
εre represents the deformation retained in the specimen after CF tests, which is a reflection of the damage in the specimen. In order to reduce the accumulation of damage in the CF cyclic loading of Ti17 alloy, the residual strain
εre before reaching the plastic shakedown state should be reduced as much as possible. According to
Figure 8(b), it can be seen that the plastic strain of the cycling process is mainly contributed by the creep strain
εc during the stress-holding stage, so the residual strain
εre is also mainly dependent on the creep strain
εc. As the creep strain
εc generated in the initial stage is dominant, in order to reduce the residual strain
εre before plastic shakedown, reducing the creep strain
εc in the initial stage is the most effective method.
From
Figure 9(a), it can be seen that the anelastic strain
εan remains nearly constant at approximately 6×10-5 over the 6 cycles, similar to the investigation results of Zheng Xiaotao [
26]. This constant is equal to the difference between increment of
and
, as marked in
Figure 8(a). Defining the anelastic recovery rate
as the ratio of the anelastic strain
εan to the creep strain per cycle
,
=
εan/
. The anelastic recovery rate
increases exponentially with the number of cycles. At the initial stage (i.e., initial creep stage), the amount of anelastic strain
εan keeps constant, but the creep rate decreases significantly, so the anelastic recovery rate
increases faster. After the 3rd cycle, when the specimen reaches the plastic shakedown state, the creep during the stress-holding time enters into a steady creep stage, with a constant creep rate and a constant anelastic recovery rate. In addition, in cycle 3, the anelastic recovery rate
grows to nearly 100%, indicating that the creep strain
εc in the stress-holding time is almost completely recovered during the unloading [
27]. This results in the repetitive plastic strain during the cyclic loading process, marking that the specimen enters the plastic shakedown state.
The variation of ratchet strain
εr is different from the anelastic strain
εan, as shown in
Figure 9(b). The ratchet strain
εr gradually increases and approaches a maximum value in the initial stage, which remains constant in the plastic shakedown stage. The ratchet strain rate is defined as the increment of ratchet strain relative to the previous cycle (i.e.,
dεr/
dN). The ratchet strain rate decreases rapidly and reduces to nearly 0% in the 3rd cycle, after which the ratchet strain caused by stress cycling no longer increases. The lowest point of decreasing ratchet strain rate is also in the 3rd cycle, i.e., the plastic shakedown transition point, which indicates that the phenomenon of anelastic recovery not only slows down the accumulated creep strain rate, but also reduces the ratchet strain rate [
28]. Because anelastic recovery can reduce the accumulation of creep damage in the material [
29], which is one of the most important reasons for the specimen to exhibit plastic shakedown.
In the process of creep-fatigue cyclic loading of Ti17 alloy, all strain components undergo rapid changes in the early cycles, with creep strain per cycle εc, residual strain εre, and ratcheting strain εr tending to decrease or increase towards their respective stable values. Once the plastic shakedown state is reached, the value of each strain component remains essentially constant. When the specimen enters the plastic shakedown state, the anelastic recovery rate increases to 100% and the ratchet strain rate decreases to 0%. The deformation of the specimen due to cyclic creep-fatigue is repeated over and over again to form stable alternating plasticity.
4.4. Microscopic Mechanisms of Plastic Shakedown
To reveal the micro-mechanisms of plastic shakedown of Ti17 alloy, TEM observation was carried out on the specimens after the CF test.
Figure 12 shows the microstructure of Ti17 specimens in the plastic shakedown state. Compared with the initial structure (
Figure 1(b)), it is observed that the deformation of the basket-weave microstructure is non-uniform, with pronounced dislocation slip occurring in favorably oriented α phases and lower dislocation density in unfavorably oriented α phases. Moreover, the area of dislocation pile-up within the α-phase is narrow, indicating the localized nature of deformation in the basket-weave microstructure [
30]. Creep-fatigue primarily gives rise to two distinct structures in the highly slip-prone α phases [
31]: one is a large number of parallel dislocations in the α-phase, which extend across the whole α-phase and are plugged at the α/β grain boundary, as shown in
Figure 12(a)(b)(c); the other is the formation of dislocation walls and the low-density dislocation zone between the dislocation walls in the lamellar α-phase, as shown in
Figure 12(d)(e)(f).
During the initial stage of CF tests, the dislocation density is low and the dislocation pile-up is not serious. The resistance to dislocation slip is weak, resulting in low deformation resistance. Therefore, during the initial cycles, especially the cycle 1, the specimen experiences significant strain, with all strain components being large. After undergoing substantial plastic deformation, dislocations rapidly multiply within favorably oriented α phases. Due to the limited number of slip systems in titanium alloy α phase, it is widely believed that the activation of slip primarily occurs on the basal or prismatic <a> slip systems [
32,
33]. As a result, the dislocations within α phase mainly originate from the same slip system, and the dislocation lines exhibit a parallel morphology.
Figure 13 shows the dislocation slip lines in two-beam images as observed by TEM. The type of dislocation can be determined according to dislocation invisibility criterion: if the Burgers vector
b is normal to the operating vector
g,
g
b=0. For titanium alloys with HCP structure,
Table. 4 lists the common dislocation Burgers vector and determination criterion [
34]. When the operating vector
g= [01-10], the observed dislocation lines in the TEM images can be determined as <a> or <a+c> type dislocations. In
Figure 13(b), when the operating vector
g= [0002], the observed dislocation lines at the same position disappear. Only <a> type dislocation lines would disappear under this operating vector
g. Therefore, it can be concluded that the observed parallel dislocation lines are <a> type dislocation lines.
In the transition stage, the dislocation density has increased significantly, the dislocations are entangled with each other and pile-up at grain boundaries, and the dislocation slip resistance is greatly enhanced. On the one hand, this activates the dislocation climb leading to the formation of dislocation walls where dislocations within the walls either annihilate each other or get absorbed into the walls [
35]. On the other hand, it results in back stress cyclic hardening, and the obstructed movement of pile-up dislocations across grain boundaries prevents the presence of dislocations in unfavorably oriented α phases and higher hardness β phases, causing non-uniform deformation, which further exacerbates back stress hardening [
36].
Finally, in the plastic shakedown stage, hindered by the combined effects of pile-up dislocations and non-uniform deformation, both the externally applied tensile stress during stretching and the reverse stress on dislocations generated during stress relaxation upon unloading are lower than the critical shear stress required to drive dislocation slip. As a result, dislocations have difficulty in initiating motion. This is macroscopically reflected in a significant decrease in strain rate and the stabilization of strain components. However, the continuous action of the applied stress during the stress-holding stage causes elastic bending of dislocation segments, as shown in
Figure 14. This is manifested as a small amount of “creep strain” on the stress-strain curve. It should be noted that this “creep strain” is not an irrecoverable plastic strain and it will disappear upon unloading due to the re-straightening of bending dislocation segments through the occurrence of anelastic recovery [
37] [
38,
39]. This conclusion was already pointed out in Nardone’s study on the cyclic creep behavior controlled by anelastic recovery [
40]. The anelastic recovery strain during unloading is initially stored in the strain accumulated during the stress-holding period, and this strain has not yet completely transformed into irrecoverable “creep strain”. The micro-mechanism behind this phenomenon is primarily attributed to the back stress generated by the line tension of dislocations in bending. If unloading occurs during the bending process of dislocations, the strain can be recovered. Souni has also observed bending dislocation segments in TEM images during the study of anelastic creep behavior in near-α titanium alloy Ti6242Si, suggesting that the deformation of dislocation segments controlled by dislocation climb dominates the anelastic strain [
27]. The phenomenon of dislocation segment bending and re-straightening occurs repeatedly during CF loading and unloading, resulting in continuous repeated deformation of the specimen, ultimately leading to the attainment of a plastic shakedown state.
Based on the above discussion, the micro-mechanisms of plastic shakedown of Ti17 alloy under CF loading have been summarized in
Figure 15, which shows a certain region in the basket-weave structure of Ti17 alloy. The dislocations within the α-phase in the as-received material can be neglected. Ti17 alloy undergoes the dislocation slip in the initial stage. Then the dislocation plugs and entangles continuously inducing dislocation climbing in the transition stage. Finally, the dislocation bending during stress-loading and the re-straightening during unloading reach a balance, a plastic shakedown state is manifested in the macroscopic state.