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First-ply failure criteria

Physical formulation · assumptions, essential equations, full derivation, algorithm, code and verification references.

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Physical formulationINDICATOR ONLY · no progressive damage update

Maximum stress/strain, Tsai–Hill, and Tsai–Wu indices are evaluated at declared ply positions and material axes.

01 Model and scope

These are first-ply indicators evaluated at prescribed through-thickness positions in each ply's material axes. They compare recovered stresses or strains with allowables, or evaluate a failure surface. Crossing FI=1 flags a criterion-specific first-ply exceedance; QF Solver does not degrade stiffness or propagate the failure.

Route assumptions and calculation checks

  1. Indices use recovered ply stress/strain in axes 1–2 at lower, middle, and upper positions, with tension/compression allowables selected by sign.
  2. Tsai–Wu's default f12*=−0.5 is an assumption; replace it with traceable biaxial test data for engineering use.
  3. Crossing FI=1 reports a first-ply indicator. The solver does not reduce stiffness or model crack growth, progressive damage, fatigue, impact, or delamination.

02 Essential equations and symbols

X={Xt,σ1≥0Xc,σ1<0,Y={Yt,σ2≥0Yc,σ2<0X=\begin{cases}X_t,&\sigma_1\ge0\\X_c,&\sigma_1<0\end{cases},\quad Y=\begin{cases}Y_t,&\sigma_2\ge0\\Y_c,&\sigma_2<0\end{cases}FIMS=max⁡(max⁡(σ1,0)Xt,max⁡(−σ1,0)Xc,max⁡(σ2,0)Yt,max⁡(−σ2,0)Yc,∣τ12∣S12)FI_{MS}=\max\left(\frac{\max(\sigma_1,0)}{X_t},\frac{\max(-\sigma_1,0)}{X_c},\frac{\max(\sigma_2,0)}{Y_t},\frac{\max(-\sigma_2,0)}{Y_c},\frac{|\tau_{12}|}{S_{12}}\right)FITH=(σ1X)2−σ1σ2X2+(σ2Y)2+(τ12S12)2FI_{TH}=\left(\frac{\sigma_1}{X}\right)^2-\frac{\sigma_1\sigma_2}{X^2}+\left(\frac{\sigma_2}{Y}\right)^2+\left(\frac{\tau_{12}}{S_{12}}\right)^2FITW=F1σ1+F2σ2+F11σ12+F22σ22+2F12σ1σ2+F66τ122FI_{TW}=F_1\sigma_1+F_2\sigma_2+F_{11}\sigma_1^2+F_{22}\sigma_2^2+2F_{12}\sigma_1\sigma_2+F_{66}\tau_{12}^2FI≤1:inside selected surface;FI>1:first-ply exceedance indicatorFI\le1:\quad\text{inside selected surface};\quad FI>1:\quad\text{first-ply exceedance indicator}

Definitions and conventions

σ1,σ2,τ12\sigma{}_{1}, \sigma{}_{2}, \tau{}_{12}
Ply stresses in material axes; τ₁₂ is the in-plane tensor shear stress.
Xt, Xc, Yt, Yc
Positive magnitudes of tensile and compressive strengths along fibre axis 1 and transverse axis 2.
S12S_{12}
Positive in-plane shear strength magnitude.
FI
Criterion-specific failure index; FI≤1 is below that criterion boundary.
RF, MS
Reserve factor under proportional load scaling and margin of safety RF−1.
σ₂σ₁statecriterion surface · RF scales the load directionRecover ply state → index → reserve factorMaximum stress/strain use component-wise limitsTsai–Hill and Tsai–Wu include interactionFI > 1 flags first-ply exceedance only
Material-axis stress is evaluated against a chosen failure surfaceThe index indicates criterion exceedance for the supplied allowables and load direction. It does not start a damage evolution or predict delamination.
6 detailed steps

03 Step by step derivation

Follow the assumptions, equations and discrete operations in order. The full explanation stays visible.

The chain is: recover shell strain at a ply position, rotate to axes 1–2, apply the selected maximum-stress/strain, Tsai–Hill, or Tsai–Wu formula, then report index and reserve factor. The chosen strength data and Tsai–Wu interaction coefficient are assumptions unless supported by traceable material tests.

1 · Recover a local ply state before checking failure

A composite criterion must use ply material axes, not global shell stress. For each ply, QF Solver recovers the lower, middle, and upper through-thickness states from ε⁰+zκ, rotates strain to axes 1–2, and computes ply stress with that ply's reduced stiffness. The governing position can differ for each criterion.

εkshell(z)=ε0+zκ\boldsymbol{\varepsilon}_{k}^{shell}(z)=\boldsymbol{\varepsilon}^{0}+z\boldsymbol{\kappa}εkmat=Tε(θk)εkshell,σkmat=Qkεkmat\boldsymbol{\varepsilon}_{k}^{mat}=\mathcal T_{\varepsilon}(\theta_k)\boldsymbol{\varepsilon}_{k}^{shell},\qquad\boldsymbol{\sigma}_{k}^{mat}=\mathbf Q_k\boldsymbol{\varepsilon}_{k}^{mat}{σ1,σ2,τ12}k,z,z∈{lower,middle,upper}\{\sigma_1,\sigma_2,\tau_{12}\}_{k,z},\qquad z\in\{lower,middle,upper\}

Results depend on stacking order, local shell axes, angle convention, stress-recovery location, and interface-side convention. These inputs belong in the audit trail.

2 · Maximum stress and maximum strain

The maximum-stress criterion computes separate utilization ratios for fibre tension/compression, transverse tension/compression, and in-plane shear, then takes the largest. Maximum strain applies the same structure to material-axis engineering strains and strain allowables. Neither criterion models interaction between the components.

r1={σ1/Xt,σ1≥0−σ1/Xc,σ1<0,r2={σ2/Yt,σ2≥0−σ2/Yc,σ2<0,r6=∣τ12∣/S12r_1=\begin{cases}\sigma_1/X_t,&\sigma_1\ge0\\-\sigma_1/X_c,&\sigma_1<0\end{cases},\quad r_2=\begin{cases}\sigma_2/Y_t,&\sigma_2\ge0\\-\sigma_2/Y_c,&\sigma_2<0\end{cases},\quad r_6=|\tau_{12}|/S_{12}FIMS=max⁡(r1,r2,r6),RFMS=1/FIMSFI_{MS}=\max(r_1,r_2,r_6),\qquad RF_{MS}=1/FI_{MS}FIME=max⁡(ε1e1t/c,ε2e2t/c,∣γ12∣g12)FI_{ME}=\max\left(\frac{\varepsilon_1}{e_{1t/c}},\frac{\varepsilon_2}{e_{2t/c}},\frac{|\gamma_{12}|}{g_{12}}\right)

For strain, γ12 is engineering shear strain. Tensile and compressive allowables are selected by the sign of the normal component.

3 · Tsai–Hill: a quadratic interaction surface

Tsai–Hill combines normal and shear stress terms into one quadratic index. QF Solver follows the documented Azzi–Tsai convention and chooses X and Y tensile or compressive magnitudes according to the signs of σ₁ and σ₂. This choice makes the surface piecewise dependent on the stress quadrant.

FITH=(σ1X)2−σ1σ2X2+(σ2Y)2+(τ12S12)2FI_{TH}=\left(\frac{\sigma_1}{X}\right)^2-\frac{\sigma_1\sigma_2}{X^2}+\left(\frac{\sigma_2}{Y}\right)^2+\left(\frac{\tau_{12}}{S_{12}}\right)^2X={Xt,σ1≥0Xc,σ1<0,Y={Yt,σ2≥0Yc,σ2<0X=\begin{cases}X_t,&\sigma_1\ge0\\X_c,&\sigma_1<0\end{cases},\qquad Y=\begin{cases}Y_t,&\sigma_2\ge0\\Y_c,&\sigma_2<0\end{cases}RFTH=1FITHfor proportional loading and FITH>0RF_{TH}=\frac1{\sqrt{FI_{TH}}}\quad\text{for proportional loading and }FI_{TH}>0

The interaction term couples σ₁ and σ₂ but no progressive damage is applied after crossing FI=1.

4 · Tsai–Wu: include linear tension/compression asymmetry

Tsai–Wu adds linear terms so tensile and compressive strengths can differ. Its quadratic interaction coefficient F12 cannot be inferred uniquely from four uniaxial allowables; it needs biaxial test data or an explicitly labeled assumption. The current default f12* is −0.5.

FITW=F1σ1+F2σ2+F11σ12+F22σ22+2F12σ1σ2+F66τ122FI_{TW}=F_1\sigma_1+F_2\sigma_2+F_{11}\sigma_1^2+F_{22}\sigma_2^2+2F_{12}\sigma_1\sigma_2+F_{66}\tau_{12}^2F1=1Xt−1Xc,F11=1XtXc,F2=1Yt−1Yc,F22=1YtYc,F66=1S122F_1=\frac1{X_t}-\frac1{X_c},\quad F_{11}=\frac1{X_tX_c},\quad F_2=\frac1{Y_t}-\frac1{Y_c},\quad F_{22}=\frac1{Y_tY_c},\quad F_{66}=\frac1{S_{12}^2}F12=f12∗F11F22,−1<f12∗<1,f12∗=−0.5  documented defaultF_{12}=f_{12}^*\sqrt{F_{11}F_{22}},\qquad -1<f_{12}^*<1,\qquad f_{12}^*=-0.5\;\text{documented default}

Because FI_TW contains linear and quadratic terms, its reserve factor is not generally 1/√FI at the current point.

5 · Interpret reserve factor and margin

For proportional loading, scale all current stress components by RF until the selected index reaches one. For Tsai–Hill this gives 1/√FI. For Tsai–Wu, solve the positive root of the load-scaling quadratic. The implementation reports index, reserve factor, margin, pass flag, and contributing components.

FITW(RF σ)=L RF+Q RF2=1FI_{TW}(RF\,\boldsymbol{\sigma})=L\,RF+Q\,RF^2=1RFTW=min⁡{r>0:Qr2+Lr−1=0}RF_{TW}=\min\{r>0:Qr^2+Lr-1=0\}MS=RF−1MS=RF-1

The reserve factor is meaningful only for the assumed proportional loading direction and current ply state. Non-proportional load paths can change which ply and criterion governs.

6 · What this output cannot conclude

FI≤1 means only that the supplied state lies inside the chosen mathematical criterion using the supplied allowables. FI>1 predicts first-ply criterion exceedance. It does not trigger stiffness reduction, crack growth, fibre kinking, matrix cracking, delamination, fatigue, impact damage, or redistribution to neighboring plies.

FI≤1  ⟹  inside the selected criterion surfaceFI\le1\;\Longrightarrow\;\text{inside the selected criterion surface}FI>1  ⟹  predicted first-ply criterion exceedanceFI>1\;\Longrightarrow\;\text{predicted first-ply criterion exceedance}FI>1  ⟹̸  progressive failure simulationFI>1\;\not\Longrightarrow\;\text{progressive failure simulation}

QF Solver validates that strengths are finite and positive and constrains f12* to (−1,1); those checks do not verify that a material data sheet or test campaign supplied the values.

04 Algorithm and implementation

Source excerpt · v0.2.11

The evaluator computes criterion-specific indices and reserve factors in material axes. Values are indicators; no constitutive damage update follows.

Code
f1 = 1.0 / strengths.Xt - 1.0 / strengths.Xc
f2 = 1.0 / strengths.Yt - 1.0 / strengths.Yc
f11 = 1.0 / (strengths.Xt * strengths.Xc)
f22 = 1.0 / (strengths.Yt * strengths.Yc)
f66 = 1.0 / strengths.S12**2
f12 = strengths.f12_star * sqrt(f11 * f22)
linear = f1 * sigma1 + f2 * sigma2
quadratic = f11*sigma1**2 + f22*sigma2**2 + 2*f12*sigma1*sigma2 + f66*tau12**2
index = linear + quadratic
reserve = _positive_tsai_wu_root(linear, quadratic)
Read the complete versioned implementation →

05 Verification and limitations

INDICATOR ONLY · no progressive damage update

Each reference supports its own model, observable and analysis route. Read the original contract and limitations before transferring a conclusion.

06 Sources and related sheets

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