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sciences
Article
Experimental Development of Composite Bicycle Frame
Milan Dvořák 1, * , Tomáš Ponížil 2 , Viktor Kulíšek 1 , Nikola Schmidová 1 , Karel Doubrava 1 , Bohumil Kropík 1
and Milan Růžička 1

1 Department of Mechanics, Biomechanics and Mechatronics, Faculty of Mechanical Engineering,


Czech Technical University in Prague, Technická 4, 16000 Praha, Czech Republic
2 Compo Tech PLUS, spol. s r.o., Nová 1316, 34201 Sušice, Czech Republic
* Correspondence: milan.dvorak@fs.cvut.cz

Abstract: This article focuses on the development of a carbon composite bicycle frame using various
experimental methods of structural analysis. Two types of frame specimen were used. The complete
frame specimen was tested in accordance with ISO test load cases with the addition of an ergometer
test in order to refine the operational strain envelope of such a frame. Resistive strain gauges
and optical Fiber Bragg Grating (FBG) sensors were used for this analysis. The FBG sensors were
embedded inside the head tube joints during the manufacturing process. The head connection was
designed as a geometrically precise form–connection of wound composite tubes, reinforced with a
wrap of high-strength unidirectional carbon tapes and carbon fabrics. Additional structural strength
laboratory tests were conducted using simplified frame specimens, in order to evaluate the range of
the limit case strain ranges. The digital image correlation method was used for the evaluation of the
strain distribution in the head tube area. Resistive strain gauges were used for local strain analysis in
critical areas. The acoustic emission method was used to detect structural defects before they could
influence the stiffness response of the frame. It was found that the joints of the frame tubes are crucial
for the strength and safety of the frame. Therefore, attention was also focused on the strengthening
of the head tube joint, and on its experimental verification. A positive effect on the strength of the
Citation: Dvořák, M.; Ponížil, T.; reinforced frame was found by doubling the thickness of the carbon fabric in the head tube joint area.
Kulíšek, V.; Schmidová, N.;
Doubrava, K.; Kropík, B.; Růžička, M. Keywords: composite bicycle frame; FBG sensor; digital image correlation; acoustic emission method;
Experimental Development of embedded sensor; carbon composite wound tube
Composite Bicycle Frame. Appl. Sci.
2022, 12, 8377. https://doi.org/
10.3390/app12168377

Academic Editor: Jin-Yeon Kim 1. Introduction


Received: 31 December 2021
Bicycle frames made from carbon fiber reinforced polymers (CFRP, see Figure 1) are
Accepted: 15 August 2022
now widely commercially available. Besides prepreg molding technology, composite
Published: 22 August 2022 wound tube technology is the most common method for the manufacture of bicycle frames.
In general, the most problematic points of a bicycle frame, which consists of wound
Publisher’s Note: MDPI stays neutral
structural tubes, are the joints of these structural tubes. One common method of joining
with regard to jurisdictional claims in
the tubes, by using glued sleeve joints, has both performance and visual limitations. These
published maps and institutional affil-
are caused by the technology of the composite manufacturing itself [1], which differs
iations.
from the traditional manufacturing technology for steel or alloy frames, especially with
regard to the service life of the adhesive joints of composite tubes [2]. Therefore, research
has focused on joint improvement, by trying to improve the strength of the hand lay-up
Copyright: © 2022 by the authors. laminated joints. Structural stress–strain analysis is an integral part of such research and
Licensee MDPI, Basel, Switzerland. experimental verification is necessary. In order to achieve the optimal design of a bicycle
This article is an open access article frame, as well as other components such as forks, handlebars, etc., it is essential to have
distributed under the terms and the best possible knowledge of the static and dynamic properties of the frame and other
conditions of the Creative Commons individual components.
Attribution (CC BY) license (https://
creativecommons.org/licenses/by/
4.0/).

Appl. Sci. 2022, 12, 8377. https://doi.org/10.3390/app12168377 https://www.mdpi.com/journal/applsci


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  Sci. 2022, 12, 8377 2 of 26

 
Figure 1. Complete bicycle frame with embedded and surface sensors installed.
Figure 1. Complete bicycle frame with embedded and surface sensors installed. 
These can now be routinely tested in the laboratory. To identify the dynamic parame-
ters ofThese can now be routinely tested in the laboratory. To identify the dynamic param‐
the structures, input–output methods are used [3]. Newer methods combine, for
eters of the structures, input–output methods are used [3]. Newer methods combine, for 
example, the wavelet-transformed representation of system responses with an independent
example, the wavelet‐transformed representation of system responses with an independ‐
component analysis [4,5]. The static, as well as fatigue tests, need to demonstrate that the
ent component analysis [4,5]. The static, as well as fatigue tests, need to demonstrate that 
bike’s structure has sufficient strength. This must be demonstrated from the stiffness point
the bike’s structure has sufficient strength. This must be demonstrated from the stiffness 
of view; for example, [6] describes the analysis of the frame stiffness response, and from the
point of view; for example, [6] describes the analysis of the frame stiffness response, and 
fatigue life point of view; for example, [7] describes the fatigue testing of the front carbon
from the fatigue life point of view; for example, [7] describes the fatigue testing of the front 
fork. The increasing demand to improve the performance of bicycle frames, especially from
acarbon fork. The increasing demand to improve the performance of bicycle frames, espe‐
safety point of view, necessitates an accurate description of the operational load of the
cially from a safety point of view, necessitates an accurate description of the operational 
frame. Due to the complexity and cost of such a task, which results from the requirement
load of the frame. Due to the complexity and cost of such a task, which results from the 
for small, lightweight and durable experimental equipment, operational measurements
requirement 
are performedfor  onlysmall, 
by somelightweight  and  manufacturers.
bicycle frame durable  experimental  equipment, 
The origins operational 
of these operational
measurements are performed only by some bicycle frame manufacturers. The origins of 
experiments date back to 1968, when the first strain gauge (SG) analysis of pedal-and-crank
these operational experiments date back to 1968, when the first strain gauge (SG) analysis 
strain was performed [8]. Today, even operational fatigue analyses are common, where the
of pedal‐and‐crank strain was performed [8]. Today, even operational fatigue analyses are 
load operating spectra are measured by strain gauges calibrated to measure force, both
common, where the load operating spectra are measured by strain gauges calibrated to 
for metal frames [9] and for composite frames [10]. However, due to the complexity and
cost of operational measurements, bicycle manufacturers mainly focus on numerical simu-
measure force, both for metal frames [9] and for composite frames [10]. However, due to 
lations. These are created from basic models using beam elements to determine stiffness
the complexity and cost of operational measurements, bicycle manufacturers mainly focus 
behavior [11], through the use of shell elements [12], to optimization tasks performed on
on numerical simulations. These are created from basic models using beam elements to 
the composite frame lay-up configuration [13]. The common solutions for laboratory and
determine stiffness behavior [11], through the use of shell elements [12], to optimization 
operational measurements use strain gauge analysis. In addition to bicycle frame testing,
tasks performed on the composite frame lay‐up configuration [13]. The common solutions 
they are focused on testing other critical components such as handlebars, pedals and forks.
for laboratory and operational measurements use strain gauge analysis. In addition to bi‐
However, experiments which commonly use the electrical strain gauge method for the
cycle frame testing, they are focused on testing other critical components such as handle‐
stress–strain verification of the frame have some crucial disadvantages. A strain gauge
bars, pedals and forks. However, experiments which commonly use the electrical strain 
cannot be embedded
gauge  method  inside
for  the  the composite
stress–strain  lay-upof 
verification  orthe 
inside an adhesive
frame  have  some  joint. Therefore,
crucial  disad‐
only the surface strain can be measured. This could be insufficient in a case where a strain
vantages. A strain gauge cannot be embedded inside the composite lay‐up or inside an 
analysis of a geometrically complex shape is needed. A structural analysis of the specific
adhesive joint. Therefore, only the surface strain can be measured. This could be insuffi‐
layers of composite lay-ups or joints can be performed using Fiber Bragg Grating (FBG)
cient in a case where a strain analysis of a geometrically complex shape is needed. A struc‐
sensor measurement technology, because FBGs are small enough to be placed between the
tural analysis of the specific layers of composite lay‐ups or joints can be performed using 
particular filaments [14,15].
Fiber  Bragg  Grating  (FBG)  sensor  measurement  technology,  because  FBGs  are  small 
Tests of bicycles, including their components, are described in ISO 4210 [16]. The
enough to be placed between the particular filaments [14,15]. 
standard
Tests isof 
constantly
bicycles, evolving
including and adapting
their  to emerging
components,  cycling trends.
are  described  Among
in  ISO  4210  other
[16].  The 
things, the EFBE Prüftechnik GmbH testing laboratory in Germany is
standard is constantly evolving and adapting to emerging cycling trends. Among other involved in their
development. Tests of the standardized cases described in this article were performed in
things, the EFBE Prüftechnik GmbH testing laboratory in Germany is involved in their 
this testing laboratory. Because this research work focuses only on the bicycle frame, tests
development. Tests of the standardized cases described in this article were performed in 
are selected from the part of the ISO 4210-6 standard [17], which describes the testing of the
this testing laboratory. Because this research work focuses only on the bicycle frame, tests 
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are selected from the part of the ISO 4210‐6 standard [17], which describes the testing of 
are selected from the part of the ISO 4210‐6 standard [17], which describes the testing of 
are selected from the part of the ISO 4210‐6 standard [17], which describes the testing of 
the frame and fork. The requirements for passing the tests are described in part ISO 4210‐
are selected from the part of the ISO 4210‐6 standard [17], which describes the testing of 
the frame and fork. The requirements for passing the tests are described in part ISO 4210‐
the frame and fork. The requirements for passing the tests are described in part ISO 4210‐
2  [18].  The  aforementioned  regulations  for  testing  bicycle  frames  prescribe  three  main 
the frame and fork. The requirements for passing the tests are described in part ISO 4210‐
2  [18].  The  aforementioned  regulations  for  testing  bicycle  frames  prescribe  three  main 
2  [18]. 
frame The 
and aforementioned 
fork. The requirements regulations  for 
for passing testing 
the testsbicycle 
are frames 
described prescribe 
in part ISO three 
4210-2
types of tests: impact load tests of the frame; fatigue tests of the frame (for example of the  main 
[18].
2  [18].  The  aforementioned  regulations  for  testing  bicycle  frames  prescribe 
types of tests: impact load tests of the frame; fatigue tests of the frame (for example of the  three  main 
types of tests: impact load tests of the frame; fatigue tests of the frame (for example of the 
The aforementioned regulations for testing bicycle frames prescribe three main types of
test schemes see Table 1); and static stiffness tests of the frame. For the impact tests, the 
types of tests: impact load tests of the frame; fatigue tests of the frame (for example of the 
test schemes see Table 1); and static stiffness tests of the frame. For the impact tests, the 
test schemes see Table 1); and static stiffness tests of the frame. For the impact tests, the 
tests: impact load tests of the frame; fatigue tests of the frame (for example of the test
change in wheelbase is evaluated, i.e., the distance between the axles of the front and rear 
test schemes see Table 1); and static stiffness tests of the frame. For the impact tests, the 
change in wheelbase is evaluated, i.e., the distance between the axles of the front and rear 
change in wheelbase is evaluated, i.e., the distance between the axles of the front and rear 
schemes see Table 1); and static stiffness tests of the frame. For the impact tests, the change
wheels, before and after impact. Standard [18] specifies the permissible permanent deflec‐
change in wheelbase is evaluated, i.e., the distance between the axles of the front and rear 
wheels, before and after impact. Standard [18] specifies the permissible permanent deflec‐
wheels, before and after impact. Standard [18] specifies the permissible permanent deflec‐
inwheels, before and after impact. Standard [18] specifies the permissible permanent deflec‐
wheelbase is evaluated, i.e., the distance between the axles of the front and rear wheels,
tion. The frame must not show any signs of failure after the impact test and no part of the 
tion. The frame must not show any signs of failure after the impact test and no part of the 
tion. The frame must not show any signs of failure after the impact test and no part of the 
before and after impact. Standard [18] specifies the permissible permanent deflection. The
frame should be separated after the second impact. In order for the composite frame to 
tion. The frame must not show any signs of failure after the impact test and no part of the 
frame should be separated after the second impact. In order for the composite frame to 
frame should be separated after the second impact. In order for the composite frame to 
frame must not show any signs of failure after the impact test and no part of the frame
pass the fatigue tests according to [18], no cracks must appear and the deflection of the 
frame should be separated after the second impact. In order for the composite frame to 
pass the fatigue tests according to [18], no cracks must appear and the deflection of the 
pass the fatigue tests according to [18], no cracks must appear and the deflection of the 
should be separated after the second impact. In order for the composite frame to pass
force actuator must not be increased by more than 20%. The experience of the Interna‐
pass the fatigue tests according to [18], no cracks must appear and the deflection of the 
force actuator must not be increased by more than 20%. The experience of the Interna‐
force actuator must not be increased by more than 20%. The experience of the Interna‐
the fatigue
tional  tests according
Cycling  to [18],
Federation  no cracks
(UCI)  and  mustindependent 
other  appear and testing 
the deflection of thealso 
laboratories  forceshows 
force actuator must not be increased by more than 20%. The experience of the Interna‐
tional  Cycling  Federation  (UCI)  and  other  independent  testing  laboratories  also  shows 
tional 
actuator Cycling 
must Federation 
not be (UCI) 
increased and 
by other 
more independent 
than 20%. The testing  laboratories 
experience of the also  shows 
International
that these load cases well represent the load on the bicycle, but the level of load should 
tional  Cycling  Federation  (UCI)  and  other  independent  testing  laboratories  also  shows 
that these load cases well represent the load on the bicycle, but the level of load should 
that these load cases well represent the load on the bicycle, but the level of load should 
Cycling Federation (UCI) and other independent testing laboratories also shows that these
only be considered as the minimum to ensure the safety of the cyclist [19,20]. 
that these load cases well represent the load on the bicycle, but the level of load should 
only be considered as the minimum to ensure the safety of the cyclist [19,20]. 
only be considered as the minimum to ensure the safety of the cyclist [19,20]. 
load cases well represent the load on the bicycle, but the level of load should only be
only be considered as the minimum to ensure the safety of the cyclist [19,20]. 
considered as the minimum to ensure the safety of the cyclist [19,20].
Table 1. An overview of the experimental procedures and specimens. 
Table 1. An overview of the experimental procedures and specimens. 
Table 1. An overview of the experimental procedures and specimens. 
Table 1. An overview of the experimental procedures and specimens. 
Specimen Type and Loading Scheme 
Specimen Type and Loading Scheme  Description 
Table 1. An overview of the experimental procedures and specimens.
Description  Section 
Section 
Specimen Type and Loading Scheme  Description  Section 
Tensile test of carbon UD tapes to evaluate limit of 
Specimen Type and Loading Scheme  Description 
Tensile test of carbon UD tapes to evaluate limit of  Section 
Specimen Type and Loading Scheme
UD tape specimen  Tensile test of carbon UD tapes to evaluate limit of 
Description
mechanical strain.  Section
Introduction of Section 3 
UD tape specimen  Tensile test of carbon UD tapes to evaluate limit of 
mechanical strain.  Introduction of Section 3 
UD tape specimen  mechanical strain. 
 test
Tensile ofSG sensors 
carbon UD tapes to evaluate limit of Introduction of Section 3 
UD tape specimen  mechanical strain. 
 SG sensors  Introduction of Section 3 
UD tape specimen mechanical strain.
SG sensors  Introduction of Section 3
Pedal forces 
Pedal forces  •  SG SG sensors 
sensors
Pedal forces 
Pedal forces 
Pedal forces

     
Horizontal forces 
Horizontal forces   
Horizontal forces 
Horizontal forces
Horizontal forces  Complete bicycle frame—specimen 0 
Complete bicycle frame—specimen 0 
Complete bicycle frame—specimen 0 
ISO defined cyclic load cases to become aware of how 
Complete bicycle frame—specimen 0 
ISO defined cyclic load cases to become aware of how 
Complete bicycle frame—specimen 0
ISO defined cyclic load cases to become aware of how 
ISO frame specimen 0 performs under various loading. 
defined cyclic load cases to become aware of how
ISO defined cyclic load cases to become aware of how 
frame specimen 0 performs under various loading.  Section 2.6.1 Section 3.1
frame specimen 0 performs under various loading. 
frame specimen 0 performs under various loading.
SG sensors 

frame specimen 0 performs under various loading. 
SG sensors 
SG sensors
SG sensors 
FBG sensors 
  • SG sensors 
FBG sensors 
FBG sensors
FBG sensors 
Vertical Forces      FBG sensors 
Vertical Forces   
Vertical Forces 
Vertical Forces Section 2.6.1 Section 3.1 
Vertical Forces  Section 2.6.1 Section 3.1 
Section 2.6.1 Section 3.1 
Section 2.6.1 Section 3.1 

 
   
Bottom bracket stiffness 
 
Bottom bracket stiffness 
Bottom bracket stiffness 
Bottom bracket stiffness
Bottom bracket stiffness 
Complete bicycle frame—specimen 0 
Complete bicycle frame—specimen 0 
Complete bicycle frame—specimen 0 
Complete bicycle frame—specimen 0
Specific static load cases to become aware of how 
Complete bicycle frame—specimen 0 
Specific static load cases to become aware of how 
Specific static load cases to become aware of how
  Specific static load cases to become aware of how 
frame specimen 0 performs under various loading. 
Specific static load cases to become aware of how 
frame specimen 0 performs under various loading.
   
Head tube torsion stiffness 
frame specimen 0 performs under various loading. 
frame specimen 0 performs under various loading. 
• 
SG sensors
SG sensors 
tube torsion   frame specimen 0 performs under various loading. 
•  FBG
Head
Head tube torsion stiffness  SG sensors 
Head tube torsion stiffness 
Head tube torsion stiffness  sensors
SG sensors 
Head tube torsion stiffness    FBG sensors 
SG sensors 
  FBG sensors 
FBG sensors 
 FBG sensors 
stiffness  
   
Ergometer test 
Ergometer test    Complete bicycle frame—specimen 0 
Complete bicycle frame—specimen 0  Section 2.6.2 Section 3.2 
Section 2.6.2 Section 3.2 
Ergometer test  Complete bicycle frame—specimen 0  Section 2.6.2 Section 3.2 
Ergometer test  Complete bicycle frame—specimen 0  Section 2.6.2 Section 3.2 
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Specimen Type and Loading Scheme  Description 
Table 1. Cont. Section 
Specimen Type and Loading Scheme 
Specimen Type and Loading Scheme  Description 
Description  Section 
Section 
Specimen Type and Loading Scheme  Laboratory test of complete bicycle based on frame 
Description  Section 
Specimen Type and Loading Scheme Laboratory test of complete bicycle based on frame 
Description
Laboratory test of complete bicycle based on frame 
specimen 0 was performed to expand the operational 
Section
Laboratory test of complete bicycle based on frame 
specimen 0 was performed to expand the operational 
Complete bicycle frame—specimen 0
specimen 0 was performed to expand the operational 
envelope of possible limit strain values. 
specimen 0 was performed to expand the operational 
Laboratory test of complete bicycle based on frame
envelope of possible limit strain values. 
envelope of possible limit strain values. 
envelope of possible limit strain values. 
SG sensors 
specimen 0 was performed to expand the operational
Ergometer test
 SG sensors 
envelopeSG sensors 
of possible limit strain values.
FBG sensors 
Section 2.6.2 Section 3.2
SG sensors 
•  FBG
• SG FBG sensors 
sensors
FBG sensors 
FBG sensors 
sensors

Specimen 0 versus specimen 1 
Specimen 0 versus specimen 1 
Specimen 0 versus specimen 1 
This test was performed to evaluate the influence of 
Specimen 0 versus specimen 1 
This test was performed to evaluate the influence of 
This test was performed to evaluate the influence of 
frame simplification from frame specimen 0 to a sim‐
  This test was performed to evaluate the influence of 
Specimen 0 versus specimen 1
frame simplification from frame specimen 0 to a sim‐ Section 
versus       frame simplification from frame specimen 0 to a sim‐
ple triangle in the case of frame specimens 1, 2, 4, 5, 6 
frame simplification from frame specimen 0 to a sim‐
This test was performed to evaluate the influence of   Section 
ple triangle in the case of frame specimens 1, 2, 4, 5, 6  Section 
3.3.1 
versus 
versus 
versus 
versus
frame
ple triangle in the case of frame specimens 1, 2, 4, 5, 6 
and 7.  simplification from frame specimen 0 to a simple
ple triangle in the case of frame specimens 1, 2, 4, 5, 6       Section 
3.3.1 
Section 3.3.1
triangle
and 7. in the case of frame specimens 1, 2, 4, 5, 6 and 7. 3.3.1 
3.3.1 
and 7. 
Quasi‐static test from 0.5 kN to 1.0 kN 
and 7. 
Quasi-static test from 0.5 kN to 1.0 kN
• Quasi‐static test from 0.5 kN to 1.0 kN 
Quasi‐static test from 0.5 kN to 1.0 kN 
SG sensors 
SG sensors
Quasi‐static test from 0.5 kN to 1.0 kN 
  SG sensors 
SG sensors 
SG sensors 
 
    
Horizontal forces—pushing load—
Horizontal forces—pushing load—
Horizontal forces—pushing load—
specimens 1, 2, 4 and 7 
Horizontal forces—pushing load—
Horizontal forces—pushing load—specimens Simplified bicycle frame—specimens 1, 2, 4, 5, 6 and 7 
specimens 1, 2, 4 and 7 
1, 2, 4 and 7
specimens 1, 2, 4 and 7  Simplified bicycle frame—specimens 1, 2, 4, 5, 6 and 7 
specimens 1, 2, 4 and 7  Simplified bicycle frame—specimens 1, 2, 4, 5, 6 and 7 
The experimental work was focused on the most criti‐
Simplified bicycle frame—specimens 1, 2, 4, 5, 6 and 7 
The experimental work was focused on the most criti‐
The experimental work was focused on the most criti‐
cal load case in terms of rider safety, in order to evalu‐
Simplified bicycle frame—specimens 1, 2, 4, 5, 6 and 7
The experimental work was focused on the most criti‐
cal load case in terms of rider safety, in order to evalu‐
The experimental work was focused on the most
cal load case in terms of rider safety, in order to evalu‐
ate the behavior of the head tube joints area under a 
cal load case in terms of rider safety, in order to evalu‐
critical load case in terms of rider safety, in order to
ate the behavior of the head tube joints area under a 
ate the behavior of the head tube joints area under a 
quasi‐static testing to failure and to investigate the in‐
evaluate the behavior of the head tube joints area
ate the behavior of the head tube joints area under a 
  quasi‐static testing to failure and to investigate the in‐
under a quasi-static testing to failure and to investigate
quasi‐static testing to failure and to investigate the in‐
fluence of its strengthening. Frame specimen 7 has a 
quasi‐static testing to failure and to investigate the in‐
the influence of its strengthening. Frame specimen 7 Section 2.6.3 Section 3.3 
    
Horizontal forces—pulling load—spec‐ fluence of its strengthening. Frame specimen 7 has a 
fluence of its strengthening. Frame specimen 7 has a 
strengthened head tube joints area. This was achieved  Section 2.6.3 Section 3.3
fluence of its strengthening. Frame specimen 7 has a 
has a strengthened head tube joints area. This was Section 2.6.3 Section 3.3 
Section 2.6.3 Section 3.3 
Horizontal forces—pulling load—spec‐
Horizontal forces—pulling load—specimens 5 achieved
Horizontal forces—pulling load—spec‐
imens 5 and 6  strengthened head tube joints area. This was achieved 
by using twice the number of fabric layers
strengthened head tube joints area. This was achieved 
by using twice the number of fabric layers compared  Section 2.6.3 Section 3.3 
Horizontal forces—pulling load—spec‐
and 6 strengthened head tube joints area. This was achieved 
imens 5 and 6 
imens 5 and 6  by using twice the number of fabric layers compared 
compared to frame specimens 0, 1, 2, 4, 5 and 6.
by using twice the number of fabric layers compared 
to frame specimens 0, 1, 2, 4, 5 and 6. 
imens 5 and 6  by using twice the number of fabric layers compared 
• to frame specimens 0, 1, 2, 4, 5 and 6. 
SG sensors
to frame specimens 0, 1, 2, 4, 5 and 6. 
SG sensors 
to frame specimens 0, 1, 2, 4, 5 and 6. 
• DIC
•  AE SG sensors 
SG sensors 
DIC 
SG sensors 
  DIC 
DIC 
AE 
DIC 
    AE  AE 
AE 

    
The  following  text  focuses  on  fatigue  cyclic  tests  and  static  stiffness  tests.  We  will 
The following
The  following  text focuses
text  focuses onon fatigue cyclic
fatigue  tests
cyclic  and
tests  static
and  stiffness
static  tests.
stiffness  We
tests.  We will
will 
experimentally examine the behavior of a composite bicycle frame during standardized 
The 
The following 
following  text 
text focuses 
focuses  on 
on fatigue 
fatigue  cyclic 
cyclic tests 
tests and 
and static 
static  stiffness 
stiffness  tests. 
tests.  We 
We will 
will 
experimentally examine the behavior of a composite bicycle
experimentally examine the behavior of a composite bicycle frame during standardized frame during standardized
load cases. This will be extended via testing on an ergometer in order to expand the oper‐
experimentally examine the behavior of a composite bicycle frame during standardized 
experimentally examine the behavior of a composite bicycle frame during standardized 
load cases. This will be extended via testing on an ergometer in order to expand the
load cases. This will be extended via testing on an ergometer in order to expand the oper‐
ational envelope of the possible frame strains and loads. This will enable us to tune the 
load cases. This will be extended via testing on an ergometer in order to expand the oper‐
load cases. This will be extended via testing on an ergometer in order to expand the oper‐
operational envelope of the possible frame strains and loads. This will enable us to tune
ational envelope of the possible frame strains and loads. This will enable us to tune the 
strength and rigidity of the bicycle frame by strengthening the composite lay‐up in the 
ational envelope of the possible frame strains and loads. This will enable us to tune the 
ational envelope of the possible frame strains and loads. This will enable us to tune the 
the strength and rigidity of the bicycle frame by strengthening the composite lay-up in
strength and rigidity of the bicycle frame by strengthening the composite lay‐up in the 
head tube joint area. The behavior of this innovative joint needs to be investigated exper‐
strength and rigidity of the bicycle frame by strengthening the composite lay‐up in the 
strength and rigidity of the bicycle frame by strengthening the composite lay‐up in the 
the head tube joint area. The behavior of this innovative joint needs to be investigated
head tube joint area. The behavior of this innovative joint needs to be investigated exper‐
imentally, in order to investigate which of the experimental methods is suitable for strain 
head tube joint area. The behavior of this innovative joint needs to be investigated exper‐
head tube joint area. The behavior of this innovative joint needs to be investigated exper‐
experimentally, in order to investigate which of the experimental methods is suitable for
imentally, in order to investigate which of the experimental methods is suitable for strain 
analysis, as well as for the detection of joint or composite tube failure. Embedded FBG 
imentally, in order to investigate which of the experimental methods is suitable for strain 
imentally, in order to investigate which of the experimental methods is suitable for strain 
strain analysis, as well as for the detection of joint or composite tube failure. Embedded
analysis, as well as for the detection of joint or composite tube failure. Embedded FBG 
strain sensors, supplemented by strain gauges installed on the frame tubes, are used to 
analysis, as well as for the detection of joint or composite tube failure. Embedded FBG 
analysis, as well as for the detection of joint or composite tube failure. Embedded FBG 
FBG strain sensors, supplemented by strain gauges installed on the frame tubes, are used
strain sensors, supplemented by strain gauges installed on the frame tubes, are used to 
monitor strain in this critical structural point of the frame. The limits of the behavior of 
strain sensors, supplemented by strain gauges installed on the frame tubes, are used to 
strain sensors, supplemented by strain gauges installed on the frame tubes, are used to 
to monitor strain in this critical structural point of the frame. The limits of the behavior
monitor strain in this critical structural point of the frame. The limits of the behavior of 
the frame are investigated during the structural strength test, using other experimental 
monitor strain in this critical structural point of the frame. The limits of the behavior of 
monitor strain in this critical structural point of the frame. The limits of the behavior of 
of the frame are investigated during the structural strength test, using other experimental
the frame are investigated during the structural strength test, using other experimental 
methods  such  as the  digital  image  correlation  (DIC)  method 
the frame are investigated during the structural strength test, using other experimental  and  the  acoustic emission 
the frame are investigated during the structural strength test, using other experimental 
methods such asas the 
the digital image correlation (DIC) method and thethe 
acoustic emission
methods 
methods  such  such as the  digital 
digital  image 
image  correlation 
correlation  (DIC) 
(DIC)  method 
(AE) method. The FEA method was used for local strain analysis in the head tube joint 
method  and 
and  the  acoustic emission 
acoustic emission 
methods 
(AE) such The
method. as the 
FEAdigital 
method image 
wascorrelation  (DIC) 
used for local method 
strain and in
analysis the  acoustic emission 
the head tube joint
(AE) method. The FEA method was used for local strain analysis in the head tube joint 
composite lay‐up. 
(AE) method. The FEA method was used for local strain analysis in the head tube joint 
(AE) method. The FEA method was used for local strain analysis in the head tube joint 
composite lay-up.
composite lay‐up. 
Using the above mentioned experimental and computational methods, the main goal 
composite lay‐up. 
Using the above mentioned experimental and computational methods, the main goal
composite lay‐up. 
Using the above mentioned experimental and computational methods, the main goal 
of this paper is to examine the head tube joint of a composite bicycle frame in terms of the 
Using the above mentioned experimental and computational methods, the main goal 
of this paper is to examine the head tube joint of a composite bicycle frame in terms of the
Using the above mentioned experimental and computational methods, the main goal 
of this paper is to examine the head tube joint of a composite bicycle frame in terms of the 
strain response inside the joint and on its surface, and to improve its strength properties. 
of this paper is to examine the head tube joint of a composite bicycle frame in terms of the 
strain response inside the joint and on its surface, and to improve its strength properties.
of this paper is to examine the head tube joint of a composite bicycle frame in terms of the 
strain response inside the joint and on its surface, and to improve its strength properties. 
strain response inside the joint and on its surface, and to improve its strength properties. 
   
strain response inside the joint and on its surface, and to improve its strength properties. 
         
Appl. Sci. 2022, 12, 8377 5 of 26

2. Experimental Methods
Research work conducted on the composite bicycle frame included a range of tasks:
from material experiments to full-scale laboratory testing. The full bicycle frame, including
chain stay and seat stay, was used for the purpose of laboratory testing during standardized
ISO test cases. Embedded optical FBG strain sensors were used for the local strain analysis
of the head tube (HT) joints with the lower frame tube (down tube, DT) and upper frame
tube (top tube, TT). Electrical strain gauges were installed on selected places on the surface
of the frame for the measuring of nominal strains. The mandatory test cases indicate
the minimum operating range, both nominal and local, of the mechanical strain in the
head tube joints area with different types of loadings. In the next step, the bicycle built
with this instrumented frame was loaded with a pedaling cyclist on an ergometer. Again,
measurements of the mechanical strain were obtained from the FBG sensors and strain
gauges. Other experimental work was performed using simplified frames, which were
made without both chain-stay and seat-stay tubes. This made it possible to compare
actual normal operating loads with standardized tests. In these cases, where the front
frame triangle was instrumented only with selected strain gauges near the head tube,
integrated FBG sensors were not installed. The digital image correlation (DIC) method
was used to analyze the deformation of the head tube with the top tube and down tube
connections. This method was used for the determination of the local deformation along the
line representing the integrated FBG sensor, i.e., in the longitudinal axis of the reinforcing
carbon tape. It was also employed for the determination of the local strain extremes in
the head tube area. The experimental configuration was supplemented by AE method
sensors to detect the initiation of failure in the composite structure or frame tube joints. The
experimental flowchart is described in Table 1.

2.1. Composite Bicycle Frame Experimental Configuration


A composite bike frame was made using composite tubes, manufactured by a filament
winding technology, as the main structural parts. The technological advantage of this
solution is the possibility of winding layers of composite with longitudinally oriented
fibers. This includes the application of hybrid compositions of materials; in this case,
high-strength (Toray T700 fiber) and high-modulus (Tenax® UMS40 fiber) carbon fibers.
In combination with a two-component epoxy resin, a fiber volume fraction in the range
of 51–55% was achieved. The tube-to-tube manual lamination method was then used to
form the connections of these particular frame tubes, using carbon fabric and unidirectional
(UD) tape and epoxy resin matrix. Micro-balloon-filled, two-component epoxy resin was
used to complete the shape transitions. The strength of such joints with respect to the hand
composite lay-up process may represent a weak point of the frame’s strength. This should
be experimentally verified. The composite frame in question is optimized for rigidity and
weighs 800 g with a size of 54 cm.
Two bicycle frame specimen types were manufactured. The first one was a complete
bicycle frame ready for laboratory tests, and the full-scale test of the complete assembled
frame that follows (frame specimen 0, Figure 1). The second specimen type was designed
for extended laboratory testing, with the focus on the most loaded joint, which is the
connection of the head tube to the down tube and the top tube. For this purpose, simplified
frames containing the main frame triangle were made and tested (frame specimens 1, 2, 4, 5,
6 and 7), as shown in Figure 2. Frame specimen 7 differs from the others by the reinforced
composite lay-up in the head tube joint area. Additional carbon fabrics were added so that
the number of layers was doubled. A bicycle frame of the first type was instrumented with
surface-mounted strain gauges and structural FBG sensors. Optical fibers were embedded
into the joint connecting the top tube (FBG TT) with the head tube, and the joint connecting
the down tube (FBG DT) with the head tube (Figure 3a), directly between the unidirectional
carbon filament layers (UD tapes, see Figure 3b). From a safety point of view, these places
are critical for the transfer of horizontal forces. The positions and markings of individual
electrical and optical strain sensors are marked in the scheme in Figure 4a. Details of the
Appl. Sci. 2022, 12, x FOR PEER REVIEW  6  of  27 
  Appl. Sci. 2022, 12, x FOR PEER REVIEW  6  of  27 
Appl. Sci. 2022, 12, 8377 6 of 26
 
Appl. Sci. 2022, 12, x FOR PEER REVIEW  6  of  27 
 
and markings of individual electrical and optical strain sensors are marked in the scheme 
and markings of individual electrical and optical strain sensors are marked in the scheme 
in Figure 4a. Details of the locations of the FBG sensors, FBG TT (Top Tube) and the FBG 
locations of the FBG sensors, FBG TT (Top Tube) and the FBG DT (Down Tube), in the
in Figure 4a. Details of the locations of the FBG sensors, FBG TT (Top Tube) and the FBG 
and markings of individual electrical and optical strain sensors are marked in the scheme 
DT (Down Tube), in the head tube area are shown in Figure 4b. The head tube connection 
head tube area are shown in Figure 4b. The head tube connection area is then covered with
in Figure 4a. Details of the locations of the FBG sensors, FBG TT (Top Tube) and the FBG 
DT (Down Tube), in the head tube area are shown in Figure 4b. The head tube connection 
area is then covered with carbon fabric in the last step of the hand lay‐up lamination process. 
carbon fabric in the last step of the hand lay-up lamination process.
DT (Down Tube), in the head tube area are shown in Figure 4b. The head tube connection 
area is then covered with carbon fabric in the last step of the hand lay‐up lamination process. 
area is then covered with carbon fabric in the last step of the hand lay‐up lamination process. 

 
 
Figure 2. Simplified bicycle frame geometry (specimens 1, 2, 4, 5, 6 and 7).   
Figure 2. Simplified bicycle frame geometry (specimens 1, 2, 4, 5, 6 and 7).
Figure 2. Simplified bicycle frame geometry (specimens 1, 2, 4, 5, 6 and 7). 
Figure 2. Simplified bicycle frame geometry (specimens 1, 2, 4, 5, 6 and 7). 

   
(a)    (b)   
  (b)   
(a)  (b) 
(a) 
Figure 3. (a) Detail of FBG TT sensor placement during the hand lamination process; (b) Detail of 
Figure 3. (a) Detail of FBG TT sensor placement during the hand lamination process; (b) Detail of 
FBG DT sensor placement during the hand lamination process. 
Figure 3. (a) DetailFigure 3. (a) Detail of FBG TT sensor placement during the hand lamination process; (b) Detail of 
of FBG TT sensor placement during the hand lamination process; (b) Detail of
FBG DT sensor placement during the hand lamination process. 
FBG DT sensor placement during the hand lamination process.
FBG DT sensor placement during the hand lamination process. 

 
   
   
(a)  (b) 
 
(a)  (b) 
(a)  (b) 

Figure 4. (a) Position and marking of surface-mounted strain gauges; (b) Location of FBG sensors
(blue marking).
Appl. Sci. 2022, 12, x FOR PEER REVIEW  7  of  27 
 

Appl. Sci. 2022, 12, 8377 Figure 4. (a) Position and marking of surface‐mounted strain gauges; (b) Location of FBG sensors 


7 of 26
(blue marking). 

2.2. Fiber Bragg Grating Sensors 
2.2. Fiber Bragg Grating Sensors
Two ORMOCER® ® coated optical fibers instrumented with one FBG sensor per fiber 
Two ORMOCER coated optical fibers instrumented with one FBG sensor per fiber
were used. The surface routing of the fibers was protected using plastic tubes. The me‐
were used. The surface routing of the fibers was protected using plastic tubes. The
chanical strain indicated by the FBG sensors was measured and evaluated using the Sa‐
mechanical strain indicated by the FBG sensors was measured and evaluated using the
fibra FBGuard optical interrogation system. A measurement error of ±6.1 μm/m was cal‐
Safibra FBGuard optical interrogation system. A measurement error of ±6.1 µm/m was
culated from the maximum wavelength repeatability of the FBGuard device. A more de‐
calculated from the maximum wavelength repeatability of the FBGuard device. A more
tailed description of the method is provided in Appendix A.1. The properties of both the 
detailed description of the method is provided in Appendix A.1. The properties of both the
FBG sensor [21] and the measurement device [22] are shown in Table A1 in Appendix A.1. 
FBG sensor [21] and the measurement device [22] are shown in Table A1 in Appendix A.1.
2.3. Resistive Strain Gauges 
2.3. Resistive Strain Gauges
Strain  gauges were
Strain gauges were only
only  installed 
installed on on 
the the  surface 
surface of theof frame
the  frame  tubes a using 
tubes using methyl- a 
methylmetacrylate cold curing adhesive. Two strain gauges on the top tube (TTF location 
metacrylate cold curing adhesive. Two strain gauges on the top tube (TTF location in
in Figures 4a and 5b) and two on the down tube (DTF location in Figure 4a) are located at 
Figures 4a and 5b) and two on the down tube (DTF location in Figure 4a) are located at
the point of the neutral axis of the DT and the TT (from the point of view of the front–rear 
the point of the neutral axis of the DT and the TT (from the point of view of the front–rear
horizontal loading direction of the frame). One strain gauge was installed on the back side 
horizontal loading direction of the frame). One strain gauge was installed on the back
of 
sidethe 
ofHT 
the in 
HTan 
inaxial  direction, 
an axial as  shown 
direction, in  Figure 
as shown 5a.  Linear 
in Figure strain 
5a. Linear gauges 
strain with 
gauges a  re‐a
with
sistance  of  350  Ohms and a 6  mm  long  measuring  grid  were  used. 
resistance of 350 Ohms and a 6 mm long measuring grid were used. Strain gauges wereStrain gauges  were 
connected to the HBM Spider8 data acquisition device using a quarter bridge connection 
connected to the HBM Spider8 data acquisition device using a quarter bridge connection
configuration. A measurement error of ±6 μm/m was calculated from the measurement 
configuration. A measurement error of ±6 µm/m was calculated from the measurement
range and accuracy class of the Spider8 device. A more detailed description of the method 
range and accuracy class of the Spider8 device. A more detailed description of the method
is provided in Appendix A.2 The properties of both the strain gauge and the measurement 
is provided in Appendix A.2 The properties of both the strain gauge and the measurement
device are shown in Table A2 in Appendix A.2. 
device are shown in Table A2 in Appendix A.2.

   
(a)  (b) 
Figure 5. (a) Detail of HT strain gauge sensor; (b) Detail of TTF strain gauge sensor. 
Figure 5. (a) Detail of HT strain gauge sensor; (b) Detail of TTF strain gauge sensor.

2.4. Digital Image Correlation


2.4. Digital Image Correlation 
A Dantec Dynamics Q400 commercial DIC system equipped with two 16 Mpix digital
A Dantec Dynamics Q400 commercial DIC system equipped with two 16 Mpix digital 
cameras was used. The position of the measuring set-up close to the bicycle frame provided
cameras was used. The position of the measuring set‐up close to the bicycle frame pro‐
a resolution of approximately 0.08 mm/px. A thin surface layer of acrylic lacquer (black and
vided a resolution of approximately 0.08 mm/px. A thin surface layer of acrylic lacquer 
white) was sprayed on the specimen to create a random pattern. Istra 4D software was used
(black and white) was sprayed on the specimen to create a random pattern. Istra 4D soft‐
for data evaluation. Measured displacements were smoothed in the evaluation software
ware was used for data evaluation. Measured displacements were smoothed in the eval‐
by local regression on a kernel grid measuring 9 × 9 px. To compare the measurement
uation software by local regression on a kernel grid measuring 9 × 9 px. To compare the 
methods, the average longitudinal strain was evaluated along the line representing the
measurement methods, the average longitudinal strain was evaluated along the line rep‐
FBG sensor routing in its sensing area (marked FBG TT, FBG DT, see Figure 6a). The joint
resenting the FBG sensor routing in its sensing area (marked FBG TT, FBG DT, see Figure 
of the DT to the HT was chosen as the place of interest, so three circle area gauge objects
6a). The joint of the DT to the HT was chosen as the place of interest, so three circle area 
(marked G1, G2, G3) were created in the joint area for a comparison of frame specimens
gauge objects (marked G1, G2, G3) were created in the joint area for a comparison of frame 
(see Figure 6b). The comparison provided is presented by mean principal strain 1 as an
specimens (see Figure 6b). The comparison provided is presented by mean principal strain 
example of identified behavior. A more detailed description of the method is provided in
Appendix A.3.
Appl. Sci. 2022, 12, x FOR PEER REVIEW  8  of  27 
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Appl. Sci. 2022, 12, 8377 1 as an example of identified behavior. A more detailed description of the method is pro‐


8 of 26
1 as an example of identified behavior. A more detailed description of the method is pro‐
vided in Appendix A.3. 
vided in Appendix A.3. 

     
(a) 
(a)  (b) 
(b) 
Figure 6. Positions of DIC evaluation sensors: (a) Lines representing FBG sensors; (b) Circle gauges. 
Figure 6. Positions of DIC evaluation sensors: (a) Lines representing FBG sensors; (b) Circle gauges. 
Figure 6. Positions of DIC evaluation sensors: (a) Lines representing FBG sensors; (b) Circle gauges.

2.5. Acoustic Emission Method 
2.5. Acoustic Emission Method
2.5. Acoustic Emission Method 
Bicycle frames were equipped with three Dakel IDK‐09 piezoelectric sensors, marked 
Bicycle frames were equipped with three Dakel IDK-09 piezoelectric sensors, marked
Bicycle frames were equipped with three Dakel IDK‐09 piezoelectric sensors, marked 
E1 (TT location), E2 (HT location) and E3 (DT location), which were attached to the tubes 
E1 (TT location), E2 (HT location) and E3 (DT location), which were attached to the tubes
E1 (TT location), E2 (HT location) and E3 (DT location), which were attached to the tubes 
by means of cyanoacrylate adhesive. These sensors were connected to the Dakel Rpety 
by means of cyanoacrylate adhesive. These sensors were connected to the Dakel Rpety
by means of cyanoacrylate adhesive. These sensors were connected to the Dakel Rpety 
XEDO‐AE21 measurement device. The location of the sensors on the frame specimen is 
XEDO-AE21 measurement device. The location of the sensors on the frame specimen is
XEDO‐AE21 measurement device. The location of the sensors on the frame specimen is 
shown in Figure 7. A more detailed description of the method is provided in Appendix 
shown in Figure 7. A more detailed description of the method is provided in Appendix A.4.
shown in Figure 7. A more detailed description of the method is provided in Appendix 
A.4. The properties of both the acoustic emission sensor and the measurement device are 
The properties of both the acoustic emission sensor and the measurement device are shown
A.4. The properties of both the acoustic emission sensor and the measurement device are 
in Table A3 in Appendix A.4.
shown in Table A3 in Appendix A.4. 
shown in Table A3 in Appendix A.4. 

     
(a) 
(a)  (b) 
(b) 
Figure 7. Positions and marking of surface‐mounted AE sensors: (a) Before loading; (b) After the 
Figure 7. Positions and marking of surface-mounted AE sensors: (a) Before loading; (b) After the
Figure 7. Positions and marking of surface‐mounted AE sensors: (a) Before loading; (b) After the 
head tube joint fracture. 
head tube joint fracture.
head tube joint fracture. 
2.6. Experimental Set-Up
2.6. Experimental Set‐Up 
2.6. Experimental Set‐Up 
In the first phase of the experiments, the bicycle frame (frame specimen 0) was tested
In the first phase of the experiments, the bicycle frame (frame specimen 0) was tested 
In the first phase of the experiments, the bicycle frame (frame specimen 0) was tested 
in cooperation with the EFBE Prüftechnik GmbH (Waltrop, Germany). The aim was to
in cooperation with the EFBE Prüftechnik GmbH (Waltrop, Germany). The aim was to 
in cooperation with the EFBE Prüftechnik GmbH (Waltrop, Germany). The aim was to 
become thoroughly aware of the behavior of the bike frame in the ISO defined load cases.
become thoroughly aware of the behavior of the bike frame in the ISO defined load cases. 
become thoroughly aware of the behavior of the bike frame in the ISO defined load cases. 
This was followed by the ergometer test. A simplified bicycle frame (frame specimens 1, 2,
This was followed by the ergometer test. A simplified bicycle frame (frame specimens 1, 
This was followed by the ergometer test. A simplified bicycle frame (frame specimens 1, 
4, 5, 6 and 7) underwent laboratory testing up to the point of structural failure in order to
2, 4, 5, 6 and 7) underwent laboratory testing up to the point of structural failure in order 
2, 4, 5, 6 and 7) underwent laboratory testing up to the point of structural failure in order 
examine the structural strength of the frame.
to examine the structural strength of the frame. 
to examine the structural strength of the frame. 
     
2.6.1. Standardized Load Cases
A set of frame loading procedures was based on the ISO 4210-6 [17] bicycle safety
standard, supplemented by specific load cases:
Appl. Sci. 2022, 12, x FOR PEER REVIEW  9  of  27 
 

Appl. Sci. 2022, 12, 8377 2.6.1. Standardized Load Cases  9 of 26


A set of frame loading procedures was based on the ISO 4210‐6 [17] bicycle safety 
standard, supplemented by specific load cases: 
1. Pedal forces (frame is attached through the rear dropouts and loaded by vertical force 
Pedal forces (frame is attached through the rear dropouts and loaded by vertical force
F = 1100 N through the right crank, load control mode, frequency of cyclic loading f 
F = 1100 N through the right crank, load control mode, frequency of cyclic loading
= 2.5 Hz, 1000 cycles, Figure 8a); 
f = 2.5 Hz, 1000 cycles, Figure 8a);
2. Horizontal 
Horizontal forces 
forces (frame 
(frame is 
is attached 
attached through 
through the  rear dropouts,
the rear dropouts, with
with aa front/back
front/back 
horizontal load through the fork, F = 600 N, load control mode, frequency of cyclic
horizontal load through the fork, F = 600 N, load control mode, frequency of cyclic 
loading f = 2.5 Hz, 1000 cycles, see Figure 8b);
loading f = 2.5 Hz, 1000 cycles, see Figure 8b); 
3. Vertical forces (frame is attached through the rear dropouts and head tube, with
Vertical forces (frame is attached through the rear dropouts and head tube, with ver‐
vertical loading through the seat tube, F = 1200 N, load control mode, frequency of
tical loading through the seat tube, F = 1200 N, load control mode, frequency of cyclic 
cyclic loading f = 2.5 Hz, 1000 cycles, see Figure 8c);
loading f = 2.5 Hz, 1000 cycles, see Figure 8c); 
4. Bottom bracket stiffness (frame is attached through the rear dropouts and head
Bottom bracket stiffness (frame is attached through the rear dropouts and head tube, 
tube, with torsional loading through the bottom bracket, F = 756 N, 3 load cycles,
with torsional loading through the bottom bracket, F = 756 N, 3 load cycles, see Figure 
see Figure 8d);
8d); 
5.
5. Head tube torsion stiffness (frame is attached through the rear dropouts and head
Head tube torsion stiffness (frame is attached through the rear dropouts and head 
tube, torsional loading M = 43.5 Nm is introduced through the equivalent test fork,
tube, torsional loading M = 43.5 Nm is introduced through the equivalent test fork, 
deformation is measured between the front and rear wheel plane, 3 load cycles,
deformation is measured between the front and rear wheel plane, 3 load cycles, see 
see Figure 8e).
Figure 8e). 

   
(a)  (b) 

   
(c)  (d) 

Figure 8. Cont.
Appl. Sci. 2022, 12, x FOR PEER REVIEW  10  of  27 
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Appl. Sci. 2022, 12, 8377 10 
10 of  27 
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(e) 
(e)  (f) 
(f) 
Figure 8. Bicycle frame (specimen 0) loading procedures: (a) Pedal forces; (b) Horizontal forces; (c) 
Figure 8. Bicycle frame (specimen 0) loading procedures: (a) Pedal forces; (b) Horizontal forces; (c) 
Figure 8. Bicycle frame (specimen 0) loading procedures: (a) Pedal forces; (b) Horizontal forces;
Vertical forces; (d) Bottom bracket stiffness; (e) Head tube torsion stiffness; (f) Ergometer test. 
Vertical forces; (d) Bottom bracket stiffness; (e) Head tube torsion stiffness; (f) Ergometer test. 
(c) Vertical forces; (d) Bottom bracket stiffness; (e) Head tube torsion stiffness; (f) Ergometer test.
2.6.2. Ergometer Test 
2.6.2. Ergometer Test
2.6.2. Ergometer Test 
The frame was fitted with components and loaded by pedal forces on an ergometer. 
The frame was fitted with components and loaded by pedal forces on an ergometer.
The frame was fitted with components and loaded by pedal forces on an ergometer. 
The ergometer is an exercise machine that loads the rear wheel and creates pedaling re‐
The ergometer is an exercise machine that loads the rear wheel and creates pedaling
The ergometer is an exercise machine that loads the rear wheel and creates pedaling re‐
sistance. The rider performed a series of sprints in order to obtain the maximum load from 
resistance. The rider performed a series of sprints in order to obtain the maximum load
sistance. The rider performed a series of sprints in order to obtain the maximum load from 
pedaling (Figure 8f). 
from pedaling (Figure 8f).
pedaling (Figure 8f). 

2.6.3. Frame Structural Strength Tests 
2.6.3. Frame Structural Strength Tests
2.6.3. Frame Structural Strength Tests 
The experimental work was focused on the most critical load case in terms of rider 
The experimental work was focused on the most critical load case in terms of rider
The experimental work was focused on the most critical load case in terms of rider 
safety: the horizontal loading force test. The force acting on the fork during a jump, riding
safety: the horizontal loading force test. The force acting on the fork during a jump, riding 
safety: the horizontal loading force test. The force acting on the fork during a jump, riding 
over a pothole or a frontal impact was simulated using a hydraulic actuator. Specimens 1,
over a pothole or a frontal impact was simulated using a hydraulic actuator. Specimens 1, 
over a pothole or a frontal impact was simulated using a hydraulic actuator. Specimens 1, 
2, 4, 5, 6 and 7 were tested; Specimens 1, 2, 4 and 7 were loaded by a pushing load, while
2, 4, 5, 6 and 7 were tested; Specimens 1, 2, 4 and 7 were loaded by a pushing load, while 
2, 4, 5, 6 and 7 were tested; Specimens 1, 2, 4 and 7 were loaded by a pushing load, while 
specimens 5 and 6 were loaded by a pulling load. The experimental set-up and an example
specimens 5 and 6 were loaded by a pulling load. The experimental set‐up and an example 
specimens 5 and 6 were loaded by a pulling load. The experimental set‐up and an example 
of the DIC method evaluation is in Figure 9. The test frame was assembled into the test bed
of the DIC method evaluation is in Figure 9. The test frame was assembled into the test 
of the DIC method evaluation is in Figure 9. The test frame was assembled into the test 
and loaded with an IST PL63 servo-hydraulic actuator with an integrated displacement
bed and loaded with an IST PL63 servo‐hydraulic actuator with an integrated displace‐
bed and loaded with an IST PL63 servo‐hydraulic actuator with an integrated displace‐
sensor and a load cell with a range of 63 kN. The position control was used and the loading
ment sensor and a load cell with a range of 63 kN. The position control was used and the 
ment sensor and a load cell with a range of 63 kN. The position control was used and the 
speed was 8 mm/min. The measurement procedure was terminated when a complete joint
loading speed was 8 mm/min. The measurement procedure was terminated when a com‐
loading speed was 8 mm/min. The measurement procedure was terminated when a com‐
failure was achieved. So-called gauge strain values, along the line representing the FBG
plete joint failure was achieved. So‐called gauge strain values, along the line representing 
plete joint failure was achieved. So‐called gauge strain values, along the line representing 
sensor inside the UD carbon tape from the DIC method, were obtained for the pushing
the FBG sensor inside the UD carbon tape from the DIC method, were obtained for the 
the FBG sensor inside the UD carbon tape from the DIC method, were obtained for the 
load case using Istra 4D software.
pushing load case using Istra 4D software. 
pushing load case using Istra 4D software. 

  
Figure 9. Experimental set‐up for horizontal forces test (specimens 1, 2, 4, 5, 6 and 7). 
Figure 9. Experimental set-up for horizontal forces test (specimens 1, 2, 4, 5, 6 and 7).
Figure 9. Experimental set‐up for horizontal forces test (specimens 1, 2, 4, 5, 6 and 7). 

3. Experimental Results and Discussion


3. Experimental Results and Discussion 
3. Experimental Results and Discussion 
First, a tensile test of the UD carbon tape was performed to evaluate the limit of its
First, a tensile test of the UD carbon tape was performed to evaluate the limit of its 
First, a tensile test of the UD carbon tape was performed to evaluate the limit of its 
mechanical
mechanical  strain value. This is 
is an important value, because the UD tape connects the
mechanical  strain 
strain  value. 
value.  This 
This  is  an 
an  important 
important  value, 
value,  because 
because  the 
the  UD 
UD  tape 
tape  connects 
connects  the 
the 
Appl. Sci. 2022, 12, 8377 11 of 26

individual tubes of the frame, and if it breaks, the respective joint will collapse. Specimens
of the hand-laminated UD tapes and 3k fabric were made and tested to determine the
mechanical properties of the joint lamination components. A limit for mechanical strains of
4860 µm/m and 4946 µm/m at breaking point were found for two samples of the UD tapes.

3.1. Standardized Load Cases Results


Appl. Sci. 2022, 12, x FOR PEER REVIEW  12  of  27 
 
The mechanical strain of the lower and upper UD carbon tapes was indicated by the
embedded FBG sensors, FBG DT and FBG TT. Two strain values were determined from the
measured data. The absolute maximum strain value was determined as the maximum of
loading there is no redistribution of deformations, which could signal the degradation of 
the strain-time record for each standard load case. Furthermore, the maximum strain value
joint stiffness. 
from the steady part of the strain-time record (operational maximum deformation) was
The results of the horizontal forces test also show that in this loading case there is no 
evaluated, as required by the ISO standard case. This value is decisive in evaluating the
significant redistribution of deformations or degradation of joint stiffness. For the pushing 
frame according to this test and can be found in Table 2 The characteristics of the strain-time
load direction, the maximal strain value indicated by FBG DT is −210 μm/m and 80 μm/m 
record were of two types:
for FBG TT. The deformations measured by the FBG sensors in the head tube joint are 
1. Cyclic loading with load control for about 1000 cycles (pedal forces test, horizontal
lower here than in the previous case, but are still not negligible. Deformation values of −7 
forces test, vertical forces test);
μm/m for SG DTF34 and 5 μm/m for SG TTF34 were measured by the strain gauges. 
2. Quasi-static loading with a constant load for 3 cycles (bottom bracket stiffness test,
In the case of the vertical force test, the frame is loaded significantly less and a greater 
head tube torsion stiffness test).
load  is  transmitted  by  the  seat  and  upper  frame  tube  in  the  rear  frame  section.  This  is 
confirmed  by  the  strain  values indicated  by the  FBG  sensors inside the UD tapes:  con‐
Table 2. Summary of experimental results for the FBG sensors.
cretely, −15 μm/m for FBG DT and −11 μm/m for FBG TT. At the same time, deformation 
values of 1 μm/m for SG DTF34 and 4 μm/m for SG TTF34 were measured by the strain 
Mechanical Strain [µm/m]
Specimen No.
Load Case Scenario gauges. Although the time changes during loading are more pronounced than in previous 
@ Fmax [kN]
Comments
FBG DT SG DTF34 FBG TT SG TTF34
load cases, they are also insignificant on a relative scale. 
Pedal forces 580 388 −480 −364
Horizontal forces
When  testing −the 
210
bottom  bracket 
−7
stiffness, 
80
the  load  is 
5
introduced  by  means  of  a 
Pushing load case
Vertical forces weight‐defined constant load. Measured strain values of −371 μm/m for FBG DT and 402 
frame specimen −15 1 −11 4
Bottom bracket stiffness −371 −376 402 375
μm/m for FBG TT are significant for the head tube joints’ area loading. Strain values of 
no. 0
Head tube torsion stiffness −267 −117 209 117
Ergometer test −376 μm/m for SG DTF34 and 375 μm/m for SG TTF34 strain gauges were indicated. 
963 448 −743 −262
The last of the standardized load cases is the head tube torsion stiffness test (Figure 
1 @ −3.30 −1576 33 Pushing load case,
DIC, frame structural 11). 
2@− This 
2.90 test  measures 
940 the  torsional  rigidity  of  the  frame  between 
1100 the  front 
maximum and 
strain rear 
values
strength test 4 @ −2.85 −1800
wheels, which mainly affects the stability of the bicycle at high speeds. The constant load 
1700 evaluated using DIC in
7 @ −2.87 −2120 1095 FBG sensor areas
applied to the frame by means of an equivalent test fork induces a considerable load on 
the head tube, as is evident from the values measured by the FBG sensors. A mechanical 
A characteristic record of the first type is shown in Figure 10 for the pedal forces test.
strain of −267 μm/m was indicated by FBG DT, while FBG TT read 209 μm/m. Strain val‐
Figure 11 is an example of a characteristic record of the second type for the head tube
ues of −117 μm/m for SG DTF34 and 117 μm/m for SG TT34 strain gauges were indicated. 
torsion stiffness test.

(a)  (b) 
Figure 10. Time series of mechanical strain values indicated by FBG sensors during the pedal forces 
Figure 10. Time series of mechanical strain values indicated by FBG sensors during the pedal forces
test (frame specimen 0): (a) FBG DT, complete test run; (b) FBG DT, detail of a load cycle. 
test (frame specimen 0): (a) FBG DT, complete test run; (b) FBG DT, detail of a load cycle.
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Appl. Sci. 2022, 12, x FOR PEER REVIEW  (a)  (b)  13  of  27 
 
Figure 11. Time series of mechanical strain values indicated by FBG sensors during the head tube 
Figure 11. Time series of mechanical strain values indicated by FBG sensors during the head tube
torsion stiffness test (frame specimen 0): (a) FBG DT; (b) FBG TT. 
torsion stiffness test (frame specimen 0): (a) FBG DT; (b) FBG TT.

The maximum strain value from the steady part of the strain-time record (operational
maximum deformation) on the surface of the frame tubes in the DTF34 and TTF34 locations
(see Figure 4a) was evaluated from the strain gauge’s signals. These values expand the
information about the head tube joint area’s mechanical behavior, providing a comparison
of the local mechanical strain inside the joint with the mechanical strain measured in its
vicinity, on the surface of the tube by the strain gauge. Strain values can be found in Table 2
(marked as SG DTF34 and SG TTF34).
Figures 10 and 12 display the results from the pedal forces test. Maximum indicated
strain values of 580 µm/m for FBG DT and −480 µm/m for FBG TT were found. A small
asymmetry of the frame is evident, caused by different stiffnesses of the DT and the TT
and load distribution in the frame. The indicated   strain is greater on the lower down tube,  
 
which transmits a larger part of the loading. Deformation in the joints   can be considered
as significant. At the (a) same time, deformation values of 388 µm/m (b)  for SG DTF34 and
−364 µm/m for SG (a)  TTF34 were measured by the strain gauges. (b)  It is obvious that during
Figure 11. Time series of mechanical strain values indicated by FBG sensors during the head tube 
cyclic loading there is no redistribution of deformations, which could signal the degradation
Figure 12. Time series of mechanical strain values indicated by FBG sensors during the pedal forces 
torsion stiffness test (frame specimen 0): (a) FBG DT; (b) FBG TT. 
of joint stiffness.
test (frame specimen 0): (a) FBG TT, complete test run; (b) FBG TT, detail of a load cycle. 

3.2. Ergometer Test Results 
After the tests in the laboratory, the frame was fitted with components and loaded 
by a cyclist on an ergometer. The strain‐time series of the test is shown in Figure 13. De‐
formation of the head tube joints during the two short sprints was greater than during the 
aforementioned standardized laboratory load case. A maximum indicated strain of 963 
μm/m for FBG DT and −743 μm/m for FBG TT was found. This represents an increase in 
the minimum deformation that the frame must be able to withstand, by 66% in the case of 
the DT and by 55% in the case of the TT. Strain values of 448 μm/m for SG DTF34 and −262 
μm/m for SG TT34 strain gauges were indicated. 

(a)  (b) 
Figure 12. Time series of mechanical strain values indicated by FBG sensors during the pedal forces 
Figure 12. Time series of mechanical strain values indicated by FBG sensors during the pedal forces
test (frame specimen 0): (a) FBG TT, complete test run; (b) FBG TT, detail of a load cycle. 
test (frame specimen 0): (a) FBG TT, complete test run; (b) FBG TT, detail of a load cycle.

3.2. Ergometer Test Results 
The results of the horizontal forces test also show that in this loading case there is no
significant redistribution of deformations or degradation of joint stiffness. For the pushing
After the tests in the laboratory, the frame was fitted with components and loaded 
load direction, the maximal strain value indicated by FBG DT is −210 µm/m and 80 µm/m
by a cyclist on an ergometer. The strain‐time series of the test is shown in Figure 13. De‐
for FBG TT. The deformations measured by the FBG sensors in the head tube joint are lower
formation of the head tube joints during the two short sprints was greater than during the 
aforementioned standardized laboratory load case. A maximum indicated strain of 963 
μm/m for FBG DT and −743 μm/m for FBG TT was found. This represents an increase in 
the minimum deformation that the frame must be able to withstand, by 66% in the case of 
the DT and by 55% in the case of the TT. Strain values of 448 μm/m for SG DTF34 and −262 
μm/m for SG TT34 strain gauges were indicated. 
Appl. Sci. 2022, 12, 8377 13 of 26

here than in the previous case, but are still not negligible. Deformation values of −7 µm/m
for SG DTF34 and 5 µm/m for SG TTF34 were measured by the strain gauges.
In the case of the vertical force test, the frame is loaded significantly less and a greater
load is transmitted by the seat and upper frame tube in the rear frame section. This is
confirmed by the strain values indicated by the FBG sensors inside the UD tapes: concretely,
−15 µm/m for FBG DT and −11 µm/m for FBG TT. At the same time, deformation values
of 1 µm/m for SG DTF34 and 4 µm/m for SG TTF34 were measured by the strain gauges.
Although the time changes during loading are more pronounced than in previous load
cases, they are also insignificant on a relative scale.
When testing the bottom bracket stiffness, the load is introduced by means of a
weight-defined constant load. Measured strain values of −371 µm/m for FBG DT and
402 µm/m for FBG TT are significant for the head tube joints’ area loading. Strain values
of −376 µm/m for SG DTF34 and 375 µm/m for SG TTF34 strain gauges were indicated.
The last of the standardized load cases is the head tube torsion stiffness test (Figure 11).
This test measures the torsional rigidity of the frame between the front and rear wheels,
which mainly affects the stability of the bicycle at high speeds. The constant load applied
to the frame by means of an equivalent test fork induces a considerable load on the head
tube, as is evident from the values measured by the FBG sensors. A mechanical strain of
−267 µm/m was indicated by FBG DT, while FBG TT read 209 µm/m. Strain values of
−117 µm/m for SG DTF34 and 117 µm/m for SG TT34 strain gauges were indicated.

3.2. Ergometer Test Results


After the tests in the laboratory, the frame was fitted with components and loaded
by a cyclist on an ergometer. The strain-time series of the test is shown in Figure 13.
Deformation of the head tube joints during the two short sprints was greater than during
the aforementioned standardized laboratory load case. A maximum indicated strain of
963 µm/m for FBG DT and −743 µm/m for FBG TT was found. This represents an increase
in the minimum deformation that the frame must be able to withstand, by 66% in 14 
Appl. Sci. 2022, 12, x FOR PEER REVIEW  theof case
27 
 
of the DT and by 55% in the case of the TT. Strain values of 448 µm/m for SG DTF34 and
−262 µm/m for SG TT34 strain gauges were indicated.

(a)  (b) 
Figure 13. Time series of mechanical strain values indicated by FBG sensors during the ergometer 
Figure 13. Time series of mechanical strain values indicated by FBG sensors during the ergometer
test (frame specimen 0): (a) FBG DT; (b) FBG TT. 
test (frame specimen 0): (a) FBG DT; (b) FBG TT.

3.3. Structural Strength Test Results


3.3. Structural Strength Test Results 
The performed ISO standardized tests, which were extended by means of pedaling
The performed ISO standardized tests, which were extended by means of pedaling 
tests on an ergometer, show that the joints of individual tubes are, from a load transfer
tests on an ergometer, show that the joints of individual tubes are, from a load transfer 
point of view, more critical parts of the frame than the tubes themselves. It was shown
point of view, more critical parts of the frame than the tubes themselves. It was shown 
that the strain values indicated by the embedded FBG sensors, especially in the case of
that the strain values indicated by the embedded FBG sensors, especially in the case of 
pedal or horizontal loading, are significantly higher than the strain values indicated by
pedal or horizontal loading, are significantly higher than the strain values indicated by 
the strain gauges. The test program for determining the structural strength of a simplified
the strain gauges. The test program for determining the structural strength of a simplified 
bicycle frame was therefore focused on a more detailed analysis of the head tube joints. 
This was achieved by the use of additional strain gauges, digital image correlation and 
acoustic emission methods. 
Appl. Sci. 2022, 12, 8377 14 of 26

bicycle frame was therefore focused on a more detailed analysis of the head tube joints.
This was achieved by the use of additional strain gauges, digital image correlation and
acoustic emission methods.

3.3.1. Influence of Frame Simplification


In the first step, the influence of frame simplification from frame specimen 0 to a simple
triangle in the case of frame specimens 1, 2, 4, 5, 6 and 7 was evaluated. The question was
whether the standard ISO case (specimen 0), where the frame is attached to the ground
using rear dropouts, was equivalent to the simplified case, where the frame is attached
using the bottom bracket tube (BB case, specimens 1, 2, 4, 5, 6 and 7). For both cases, the
loading using the equivalent test fork was identical. Strain gauges were installed on all the
tested frames near the head tube (DTF1, 2 and TTF1, 2 in Figure 4). These strain gauges
were placed on the top and bottom surfaces of the tubes and connected using the quarter-
bridge measurement scheme, from which the bending strain component was calculated.
The dependence of the measured mechanical strain on the loading force of the fork is
plotted in Figure 14a for the DTF location and in Figure 14b for the TTF location. A linear
flexibility response of the frame was found, with values of −0.91 µm/m/N compared
to −1.02 µm/m/N (12% increase) at the DTF location. At the TTF location, values of
−0.66 µm/m/N and −0.69 µm/m/N were found (an increase of 4.8%). This corresponds
to the supposedly increased portion of load transfer by the simplified frame triangle, while
the DT transfers a bigger part of the load. The simplification of the load case scenario
Appl. Sci. 2022, 12, x FOR PEER REVIEW  15  of  27 
  from the mounting by using the rear dropouts to the mounting, which is using the bottom
bracket, is viable. The upper and lower frame tubes are strained slightly more; however
this is still on the safe side.

   
(a)  (b) 
Figure 14. The strain/load curve for: (a) DT; (b) TT (frame specimen 0 versus frame specimen 1). 
Figure 14. The strain/load curve for: (a) DT; (b) TT (frame specimen 0 versus frame specimen 1).

3.3.2. Simplified Frame Structural Strength Testing


3.3.2. Simplified Frame Structural Strength Testing 
As mentioned in the above text, bicycle frame specimens 1, 2, 4, 5, 6 and 7 were tested
As mentioned in the above text, bicycle frame specimens 1, 2, 4, 5, 6 and 7 were tested 
until their final failure; specimens 1, 2, 4 and 7 were loaded by a pushing load, while
until their final failure; specimens 1, 2, 4 and 7 were loaded by a pushing load, while spec‐
specimens 5 and 6 were loaded by a pulling load. The experimental configuration is shown
imens 5 and 6 were loaded by a pulling load. The experimental configuration is shown in 
in Figure 9. The maximum force at failure was indicated when the first peak maximum
Figure 9. The maximum force at failure was indicated when the first peak maximum was 
was reached. A range of forces from −3.3 kN to 3.1 kN was found. Load curves for both
reached. A range of forces from −3.3 kN to 3.1 kN was found. Load curves for both push‐
pushing and pulling cases are shown in Figure 15. A linear dependence in the response
ing and pulling cases are shown in Figure 15. A linear dependence in the response of the 
of the strain gauge installed on the TT and the DT frame tubes near the head tube (DTF12
strain gauge installed on the TT and the DT frame tubes near the head tube (DTF12 and 
and TTF12, see Figure 4a) can be seen over the entire range, from zero force to the maximal
TTF12, see Figure 4a) can be seen over the entire range, from zero force to the maximal 
indicated force.
indicated force. 
imens 5 and 6 were loaded by a pulling load. The experimental configuration is shown in 
Figure 9. The maximum force at failure was indicated when the first peak maximum was 
reached. A range of forces from −3.3 kN to 3.1 kN was found. Load curves for both push‐
ing and pulling cases are shown in Figure 15. A linear dependence in the response of the 
strain gauge installed on the TT and the DT frame tubes near the head tube (DTF12 and 
Appl. Sci. 2022, 12, 8377 15 of 26
TTF12, see Figure 4a) can be seen over the entire range, from zero force to the maximal 
indicated force. 

 
Figure 15. Mechanical strain indicated by strain gauges vs. loading force for the DT (top) and the 
Figure 15. Mechanical strain indicated by strain gauges vs. loading force for the DT (top) and the TT
TT (bottom) (frame specimens 1, 2, 4, 5, 6 and 7). 
(bottom) (frame specimens 1, 2, 4, 5, 6 and 7).

To compare
To compare thethe strain
strain measurement
measurement methods,
methods, the average  longitudinal  strain
the average longitudinal strain was 
was
evaluated (using the DIC method) along the line representing FBG sensor routing in its 
evaluated (using the DIC method) along the line representing FBG sensor routing in its
sensing area. This was performed for frame specimens 1, 2, 4 and 7 (pushing load case). 
sensing area. This was performed for frame specimens 1, 2, 4 and 7 (pushing load case).
The maximum value of the strain was deducted at the moment when the maximum load‐
The maximum value of the strain was deducted at the moment when the maximum loading
ing force for a specific frame specimen was reached. The resulting values of the limit of 
force for a specific frame specimen was reached. The resulting values of the limit of the
the mechanical strain for F
mechanical are are shown in Table 2. 
strain for Fmax max shown in Table 2.
   
3.3.3. Summary of Experimental Results for the FBG Sensors
A summary of the results of the experimental analysis performed on the composite
bicycle frame using the FBG sensors and strain gauges is shown in Table 2. It is obvious that
when testing on the ergometer, higher values of the indicated deformations were achieved
than in any of the cases defined in the ISO test standard.
If we compare the corresponding load cases, i.e., the horizontal forces test case and the
frame structural strength test (both for a pushing load case direction), the indicated values
of mechanical strain in the DT and HT joint area are at the level of 10–13% of the maximum
strain value, while in the case of the TT and HT joint it is 5–7%.
The ultimate mechanical strain measured at the TT and HT joint reaches 35% of the
ultimate mechanical strain found during the tensile strength test of unidirectional filaments
ud1 and ud2. This means that these reinforcing strips are not a limiting element of the
joints of individual tubes in the case of tensile strain.
The highest and lowest values of mechanical strain, measured by FBG sensors in ISO
test cases (580 µm/m for FBG DT, −480 µm/m for FBG TT), are in the range of 27–37% and
28–44% of the limit mechanical strain found during the frame structural strength test at the
point of FBG DT and at the point of FBG TT, respectively.
The highest and lowest values of mechanical strain, measured by FBG sensors during
the ergometer test (963 µm/m for FBG DT, −743 µm/m for FBG TT), are in the range
of 45–61% and 44–68% of the limit mechanical strain found during the frame structural
strength test at the point of FBG DT and at the point of FBG TT, respectively.
If we compare the mechanical strain values from the FBG sensors (in the FBG DT and
FBG TT locations) and the values from the strain gauges (in the SG DTF34 and SG TT34
locations), the stresses inside the DT to HT and the TT to HT joints are higher than on the
frame tubes. This is especially true for load cases corresponding to the normal operation of
the bike frame, i.e., the pedal forces test case, horizontal forces test case and the ergometer
test. Other experimental and computational work therefore focused in more detail on the
head tube joint.
Appl. Sci. 2022, 12, 8377 16 of 26

3.3.4. Influence of Head Tube Joint Reinforcement


During the structural strength test of the frame, attention was also focused on evalu-
ating the effect of reinforcing the composite lay-up of the head tube joint by adding both
unidirectional carbon filament layers and carbon fabric layers. For this purpose, strain
gauges were installed on the rear side of the head tube (location HT, see Figure 5a). This
location was chosen because there is the same composite lay-up for all frame specimen
designs. The mechanical strain measured by the strain gauge at the HT location on the
head tube, depending on the loading force, is plotted in Figure 16 for specimen 4 with the
original composite lay-up and for specimen 7 with the reinforced composite lay-up. In the
case of frame specimen 7, there was a delay in the loading process at about 2.3 kN due
to technical reasons. We can see that the load characteristic indicated by the HT4 strain
gauge on frame specimen 4 is linear up to a load of approximately 1 kN, with Fmax reaching
2.85 kN. In the case of frame specimen 7, the load characteristic indicated by the HT7 strain
gauge shows a linear response up to approximately 1.3 kN, while the Fmax of 2.82 kN was
reached. According to the strain gauge at the HT location, frame specimen 7 behaves better
than frame specimen 4 in terms of the operational properties of the bike. The loss of linear
Appl. Sci. 2022, 12, x FOR PEER REVIEW response occurs at about 35% of the limit load in the case of specimen 4, while in the case
17  of  27 
 
of specimen 7, this occurs later, at about 46% of the limit load due to the reinforcement of
the head tube joint area.

 
Figure 16. Mechanical strain indicated by strain gauges installed in the HT location (frame speci‐
Figure 16. Mechanical strain indicated by strain gauges installed in the HT location (frame
mens 4 and 7). 
specimens 4 and 7).

The DIC method was used to find the extreme strain values in the head tube joint area.
The DIC method was used to find the extreme strain values in the head tube joint 
A comparison of the identified behaviors of the two selected specimens in the head tube
area. A comparison of the identified behaviors of the two selected specimens in the head 
joint area for the step just before failure is shown in Figure 17a (frame specimen 4) and
tube joint area for the step just before failure is shown in Figure 17a (frame specimen 4) 
Figure 17b (frame specimen 7). In comparing these two specimens with a specified field
and Figure 17b (frame specimen 7). In comparing these two specimens with a specified 
of the principal strain 1, it can be seen that specimen 4 is characterized by higher strain
field of the principal strain 1, it can be seen that specimen 4 is characterized by higher 
values near the TT to the HT joint, located with the maximum on the top side. The strain
strain values near the TT to the HT joint, located with the maximum on the top side. The 
values around the joint of the DT to the TT are not as high, which is in accordance with
strain values around the joint of the DT to the TT are not as high, which is in accordance 
the final failure which first appeared in the TT to the HT joint part of the specimen, while
the DT to the HT joint remained almost undamaged. On the contrary, the strain values
with the final failure which first appeared in the TT to the HT joint part of the specimen, 
for specimen
while the  7 are high
DT  to the  HT injoint remained almost undamaged. 
both joint areas, which correlates againOn the 
with thecontrary, the 
final failure ofstrain 
both joints at the same time. Reinforcement of the joints that were made for specimen 7
values for specimen 7 are high in both joint areas, which correlates again with the final 
apparently leads to a more balanced distribution of loading between joints.
failure  of  both  joints  at  the  same  time.  Reinforcement  of  the  joints  that  were  made  for 
specimen 7 apparently leads to a more balanced distribution of loading between joints. 
strain values near the TT to the HT joint, located with the maximum on the top side. The 
strain values around the joint of the DT to the TT are not as high, which is in accordance 
with the final failure which first appeared in the TT to the HT joint part of the specimen, 
while the  DT  to the  HT  joint remained almost undamaged.  On the  contrary, the  strain 
values for specimen 7 are high in both joint areas, which correlates again with the final 
Appl. Sci. 2022, 12, 8377 17 offor 
failure  of  both  joints  at  the  same  time.  Reinforcement  of  the  joints  that  were  made  26
specimen 7 apparently leads to a more balanced distribution of loading between joints. 

   
(a)  (b) 

17. Principal strain 1 in head tube joint area evaluated by DIC method for: (a) Frame
Figure 17. Principal strain 1 in head tube joint area evaluated by DIC method for: (a) Frame speci‐
Figure
men 4; (b) Frame specimen 7. 
specimen 4; (b) Frame specimen 7.

The mean values over the area of principal strain 1 were evaluated in three sections
The mean values over the area of principal strain 1 were evaluated in three sections 
(as
Appl. Sci. 2022, 12, x FOR PEER REVIEW  described in Section 2.4). The values of the down tube for specimen 4 (Figure
(as described in Section 2.4). The values of the down tube for specimen 4 (Figure 18a) and 18  of 18a)
27 
 
and specimen 7 (Figure 18b) were compared. Based on these comparisons, it
specimen 7 (Figure 18b) were compared. Based on these comparisons, it can be seen that can be seen
that both specimens are equally stiff on the selected sections. Strengthening of joints for
both specimens are equally stiff on the selected sections. Strengthening of joints for spec‐
specimen 7 clearly
imen  7  clearly  helped
helped  in the
in  the  DT DT
to to the
the  HTjoint 
HT  jointarea, 
area,whereas 
whereasspecimen 
specimen 4  4 shows 
shows the the 
appearance of a local failure in the G1 area (using the sensor marking described in Figure 
appearance of a local failure in the G1 area (using the sensor marking described in Figure 6).
6). The indicated local failure corresponds to a slight decrease of force (shortly after reach‐
The indicated local failure corresponds to a slight decrease of force (shortly after reaching
ing time step no. 500) and also to a slight strain increase in the G2 area. The failure detected 
time step no. 500) and also to a slight strain increase in the G2 area. The failure detected in
in this area also correlates with an increase of counts shown by the AE method in the same 
this area also correlates with an increase of counts shown by the AE method in the same
time period (boxtime value around 5.324 × 10 4 s.). A force signal measured in specimen 7 
time period (boxtime value around 5.324 × 104 s.). A force signal measured in specimen 7
also indicates a slight decrease of force during loading (step value around no. 230), but 
also indicates a slight decrease of force during loading (step value around no. 230), but
there were no failures indicated in the gauge areas. 
there were no failures indicated in the gauge areas.

   
(a)  (b) 
Figure 18. Comparison of circle gauges in DIC evaluation: (a) Frame specimen 4; (b) Frame
Figure 18. Comparison of circle gauges in DIC evaluation: (a) Frame specimen 4; (b) Frame speci‐
men 7. 
specimen 7.

Due to the fact that the growth of the damage in the initial phase has only a local effect
Due to the fact that the growth of the damage in the initial phase has only a local 
on the strain distribution
effect  on the strain  and does not
distribution and  significantly
does  affect the global stiffness
not  significantly affect the  response
global  stiffness  re‐of
the frame, as indicated by the loading force and the displacement measured by
sponse of the frame, as indicated by the loading force and the displacement measured by  a hydraulic
actuator, the acoustic emission method was used. The three sensors were installed on
a hydraulic actuator, the acoustic emission method was used. The three sensors were in‐
individual tubes according to Figure 7. The recorded acoustic events are plotted together
stalled on individual tubes according to Figure 7. The recorded acoustic events are plotted 
with the loading force in Figure 19 (frame specimen 4) and in Figure 20 (frame specimen 7).
together with the loading force in Figure 19 (frame specimen 4) and in Figure 20 (frame 
specimen 7). From the results of the AE method in the case of frame specimen 4, it is evi‐
dent that the AE events count begins to increase when a load force of 1.34 kN is reached, 
while in the case of frame specimen 7 this occurs when 1.60 kN is reached. Another fact 
evident  from  the  comparison  of  the  graphs  is  the  different  behavior  of  the  AE  sensors 
Appl. Sci. 2022, 12, 8377 18 of 26

From the results of the AE method in the case of frame specimen 4, it is evident that the
AE events count begins to increase when a load force of 1.34 kN is reached, while in the
case of frame specimen 7 this occurs when 1.60 kN is reached. Another fact evident from
the comparison of the graphs is the different behavior of the AE sensors located on the
TT in the E1 location and on the DT in the E3 location. In the case of frame specimen 4,
more acoustic events were indicated at the E1 location, indicating head tube to top tube 19 
Appl. Sci. 2022, 12, x FOR PEER REVIEW 
Appl. Sci. 2022, 12, x FOR PEER REVIEW  19 of 
of 22
   joint cracking, while at E2, the rate of AE event acquisition was slower. In the case of frame
specimen 7, the rate of increase of the AE event count at locations E1 and E3 is similar.

  
Figure 19. Number of events during the structural strength test of frame specimen 4. 
Figure 19. Figure 19. Number of events during the structural strength test of frame specimen 4. 
Number of events during the structural strength test of frame specimen 4.

  
Figure 20. Number of events during the structural strength test of frame specimen 7. 
Number of events during the structural strength test of frame specimen 7.
Figure 20. Figure 20. Number of events during the structural strength test of frame specimen 7. 

The graph for frame specimen 7 also shows that the load stops when it reaches about
3.4. Finite Element Method and Results 
3.4. Finite Element Method and Results 
2.35 kN and then the loading force is maintained at a constant level, while no increase in
The application of FBG sensors into the joint area is further complicated by the stres
The application of FBG sensors into the joint area is further complicated by the stres
the AE event count is indicated. This means that even when damaged up to this level,
distribution in the laminated joint. A finite element (FE) analysis of the simplified fram
distribution in the laminated joint. A finite element (FE) analysis of the simplified fram
the stress in the undamaged frame parts is not high enough for this force to cause stress
during the structural strength testing was performed. The FE model (see Figure 21) con
during the structural strength testing was performed. The FE model (see Figure 21) con
redistribution, resulting in further overloading of the frame and further damage.
sists of the main structural tubes (head tube, down tube, top tube, seat stay) together wit
sists of the main structural tubes (head tube, down tube, top tube, seat stay) together with
This confirms that through the optimization and strengthening of the head tube joint
the model of the head tube—down tube—top tube joint. The rest of the frame was no
the model of the head tube—down tube—top tube joint. The rest of the frame was no
area, both a higher load-bearing capacity of the frame and a better stress distribution in the
modelled as the aim was to compare the loading in the head tube joint area; the rear pa
modelled as the aim was to compare the loading in the head tube joint area; the rear par
DT and TT to HT connections were achieved.
of the frame was assumed to not influence the behavior and was omitted from the mode
of the frame was assumed to not influence the behavior and was omitted from the model
The simulation was performed in ANSYS Mechanical 2021 R1 (ANSYS, Inc., South
The simulation was performed in ANSYS Mechanical 2021 R1 (ANSYS, Inc., South
pointe 2600 Ansys Drive, Canonsburg, PA, USA) software using ANSYS Composite Pre
pointe 2600 Ansys Drive, Canonsburg, PA, USA) software using ANSYS Composite Pre
post for the definition of the shell parameters in the joint area. The structural tubes wer
post for the definition of the shell parameters in the joint area. The structural tubes wer
modelled using solid‐shell elements with one solid‐like element per wall thickness; ever
modelled using solid‐shell elements with one solid‐like element per wall thickness; every
layer of the lay‐up was specified to define the tube’s behavior. The joint area consists o
layer of the lay‐up was specified to define the tube’s behavior. The joint area consists o
three composite structural tubes, foam fillers and the composite lamination, as shown i
three composite structural tubes, foam fillers and the composite lamination, as shown in
Appl. Sci. 2022, 12, x FOR PEER REVIEW  20  of  27 
 
Appl. Sci. 2022, 12, 8377 19 of 26

UMS40: Ex = 210,666 MPa, Ey = Ez = 4921 MPa, Gxy = Gyz = Gxz = 3286 MPa, and for T700: Ex 
= 137,476 MPa, Ey = Ez = 5300 MPa, Gxy = Gyz = Gxz = 3648 MPa. 
3.4.The joint lamination consists of UD tapes and fabric layers, which were placed over 
Finite Element Method and Results
the tubes and foam fillers. The whole lamination was modelled using one conventional 
The application of FBG sensors into the joint area is further complicated by the stress
shell element per wall thickness. The composite prepost toolkit was used to specify the 
distribution in the laminated joint. A finite element (FE) analysis of the simplified frame
correct sequence of layers, together with each layer wall thickness and fiber orientation. 
during the structural strength testing was performed. The FE model (see Figure 21) consists
An example is shown in Figure 23, where the UD type from the top tube to the head tube 
of the main structural tubes (head tube, down tube, top tube, seat stay) together with
and UD tape from the down tube to the head tube is shown. These tapes were used to 
the model of the head tube—down tube—top tube joint. The rest of the frame was not
evaluate the deformation of the model for the specified loading and to compare the results 
modelled as the aim was to compare the loading in the head tube joint area; the rear part of
with the FBG sensors. 
the frame was assumed to not influence the behavior and was omitted from the model.
Appl. Sci. 2022, 12, x FOR PEER REVIEW  20  of  27 
 

UMS40: Ex = 210,666 MPa, Ey = Ez = 4921 MPa, Gxy = Gyz = Gxz = 3286 MPa, and for T700: Ex 
= 137,476 MPa, Ey = Ez = 5300 MPa, Gxy = Gyz = Gxz = 3648 MPa. 
The joint lamination consists of UD tapes and fabric layers, which were placed over 
the tubes and foam fillers. The whole lamination was modelled using one conventional 
shell element per wall thickness. The composite prepost toolkit was used to specify the 
correct sequence of layers, together with each layer wall thickness and fiber orientation. 
An example is shown in Figure 23, where the UD type from the top tube to the head tube 
and UD tape from the down tube to the head tube is shown. These tapes were used to 
evaluate the deformation of the model for the specified loading and to compare the results 
with the FBG sensors. 

 
Figure 21. Reduced bike frame model for the FE analysis. 
Figure 21. Reduced bike frame model for the FE analysis.

The simulation was performed in ANSYS Mechanical 2021 R1 (ANSYS, Inc., South-
pointe 2600 Ansys Drive, Canonsburg, PA, USA) software using ANSYS Composite Prepost
for the definition of the shell parameters in the joint area. The structural tubes were
modelled using solid-shell elements with one solid-like element per wall thickness; every
layer of the lay-up was specified to define the tube’s behavior. The joint area consists
of three composite structural tubes, foam fillers and the composite lamination, as shown
in Figure 22. The solid-shell elements of the structural tubes were of size 1.8 mm, the
quadratic tetrahedron elements of the foam filler were of size 1.0 mm and the conventional
shell elements of the lamination were of size 0.8 mm. The components were connected
using “MPC bonded” contact options. The following material properties were used for
UMS40: Ex = 210,666 MPa, Ey = Ez = 4921   MPa, Gxy = Gyz = Gxz = 3286 MPa, and for T700:
 
x = 137,476 MPa, E y =  
EFigure 21. Reduced bike frame model for the FE analysis. 
E z = 5300 MPa, G xy = Gyz  = Gxz = 3648 MPa.

(a)  (b) 
Figure 22. Mesh in the area of the head tube lamination—full model (a), cross‐section cut (b). 

   

 
 
 
(a)  (b) 
Figure 22. Mesh in the area of the head tube lamination—full model (a), cross‐section cut (b). 
Figure 22. Mesh in the area of the head tube lamination—full model (a), cross-section cut (b).

   
Appl. Sci. 2022, 12, 8377 20 of 26

The joint lamination consists of UD tapes and fabric layers, which were placed over
the tubes and foam fillers. The whole lamination was modelled using one conventional
shell element per wall thickness. The composite prepost toolkit was used to specify the
correct sequence of layers, together with each layer wall thickness and fiber orientation. An
Appl. Sci. 2022, 12, x FOR PEER REVIEW 
example is shown in Figure 23, where the UD type from the top tube to the head tube and
 
UD tape from the down tube to the head tube is shown. These tapes were used to evaluate
Appl. Sci. 2022, 12, x FOR PEER REVIEW  21  of  27 
  the deformation of the model for the specified loading and to compare the results with the
FBG sensors.

(a)  (b) 
(a)  (b) 
Figure 23. UD tapes of the lamination, which were used for FEA—experiment comparison
location (a) and for DT location (b). 
Figure 23. UD tapes of the lamination, which were used for FEA—experiment comparison for TT 
Figure 23. UD tapes of the lamination, which were used for FEA—experiment comparison for TT
location (a) and for DT location (b). 
location (a) and for DT location (b).
The  linear  static  analysis  was  performed  with  the  focus  on  evaluating  th
The  mation of the frame in the joint area and the deformation of the lamination of the
The linear  static 
linear static analysis was
analysis was performed
performed with
with  the 
the focus 
focus onon  evaluating 
evaluating thethe  defor‐
deformation
tapes, which corresponded to the location of the FBG sensors. The boundary co
mation of the frame in the joint area and the deformation of the lamination of the two UD 
of the frame in the joint area and the deformation of the lamination of the two UD tapes,
were derived from the experimental measurement (see Figure 24). A cylindrical
tapes, which corresponded to the location of the FBG sensors. The boundary conditions 
which corresponded to the location of the FBG sensors. The boundary conditions were
was used in the BB tube; the force was applied to the remote point in the positio
were derived from the experimental measurement (see Figure 24). A cylindrical support 
derived from the experimental measurement (see Figure 24). A cylindrical support was
from the experiment. The loading point was connected to the areas where the 
was used in the BB tube; the force was applied to the remote point in the position taken 
used in the BB tube; the force was applied to the remote point in the position taken from the
between the loading fork and head tube were placed (see highlighted areas in Figu
from the experiment. The loading point was connected to the areas where the bearings 
experiment. The loading point was connected to the areas where the bearings between the
The  loading  point  DOFs  were  constrained  to  only  allow  motion  in  the  directio
between the loading fork and head tube were placed (see highlighted areas in Figure 24b). 
loading fork and head tube were placed (see highlighted areas in Figure 24b). The loading
The  loading  acting force. 
point constrained
DOFs  were toconstrained 
point DOFs were only allowto  only  allow 
motion in themotion  in  the 
direction direction 
of the of  the 
acting force.
acting force. 

 
 
(a)   (b) 
 
(a)  (b) 
Figure 24. Model loading and boundary conditions—full model (a), cross‐section cut (b). 
Figure 24. Model loading and boundary conditions—full model (a), cross-section cut (b).
Figure 24. Model loading and boundary conditions—full model (a), cross‐section cut (b). 
The FBG sensors were integrated into one UD tape, which connected the down tube
The FBG sensors were integrated into one UD tape, which connected the do
withThe FBG sensors were integrated into one UD tape, which connected the down tube 
the head tube,with the head tube, and into the UD tape, which connected the top tube with t
and into the UD tape, which connected the top tube with the head tube.
The position of thetube. The position of the sensors is highlighted in Figure 6a. 
sensors is highlighted in Figure 6a.
with the head tube, and into the UD tape, which connected the top tube with the head 
For  the  aforementioned  tapes  with  integrated  FBG  sensors,  the  strain  dist
tube. The position of the sensors is highlighted in Figure 6a. 
along  the  tapes 
For  the  aforementioned  UD  tape  is integrated 
with  displayed FBG 
in  Figure  25, the 
sensors,  using  the distribution 
strain  FE  simulation  of  the  st
along  the  UD  tape frame test for a nominal loading. Coordinate 0 of the path was at the beginning o
is  displayed  in  Figure  25,  using  the  FE  simulation  of  the  structural 
tape, while coordinate 140 mm corresponds approximately to the position of th
frame test for a nominal loading. Coordinate 0 of the path was at the beginning of the UD 
the middle of the head tube. The strain component along the fiber direction was
tape, while coordinate 140 mm corresponds approximately to the position of the tape at 
Appl. Sci. 2022, 12, 8377 21 of 26

Appl. Sci. 2022, 12, x FOR PEER REVIEW  22  of  27 


  Appl. Sci. 2022, 12, x FOR PEER REVIEW  22  of  27 
 
For the aforementioned tapes with integrated FBG sensors, the strain distribution
along the UD tape is displayed in Figure 25, using the FE simulation of the structural frame
edges, as the sensors were placed approximately in the middle of the UD tape. The posi‐
edges, as the sensors were placed approximately in the middle of the UD tape. The posi‐
test for a nominal loading. Coordinate 0 of the path was at the beginning of the UD tape,
tions of the FBG sensors were approximately at coordinate 111 mm for the DT and 99 mm 
tions of the FBG sensors were approximately at coordinate 111 mm for the DT and 99 mm 
while coordinate 140 mm corresponds approximately to the position of the tape at the
for the TT (see Figure 26). 
for the TT (see Figure 26). 
middle of the head tube. The strain component along the fiber direction was selected as the
The 
The strain  distribution 
strain  for 
distribution  the specified 
for  loading 
the specified  case 
loading  clearly 
case  demonstrates 
clearly  that  the 
demonstrates 
analyzed parameter. The FE analysis values were obtained from the top and bottomthat 
edge the 
positioning of the FBG in the tape is crucial for the reading and evaluation of the data. 
positioning of the FBG in the tape is crucial for the reading and evaluation of the data. 
of the tape and the strain values in the FBG sensor position were averaged from both edges,
Depending on the positioning in the tape, the loading can be either in tension or compres‐
asDepending on the positioning in the tape, the loading can be either in tension or compres‐
the sensors were placed approximately in the middle of the UD tape. The positions of
sion, if the sensor is placed close to the edges of the most important UD tapes of the joint 
sion, if the sensor is placed close to the edges of the most important UD tapes of the joint 
the FBG sensors were approximately at coordinate 111 mm for the DT and 99 mm for the
lamination. 
TTlamination. 
(see Figure 26).

       
       
(a) 
(a)  (b) 
(b) 
Figure 25. (a) Strain in the fiber direction in the HT‐DT UD tape lamination; (b) Strain in the fiber 
Figure 25. (a) Strain in the fiber direction in the HT‐DT UD tape lamination; (b) Strain in the fiber 
Figure 25. (a) Strain in the fiber direction in the HT-DT UD tape lamination; (b) Strain in the fiber
direction in the HT‐TT UD tape lamination. 
direction in the HT‐TT UD tape lamination. 
direction in the HT-TT UD tape lamination.

       
(a) 
(a)  (b) 
(b) 
Figure 26. Strain distribution along the edges of UD tape in HT lamination: (a) Tape in DT; (b) Tape 
Figure 26. Strain distribution along the edges of UD tape in HT lamination: (a) Tape in DT; (b) Tape
Figure 26. Strain distribution along the edges of UD tape in HT lamination: (a) Tape in DT; (b) Tape 
in TT. 
inin TT. 
TT.

The strain distribution for the specified loading case clearly demonstrates that the
The maximum principal elastic strain evaluated on the surface of the head tube joint 
The maximum principal elastic strain evaluated on the surface of the head tube joint 
positioning of the FBG in the tape is crucial for the reading and evaluation of the data.
is shown in Figure 27a for the DT to HT connection and in Figure 27b for the TT to HT 
is shown in Figure 27a for the DT to HT connection and in Figure 27b for the TT to HT 
Depending on the positioning in the tape, the loading can be either in tension or com-
connection area. From the comparison with Figure 17, it can be seen that the character of 
connection area. From the comparison with Figure 17, it can be seen that the character of 
pression, if the sensor is placed close to the edges of the most important UD tapes of the
the principal strain 1 distribution on the surface of the joint area is similar, with the com‐
the principal strain 1 distribution on the surface of the joint area is similar, with the com‐
joint lamination.
pressive deformation of the bottom of the DT and the tensile deformation of the top of the 
pressive deformation of the bottom of the DT and the tensile deformation of the top of the 
The maximum principal elastic strain evaluated on the surface of the head tube joint
DT. Likewise, in the case of the TT, the top of the tube is stretched and the bottom of the 
isDT. Likewise, in the case of the TT, the top of the tube is stretched and the bottom of the 
shown in Figure 27a for the DT to HT connection and in Figure 27b for the TT to HT
tube is compressed. However, from the result of the FEA performed on the UD tape, it is 
tube is compressed. However, from the result of the FEA performed on the UD tape, it is 
obvious that the tape is loaded by bending on the surface of the joint. When viewed from 
obvious that the tape is loaded by bending on the surface of the joint. When viewed from 
Appl. Sci. 2022, 12, 8377 22 of 26

connection area. From the comparison with Figure 17, it can be seen that the character
of the principal strain 1 distribution on the surface of the joint area is similar, with the
compressive deformation of the bottom of the DT and the tensile deformation of the23 top
Appl. Sci. 2022, 12, x FOR PEER REVIEW 
of
of  27 
  the DT. Likewise, in the case of the TT, the top of the tube is stretched and the bottom of
the tube is compressed. However, from the result of the FEA performed on the UD tape,
it is obvious that the tape is loaded by bending on the surface of the joint. When viewed
the side, the tensile strain can be seen; however, the strain distribution is very uneven. 
from the side, the tensile strain can be seen; however, the strain distribution is very uneven.
Thus, as in the case of an embedded FBG sensor, when the measured strain depends on 
Thus, as in the case of an embedded FBG sensor, when the measured strain depends on the
the position of the FBG sensor inside the UD tape, the strain gauge measurement on the 
position of the FBG sensor inside the UD tape, the strain gauge measurement on the joint
joint 
surfacesurface 
would would  also 
also be be  difficult 
difficult due todue 
theto  the  result 
result of the of  the  measured 
measured strain, strain, 
which which 
is highlyis 
highly dependent on the strain gauge position, size and orientation to the composite layer 
dependent on the strain gauge position, size and orientation to the composite layer axes.
axes. In addition, the characteristic of the layered composite is applied in the joint with a 
In addition, the characteristic of the layered composite is applied in the joint with a 3D
3D complex geometry, where in addition to the magnitude of the deformation, the direc‐
complex geometry, where in addition to the magnitude of the deformation, the direction of
tion of the indicated strain also differs in the individual layers of the lay‐up. This makes 
the indicated strain also differs in the individual layers of the lay-up. This makes classical
classical strain analysis difficult. In the case of the FBG sensors, which were embedded 
strain analysis difficult. In the case of the FBG sensors, which were embedded into the only
into the only place where it was technologically possible, i.e., between the layers of the 
place where it was technologically possible, i.e., between the layers of the UD tape and
UD tape and its neutral axis, the sensitivity to the position of the sensor is large. However, 
its neutral axis, the sensitivity to the position of the sensor is large. However, a relative
a relative comparison of individual load cases is possible. 
comparison of individual load cases is possible.

   
(a)  (b) 

Figure 27. Maximum principal elastic strain distribution on the surface of the head tube joint area: 
Figure 27. Maximum principal elastic strain distribution on the surface of the head tube joint area:
(a) DT; (b) TT. 
(a) DT; (b) TT.

4. Conclusions
4. Conclusions 
Extensive experimental research into the behavior of a composite bicycle frame was
Extensive experimental research into the behavior of a composite bicycle frame was 
performed with a focus on the manually laminated tube-to-tube connection of the frame’s
performed with a focus on the manually laminated tube‐to‐tube connection of the frame’s 
down tube with the head tube, and of the top tube to the head tube.
down tube with the head tube, and of the top tube to the head tube. 
The first part of this research focused on the bicycle frame‘s behavior during the
The first part of this research focused on the bicycle frame‘s behavior during the man‐
mandatory ISO test load cases, which are necessary in order to approve such frames
datory ISO test load cases, which are necessary in order to approve such frames for com‐
for commercial use. Using FBG sensors embedded inside the UD load bearing tapes in
mercial use. Using FBG sensors embedded inside the UD load bearing tapes in the HT 
the HT joint area, the envelope of the required minimal operational strain range was
joint area, the envelope of the required minimal operational strain range was identified. 
identified. Monitoring the rider’s safety, critical strain values were found, especially for
Monitoring the rider’s safety, critical strain values were found, especially for loads simu‐
loads simulated by sprinting on the ergometer, detecting an increase of up to 66% above the
lated by sprinting on the ergometer, detecting an increase of up to 66% above the values 
values resulting from the required ISO-defined standard tests. This clearly demonstrates
resulting from the required ISO‐defined standard tests. This clearly demonstrates the im‐
the importance of, at the very least, a basic operational strain analysis of such a structure,
portance of, at the very least, a basic operational strain analysis of such a structure, which 
which is optimized for a combination of strength, stiffness and weight. The highest absolute
is  optimized  for  a  combination  of  strength,  stiffness  and  weight.  The  highest  absolute 
strain found by the FBG sensors in this analysis corresponded to 68% of the HT joint limit
strain found by the FBG sensors in this analysis corresponded to 68% of the HT joint limit 
strain found during the frame structural strength test. The safety of the composite frame is
strain found during the frame structural strength test. The safety of the composite frame 
therefore sufficient; however, further development of the frame structure would require
is therefore sufficient; however, further development of the frame structure would require 
a complete field operational strain measurement. A comparison of the responses from
a  complete  field  operational  strain  measurement.  A  comparison  of  the  responses  from 
strain gauges installed on the surfaces of the tubes near the HT joints with the responses 
of embedded FBG sensors in the HT joint when testing load cases corresponding to stand‐
ard frame use, such as a pedal forces test or a horizontal forces test, was performed. It 
showed that, regarding load transfer, HT joints are critical and that further development 
Appl. Sci. 2022, 12, 8377 23 of 26

strain gauges installed on the surfaces of the tubes near the HT joints with the responses of
embedded FBG sensors in the HT joint when testing load cases corresponding to standard
frame use, such as a pedal forces test or a horizontal forces test, was performed. It showed
that, regarding load transfer, HT joints are critical and that further development of the
frame must focus on their improvement. Furthermore, it was found that under cyclic
loading, there is no redistribution of deformations that could signal the degradation of the
HT joints’ stiffness.
The second follow-up part of this research was carried out on simplified frame spec-
imens without chains and seat stays. Both resistive strain gauges for local analysis and
the DIC method for obtaining the strain field were used, supplemented by the AE method
for the detection of composite defects and the FEA of individual composite joint layers.
The aim was a deeper analysis of the deformation of the HT joint and an increase in the
strength of the frame in the HT joints.
The performed FEA of the composite lay-up of the HT joint showed a high sensitivity
of the methods for local strain analysis, such as strain gauges and FBG sensors, to the
position of the particular sensor. From the deformation analysis of the UD tape, it is
evident that the FBG sensor can achieve deviations of up to 100% against the position in the
neutral axis; moreover, with the opposite sense of strain. However, with a constant sensor
position and on one frame specimen, a relative comparison of different types of loads is
possible. It can be concluded that the FBG sensors have shown good functionality in the
local monitoring of the critical joints of the composite bicycle frame.
The same situation would of course occur when using resistive strain gauges in-
stalled on the joint surface. The advantage of methods that do not require prior computa-
tional analysis for placing the sensor, such as DIC which can cover the entire test area, is
clearly demonstrated.
Using a combination of the DIC method, the HT strain gauge measurement and the AE
method, the improvement of frame specimen 7 in terms of strength compared to the frame
specimen 4 sample was confirmed. By adding a combination of fabric layers and UD tape
to the HT joints, the point when the load characteristic measured by strain gauges stopped
being linear had moved from 35% to 46% of the limit load. This confirms a better use of the
linear response operating area of the frame. This was also confirmed by the AE method,
where the detection of first cracks occurred at 47% (in the case of frame specimen 4) and
57% (in the case of frame specimen 7) of the limit load. The AE method also made it possible
to identify which of the HT connections was broken first. An improvement in the frame
strength properties was also found using the DIC method, when comparing the indicated
mechanical deformation evaluated for three places on the DT. It can be seen that in the case
of frame specimen 7, there were no sudden changes in the indicated strain (which would
mean cracking in the joint) to the maximum forces at failure.

Author Contributions: Writing—original draft preparation, M.D. and V.K.; bicycle frame with
embedded sensors manufacturing, M.D., T.P. and N.S.; experimental work, M.D., K.D., M.R. and T.P.;
FBG data analysis, M.D. and T.P.; AE and DIC data analysis, B.K. and M.D. All authors have read and
agreed to the published version of the manuscript.
Funding: This work was supported by the Technology Agency of the Czech Republic within Pro-
gramme for funding of applied research ZETA, through project “Development of integrated joints of
composite profiles”, project no. TJ02000252.
Institutional Review Board Statement: Not applicable.
Informed Consent Statement: Not applicable.
Data Availability Statement: Data sharing is not applicable to this article.
Acknowledgments: The authors would like to thank Festka s.r.o. for material, technical and experi-
mental support.
Conflicts of Interest: The authors declare no conflict of interest.
Appl. Sci. 2022, 12, 8377 24 of 26

Appendix A
Appendix A.1. Fiber Bragg Grating Sensors
The FBG sensor is an intrinsic spectrometric type of sensor, which has been intensively
developed since its invention in the early 1990s [23]. It is based on a periodic variation
in the refractive index of the fiber core, which reflects particular wavelengths of light and
transmits all the other wavelengths. The FBG sensor’s working principle is based on a
sensitivity to changes in strain and temperature of the grating period and refractive index.
Each Bragg grating is characterized by a so-called Bragg wavelength, which shifts according
to the deformation of grating [24,25].
In practice, there are two methods of manufacturing Bragg gratings for sensing pur-
poses (FBG sensor) [26]. The standard procedure is to remove the primary coating (usually
polyacrylate) from a common telecommunication optical fiber. The grating is then made
using a UV laser and phase mask. The fiber is recoated to restore its protection. The
resulting sensor has a maximum elongation at a break of about 1% and reflectivity up
to 99% [27,28]. FBG sensors with a higher possible elongation (up to 7% [21,29], coated
by polyimide or ORMOCER® ) are produced by the combined process of a simultaneous
drawing of the fiber and a writing of the grating. Because the inscription to the core is made
through the primary coating and the energy of the laser is low, the final FBG sensor has a
lower reflectivity (up to about 30%) but better mechanical properties. A tensile strength
at a break of up to 50 N with an elongation of about 5% were determined experimentally
in [30].

Table A1. FBG sensor and measurement device properties [21,22].

FBG Sensor Properties Safibra FBGuard Measurement Device Properties


Grating length 8 mm Wavelength range 1505–1590 nm
Reflectivity >15% Wavelength resolution ≤1 pm
Cladding diameter 125 µm ± 1 µm Wavelength repeatability ±5 pm (max.)
Coating type ORMOCER® Scan frequency up to 11 kHz
Coating diameter 195 µm Dynamic range 30 dB
Temperature sensitivity 6.5 K−1 × 10−6 Optical connector FC/APC
Strain sensitivity 7.8 µε−1 × 10−7 Active channels 1
Temperature range −200 ÷ 200 ◦ C

Appendix A.2. Resistive Strain Gauges


Resistive strain gauges are a long-used and proven method for measurement. Their
working principle is that the strain of the measuring object is transferred to a strain gauge
and causes a change to its electrical resistance with linear dependency. A small change
of resistance is generally indicated by means of a Wheatstone circuit, when the circuit
complementation is part of the strain gauge measurement unit [31].

Table A2. Strain gauge sensor and measurement device properties.

Strain Gauge Sensor Properties Measurement Device Properties


Grid length 6 mm Channels 8
Resistance 350 Ω ± 0.35 % Carrier frequency 600 Hz
Transverse sensitivity 0.3 % Transducer exc. voltage 2.5 V
k—Gauge factor 2.04 ± 1.0 % Transducers SG, DC
Temperature range −200 ÷ 200 ◦ C Accuracy class 0.1

Appendix A.3. Digital Image Correlation


The 3D digital image correlation method (DIC) was used to identify the surface
strain field in the head tube area. DIC is a non-contact optical method allowing material
points to be tracked during a deformation (e.g., see [32] for detailed information about the
method). First, a random surface pattern is created. An evaluation algorithm identifies the
Appl. Sci. 2022, 12, 8377 25 of 26

material points in gray-scaled consecutive images of a specimen. Finally, a displacement is


found where the mapping between consecutive images results in the highest correlation.
Measured displacement patterns could be used to calculate strain during evaluation. The
DIC method could be arranged in a 2D or 3D arrangement, allowing an in-plane or even
out-of-plane measurement of displacements.

Appendix A.4. Acoustic Emission Method


The acoustic emission method (AE) is a non-destructive method of monitoring spec-
imen damage. The working principle is to detect the elastic stress wavefronts which are
propagated in a component, generated by the dynamic release of mechanical stress inside
the material body—acoustic emission events [33]. These events occur with the displace-
ments of dislocations, dynamic micro-crack formations, etc., and propagate in the specimen
as both dilatation and shear waves. These waves are detected by the piezoelectric AE
sensors. They are then converted from the mechanical deformation to the corresponding
electrical signal, which needs to be amplified, transmitted, processed and stored by the
measuring device. The amplification of the detected signal is an important factor that
prevents possible interference of the signal being measured. This can be caused by the
influence of the environment and the transmission of the electrical signal [34].

Table A3. Acoustic emission sensor and measurement device properties.

AE Sensor Properties Measurement Device Properties


Diameter 9 mm Channels 5
Case material Stainless steel Sampling 8 M sample/s
Face material Ceramic ø 6 mm DC inputs 15
Piezoceramic material PZT class 200 DC outputs 16
Temperature range −20 ÷ 90 ◦ C

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